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 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
23.2KNew |
$928K - $1.02M
|
23.2K
$638K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.08K+ 6.73% |
$42.9K - $47.1K
|
17.1K
$468K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-74- 0.64% |
$2.95K - $3.24K
|
11.4K
$314K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.44KNew |
$257K - $282K
|
6.44K
$177K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
9.82KNew |
$392K - $430K
|
9.82K
$269K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
145KNew |
$5.77M - $6.34M
|
145K
$3.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.79KNew |
$111K - $122K
|
2.79K
$76.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
59+ 0.07% |
$2.35K - $2.59K
|
83.4K
$2.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11.6K+ 1.51% |
$462K - $508K
|
779K
$21.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
25.6K+ 1.99% |
$1.02M - $1.12M
|
1.31M
$36M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-257- 4.47% |
$10.3K - $11.3K
|
5.5K
$151K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-852- 15.62% |
$34K - $37.3K
|
4.6K
$126K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-212K- 97.0% |
$8.47M - $9.3M
|
6.56K
$180K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.06K- 97.07% |
$42.3K - $46.4K
|
32
$878
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.98K- 57.28% |
$279K - $306K
|
5.21K
$143K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.21% |
$120 - $131
|
1.43K
$39.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 18.85% |
$58.5K - $64.2K
|
6.31K
$173K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
33.4KNew |
$1.33M - $1.55M
|
33.4K
$917K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
73+ 0.11% |
$2.91K - $3.38K
|
63.8K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$39.8 - $46.4
|
1
$27.4
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.77K+ 11.96% |
$110K - $128K
|
25.9K
$710K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12K- 24.48% |
$478K - $557K
|
37K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-171- 22.18% |
$6.81K - $7.93K
|
600
$16.5K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-2.65K- 3.61% |
$105K - $123K
|
70.6K
$1.94M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.57KNew |
$62.5K - $72.7K
|
1.57K
$43K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.25K+ 237.07% |
$169K - $197K
|
6.05K
$166K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5New |
$199 - $232
|
5
$137
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.19K- 19.55% |
$167K - $194K
|
17.2K
$472K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
5.42KNew |
$216K - $251K
|
5.42K
$149K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-142- 12.32% |
$5.65K - $6.58K
|
1.01K
$27.7K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
203+ 0.26% |
$8.08K - $9.41K
|
78.7K
$2.16M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.04K- 10.47% |
$41.5K - $48.3K
|
8.91K
$244K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.38K- 18.37% |
$54.9K - $63.9K
|
6.13K
$168K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
83.4KNew |
$3.32M - $3.86M
|
83.4K
$2.29M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
537New |
$21.4K - $24.9K
|
537
$14.7K
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.2KNew |
$445K - $519K
|
11.2K
$307K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
334New |
$13.3K - $15.5K
|
334
$9.16K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.27K- 39.91% |
$130K - $152K
|
4.92K
$135K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.36KNew |
$253K - $295K
|
6.36K
$174K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8New |
$319 - $371
|
8
$219
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-310- 5.82% |
$12.3K - $14.4K
|
5.02K
$138K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
414+ 1.17% |
$16.5K - $19.2K
|
35.7K
$979K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
43New |
$1.71K - $1.99K
|
43
$1.18K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
75.6KNew |
$3.01M - $3.5M
|
75.6K
$2.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.36K- 1.85% |
$54.1K - $63K
|
71.9K
$1.97M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
64+ 0.33% |
$2.55K - $2.97K
|
19.2K
$527K
|
|
| Q4 2022 | |||||||
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-78Closed |
$2.98K - $3.4K
|
0
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.95% |
$1.91K - $2.18K
|
5.31K
$146K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.71% |
$115 - $131
|
426
$11.7K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.51KNew |
$325K - $370K
|
8.51K
$233K
|
|