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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.01K+ 4.73% |
$45.7K - $49.5K
|
22.4K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
966+ 7.97% |
$43.7K - $47.4K
|
13.1K
$335K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
949+ 3954.17% |
$42.9K - $46.5K
|
973
$24.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
938+ 1.1% |
$42.4K - $46K
|
86.2K
$2.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
896+ 1.08% |
$40.5K - $43.9K
|
83.7K
$2.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
BUY
|
- |
894+ 0.56% |
$40.4K - $43.8K
|
161K
$4.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
884+ 0.95% |
$40K - $43.4K
|
93.9K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
874+ 367.23% |
$39.5K - $42.9K
|
1.11K
$28.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
862+ 5.04% |
$39K - $42.3K
|
18K
$460K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
855+ 13.63% |
$38.7K - $41.9K
|
7.13K
$183K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
851+ 8.87% |
$38.5K - $41.7K
|
10.5K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
849+ 10.04% |
$38.4K - $41.6K
|
9.31K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
824+ 5.67% |
$37.3K - $40.4K
|
15.4K
$394K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
799+ 0.52% |
$36.1K - $39.2K
|
156K
$3.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
794New |
$35.9K - $38.9K
|
794
$20.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
768New |
$34.7K - $37.7K
|
768
$19.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
748New |
$33.8K - $36.7K
|
748
$19.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
723+ 10.92% |
$32.7K - $35.5K
|
7.34K
$188K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
688+ 4.12% |
$31.1K - $33.7K
|
17.4K
$445K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
673+ 1.2% |
$30.4K - $33K
|
56.6K
$1.45M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
650New |
$29.4K - $31.9K
|
650
$16.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
633+ 11.84% |
$28.6K - $31K
|
5.98K
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
631+ 4.97% |
$28.5K - $30.9K
|
13.3K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
603+ 8.96% |
$27.3K - $29.6K
|
7.33K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
567+ 2.4% |
$25.7K - $27.8K
|
24.2K
$620K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
539+ 1.05% |
$24.4K - $26.4K
|
52.1K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
530+ 212.0% |
$24K - $26K
|
780
$20K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
524+ 5.74% |
$23.7K - $25.7K
|
9.66K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
470+ 0.03% |
$21.3K - $23K
|
1.78M
$45.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
468+ 0.79% |
$21.2K - $23K
|
60K
$1.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
465+ 15.64% |
$21K - $22.8K
|
3.44K
$88.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
442New |
$20K - $21.7K
|
442
$11.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
431+ 6.34% |
$19.5K - $21.1K
|
7.23K
$185K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
402+ 25.84% |
$18.2K - $19.7K
|
1.96K
$50.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
373+ 4.3% |
$16.9K - $18.3K
|
9.05K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
367+ 4.21% |
$16.6K - $18K
|
9.08K
$233K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
364New |
$16.5K - $17.9K
|
364
$9.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
348+ 0.74% |
$15.7K - $17.1K
|
47.1K
$1.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
339+ 0.5% |
$15.3K - $16.6K
|
68K
$1.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
336+ 1.82% |
$15.2K - $16.5K
|
18.8K
$481K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
331+ 1.7% |
$15K - $16.2K
|
19.8K
$506K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
320+ 0.8% |
$14.5K - $15.7K
|
40.2K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
318+ 1.19% |
$14.4K - $15.6K
|
27.1K
$695K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
296+ 4.03% |
$13.4K - $14.5K
|
7.63K
$196K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
294+ 2.86% |
$13.3K - $14.4K
|
10.6K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
280+ 2.12% |
$12.7K - $13.7K
|
13.5K
$346K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
278+ 0.76% |
$12.6K - $13.6K
|
36.8K
$942K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
270+ 5.69% |
$12.2K - $13.2K
|
5.02K
$128K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
270+ 0.55% |
$12.2K - $13.2K
|
49K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
250+ 7.69% |
$11.3K - $12.3K
|
3.5K
$89.7K
|