Schwab Strategic Tr Us Small C SCHA

SCHA Quotes by TradingView
Institutional shares held 273 Million
66.4K calls
2.7K puts
Total value of holdings $6.21B
$1.51M calls
$61K puts
# of Institutions 1,264

Quarterly Institutional Activity in SCHA

Shares Bought
Shares Sold
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Top Institutions Holding SCHA

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Latest Institutional Activity in SCHA

Top Purchases

Q1 2025
Horizon Financial Services, LLC Shares Held: 5.91M ($136M)
5.64M Shares purchased
2148.46% Added
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 943K ($21.6M)
943K Shares purchased
New Holding
Q1 2025
Sims Investment Management, LLC Shares Held: 1.81M ($41.6M)
398K Shares purchased
28.16% Added
Q1 2025
Zynergy Retirement Planning Llc Shares Held: 531K ($12.2M)
266K Shares purchased
99.99% Added
Q1 2025
Victrix Investment Advisors Shares Held: 228K ($5.22M)
228K Shares purchased
New Holding
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Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 3.49M ($80.1M)
2.82M Shares sold
44.68% Reduced
Q1 2025
Advisory Alpha, LLC Shares Held: 2.04M ($46.8M)
2.19M Shares sold
51.79% Reduced
Q1 2025
Silver Oak Securities, Inc Shares Held: 18.9K ($435K)
1.26M Shares sold
98.52% Reduced
Q1 2025
Tradewinds Capital Management, LLC Shares Held: 111K ($2.54M)
444K Shares sold
80.09% Reduced
Q1 2025
Rkl Wealth Management LLC Shares Held: 656K ($15.1M)
362K Shares sold
35.53% Reduced
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About SCHA

SCHA Chart by TradingView
SCHA Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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