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
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.6KNew |
$37K - $43.2K
|
1.6K
$41K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.59KNew |
$36.8K - $42.9K
|
1.59K
$40.8K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 7533.33% |
$36.6K - $42.8K
|
1.6K
$41.2K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.58KNew |
$36.5K - $42.7K
|
1.58K
$40.5K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.58K+ 10.31% |
$36.5K - $42.6K
|
16.9K
$433K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.56K+ 0.34% |
$36.1K - $42.1K
|
457K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 8.34% |
$35.8K - $41.8K
|
20.1K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.52K+ 1.28% |
$35.1K - $41K
|
120K
$3.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.5KNew |
$34.7K - $40.5K
|
1.5K
$38.4K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
1.49K+ 1.12% |
$34.4K - $40.2K
|
134K
$3.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.43K+ 3.95% |
$33.2K - $38.7K
|
37.7K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.43K+ 6.76% |
$33.1K - $38.6K
|
22.6K
$579K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.42K+ 4.63% |
$32.9K - $38.4K
|
32.1K
$824K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.39K+ 2.0% |
$32.1K - $37.5K
|
70.8K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.38K+ 0.38% |
$32.1K - $37.4K
|
369K
$9.48M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.38K+ 2.87% |
$31.9K - $37.2K
|
49.4K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.37K+ 3.06% |
$31.7K - $37K
|
46K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.36K+ 7.61% |
$31.6K - $36.9K
|
19.3K
$495K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.36K+ 7.98% |
$31.6K - $36.9K
|
18.5K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.35K+ 0.75% |
$31.4K - $36.6K
|
181K
$4.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.3KNew |
$30.1K - $35.2K
|
1.3K
$33.4K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.29K+ 2.24% |
$30K - $35K
|
59K
$1.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$29.5K - $34.4K
|
1.27K
$32.7K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.27K+ 15.61% |
$29.5K - $34.4K
|
9.42K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.27KNew |
$29.4K - $34.3K
|
1.27K
$32.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.26K+ 0.43% |
$29.2K - $34.1K
|
295K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.23K+ 4.67% |
$28.6K - $33.4K
|
27.6K
$710K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.23K+ 0.41% |
$28.6K - $33.4K
|
303K
$7.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.22K+ 4.67% |
$28.2K - $32.9K
|
27.3K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.19K+ 13.19% |
$27.6K - $32.2K
|
10.2K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.17K+ 4.6% |
$27.1K - $31.7K
|
26.6K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15K+ 27.37% |
$26.6K - $31K
|
5.34K
$137K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.12K+ 10.26% |
$25.9K - $30.3K
|
12K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.09K+ 1.14% |
$25.2K - $29.4K
|
96.8K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.08K+ 1.41% |
$25.1K - $29.3K
|
77.9K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.05K+ 1.53% |
$24.2K - $28.3K
|
69.3K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1KNew |
$23.2K - $27.1K
|
1K
$25.7K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
987+ 61.61% |
$22.9K - $26.7K
|
2.59K
$66.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
981+ 4.75% |
$22.7K - $26.5K
|
21.6K
$556K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
918New |
$21.3K - $24.8K
|
918
$23.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
904+ 1.99% |
$20.9K - $24.4K
|
46.2K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
900+ 2.13% |
$20.8K - $24.3K
|
43.2K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
899+ 1.95% |
$20.8K - $24.3K
|
46.9K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
884+ 10.46% |
$20.5K - $23.9K
|
9.34K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
879+ 5.99% |
$20.4K - $23.8K
|
15.5K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
877+ 2.56% |
$20.3K - $23.7K
|
35.1K
$903K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
855+ 1.6% |
$19.8K - $23.1K
|
54.1K
$1.39M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
836+ 3.81% |
$19.4K - $22.6K
|
22.8K
$585K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
796+ 6.11% |
$18.4K - $21.5K
|
13.8K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
791+ 4.97% |
$18.3K - $21.4K
|
16.7K
$429K
|