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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.11K+ 4.76% |
$48.9K - $57.1K
|
46.4K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.1K+ 350.0% |
$48.6K - $56.8K
|
2.7K
$61.6K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 169.17% |
$47K - $54.9K
|
3.23K
$73.7K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.02K+ 4.83% |
$46.8K - $54.6K
|
43.9K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$46.3K - $54.1K
|
2K
$45.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
2K+ 1.49% |
$46.2K - $54K
|
136K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.98K+ 0.57% |
$45.7K - $53.4K
|
351K
$8.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.91K+ 16.38% |
$44.1K - $51.5K
|
13.5K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.89K+ 17.66% |
$43.9K - $51.2K
|
12.6K
$288K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.87K+ 3.77% |
$43.4K - $50.7K
|
51.6K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.82K+ 3800.0% |
$42.2K - $49.3K
|
1.87K
$42.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.81K+ 1.81% |
$41.9K - $48.9K
|
102K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.79KNew |
$41.4K - $48.3K
|
1.79K
$40.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.77K+ 6.5% |
$41K - $47.8K
|
29K
$662K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.75K+ 10.13% |
$40.5K - $47.3K
|
19K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.73K+ 8.46% |
$40K - $46.7K
|
22.1K
$505K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.72K+ 46.61% |
$39.8K - $46.5K
|
5.4K
$123K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.7K+ 1.05% |
$39.3K - $45.9K
|
164K
$3.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.62K+ 11.27% |
$37.4K - $43.7K
|
16K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.61K+ 1.6% |
$37.3K - $43.5K
|
102K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.6K+ 6.9% |
$37.1K - $43.3K
|
24.8K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.6KNew |
$37K - $43.2K
|
1.6K
$36.4K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 7533.33% |
$36.6K - $42.8K
|
1.6K
$36.6K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.58K+ 10.31% |
$36.5K - $42.6K
|
16.9K
$385K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.56K+ 0.34% |
$36.1K - $42.1K
|
457K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 8.34% |
$35.8K - $41.8K
|
20.1K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.52K+ 1.28% |
$35.1K - $41K
|
120K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.5KNew |
$34.7K - $40.5K
|
1.5K
$34.2K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
1.49K+ 1.12% |
$34.4K - $40.2K
|
134K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.43K+ 3.95% |
$33.2K - $38.7K
|
37.7K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.43K+ 6.76% |
$33.1K - $38.6K
|
22.6K
$515K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.42K+ 4.63% |
$32.9K - $38.4K
|
32.1K
$732K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.39K+ 2.0% |
$32.1K - $37.5K
|
70.8K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.38K+ 0.38% |
$32.1K - $37.4K
|
369K
$8.43M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.38K+ 2.87% |
$31.9K - $37.2K
|
49.4K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.37K+ 3.06% |
$31.7K - $37K
|
46K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.36K+ 7.61% |
$31.6K - $36.9K
|
19.3K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.36K+ 7.98% |
$31.6K - $36.9K
|
18.5K
$421K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.35K+ 0.75% |
$31.4K - $36.6K
|
181K
$4.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.35K+ 1.59% |
$31.2K - $36.4K
|
86.2K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.3KNew |
$30.1K - $35.2K
|
1.3K
$29.7K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.29K+ 2.24% |
$30K - $35K
|
59K
$1.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$29.5K - $34.4K
|
1.27K
$29.1K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.27K+ 15.61% |
$29.5K - $34.4K
|
9.42K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.27KNew |
$29.4K - $34.3K
|
1.27K
$29K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.26K+ 0.43% |
$29.2K - $34.1K
|
295K
$6.72M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.23K+ 4.67% |
$28.6K - $33.4K
|
27.6K
$631K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.23K+ 0.41% |
$28.6K - $33.4K
|
303K
$6.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.22K+ 4.67% |
$28.2K - $32.9K
|
27.3K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.19K+ 13.19% |
$27.6K - $32.2K
|
10.2K
$233K
|