Latest Institutional Transactions on Schwab Strategic Tr Us Small C (SCHA)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Small C (SCHA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
60.9K+ 109.02% |
$1.54M - $3.12M
|
117K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
66.1K+ 97.6% |
$1.68M - $3.38M
|
134K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
176+ 100.0% |
$4.46K - $9K
|
352
$8.26K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
60.2K+ 99.31% |
$1.53M - $3.08M
|
121K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.85M+ 117.26% |
$46.9M - $94.7M
|
3.43M
$80.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
17.1K+ 98.96% |
$432K - $872K
|
34.3K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.28M+ 113.4% |
$32.4M - $65.4M
|
2.41M
$56.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
151K+ 104.26% |
$3.81M - $7.7M
|
295K
$6.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
9.64K+ 98.77% |
$244K - $493K
|
19.4K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
44New |
$1.11K - $2.25K
|
44
$1.03K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
15.1K+ 117.21% |
$382K - $772K
|
28K
$657K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9.67K+ 98.35% |
$245K - $494K
|
19.5K
$458K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.04K+ 100.0% |
$128K - $258K
|
10.1K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
800New |
$20.3K - $40.9K
|
800
$18.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9.87KNew |
$250K - $505K
|
9.87K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7K+ 92.01% |
$177K - $358K
|
14.6K
$343K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
192K+ 94.52% |
$4.86M - $9.81M
|
395K
$9.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.68K+ 93.06% |
$220K - $444K
|
18K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
37.1KNew |
$941K - $1.9M
|
37.1K
$872K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17.4K+ 150.41% |
$440K - $889K
|
28.9K
$679K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
166K+ 102.74% |
$4.2M - $8.48M
|
327K
$7.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
109K+ 106.78% |
$2.77M - $5.6M
|
212K
$4.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10K+ 100.0% |
$253K - $512K
|
20K
$470K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38+ 100.0% |
$963 - $1.94K
|
76
$1.78K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.44K+ 99.98% |
$112K - $227K
|
8.87K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.8K+ 65.52% |
$96.3K - $194K
|
9.6K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.47M+ 94.21% |
$62.7M - $127M
|
5.1M
$120M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7.44K+ 142.38% |
$188K - $381K
|
12.7K
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
11.2K+ 98.98% |
$285K - $575K
|
22.6K
$530K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
7.48K+ 96.79% |
$190K - $383K
|
15.2K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
76New |
$1.93K - $3.89K
|
76
$1.78K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
91.6KNew |
$2.32M - $4.69M
|
91.6K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.88KNew |
$200K - $403K
|
7.88K
$185K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
61.3K+ 82.71% |
$1.55M - $3.13M
|
135K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
49.3K+ 97.61% |
$1.25M - $2.52M
|
99.9K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
309K+ 102.7% |
$7.83M - $15.8M
|
610K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14K+ 93.2% |
$354K - $715K
|
29K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
57.8K+ 99.05% |
$1.47M - $2.96M
|
116K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-53K- 71.88% |
$1.34M - $2.71M
|
20.7K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
16.5K+ 191.38% |
$418K - $844K
|
25.1K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.02K+ 100.0% |
$25.7K - $52K
|
2.03K
$47.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
345K+ 78.3% |
$8.73M - $17.6M
|
785K
$18.4M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
5.15K+ 88.45% |
$130K - $263K
|
11K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
8.49K+ 98.14% |
$215K - $434K
|
17.1K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
794+ 100.0% |
$20.1K - $40.6K
|
1.59K
$37.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.81K+ 100.0% |
$96.4K - $195K
|
7.61K
$179K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41.5K+ 120.16% |
$1.05M - $2.12M
|
76K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
55.3K+ 99.91% |
$1.4M - $2.83M
|
111K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
121K+ 110.72% |
$3.07M - $6.2M
|
231K
$5.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.71K- 43.74% |
$68.6K - $139K
|
3.48K
$81.8K
|