Latest Institutional Transactions on Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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
May 14, 2021 Q1 2021
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
75
New
$3.29K - $3.95K
75 $1.64K
May 14, 2021 Q1 2021
Hap Trading, LLC

New York, NY
SELL
 -
-13K
Closed
$571K - $685K
0 $0
May 14, 2021 Q1 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-1K
Closed
$43.9K - $52.6K
0 $0
May 13, 2021 Q1 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-1.83K
Closed
$80.4K - $96.4K
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-478
Closed
$21K - $25.2K
0 $0
May 07, 2021 Q1 2021
Lebenthal Global Advisors, LLC

SELL
 -
-330
Closed
$14.5K - $17.4K
0 $0
May 05, 2021 Q1 2021
Associated Banc Corp

Green Bay, WI
SELL
 -
-40.3K
Closed
$1.77M - $2.12M
0 $0
May 04, 2021 Q1 2021
Ascension Asset Management LLC

SELL
 -
-107K
Closed
$4.71M - $5.65M
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-393
Closed
$17.2K - $20.7K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-692
Closed
$30.4K - $36.4K
0 $0
Apr 12, 2021 Q1 2021
Calamos Advisors LLC

SELL
 -
-3.27K
Closed
$144K - $172K
0 $0
Apr 09, 2021 Q1 2021
Kopion Asset Management, LLC

SELL
 -
-60
Closed
$2.63K - $3.16K
0 $0
Apr 08, 2021 Q1 2021
Old Port Advisors

SELL
 -
-2.32K
Closed
$102K - $122K
0 $0
Q4 2020
Dec 12, 2024 Q4 2020
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
SELL
 -
-9K
Closed
$312K - $407K
0 $0
Mar 09, 2021 Q4 2020
Tru Independence LLC

SELL
 -
-1.27K
Closed
$43.8K - $57.1K
0 $0
Feb 16, 2021 Q4 2020
Centric Wealth Management

SELL
 -
-11K
Closed
$382K - $498K
0 $0
Feb 16, 2021 Q4 2020
Hoese & CO LLP

BUY
 -
1K
New
$34.7K - $45.2K
1K $21.8K
Feb 16, 2021 Q4 2020
Meridian Wealth Advisors, LLC

BUY
 -
9.47K
New
$328K - $428K
9.47K $207K
Feb 16, 2021 Q4 2020
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
27.7K
New
$962K - $1.25M
27.7K $606K
Feb 12, 2021 Q4 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-580
Closed
$20.1K - $26.2K
0 $0
Feb 10, 2021 Q4 2020
Verus Financial Partners, Inc.

SELL
 -
-14K
Closed
$486K - $634K
0 $0
Jan 12, 2021 Q4 2020
Mcia Inc

BUY
 -
9.73K
New
$337K - $439K
9.73K $212K
Q3 2020
Oct 18, 2024 Q3 2020
Martel Wealth Advisors Inc

Vancouver, WA
SELL
 -
-3.77K
- 5.84%
$121K - $137K
60.8K $1.33M
Nov 16, 2020 Q3 2020
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-321
Closed
$10.3K - $11.7K
0 $0
Nov 12, 2020 Q3 2020
Mfa Wealth Advisors, LLC

Pittsburgh, PA
SELL
 -
-1.95K
Closed
$62.5K - $70.9K
0 $0
Oct 26, 2020 Q3 2020
Buffington Mohr Mc Neal

SELL
 -
-5.9K
Closed
$189K - $215K
0 $0
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
9.99K
New
$321K - $363K
9.99K $218K
Oct 19, 2020 Q3 2020
Well Done, LLC

SELL
 -
-22.2K
Closed
$712K - $807K
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-60
Closed
$1.93K - $2.18K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.25K
+ 32.48%
$53.1K - $79.3K
9.18K $200K
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-7.3K
Closed
$172K - $257K
0 $0
Aug 14, 2020 Q2 2020
Zuckerman Investment Group, LLC

Chicago, IL
SELL
 -
-4.49K
Closed
$106K - $158K
0 $0
Aug 14, 2020 Q2 2020
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-7.49K
Closed
$177K - $264K
0 $0
Aug 14, 2020 Q2 2020
Little House Capital LLC

Braintree, MA
BUY
 -
244K
New
$5.76M - $8.61M
244K $5.33M
Aug 13, 2020 Q2 2020
Permanens Capital L.P.

New York, NY
SELL
 -
-432
Closed
$10.2K - $15.2K
0 $0
Aug 11, 2020 Q2 2020
Abbrea Capital, LLC

SELL
 -
-10.1K
Closed
$239K - $357K
0 $0
Aug 10, 2020 Q2 2020
Valtinson Bruner Financial Planning LLC

SELL
 -
-3.54K
Closed
$83.4K - $125K
0 $0
Jul 29, 2020 Q2 2020
B & T Capital Management Dba Alpha Capital Management

SELL
 -
-375K
Closed
$8.85M - $13.2M
0 $0
Jul 28, 2020 Q2 2020
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-14.9K
Closed
$351K - $524K
0 $0
Jul 27, 2020 Q2 2020
Regions Financial Corp

SELL
 -
-10.8K
Closed
$255K - $381K
0 $0
Jul 27, 2020 Q2 2020
Epiq Capital Group, LLC

San Francisco, CA
SELL
 -
-14.8K
Closed
$348K - $519K
0 $0
Jul 17, 2020 Q2 2020
Pacific Wealth Strategies Group, Inc.

SELL
 -
-15.7K
Closed
$372K - $555K
0 $0
Jul 15, 2020 Q2 2020
Segment Wealth Management, LLC

SELL
 -
-4.41K
Closed
$104K - $155K
0 $0
Q1 2020
Jun 18, 2020 Q1 2020
Nova Point Capital, LLC

SELL
 -
-9.39K
Closed
$209K - $363K
0 $0
May 22, 2020 Q1 2020
Integrated Investment Consultants, LLC

SELL
 -
-3.5K
Closed
$78K - $135K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-1.11K
Closed
$24.8K - $43.1K
0 $0
May 15, 2020 Q1 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-162
Closed
$3.61K - $6.27K
0 $0
May 15, 2020 Q1 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1
Closed
$22.3 - $38.7
0 $0
May 15, 2020 Q1 2020
Prestige Wealth Management Group LLC

SELL
 -
-6.21K
Closed
$138K - $240K
0 $0

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