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 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
62New |
$2.37K - $2.7K
|
62
$1.65K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
11.5KNew |
$441K - $502K
|
11.5K
$308K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
7.44KNew |
$285K - $324K
|
7.44K
$199K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-133- 1.48% |
$5.09K - $5.79K
|
8.85K
$236K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
43+ 0.5% |
$1.64K - $1.87K
|
8.68K
$232K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
44+ 0.71% |
$1.68K - $1.92K
|
6.25K
$167K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-14.7K- 85.39% |
$561K - $639K
|
2.51K
$67K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
142New |
$5.43K - $6.18K
|
142
$3.79K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
961+ 9.29% |
$36.8K - $41.8K
|
11.3K
$302K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
22.2K+ 7.75% |
$837K - $1.02M
|
309K
$8.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
17.3KNew |
$652K - $795K
|
17.3K
$463K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-638- 2.1% |
$24K - $29.3K
|
29.7K
$792K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6.43K- 44.86% |
$242K - $295K
|
7.91K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
87.6K+ 122.71% |
$3.3M - $4.02M
|
159K
$4.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.35MNew |
$88.3M - $108M
|
2.35M
$62.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
8.76KNew |
$330K - $402K
|
8.76K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-203- 1.31% |
$7.64K - $9.32K
|
15.3K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
19.9K+ 5.61% |
$748K - $912K
|
374K
$9.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.22K- 1.89% |
$83.6K - $102K
|
115K
$3.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.98KNew |
$263K - $320K
|
6.98K
$186K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
490+ 3.13% |
$18.4K - $22.5K
|
16.1K
$431K
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
219K+ 1394.39% |
$8.25M - $10.1M
|
235K
$6.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.93KNew |
$223K - $272K
|
5.93K
$158K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
11+ 0.06% |
$414 - $505
|
17.2K
$458K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-91- 58.71% |
$3.43K - $4.18K
|
64
$1.71K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.27K+ 11.45% |
$47.6K - $58.1K
|
12.3K
$329K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
8.3KNew |
$312K - $381K
|
8.3K
$221K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
34.4KNew |
$1.3M - $1.58M
|
34.4K
$919K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.33% |
$377 - $459
|
3.08K
$82.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-138- 2.38% |
$5.2K - $6.33K
|
5.65K
$151K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-10.9K- 89.8% |
$410K - $500K
|
1.24K
$33K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
901+ 4.79% |
$33.9K - $41.4K
|
19.7K
$526K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$440K - $537K
|
11.7K
$312K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-2.12K- 4.84% |
$79.7K - $97.2K
|
41.6K
$1.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
16+ 0.3% |
$602 - $734
|
5.37K
$143K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.21KNew |
$234K - $285K
|
6.21K
$166K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-6- 4.96% |
$226 - $275
|
115
$3.07K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$404K - $492K
|
10.7K
$286K
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
13+ 0.12% |
$489 - $597
|
10.5K
$281K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-123- 20.2% |
$4.63K - $5.65K
|
486
$13K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-114- 1.09% |
$4.29K - $5.23K
|
10.3K
$276K
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.5K- 71.84% |
$94.1K - $115K
|
980
$26.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-8- 0.13% |
$301 - $367
|
6.29K
$168K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-2.75K- 5.69% |
$104K - $126K
|
45.7K
$1.22M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
1+ 0.02% |
$37.7 - $45.9
|
5.52K
$147K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
460New |
$17.3K - $21.1K
|
460
$12.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
14+ 0.25% |
$527 - $643
|
5.52K
$147K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.28KNew |
$48.3K - $58.9K
|
1.28K
$34.3K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
212+ 100.0% |
$7.98K - $9.73K
|
424
$11.3K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
42+ 0.3% |
$1.58K - $1.93K
|
14K
$372K
|
|