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 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
34+ 0.67% |
$1.59K - $1.77K
|
5.11K
$130K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
14.5K+ 99.77% |
$679K - $753K
|
29K
$738K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
15.2K+ 101.27% |
$711K - $788K
|
30.1K
$768K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.63K+ 3.05% |
$311K - $344K
|
224K
$5.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
349K+ 2.92% |
$16.4M - $18.1M
|
12.3M
$313M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.87K- 10.03% |
$135K - $149K
|
25.8K
$656K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
40+ 0.69% |
$1.88K - $2.08K
|
5.83K
$149K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
64.8K+ 620.05% |
$3.04M - $3.37M
|
75.2K
$1.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
15K+ 8.8% |
$702K - $778K
|
185K
$4.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.67K- 2.7% |
$125K - $139K
|
96.2K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
12.2K+ 15.44% |
$573K - $635K
|
91.4K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 0.23% |
$1.17K - $1.3K
|
11K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.35K+ 4.74% |
$63.1K - $69.9K
|
29.7K
$756K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-24.2K- 34.48% |
$1.13M - $1.26M
|
46K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
176+ 0.53% |
$8.25K - $9.14K
|
33.2K
$845K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.79K+ 9.46% |
$178K - $197K
|
43.8K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-311- 6.51% |
$14.6K - $16.2K
|
4.46K
$114K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
215+ 2.31% |
$10.1K - $11.2K
|
9.52K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
4.1K+ 38.2% |
$192K - $213K
|
14.8K
$377K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.4K+ 6.21% |
$300K - $332K
|
109K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
217+ 3.31% |
$10.2K - $11.3K
|
6.78K
$173K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-83.9K- 7.57% |
$3.93M - $4.36M
|
1.02M
$26.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
466+ 2.05% |
$21.9K - $24.2K
|
23.2K
$590K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
43+ 0.19% |
$2.02K - $2.23K
|
22.2K
$565K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
15.3K+ 94.98% |
$718K - $796K
|
31.4K
$801K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.46K- 24.45% |
$68.2K - $75.6K
|
4.5K
$114K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
18.7K+ 82.17% |
$876K - $970K
|
41.4K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
69+ 0.13% |
$3.24K - $3.59K
|
52.2K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.22K+ 2.78% |
$386K - $427K
|
304K
$7.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-5.34K- 7.74% |
$250K - $277K
|
63.6K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-432- 0.86% |
$20.3K - $22.4K
|
49.7K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-11.2K- 3.81% |
$526K - $582K
|
283K
$7.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.61K+ 9.19% |
$75.5K - $83.7K
|
19.1K
$487K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.76K+ 0.89% |
$176K - $196K
|
426K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
618+ 7.09% |
$29K - $32.1K
|
9.33K
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-215- 0.08% |
$10.1K - $11.2K
|
254K
$6.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.47K- 7.14% |
$116K - $128K
|
32K
$816K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.95K- 1.24% |
$232K - $257K
|
393K
$10M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
28New |
$1.31K - $1.45K
|
28
$713
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.22KNew |
$245K - $271K
|
5.22K
$133K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35.7K- 39.36% |
$1.68M - $1.86M
|
55K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
648New |
$30.4K - $33.7K
|
648
$16.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
37+ 264.29% |
$1.74K - $1.92K
|
51
$1.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-17.7K- 26.12% |
$831K - $921K
|
50.1K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.38K- 10.24% |
$299K - $332K
|
55.9K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.08% |
$46.9 - $52
|
1.2K
$30.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.2K+ 2.51% |
$338K - $374K
|
294K
$7.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.1% |
$469 - $520
|
9.97K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-17.6K- 2.94% |
$825K - $914K
|
581K
$14.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.94K- 7.94% |
$90.8K - $101K
|
22.4K
$571K
|