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
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.7KNew |
$195K - $394K
|
7.7K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11KNew |
$278K - $561K
|
11K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.37K+ 58.38% |
$85.3K - $172K
|
9.13K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.32K+ 118.05% |
$185K - $374K
|
13.5K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
163+ 100.0% |
$4.13K - $8.34K
|
326
$8.94K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
142+ 100.0% |
$3.6K - $7.26K
|
284
$7.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.31KNew |
$210K - $425K
|
8.31K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
190+ 100.0% |
$4.81K - $9.72K
|
380
$10.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.71K+ 100.0% |
$221K - $446K
|
17.4K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.8KNew |
$274K - $554K
|
10.8K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
45K+ 100.0% |
$1.14M - $2.3M
|
90K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
27+ 100.0% |
$684 - $1.38K
|
54
$1.48K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
12.8K+ 100.0% |
$324K - $655K
|
25.6K
$702K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
236K+ 92.87% |
$5.98M - $12.1M
|
490K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
9.72K+ 65.74% |
$246K - $497K
|
24.5K
$672K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.64K+ 100.12% |
$168K - $340K
|
13.3K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
83.8K+ 120.32% |
$2.12M - $4.29M
|
154K
$4.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
120+ 100.0% |
$3.04K - $6.14K
|
240
$6.58K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1K+ 100.0% |
$25.3K - $51.2K
|
2K
$54.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
250+ 100.0% |
$6.33K - $12.8K
|
500
$13.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-390- 2.91% |
$9.88K - $20K
|
13K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.91K+ 104.42% |
$200K - $404K
|
15.5K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 100.0% |
$25.3 - $51.2
|
2
$54.9
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
11New |
$279 - $563
|
11
$302
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.08K+ 100.0% |
$27.3K - $55.2K
|
2.16K
$59.1K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.8KNew |
$654K - $1.32M
|
25.8K
$708K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
989New |
$25.1K - $50.6K
|
989
$27.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
12.1KNew |
$307K - $619K
|
12.1K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.33K+ 100.0% |
$33.7K - $68.1K
|
2.66K
$73K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
320+ 100.0% |
$8.11K - $16.4K
|
640
$17.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.59K+ 77.48% |
$243K - $491K
|
22K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.5K+ 100.0% |
$63.3K - $128K
|
5K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.08KNew |
$52.8K - $107K
|
2.08K
$57.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
455+ 100.0% |
$11.5K - $23.3K
|
910
$25K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
124New |
$3.14K - $6.34K
|
124
$3.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-649- 77.17% |
$16.4K - $33.2K
|
192
$5.27K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18+ 100.0% |
$456 - $921
|
36
$987
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
140+ 100.0% |
$3.55K - $7.16K
|
280
$7.68K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$25.3 - $51.2
|
1
$27.4
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.9K+ 99.64% |
$277K - $560K
|
21.9K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$50.7 - $102
|
4
$110
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
344+ 100.0% |
$8.71K - $17.6K
|
688
$18.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
248+ 25.51% |
$6.28K - $12.7K
|
1.22K
$33.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
7.75K+ 100.0% |
$196K - $396K
|
15.5K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.78K+ 100.0% |
$45K - $90.8K
|
3.55K
$97.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
192+ 100.0% |
$4.86K - $9.82K
|
384
$10.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
91+ 101.11% |
$2.31K - $4.66K
|
181
$4.96K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8+ 100.0% |
$203 - $409
|
16
$439
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.8K+ 94.2% |
$451K - $911K
|
36.7K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.42K+ 100.0% |
$112K - $226K
|
8.84K
$242K
|
|