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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.55K+ 25.39% |
$206K - $223K
|
22.5K
$616K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-328K- 89.5% |
$14.8M - $16.1M
|
38.5K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
66New |
$2.99K - $3.24K
|
66
$1.81K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.2KNew |
$54.3K - $58.8K
|
1.2K
$32.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.01KNew |
$90.9K - $98.6K
|
2.01K
$55.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
19+ 0.23% |
$860 - $932
|
8.42K
$231K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.54K+ 1.02% |
$115K - $125K
|
250K
$6.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
768New |
$34.7K - $37.7K
|
768
$21.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
24.1KNew |
$1.09M - $1.18M
|
24.1K
$662K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-234- 36.85% |
$10.6K - $11.5K
|
401
$11K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.07KNew |
$320K - $346K
|
7.07K
$194K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
364New |
$16.5K - $17.9K
|
364
$9.98K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
402+ 25.84% |
$18.2K - $19.7K
|
1.96K
$53.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
96+ 0.49% |
$4.34K - $4.71K
|
19.6K
$537K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
60New |
$2.71K - $2.94K
|
60
$1.65K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8New |
$362 - $392
|
8
$219
|
|
| Q1 2024 | |||||||
|
Dec 17, 2025
Q1 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-4.91K- 53.59% |
$220K - $242K
|
4.25K
$117K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-75Closed |
$3.36K - $3.69K
|
0
$0
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.66KNew |
$254K - $279K
|
5.66K
$155K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
37.3KNew |
$1.67M - $1.84M
|
37.3K
$1.02M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-162- 40.7% |
$7.26K - $7.98K
|
236
$6.47K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.16KNew |
$187K - $205K
|
4.16K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
44New |
$1.97K - $2.17K
|
44
$1.21K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
846New |
$37.9K - $41.7K
|
846
$23.2K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
155+ 155.0% |
$6.95K - $7.63K
|
255
$6.99K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
150+ 1250.0% |
$6.73K - $7.39K
|
162
$4.44K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-277- 6.17% |
$12.4K - $13.6K
|
4.22K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.6K+ 11.23% |
$1.06M - $1.16M
|
234K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.7K+ 15.94% |
$572K - $628K
|
92.7K
$2.54M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-910- 12.27% |
$40.8K - $44.8K
|
6.51K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-56- 20.97% |
$2.51K - $2.76K
|
211
$5.79K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-329- 2.2% |
$14.8K - $16.2K
|
14.7K
$402K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
24.8KNew |
$1.11M - $1.22M
|
24.8K
$681K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.72KNew |
$391K - $429K
|
8.72K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.34K+ 39066.67% |
$105K - $115K
|
2.35K
$64.5K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.34K+ 8.47% |
$59.9K - $65.8K
|
17.1K
$469K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
214KNew |
$9.58M - $10.5M
|
214K
$5.86M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.74M+ 2.34% |
$78.2M - $85.9M
|
76.4M
$2.1B
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
116+ 1.18% |
$5.2K - $5.71K
|
9.91K
$272K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
286+ 2.99% |
$12.8K - $14.1K
|
9.84K
$270K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
77+ 3.31% |
$3.45K - $3.79K
|
2.4K
$65.8K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.99KNew |
$224K - $246K
|
4.99K
$137K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.18K+ 20.8% |
$53K - $58.2K
|
6.87K
$188K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-429- 81.1% |
$19.2K - $21.1K
|
100
$2.74K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
120New |
$5.38K - $5.91K
|
120
$3.29K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6.68KNew |
$300K - $329K
|
6.68K
$183K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.14KNew |
$186K - $204K
|
4.14K
$114K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.31KNew |
$193K - $212K
|
4.31K
$118K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.3K- 67.19% |
$193K - $212K
|
2.1K
$57.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 3.1% |
$67.5K - $74.2K
|
50.1K
$1.37M
|
|