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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
22.4K+ 99.81% |
$568K - $1.15M
|
44.9K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
8.75KNew |
$222K - $448K
|
8.75K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.98K+ 100.05% |
$253K - $510K
|
20K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
126K+ 108.04% |
$3.2M - $6.45M
|
243K
$5.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
22.6K+ 99.21% |
$573K - $1.16M
|
45.4K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
28.1K+ 102.23% |
$711K - $1.44M
|
55.5K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10K+ 101.05% |
$254K - $513K
|
20K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
12.3K+ 164.72% |
$313K - $631K
|
19.8K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
3.24K+ 58.92% |
$82K - $166K
|
8.73K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
11.2KNew |
$284K - $573K
|
11.2K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
67.4K+ 96.49% |
$1.71M - $3.45M
|
137K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
13K+ 84.98% |
$330K - $666K
|
28.3K
$678K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.06K+ 85.08% |
$179K - $361K
|
15.4K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
21K+ 101.22% |
$533K - $1.08M
|
41.8K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
27.9K+ 135.11% |
$708K - $1.43M
|
48.6K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-937- 4.83% |
$23.7K - $47.9K
|
18.5K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
8.52K+ 100.0% |
$216K - $436K
|
17K
$408K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19.8K+ 44.54% |
$503K - $1.02M
|
64.4K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.76K+ 0.94% |
$69.8K - $141K
|
295K
$7.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.3K+ 100.0% |
$32.9K - $66.5K
|
2.6K
$62.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
472K+ 106.5% |
$12M - $24.2M
|
916K
$21.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
564+ 95.59% |
$14.3K - $28.9K
|
1.15K
$27.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
9.91K+ 89.32% |
$251K - $507K
|
21K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7.09KNew |
$180K - $363K
|
7.09K
$170K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08K+ 100.0% |
$52.7K - $106K
|
4.16K
$99.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
663K+ 97.74% |
$16.8M - $33.9M
|
1.34M
$32.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.26K+ 99.88% |
$184K - $371K
|
14.5K
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
72.1K+ 76.4% |
$1.83M - $3.69M
|
166K
$3.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
80.6K+ 98.55% |
$2.04M - $4.12M
|
162K
$3.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
341K+ 103.43% |
$8.64M - $17.4M
|
670K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
22.3K+ 97.9% |
$564K - $1.14M
|
45K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 100.54% |
$472K - $952K
|
37.1K
$888K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-60.3K- 51.49% |
$1.53M - $3.09M
|
56.8K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
46.5K+ 97.83% |
$1.18M - $2.38M
|
94K
$2.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
167K+ 100.6% |
$4.24M - $8.55M
|
333K
$7.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
23.5K+ 94.84% |
$595K - $1.2M
|
48.2K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
110K+ 107.45% |
$2.78M - $5.62M
|
212K
$5.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
12.7K+ 87.22% |
$321K - $649K
|
27.2K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.97K+ 99.66% |
$202K - $408K
|
16K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
22.9K+ 87.5% |
$580K - $1.17M
|
49.1K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29.6K+ 100.78% |
$749K - $1.51M
|
58.9K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
26+ 100.0% |
$659 - $1.33K
|
52
$1.24K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36K+ 78.34% |
$912K - $1.84M
|
82K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8.33K- 5.79% |
$211K - $426K
|
135K
$3.24M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
7.6K+ 100.0% |
$193K - $389K
|
15.2K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
9.74KNew |
$247K - $498K
|
9.74K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
98+ 100.0% |
$2.48K - $5.01K
|
196
$4.69K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
109K+ 100.62% |
$2.77M - $5.58M
|
218K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.31K+ 88.24% |
$135K - $272K
|
11.3K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
126K+ 100.97% |
$3.18M - $6.43M
|
250K
$5.98M
|