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 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-759Closed |
$36.9K - $41.8K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-25Closed |
$1.22K - $1.38K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-3.67KClosed |
$178K - $202K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-171KClosed |
$8.32M - $9.42M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-21.9KClosed |
$1.07M - $1.21M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-11.4KClosed |
$554K - $627K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.46KClosed |
$120K - $135K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-21.8KClosed |
$1.06M - $1.2M
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.02KClosed |
$98.4K - $111K
|
0
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
SELL
|
- |
-286Closed |
$13.9K - $15.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.93KClosed |
$93.3K - $101K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-125Closed |
$6.04K - $6.56K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-88Closed |
$4.25K - $4.62K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.95KClosed |
$94.2K - $102K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.05KClosed |
$98.8K - $107K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-980Closed |
$47.3K - $51.4K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.34KClosed |
$113K - $123K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-315Closed |
$15.2K - $16.5K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
SELL
|
- |
-2.46KClosed |
$119K - $129K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.73KClosed |
$132K - $143K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.65KNew |
$176K - $192K
|
3.65K
$79.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18.7KNew |
$903K - $981K
|
18.7K
$408K
|
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-28.8KClosed |
$1.39M - $1.51M
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4KNew |
$193K - $210K
|
4K
$87.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-966Closed |
$46.7K - $50.7K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-205Closed |
$9.9K - $10.8K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.93KClosed |
$93.3K - $101K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-26.5KClosed |
$1.28M - $1.39M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-2.14KClosed |
$103K - $112K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-1.96KClosed |
$94.5K - $103K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
71+ 107.58% |
$3.44K - $3.76K
|
137
$2.99K
|
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-35Closed |
$1.69K - $1.85K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-569Closed |
$27.5K - $30.1K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-494Closed |
$23.9K - $26.1K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1Closed |
$48.4 - $52.9
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-519Closed |
$25.1K - $27.5K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.82KClosed |
$137K - $149K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-13Closed |
$629 - $688
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.11KClosed |
$102K - $112K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-46.1KClosed |
$2.23M - $2.44M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
7.72KNew |
$374K - $408K
|
7.72K
$169K
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-4.06KClosed |
$197K - $215K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.2KClosed |
$58.2K - $63.6K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-26Closed |
$1.26K - $1.38K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$116K - $127K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-23Closed |
$1.11K - $1.22K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-23Closed |
$1.11K - $1.22K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-11Closed |
$532 - $582
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 23, 2021
Q1 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-5.32KClosed |
$233K - $280K
|
0
$0
|
|
|
Jun 21, 2021
Q1 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-45Closed |
$1.98K - $2.37K
|
0
$0
|
|