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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
447+ 1.73% |
$20.2K - $21.9K
|
26.3K
$1.32M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
442New |
$20K - $21.7K
|
442
$22.3K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
436+ 2.27% |
$19.7K - $21.4K
|
19.7K
$991K
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
431+ 6.34% |
$19.5K - $21.1K
|
7.23K
$364K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
430+ 2.62% |
$19.5K - $21.1K
|
16.8K
$847K
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
430+ 0.74% |
$19.5K - $21.1K
|
58.6K
$2.95M
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
410+ 0.72% |
$18.5K - $20.1K
|
57.3K
$2.89M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
405+ 0.8% |
$18.3K - $19.9K
|
50.8K
$2.56M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
402+ 25.84% |
$18.2K - $19.7K
|
1.96K
$98.6K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
397+ 23.35% |
$18K - $19.5K
|
2.1K
$106K
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
377+ 0.17% |
$17.1K - $18.5K
|
216K
$10.9M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
373+ 4.3% |
$16.9K - $18.3K
|
9.05K
$456K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
367+ 4.21% |
$16.6K - $18K
|
9.08K
$457K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
364New |
$16.5K - $17.9K
|
364
$18.3K
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
362+ 2.5% |
$16.4K - $17.8K
|
14.8K
$747K
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
356+ 3.84% |
$16.1K - $17.5K
|
9.62K
$485K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
348+ 0.74% |
$15.7K - $17.1K
|
47.1K
$2.37M
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
348+ 0.4% |
$15.7K - $17.1K
|
86.9K
$4.38M
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
343+ 0.31% |
$15.5K - $16.8K
|
109K
$5.51M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
339+ 0.5% |
$15.3K - $16.6K
|
68K
$3.43M
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
337+ 6.4% |
$15.2K - $16.5K
|
5.6K
$282K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
336+ 1.82% |
$15.2K - $16.5K
|
18.8K
$946K
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
331+ 1.7% |
$15K - $16.2K
|
19.8K
$996K
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
330+ 5.94% |
$14.9K - $16.2K
|
5.89K
$297K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
327+ 7.51% |
$14.8K - $16K
|
4.68K
$236K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
320+ 0.8% |
$14.5K - $15.7K
|
40.2K
$2.03M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
318+ 1.19% |
$14.4K - $15.6K
|
27.1K
$1.37M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
316+ 0.58% |
$14.3K - $15.5K
|
55.1K
$2.78M
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
316+ 6.07% |
$14.3K - $15.5K
|
5.52K
$278K
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
315+ 6.79% |
$14.3K - $15.4K
|
4.95K
$250K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
296+ 4.03% |
$13.4K - $14.5K
|
7.63K
$385K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
294+ 2.86% |
$13.3K - $14.4K
|
10.6K
$533K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
294+ 0.4% |
$13.3K - $14.4K
|
74.1K
$3.74M
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
286+ 3.48% |
$12.9K - $14K
|
8.52K
$429K
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
280+ 2.12% |
$12.7K - $13.7K
|
13.5K
$680K
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
278+ 0.76% |
$12.6K - $13.6K
|
36.8K
$1.85M
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
270+ 5.69% |
$12.2K - $13.2K
|
5.02K
$253K
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
270+ 0.55% |
$12.2K - $13.2K
|
49K
$2.47M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
256+ 6.56% |
$11.6K - $12.6K
|
4.16K
$209K
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
255+ 4.16% |
$11.5K - $12.5K
|
6.38K
$321K
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
253+ 0.92% |
$11.4K - $12.4K
|
27.7K
$1.39M
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
250+ 7.69% |
$11.3K - $12.3K
|
3.5K
$176K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
250+ 1.7% |
$11.3K - $12.3K
|
15K
$754K
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
221+ 1.87% |
$10K - $10.8K
|
12K
$606K
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
220+ 1.95% |
$9.95K - $10.8K
|
11.5K
$580K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
220+ 2.33% |
$9.95K - $10.8K
|
9.67K
$487K
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
213+ 3.35% |
$9.64K - $10.4K
|
6.57K
$331K
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
207+ 0.18% |
$9.36K - $10.2K
|
112K
$5.65M
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
205+ 82.0% |
$9.27K - $10.1K
|
455
$22.9K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
196+ 100.0% |
$8.87K - $9.61K
|
392
$19.7K
|