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 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
33.9K+ 101.23% |
$860K - $1.74M
|
67.5K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
35.6K+ 98.56% |
$902K - $1.82M
|
71.7K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.37K+ 100.0% |
$60.1K - $121K
|
4.75K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
210K+ 381281.81% |
$5.31M - $10.7M
|
210K
$4.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28.6K+ 93.86% |
$724K - $1.46M
|
59K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
53+ 10.35% |
$1.34K - $2.71K
|
565
$13.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.7KNew |
$195K - $394K
|
7.7K
$181K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
618K+ 144.38% |
$15.6M - $31.6M
|
1.05M
$24.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
650+ 100.0% |
$16.5K - $33.3K
|
1.3K
$30.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
99.3K+ 93.49% |
$2.52M - $5.08M
|
206K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
452K+ 130.85% |
$11.5M - $23.1M
|
798K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.3K+ 96.49% |
$566K - $1.14M
|
45.5K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
139K+ 98.75% |
$3.53M - $7.13M
|
280K
$6.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11KNew |
$278K - $561K
|
11K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
8.52KNew |
$216K - $436K
|
8.52K
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
37.4K+ 94.17% |
$948K - $1.92M
|
77.2K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.73K+ 100.0% |
$43.7K - $88.3K
|
3.45K
$81.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
89.2K+ 100.23% |
$2.26M - $4.56M
|
178K
$4.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
52.9K+ 101.42% |
$1.34M - $2.71M
|
105K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.93K+ 98.23% |
$125K - $252K
|
9.96K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
120K+ 101.62% |
$3.03M - $6.12M
|
237K
$5.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
6.47K+ 100.14% |
$164K - $331K
|
12.9K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
22.8K+ 69.25% |
$578K - $1.17M
|
55.7K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.26K+ 68.86% |
$108K - $218K
|
10.4K
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.37K+ 58.38% |
$85.3K - $172K
|
9.13K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
4.6K+ 100.0% |
$117K - $235K
|
9.2K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.32K+ 118.05% |
$185K - $374K
|
13.5K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
26.5K+ 94.03% |
$671K - $1.36M
|
54.7K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10K+ 88.39% |
$255K - $514K
|
21.4K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
19.1K+ 96.96% |
$484K - $977K
|
38.8K
$911K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
163+ 100.0% |
$4.13K - $8.34K
|
326
$7.65K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
142+ 100.0% |
$3.6K - $7.26K
|
284
$6.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
31.7K+ 63.17% |
$802K - $1.62M
|
81.8K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
4.35K+ 100.0% |
$110K - $222K
|
8.7K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.31KNew |
$210K - $425K
|
8.31K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
364K+ 113.24% |
$9.22M - $18.6M
|
686K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
22.9K+ 91.3% |
$580K - $1.17M
|
48K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
24.1K+ 108.69% |
$611K - $1.23M
|
46.3K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
32K+ 99.9% |
$811K - $1.64M
|
64K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.34K+ 100.0% |
$110K - $222K
|
8.68K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.04K+ 100.64% |
$178K - $360K
|
14K
$329K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.6K+ 99.24% |
$421K - $850K
|
33.4K
$783K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
170K+ 67.99% |
$4.31M - $8.7M
|
420K
$9.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
313K+ 106.12% |
$7.93M - $16M
|
608K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
11.3K+ 100.02% |
$287K - $581K
|
22.7K
$533K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
11.6K+ 99.14% |
$293K - $592K
|
23.2K
$546K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2K+ 502.01% |
$50.6K - $102K
|
2.4K
$56.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.1K+ 101.32% |
$484K - $978K
|
38K
$892K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
38.7K+ 101.3% |
$980K - $1.98M
|
76.9K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
22.5K+ 98.02% |
$569K - $1.15M
|
45.4K
$1.07M
|