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
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.76K+ 2.45% |
$170K - $184K
|
157K
$4.03M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 0.26% |
$164K - $177K
|
1.38M
$35.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
3.61K+ 28.84% |
$163K - $177K
|
16.1K
$413K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.53K+ 4.61% |
$160K - $173K
|
80K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.51K+ 57.85% |
$159K - $172K
|
9.58K
$245K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.51K+ 33.09% |
$159K - $172K
|
14.1K
$361K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.5K+ 9.84% |
$158K - $172K
|
39.1K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.28K+ 1.16% |
$148K - $161K
|
285K
$7.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.23K+ 1.55% |
$146K - $158K
|
212K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.11K+ 1.15% |
$140K - $152K
|
274K
$7.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.95K+ 26.92% |
$134K - $145K
|
13.9K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.77K+ 4.45% |
$125K - $136K
|
64.9K
$1.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.73K+ 5.05% |
$123K - $134K
|
56.7K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
2.66K+ 0.9% |
$120K - $130K
|
299K
$7.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.65K+ 0.84% |
$120K - $130K
|
319K
$8.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.65K+ 0.18% |
$120K - $130K
|
1.46M
$37.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.6K+ 2.18% |
$117K - $127K
|
121K
$3.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.54K+ 1.02% |
$115K - $125K
|
250K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.48K+ 11.19% |
$112K - $121K
|
24.6K
$630K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 2.26% |
$109K - $118K
|
109K
$2.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.39K+ 13.83% |
$108K - $117K
|
19.7K
$504K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.1KNew |
$95K - $103K
|
2.1K
$53.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.06KNew |
$93.3K - $101K
|
2.06K
$52.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.01KNew |
$90.9K - $98.6K
|
2.01K
$51.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.98K+ 40.49% |
$89.6K - $97.1K
|
6.87K
$176K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.96K+ 19.01% |
$88.7K - $96.1K
|
12.3K
$314K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.95K+ 38.73% |
$88.2K - $95.6K
|
6.99K
$179K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.94K+ 14.04% |
$87.5K - $94.9K
|
15.7K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.86K+ 10.65% |
$84.2K - $91.3K
|
19.3K
$495K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.84K+ 1.9% |
$83.3K - $90.3K
|
98.9K
$2.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.77K+ 6.6% |
$80.3K - $87K
|
28.7K
$734K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 36.54% |
$78.2K - $84.8K
|
6.46K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.68K+ 3.75% |
$76K - $82.3K
|
46.4K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.67K+ 23.96% |
$75.5K - $81.8K
|
8.63K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.62K+ 1.86% |
$73.4K - $79.5K
|
88.6K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.57K+ 11.69% |
$70.9K - $76.9K
|
15K
$384K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
1.49K+ 4.59% |
$67.6K - $73.3K
|
34K
$871K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.48K+ 0.34% |
$67K - $72.6K
|
441K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 128.17% |
$60.3K - $65.4K
|
2.37K
$60.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 2.11% |
$59.4K - $64.3K
|
63.5K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.31K+ 14.62% |
$59.2K - $64.1K
|
10.3K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.29K+ 20.67% |
$58.2K - $63.1K
|
7.51K
$192K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.2K+ 400.0% |
$54.3K - $58.8K
|
1.5K
$38.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.2KNew |
$54.3K - $58.8K
|
1.2K
$30.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.18K+ 802.72% |
$53.4K - $57.9K
|
1.33K
$34K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.15K+ 4.36% |
$51.9K - $56.3K
|
27.5K
$704K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 3.96% |
$51.6K - $55.9K
|
29.9K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.1K+ 13.58% |
$49.6K - $53.7K
|
9.17K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.08K+ 7.8% |
$48.6K - $52.7K
|
14.9K
$381K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.05K+ 2.16% |
$47.5K - $51.5K
|
49.6K
$1.27M
|