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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.6K- 6.08% |
$1.16M - $1.28M
|
381K
$8.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
407+ 1.97% |
$19.1K - $21.1K
|
21.1K
$494K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 0.8% |
$188 - $208
|
503
$11.8K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-932- 3.72% |
$42.2K - $45.7K
|
24.1K
$567K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
2New |
$90.5 - $98.1
|
2
$47
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.73KNew |
$395K - $428K
|
8.73K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.92KNew |
$449K - $486K
|
9.92K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-104K- 91.7% |
$4.71M - $5.1M
|
9.42K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.4K+ 363.47% |
$2.15M - $2.33M
|
60.5K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-220- 3.9% |
$9.95K - $10.8K
|
5.42K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
5.72KNew |
$259K - $281K
|
5.72K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5New |
$226 - $245
|
5
$117
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
119+ 68.0% |
$5.38K - $5.84K
|
294
$6.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 7.44% |
$85.3K - $92.4K
|
23.5K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.54KNew |
$431K - $468K
|
9.54K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.87K- 37.04% |
$401K - $435K
|
15.1K
$354K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.51K- 2.61% |
$295K - $319K
|
243K
$5.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
38New |
$1.72K - $1.86K
|
38
$892
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.73KNew |
$259K - $281K
|
5.73K
$134K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
78.5M+ 911.2% |
$3.55B - $3.85B
|
87.1M
$2.04B
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25New |
$1.13K - $1.23K
|
25
$587
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-501- 4.49% |
$22.7K - $24.6K
|
10.6K
$250K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-312- 4.19% |
$14.1K - $15.3K
|
7.14K
$168K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.58K- 85.14% |
$71.3K - $77.2K
|
275
$6.46K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11.5KNew |
$522K - $566K
|
11.5K
$271K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-11- 0.24% |
$498 - $539
|
4.49K
$105K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 25.0% |
$2.26K - $2.45K
|
250
$5.87K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
431+ 6.34% |
$19.5K - $21.1K
|
7.23K
$170K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
136New |
$6.15K - $6.67K
|
136
$3.19K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
650New |
$29.4K - $31.9K
|
650
$15.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-415- 4.58% |
$18.8K - $20.4K
|
8.64K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-20- 33.33% |
$905 - $981
|
40
$939
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7+ 0.16% |
$317 - $343
|
4.3K
$101K
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
63.2K+ 42.48% |
$2.86M - $3.1M
|
212K
$4.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
530+ 212.0% |
$24K - $26K
|
780
$18.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.55K+ 25.39% |
$206K - $223K
|
22.5K
$528K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-328K- 89.5% |
$14.8M - $16.1M
|
38.5K
$903K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-228- 67.66% |
$10.3K - $11.2K
|
109
$2.56K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
66New |
$2.99K - $3.24K
|
66
$1.55K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.2KNew |
$54.3K - $58.8K
|
1.2K
$28.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.01KNew |
$90.9K - $98.6K
|
2.01K
$47.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
19+ 0.23% |
$860 - $932
|
8.42K
$198K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-25- 0.13% |
$1.13K - $1.23K
|
18.9K
$443K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.54K+ 1.02% |
$115K - $125K
|
250K
$5.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
768New |
$34.7K - $37.7K
|
768
$18K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
24.1KNew |
$1.09M - $1.18M
|
24.1K
$567K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-234- 36.85% |
$10.6K - $11.5K
|
401
$9.42K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.07KNew |
$320K - $346K
|
7.07K
$166K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
364New |
$16.5K - $17.9K
|
364
$8.55K
|
|