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 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
400+ 3.97% |
$9.26K - $10.8K
|
10.5K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
399+ 3.29% |
$9.24K - $10.8K
|
12.5K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
377+ 3.21% |
$8.73K - $10.2K
|
12.1K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
371+ 198.4% |
$8.59K - $10K
|
558
$12.7K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
370+ 3.38% |
$8.57K - $10K
|
11.3K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
352+ 0.19% |
$8.15K - $9.52K
|
189K
$4.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
350+ 1.65% |
$8.11K - $9.46K
|
21.5K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
346+ 0.13% |
$8.01K - $9.36K
|
269K
$6.15M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
334+ 4.05% |
$7.74K - $9.03K
|
8.59K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
312+ 2.19% |
$7.23K - $8.44K
|
14.6K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
309+ 3.17% |
$7.16K - $8.36K
|
10.1K
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
308+ 2.24% |
$7.13K - $8.33K
|
14K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
299+ 0.9% |
$6.92K - $8.08K
|
33.7K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
293+ 1.35% |
$6.79K - $7.92K
|
21.9K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
284New |
$6.58K - $7.68K
|
284
$6.48K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
265+ 10.73% |
$6.14K - $7.17K
|
2.73K
$62.4K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
261+ 0.14% |
$6.04K - $7.06K
|
189K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
233+ 0.82% |
$5.4K - $6.3K
|
28.5K
$651K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
233+ 4.69% |
$5.4K - $6.3K
|
5.2K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.81% |
$5.33K - $6.22K
|
12.9K
$295K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
226+ 2.35% |
$5.23K - $6.11K
|
9.82K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
223+ 0.57% |
$5.16K - $6.03K
|
39K
$891K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
218New |
$5.05K - $5.89K
|
218
$4.98K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
213+ 0.59% |
$4.93K - $5.76K
|
36.6K
$835K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
212New |
$4.91K - $5.73K
|
212
$4.84K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
212New |
$4.91K - $5.73K
|
212
$4.84K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
198+ 2.01% |
$4.59K - $5.35K
|
10.1K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
194+ 0.87% |
$4.49K - $5.25K
|
22.5K
$514K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
193+ 0.97% |
$4.47K - $5.22K
|
20.1K
$460K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
188+ 0.53% |
$4.35K - $5.08K
|
35.6K
$812K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
171+ 1.88% |
$3.96K - $4.62K
|
9.28K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
169+ 0.12% |
$3.91K - $4.57K
|
146K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
167+ 1.68% |
$3.87K - $4.52K
|
10.1K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
164+ 100.61% |
$3.8K - $4.43K
|
327
$7.47K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
162+ 0.17% |
$3.75K - $4.38K
|
97.9K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
162+ 1.76% |
$3.75K - $4.38K
|
9.36K
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
157+ 8.58% |
$3.64K - $4.25K
|
1.99K
$45.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
155+ 1.39% |
$3.59K - $4.19K
|
11.3K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
149+ 1.2% |
$3.45K - $4.03K
|
12.5K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
146+ 1.56% |
$3.38K - $3.95K
|
9.49K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
143New |
$3.31K - $3.87K
|
143
$3.26K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
137+ 0.36% |
$3.17K - $3.7K
|
38.1K
$871K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
134+ 1.0% |
$3.1K - $3.62K
|
13.5K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
132+ 0.43% |
$3.06K - $3.57K
|
31.1K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
126New |
$2.92K - $3.41K
|
126
$2.88K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
126+ 0.23% |
$2.92K - $3.41K
|
54.7K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
125+ 0.93% |
$2.9K - $3.38K
|
13.5K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
125+ 0.63% |
$2.9K - $3.38K
|
20.1K
$458K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
124New |
$2.87K - $3.35K
|
124
$2.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
124+ 1.37% |
$2.87K - $3.35K
|
9.17K
$209K
|