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 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
119+ 1.6% |
$2.76K - $3.22K
|
7.57K
$173K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
116New |
$2.69K - $3.14K
|
116
$2.65K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
113+ 0.23% |
$2.62K - $3.06K
|
48.2K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
110+ 0.54% |
$2.55K - $2.97K
|
20.4K
$467K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
104+ 0.25% |
$2.41K - $2.81K
|
41.9K
$957K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
103+ 0.36% |
$2.39K - $2.79K
|
29K
$663K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
101+ 0.14% |
$2.34K - $2.73K
|
71.8K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
98New |
$2.27K - $2.65K
|
98
$2.24K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
96+ 0.56% |
$2.22K - $2.6K
|
17.4K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
90+ 0.19% |
$2.08K - $2.43K
|
47.9K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
89+ 0.68% |
$2.06K - $2.41K
|
13.2K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
88+ 0.39% |
$2.04K - $2.38K
|
22.8K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
88+ 9.83% |
$2.04K - $2.38K
|
983
$22.4K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
86+ 0.88% |
$1.99K - $2.33K
|
9.88K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
84+ 0.09% |
$1.95K - $2.27K
|
88.9K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
78+ 0.12% |
$1.81K - $2.11K
|
66.9K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
67+ 0.7% |
$1.55K - $1.81K
|
9.62K
$220K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
65+ 2.86% |
$1.51K - $1.76K
|
2.34K
$53.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
64+ 0.77% |
$1.48K - $1.73K
|
8.41K
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
62+ 0.21% |
$1.44K - $1.68K
|
30.1K
$686K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
58+ 0.68% |
$1.34K - $1.57K
|
8.64K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
55+ 0.39% |
$1.27K - $1.49K
|
14.1K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
54+ 59.34% |
$1.25K - $1.46K
|
145
$3.31K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
50+ 1.12% |
$1.16K - $1.35K
|
4.53K
$103K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
48+ 0.22% |
$1.11K - $1.3K
|
21.5K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
43+ 7.61% |
$996 - $1.16K
|
608
$13.9K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
43+ 0.08% |
$996 - $1.16K
|
51.3K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
43+ 0.11% |
$996 - $1.16K
|
40.1K
$916K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
42+ 1.45% |
$973 - $1.14K
|
2.95K
$67.3K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
40+ 0.24% |
$926 - $1.08K
|
17.1K
$389K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 3.03% |
$926 - $1.08K
|
1.36K
$31K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
36+ 0.21% |
$834 - $973
|
17.4K
$397K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
36+ 0.18% |
$834 - $973
|
20.3K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
35+ 0.22% |
$811 - $946
|
16K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 0.24% |
$787 - $919
|
14.3K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
30+ 0.17% |
$695 - $811
|
18.1K
$414K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
30New |
$695 - $811
|
30
$685
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28New |
$648 - $757
|
28
$639
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
28+ 0.04% |
$648 - $757
|
62.9K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
28+ 0.05% |
$648 - $757
|
52.4K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
28+ 0.23% |
$648 - $757
|
12.4K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
27New |
$625 - $730
|
27
$616
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
27+ 0.25% |
$625 - $730
|
10.8K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
27+ 0.24% |
$625 - $730
|
11.4K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
25+ 0.16% |
$579 - $676
|
16.1K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
23+ 0.18% |
$533 - $622
|
12.7K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.67% |
$510 - $595
|
3.32K
$75.8K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
22+ 0.23% |
$510 - $595
|
9.62K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
22+ 0.14% |
$510 - $595
|
15.9K
$362K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.21% |
$510 - $595
|
10.6K
$241K
|