Latest Institutional Purchases of Schwab Strategic Tr Us Small C (SCHA)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Small C (SCHA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$46.9 - $52
|
1
$25.6
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$46.9 - $52
|
1.26K
$32.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$46.9 - $52
|
4.87K
$125K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
78.5M+ 911.2% |
$3.55B - $3.85B
|
87.1M
$2.23B
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.2M+ 3222.12% |
$99.3M - $108M
|
2.26M
$58M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
769K+ 3.6% |
$34.8M - $37.7M
|
22.1M
$566M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
403K+ 730.88% |
$18.2M - $19.7M
|
458K
$11.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
265KNew |
$12M - $13M
|
265K
$6.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
209KNew |
$9.44M - $10.2M
|
209K
$5.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
163K+ 1.38% |
$7.38M - $7.99M
|
11.9M
$306M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
148KNew |
$6.7M - $7.27M
|
148K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
145K+ 1434.01% |
$6.57M - $7.12M
|
155K
$3.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
133K+ 9.5% |
$6M - $6.5M
|
1.53M
$39.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
89K+ 36.96% |
$4.03M - $4.36M
|
330K
$8.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
70.3K+ 216.45% |
$3.18M - $3.45M
|
103K
$2.63M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
68.8K+ 3.4% |
$3.11M - $3.37M
|
2.09M
$53.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
63.2K+ 42.48% |
$2.86M - $3.1M
|
212K
$5.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.2KNew |
$2.77M - $3M
|
61.2K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
54.1KNew |
$2.45M - $2.65M
|
54.1K
$1.39M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
53.8K+ 20.46% |
$2.43M - $2.64M
|
317K
$8.12M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
52.9K+ 244.02% |
$2.4M - $2.6M
|
74.6K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
48KNew |
$2.17M - $2.35M
|
48K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.4K+ 363.47% |
$2.15M - $2.33M
|
60.5K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
43.9K+ 2.6% |
$1.99M - $2.15M
|
1.73M
$44.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
37.9K+ 16.49% |
$1.72M - $1.86M
|
268K
$6.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
37.5K+ 435.65% |
$1.7M - $1.84M
|
46.1K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
33.8K+ 27.27% |
$1.53M - $1.66M
|
158K
$4.04M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29K+ 142.34% |
$1.31M - $1.42M
|
49.3K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
28.8K+ 50.29% |
$1.3M - $1.41M
|
86K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.9K+ 1.97% |
$1.26M - $1.37M
|
1.45M
$37M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.5K+ 1.44% |
$1.25M - $1.35M
|
1.94M
$49.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
25.3KNew |
$1.15M - $1.24M
|
25.3K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
25.2K+ 46.75% |
$1.14M - $1.24M
|
79.2K
$2.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
24.1KNew |
$1.09M - $1.18M
|
24.1K
$618K
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
24KNew |
$1.09M - $1.18M
|
24K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
20.4K+ 206.06% |
$923K - $1M
|
30.3K
$776K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
19K+ 12.56% |
$859K - $931K
|
170K
$4.36M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
18.1K+ 27.96% |
$820K - $889K
|
82.9K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.9K+ 4.18% |
$808K - $876K
|
445K
$11.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
17.5K+ 4.32% |
$790K - $857K
|
422K
$10.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
16.8K+ 9.31% |
$758K - $822K
|
197K
$5.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 0.72% |
$717K - $778K
|
2.23M
$57M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
15.7K+ 17.95% |
$710K - $769K
|
103K
$2.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
14.4K+ 100.44% |
$653K - $707K
|
28.8K
$738K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.4K+ 3.95% |
$652K - $706K
|
379K
$9.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.3K+ 6.1% |
$645K - $699K
|
248K
$6.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12.4K+ 13.0% |
$562K - $610K
|
108K
$2.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
12.4KNew |
$560K - $607K
|
12.4K
$317K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.4K+ 156.97% |
$559K - $606K
|
20.2K
$518K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12K+ 13.02% |
$544K - $589K
|
104K
$2.67M
|
|