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 $6.23B
$1.52M calls
$61K puts
# of Institutions 1,269

Quarterly Institutional Activity in SCHA

Shares Bought
Shares Sold
View Transactions

Top Institutions Holding SCHA

View all
View all

Latest Institutional Activity in SCHA

Top Purchases

Q1 2025
Horizon Financial Services, LLC Shares Held: 5.91M ($135M)
5.64M Shares purchased
2148.46% Added
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 943K ($21.5M)
943K Shares purchased
New Holding
Q1 2025
Sims Investment Management, LLC Shares Held: 1.81M ($41.4M)
398K Shares purchased
28.16% Added
Q1 2025
Zynergy Retirement Planning Llc Shares Held: 531K ($12.1M)
266K Shares purchased
99.99% Added
Q1 2025
Victrix Investment Advisors Shares Held: 228K ($5.19M)
228K Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 3.49M ($79.6M)
2.82M Shares sold
44.68% Reduced
Q1 2025
Advisory Alpha, LLC Shares Held: 2.04M ($46.6M)
2.19M Shares sold
51.79% Reduced
Q1 2025
Silver Oak Securities, Inc Shares Held: 18.9K ($433K)
1.26M Shares sold
98.52% Reduced
Q1 2025
Tradewinds Capital Management, LLC Shares Held: 111K ($2.52M)
444K Shares sold
80.09% Reduced
Q1 2025
Rkl Wealth Management LLC Shares Held: 656K ($15M)
362K Shares sold
35.53% Reduced
View All Sellers

About SCHA

SCHA Chart by TradingView
SCHA Fundamental Data by TradingView

Track Institutional and Insider Activities on SCHA

Follow SCHWAB STRATEGIC TR US SMALL-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHA shares.

Notify only if
Any

Insider Trading

Get notified when an Schwab Strategic Tr Us Small C insider buys or sells SCHA shares.

Notify only if
Any
Any
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×
20 item(s) selected

News

Receive news related to SCHWAB STRATEGIC TR US SMALL-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHA