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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.46KClosed |
$55.4K - $70.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.31KClosed |
$277K - $351K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-7.08KClosed |
$268K - $340K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-4.26KClosed |
$161K - $205K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-4.23KClosed |
$160K - $203K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
737+ 8.27% |
$27.9K - $35.4K
|
9.64K
$260K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-19.6KClosed |
$741K - $939K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.44KClosed |
$206K - $261K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-98Closed |
$3.71K - $4.7K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-165Closed |
$6.25K - $7.92K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-5.45KClosed |
$206K - $262K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.99KClosed |
$303K - $384K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
564+ 2.23% |
$21.4K - $27.1K
|
25.9K
$696K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.39KNew |
$204K - $259K
|
5.39K
$145K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-342- 50.15% |
$13K - $16.4K
|
340
$9.15K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-290K- 60.74% |
$11M - $13.9M
|
188K
$5.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-5.4KClosed |
$204K - $259K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-6.35KClosed |
$240K - $305K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-12.1KClosed |
$457K - $579K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-812Closed |
$30.8K - $39K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
28.7KNew |
$1.09M - $1.38M
|
28.7K
$773K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 1.56% |
$379 - $480
|
630
$17K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-16.1KClosed |
$611K - $774K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.2KClosed |
$197K - $250K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7.75KNew |
$294K - $372K
|
7.75K
$209K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.78KClosed |
$219K - $278K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.99KClosed |
$189K - $240K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-611Closed |
$23.1K - $29.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-4.46KClosed |
$169K - $214K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-5.07KClosed |
$192K - $243K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-21KClosed |
$795K - $1.01M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-5.98KClosed |
$226K - $287K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
562New |
$21.3K - $27K
|
562
$15.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.94KNew |
$225K - $285K
|
5.94K
$160K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-159Closed |
$6.02K - $7.63K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.4KClosed |
$53.1K - $67.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10K+ 14.37% |
$380K - $481K
|
79.8K
$2.15M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-36.2KClosed |
$1.37M - $1.74M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.53KClosed |
$247K - $314K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-160KClosed |
$6.05M - $7.67M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-19.6K- 95.05% |
$742K - $941K
|
1.02K
$27.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.36% |
$37.9 - $48
|
276
$7.43K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
176New |
$6.67K - $8.45K
|
176
$4.74K
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-29.6K- 84.66% |
$1.12M - $1.42M
|
5.37K
$145K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.44KClosed |
$168K - $213K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
32New |
$1.21K - $1.54K
|
32
$861
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-3.72K- 41.85% |
$141K - $178K
|
5.16K
$139K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-22- 12.22% |
$833 - $1.06K
|
158
$4.25K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-21.2KClosed |
$804K - $1.02M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-4.98KClosed |
$189K - $239K
|
0
$0
|