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 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
764New |
$17.7K - $20.7K
|
764
$19.6K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
742+ 199.46% |
$17.2K - $20.1K
|
1.11K
$28.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
736New |
$17K - $19.9K
|
736
$18.9K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
735+ 9.95% |
$17K - $19.9K
|
8.12K
$209K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
725+ 0.4% |
$16.8K - $19.6K
|
184K
$4.72M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
686+ 2.99% |
$15.9K - $18.5K
|
23.6K
$607K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
685+ 2.17% |
$15.9K - $18.5K
|
32.3K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
674+ 1.26% |
$15.6K - $18.2K
|
54.4K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
659+ 3.88% |
$15.3K - $17.8K
|
17.7K
$454K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
642New |
$14.9K - $17.4K
|
642
$16.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
634+ 1.32% |
$14.7K - $17.1K
|
48.6K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
600+ 3.22% |
$13.9K - $16.2K
|
19.2K
$494K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
600+ 0.58% |
$13.9K - $16.2K
|
103K
$2.65M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
592+ 5.77% |
$13.7K - $16K
|
10.8K
$279K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
583+ 0.35% |
$13.5K - $15.8K
|
169K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
561+ 3.19% |
$13K - $15.2K
|
18.1K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
547+ 0.46% |
$12.7K - $14.8K
|
119K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
545+ 3.8% |
$12.6K - $14.7K
|
14.9K
$383K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
544+ 5.7% |
$12.6K - $14.7K
|
10.1K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
536+ 13.26% |
$12.4K - $14.5K
|
4.58K
$118K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
516+ 20.86% |
$12K - $14K
|
2.99K
$76.8K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
508+ 0.07% |
$11.8K - $13.7K
|
761K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
506+ 5.91% |
$11.7K - $13.7K
|
9.06K
$233K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
452+ 5.52% |
$10.5K - $12.2K
|
8.65K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
452+ 164.96% |
$10.5K - $12.2K
|
726
$18.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
449+ 0.57% |
$10.4K - $12.1K
|
79.4K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
430New |
$9.96K - $11.6K
|
430
$11K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
416+ 0.38% |
$9.63K - $11.2K
|
110K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
400+ 3.97% |
$9.26K - $10.8K
|
10.5K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
399+ 3.29% |
$9.24K - $10.8K
|
12.5K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
377+ 3.21% |
$8.73K - $10.2K
|
12.1K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
371+ 198.4% |
$8.59K - $10K
|
558
$14.3K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
370+ 3.38% |
$8.57K - $10K
|
11.3K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
352+ 0.19% |
$8.15K - $9.52K
|
189K
$4.86M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
346+ 0.13% |
$8.01K - $9.36K
|
269K
$6.91M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
334+ 4.05% |
$7.74K - $9.03K
|
8.59K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
312+ 2.19% |
$7.23K - $8.44K
|
14.6K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
309+ 3.17% |
$7.16K - $8.36K
|
10.1K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
308+ 2.24% |
$7.13K - $8.33K
|
14K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
299+ 0.9% |
$6.92K - $8.08K
|
33.7K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
293+ 1.35% |
$6.79K - $7.92K
|
21.9K
$563K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
284New |
$6.58K - $7.68K
|
284
$7.29K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
265+ 10.73% |
$6.14K - $7.17K
|
2.73K
$70.2K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
261+ 0.14% |
$6.04K - $7.06K
|
189K
$4.85M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
240+ 0.31% |
$5.56K - $6.49K
|
77.1K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
233+ 0.82% |
$5.4K - $6.3K
|
28.5K
$733K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
233+ 4.69% |
$5.4K - $6.3K
|
5.2K
$133K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
230+ 1.8% |
$5.33K - $6.22K
|
13K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.81% |
$5.33K - $6.22K
|
12.9K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
226+ 2.35% |
$5.23K - $6.11K
|
9.82K
$252K
|