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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.88K+ 98.01% |
$200K - $403K
|
15.9K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
11K+ 100.55% |
$279K - $563K
|
21.9K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
19.1K+ 329.83% |
$484K - $977K
|
24.9K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
504+ 101.61% |
$12.8K - $25.8K
|
1K
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
14.3K+ 105.02% |
$362K - $730K
|
27.9K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
156New |
$3.95K - $7.98K
|
156
$3.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.41KNew |
$188K - $379K
|
7.41K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
13.3KNew |
$336K - $678K
|
13.3K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
13KNew |
$329K - $664K
|
13K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
91New |
$2.31K - $4.66K
|
91
$1.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
11KNew |
$279K - $564K
|
11K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 98.59% |
$28.9M - $58.3M
|
2.3M
$50.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6.2K+ 97.3% |
$157K - $317K
|
12.6K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
56.2K+ 74.73% |
$1.42M - $2.88M
|
131K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
28.5K+ 48.25% |
$723K - $1.46M
|
87.7K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11.6K+ 99.07% |
$293K - $592K
|
23.2K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
4.16K+ 99.98% |
$105K - $213K
|
8.33K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
45.4K+ 113.54% |
$1.15M - $2.32M
|
85.3K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.2K+ 98.59% |
$259K - $523K
|
20.6K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-593K- 19.83% |
$15M - $30.4M
|
2.4M
$52.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
972+ 99.9% |
$24.6K - $49.7K
|
1.95K
$42.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
52.7K+ 106.83% |
$1.33M - $2.69M
|
102K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.24K+ 100.0% |
$56.7K - $115K
|
4.48K
$97.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-300- 33.33% |
$7.6K - $15.3K
|
600
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
23.3K+ 349.59% |
$590K - $1.19M
|
29.9K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4K+ 100.0% |
$101K - $205K
|
8K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
627KNew |
$15.9M - $32.1M
|
627K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.46K+ 106.68% |
$113K - $228K
|
8.64K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$25.4K - $51.3K
|
1K
$21.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
18.6KNew |
$471K - $951K
|
18.6K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
9.58KNew |
$243K - $490K
|
9.58K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
24.8KNew |
$628K - $1.27M
|
24.8K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
348New |
$8.81K - $17.8K
|
348
$7.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.22K+ 100.83% |
$30.9K - $62.3K
|
2.43K
$53K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.46K- 19.2% |
$138K - $280K
|
23K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
706+ 8.43% |
$17.9K - $36.1K
|
9.09K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
879+ 351.6% |
$22.3K - $45K
|
1.13K
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
230+ 99.14% |
$5.83K - $11.8K
|
462
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
420New |
$10.6K - $21.5K
|
420
$9.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58.3K+ 125.98% |
$1.48M - $2.98M
|
105K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
35.9K+ 94.92% |
$910K - $1.84M
|
73.8K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8.4K+ 98.94% |
$213K - $430K
|
16.9K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.29K+ 74.42% |
$185K - $373K
|
17.1K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
81.2KNew |
$2.06M - $4.16M
|
81.2K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 95.15% |
$40.8K - $82.3K
|
3.3K
$72K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.04KNew |
$204K - $411K
|
8.04K
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.39M+ 105.56% |
$60.4M - $122M
|
4.65M
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
62.4KNew |
$1.58M - $3.19M
|
62.4K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
33New |
$836 - $1.69K
|
33
$720
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
7.37K+ 106.73% |
$187K - $377K
|
14.3K
$312K
|