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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
490+ 3.13% |
$18.4K - $22.5K
|
16.1K
$443K
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
219K+ 1394.39% |
$8.25M - $10.1M
|
235K
$6.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.93KNew |
$223K - $272K
|
5.93K
$163K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
11+ 0.06% |
$414 - $505
|
17.2K
$471K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-91- 58.71% |
$3.43K - $4.18K
|
64
$1.76K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.27K+ 11.45% |
$47.6K - $58.1K
|
12.3K
$338K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
8.3KNew |
$312K - $381K
|
8.3K
$228K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
34.4KNew |
$1.3M - $1.58M
|
34.4K
$944K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.33% |
$377 - $459
|
3.08K
$84.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-138- 2.38% |
$5.2K - $6.33K
|
5.65K
$155K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-10.9K- 89.8% |
$410K - $500K
|
1.24K
$34K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
901+ 4.79% |
$33.9K - $41.4K
|
19.7K
$541K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$440K - $537K
|
11.7K
$321K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-2.12K- 4.84% |
$79.7K - $97.2K
|
41.6K
$1.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.21KNew |
$234K - $285K
|
6.21K
$170K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-6- 4.96% |
$226 - $275
|
115
$3.15K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$404K - $492K
|
10.7K
$294K
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
13+ 0.12% |
$489 - $597
|
10.5K
$289K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-123- 20.2% |
$4.63K - $5.65K
|
486
$13.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-114- 1.09% |
$4.29K - $5.23K
|
10.3K
$283K
|
|
|
Oct 20, 2022
Q3 2022
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-8- 0.13% |
$301 - $367
|
6.29K
$173K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-2.75K- 5.69% |
$104K - $126K
|
45.7K
$1.25M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
1+ 0.02% |
$37.7 - $45.9
|
5.52K
$152K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
460New |
$17.3K - $21.1K
|
460
$12.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.28KNew |
$48.3K - $58.9K
|
1.28K
$35.2K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
212+ 100.0% |
$7.98K - $9.73K
|
424
$11.6K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
42+ 0.3% |
$1.58K - $1.93K
|
14K
$383K
|
|
| Q2 2022 | |||||||
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6Closed |
$227 - $288
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.42MClosed |
$205M - $260M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138Closed |
$5.23K - $6.63K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-454Closed |
$17.2K - $21.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.53KClosed |
$171K - $217K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-9.43KClosed |
$357K - $452K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
654+ 2.1% |
$24.8K - $31.4K
|
31.7K
$871K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.64KClosed |
$62.2K - $78.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.87KClosed |
$260K - $330K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-92.9KClosed |
$3.52M - $4.46M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
30KNew |
$1.14M - $1.44M
|
30K
$824K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.1KClosed |
$570K - $723K
|
0
$0
|
|
|
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
|
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
$709K
|
|