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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.57K- 1.57% |
$36.3K - $42.4K
|
98.5K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
13.7K+ 55.33% |
$317K - $370K
|
38.5K
$840K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.63KNew |
$223K - $260K
|
9.63K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
377+ 3.21% |
$8.73K - $10.2K
|
12.1K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.15K- 2.84% |
$26.5K - $31K
|
39.2K
$856K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
15.2K+ 2.46% |
$351K - $410K
|
633K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
62+ 0.21% |
$1.44K - $1.68K
|
30.1K
$656K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.81K- 0.91% |
$135K - $157K
|
630K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-15.4K- 7.12% |
$356K - $416K
|
201K
$4.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.28K+ 53.63% |
$122K - $143K
|
15.1K
$330K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-758- 4.46% |
$17.6K - $20.5K
|
16.2K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
18.2KNew |
$421K - $491K
|
18.2K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-670- 5.91% |
$15.5K - $18.1K
|
10.7K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.7K+ 14.0% |
$318K - $371K
|
112K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
13.7K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-169- 0.35% |
$3.91K - $4.57K
|
48.1K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-5.81K- 29.26% |
$134K - $157K
|
14K
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
171+ 1.88% |
$3.96K - $4.62K
|
9.28K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-144- 0.16% |
$3.34K - $3.89K
|
91.3K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.02K- 1.24% |
$23.6K - $27.6K
|
81K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.5K- 3.5% |
$34.6K - $40.5K
|
41.3K
$901K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8.27K- 14.24% |
$191K - $223K
|
49.8K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.9K- 95.73% |
$277K - $323K
|
532
$11.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
415+ 5.03% |
$9.61K - $11.2K
|
8.66K
$189K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
23.6K+ 4.51% |
$547K - $639K
|
548K
$12M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.7K- 9.27% |
$39.3K - $45.9K
|
16.6K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4.93K+ 2.87% |
$114K - $133K
|
177K
$3.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.08K- 2.04% |
$48.1K - $56.1K
|
99.9K
$2.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
96+ 0.56% |
$2.22K - $2.6K
|
17.4K
$379K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.16K- 4.28% |
$26.9K - $31.4K
|
26K
$568K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
452+ 164.96% |
$10.5K - $12.2K
|
726
$15.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-20.3K- 66.18% |
$469K - $548K
|
10.4K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-720- 4.23% |
$16.7K - $19.5K
|
16.3K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-7.81K- 1.17% |
$181K - $211K
|
660K
$14.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-9.25K- 7.69% |
$214K - $250K
|
111K
$2.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-7.5K- 0.56% |
$174K - $203K
|
1.33M
$29.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
21+ 0.11% |
$486 - $568
|
18.3K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.57K+ 2.52% |
$59.4K - $69.4K
|
104K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
64+ 0.77% |
$1.48K - $1.73K
|
8.41K
$184K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.94K- 15.03% |
$44.9K - $52.4K
|
11K
$239K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
480+ 27.91% |
$11.1K - $13K
|
2.2K
$48K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 14.63% |
$278 - $324
|
94
$2.05K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
3.1K+ 1.23% |
$71.7K - $83.7K
|
255K
$5.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-3.78K- 10.28% |
$87.5K - $102K
|
33K
$720K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.55K+ 1.63% |
$82.1K - $95.9K
|
221K
$4.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-640- 0.12% |
$14.8K - $17.3K
|
532K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.87K+ 3.77% |
$43.4K - $50.7K
|
51.6K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3.94K- 19.88% |
$91.3K - $107K
|
15.9K
$347K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
8.29K+ 9.48% |
$192K - $224K
|
95.7K
$2.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.1KNew |
$349K - $407K
|
15.1K
$329K
|