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 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
73+ 3.82% |
$3.42K - $3.79K
|
1.99K
$53K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
12New |
$563 - $624
|
12
$321
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
20+ 0.09% |
$938 - $1.04K
|
22.3K
$597K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.79K+ 3.3% |
$83.8K - $92.8K
|
55.9K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
173New |
$8.11K - $8.99K
|
173
$4.62K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.02% |
$281 - $312
|
596
$15.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-897- 3.45% |
$42.1K - $46.6K
|
25.1K
$670K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.54K+ 10.89% |
$72K - $79.8K
|
15.6K
$418K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-232K- 10.44% |
$10.9M - $12.1M
|
1.99M
$53.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
158+ 0.96% |
$7.41K - $8.21K
|
16.7K
$446K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.71K- 25.64% |
$127K - $141K
|
7.87K
$210K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.1K- 3.76% |
$520K - $576K
|
284K
$7.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.78K+ 13.94% |
$177K - $196K
|
30.9K
$825K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
24+ 0.38% |
$1.13K - $1.25K
|
6.38K
$170K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
189+ 0.41% |
$8.86K - $9.82K
|
46.7K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11+ 1.24% |
$516 - $572
|
901
$24.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-503- 4.63% |
$23.6K - $26.1K
|
10.4K
$277K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.32K+ 1.34% |
$156K - $172K
|
251K
$6.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.56KNew |
$214K - $237K
|
4.56K
$122K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9+ 0.13% |
$422 - $468
|
6.99K
$187K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
162+ 3.75% |
$7.6K - $8.42K
|
4.48K
$120K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
34+ 0.67% |
$1.59K - $1.77K
|
5.11K
$137K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
14.5K+ 99.77% |
$679K - $753K
|
29K
$775K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
15.2K+ 101.27% |
$711K - $788K
|
30.1K
$805K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.63K+ 3.05% |
$311K - $344K
|
224K
$5.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.87K- 10.03% |
$135K - $149K
|
25.8K
$688K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
64.8K+ 620.05% |
$3.04M - $3.37M
|
75.2K
$2.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.67K- 2.7% |
$125K - $139K
|
96.2K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.35K+ 4.74% |
$63.1K - $69.9K
|
29.7K
$793K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.79K+ 9.46% |
$178K - $197K
|
43.8K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.4K+ 6.21% |
$300K - $332K
|
109K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
217+ 3.31% |
$10.2K - $11.3K
|
6.78K
$181K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
466+ 2.05% |
$21.9K - $24.2K
|
23.2K
$619K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
43+ 0.19% |
$2.02K - $2.23K
|
22.2K
$593K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
15.3K+ 94.98% |
$718K - $796K
|
31.4K
$840K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.46K- 24.45% |
$68.2K - $75.6K
|
4.5K
$120K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
18.7K+ 82.17% |
$876K - $970K
|
41.4K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.22K+ 2.78% |
$386K - $427K
|
304K
$8.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-5.34K- 7.74% |
$250K - $277K
|
63.6K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-11.2K- 3.81% |
$526K - $582K
|
283K
$7.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.61K+ 9.19% |
$75.5K - $83.7K
|
19.1K
$511K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
618+ 7.09% |
$29K - $32.1K
|
9.33K
$249K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.47K- 7.14% |
$116K - $128K
|
32K
$856K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
28New |
$1.31K - $1.45K
|
28
$748
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.22KNew |
$245K - $271K
|
5.22K
$140K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
648New |
$30.4K - $33.7K
|
648
$17.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
37+ 264.29% |
$1.74K - $1.92K
|
51
$1.36K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.1% |
$469 - $520
|
9.97K
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-17.6K- 2.94% |
$825K - $914K
|
581K
$15.5M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
228New |
$10.7K - $11.8K
|
228
$6.09K
|