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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.17K+ 4.6% |
$27.1K - $31.7K
|
26.6K
$608K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15K+ 27.37% |
$26.6K - $31K
|
5.34K
$122K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.12K+ 10.26% |
$25.9K - $30.3K
|
12K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.09K+ 1.14% |
$25.2K - $29.4K
|
96.8K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.08K+ 1.41% |
$25.1K - $29.3K
|
77.9K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.05K+ 0.47% |
$24.3K - $28.4K
|
226K
$5.17M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.05K+ 1.53% |
$24.2K - $28.3K
|
69.3K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1KNew |
$23.2K - $27.1K
|
1K
$22.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
987+ 61.61% |
$22.9K - $26.7K
|
2.59K
$59.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
981+ 4.75% |
$22.7K - $26.5K
|
21.6K
$494K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
918New |
$21.3K - $24.8K
|
918
$21K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
904+ 1.99% |
$20.9K - $24.4K
|
46.2K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
900+ 2.13% |
$20.8K - $24.3K
|
43.2K
$987K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
899+ 1.95% |
$20.8K - $24.3K
|
46.9K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
884+ 10.46% |
$20.5K - $23.9K
|
9.34K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
879+ 5.99% |
$20.4K - $23.8K
|
15.5K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
877+ 2.56% |
$20.3K - $23.7K
|
35.1K
$802K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
855+ 1.6% |
$19.8K - $23.1K
|
54.1K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
796+ 6.11% |
$18.4K - $21.5K
|
13.8K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
791+ 4.97% |
$18.3K - $21.4K
|
16.7K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
764New |
$17.7K - $20.7K
|
764
$17.4K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
742+ 199.46% |
$17.2K - $20.1K
|
1.11K
$25.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
736New |
$17K - $19.9K
|
736
$16.8K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
735+ 9.95% |
$17K - $19.9K
|
8.12K
$185K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
725+ 0.4% |
$16.8K - $19.6K
|
184K
$4.19M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
686+ 2.99% |
$15.9K - $18.5K
|
23.6K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
685+ 2.17% |
$15.9K - $18.5K
|
32.3K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
674+ 1.26% |
$15.6K - $18.2K
|
54.4K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
659+ 3.88% |
$15.3K - $17.8K
|
17.7K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
642New |
$14.9K - $17.4K
|
642
$14.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
634+ 1.32% |
$14.7K - $17.1K
|
48.6K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
600+ 3.22% |
$13.9K - $16.2K
|
19.2K
$439K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
600+ 0.58% |
$13.9K - $16.2K
|
103K
$2.36M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
592+ 5.77% |
$13.7K - $16K
|
10.8K
$248K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
583+ 0.35% |
$13.5K - $15.8K
|
169K
$3.86M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
561+ 3.19% |
$13K - $15.2K
|
18.1K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
547+ 0.46% |
$12.7K - $14.8K
|
119K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
545+ 3.8% |
$12.6K - $14.7K
|
14.9K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
544+ 5.7% |
$12.6K - $14.7K
|
10.1K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
536+ 13.26% |
$12.4K - $14.5K
|
4.58K
$104K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
516+ 20.86% |
$12K - $14K
|
2.99K
$68.3K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
508+ 0.07% |
$11.8K - $13.7K
|
761K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
506+ 5.91% |
$11.7K - $13.7K
|
9.06K
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
480+ 27.91% |
$11.1K - $13K
|
2.2K
$50.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
452+ 5.52% |
$10.5K - $12.2K
|
8.65K
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
452+ 164.96% |
$10.5K - $12.2K
|
726
$16.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
449+ 0.57% |
$10.4K - $12.1K
|
79.4K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
430New |
$9.96K - $11.6K
|
430
$9.82K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
416+ 0.38% |
$9.63K - $11.2K
|
110K
$2.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
415+ 5.03% |
$9.61K - $11.2K
|
8.66K
$198K
|