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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-218- 5.85% |
$10.2K - $11.3K
|
3.51K
$93.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
262+ 100.0% |
$12.3K - $13.6K
|
524
$14K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.4KNew |
$253K - $281K
|
5.4K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.81K+ 52.2% |
$179K - $198K
|
11.1K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.68K+ 8.64% |
$220K - $243K
|
58.9K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.25% |
$188 - $208
|
1.64K
$43.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.6K+ 366.41% |
$1.01M - $1.12M
|
27.5K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
37+ 18.97% |
$1.74K - $1.92K
|
232
$6.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-84- 0.58% |
$3.94K - $4.36K
|
14.5K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-499- 5.44% |
$23.4K - $25.9K
|
8.67K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.5K+ 100.0% |
$70.4K - $77.9K
|
3K
$79.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.07K+ 3.29% |
$191K - $211K
|
128K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
9.27K+ 4.79% |
$435K - $481K
|
203K
$5.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
74New |
$3.47K - $3.85K
|
74
$1.97K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-463- 10.54% |
$21.7K - $24.1K
|
3.93K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8.27K+ 127.92% |
$388K - $429K
|
14.7K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-363- 0.78% |
$17K - $18.9K
|
46.3K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.63K+ 25.64% |
$123K - $137K
|
12.9K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48New |
$2.25K - $2.49K
|
48
$1.28K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
918+ 8.63% |
$43.1K - $47.7K
|
11.6K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.71KNew |
$268K - $296K
|
5.71K
$152K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
75+ 0.79% |
$3.52K - $3.9K
|
9.58K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
870+ 3.52% |
$40.8K - $45.2K
|
25.6K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.83K+ 12.49% |
$180K - $199K
|
34.5K
$919K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-172- 0.63% |
$8.07K - $8.94K
|
27.3K
$728K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.6K- 3.84% |
$824K - $913K
|
440K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.28K- 4.46% |
$60K - $66.5K
|
27.4K
$730K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.75K+ 38.61% |
$129K - $143K
|
9.88K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
355+ 65.14% |
$16.6K - $18.4K
|
900
$24K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-5.1K- 34.32% |
$239K - $265K
|
9.76K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.2% |
$46.9 - $52
|
496
$13.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 2.51% |
$518K - $574K
|
452K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.79K+ 57.93% |
$131K - $145K
|
7.61K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-281- 0.68% |
$13.2K - $14.6K
|
41.1K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.06K+ 0.63% |
$425K - $471K
|
1.45M
$38.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-361- 1.14% |
$16.9K - $18.8K
|
31.3K
$833K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
8.6KNew |
$403K - $447K
|
8.6K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.99KNew |
$187K - $208K
|
3.99K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2+ 0.5% |
$93.8 - $104
|
400
$10.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.23K- 4.91% |
$105K - $116K
|
43.2K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.03KNew |
$189K - $210K
|
4.03K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.06K- 7.87% |
$49.8K - $55.1K
|
12.4K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.42K+ 6.94% |
$395K - $437K
|
130K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 3.08% |
$549K - $608K
|
391K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.35K+ 4.19% |
$63.1K - $69.9K
|
33.5K
$892K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.14K+ 44.68% |
$100K - $111K
|
6.92K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.33K+ 10.4% |
$109K - $121K
|
24.7K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
21+ 0.09% |
$985 - $1.09K
|
23.9K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.46K- 13.84% |
$68.4K - $75.8K
|
9.08K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
6.28K+ 53.34% |
$295K - $326K
|
18.1K
$481K
|