Latest Institutional Purchases of Schwab Strategic Tr Us Small C (SCHA)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Small C (SCHA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.65M+ 489456.84% |
$124M - $138M
|
2.65M
$69M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.53M+ 105.14% |
$71.9M - $79.7M
|
2.99M
$77.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
727K+ 105.23% |
$34.1M - $37.8M
|
1.42M
$36.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
706KNew |
$33.1M - $36.7M
|
706K
$18.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
349K+ 2.92% |
$16.4M - $18.1M
|
12.3M
$320M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
339KNew |
$15.9M - $17.6M
|
339K
$8.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
321K+ 16.56% |
$15.1M - $16.7M
|
2.26M
$58.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
285K+ 3939.89% |
$13.4M - $14.8M
|
292K
$7.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
241K+ 112.19% |
$11.3M - $12.5M
|
457K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
224KNew |
$10.5M - $11.6M
|
224K
$5.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
218KNew |
$10.2M - $11.3M
|
218K
$5.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
120K+ 104.84% |
$5.64M - $6.25M
|
235K
$6.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
90.2K+ 102.44% |
$4.23M - $4.69M
|
178K
$4.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
82.4K+ 11.47% |
$3.86M - $4.28M
|
800K
$20.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
80.8K+ 43.49% |
$3.79M - $4.2M
|
267K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
74.8K+ 115.16% |
$3.51M - $3.88M
|
140K
$3.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
72.8K+ 102.68% |
$3.42M - $3.78M
|
144K
$3.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
69.7KNew |
$3.27M - $3.62M
|
69.7K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
68K+ 3.25% |
$3.19M - $3.53M
|
2.16M
$56.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
64.8K+ 620.05% |
$3.04M - $3.37M
|
75.2K
$1.96M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
60.6K+ 107.91% |
$2.84M - $3.15M
|
117K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.7K+ 3.39% |
$2.43M - $2.69M
|
1.58M
$41.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.6K+ 44.41% |
$2.14M - $2.37M
|
148K
$3.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
45.4K+ 452.59% |
$2.13M - $2.36M
|
55.4K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
44.8KNew |
$2.1M - $2.33M
|
44.8K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
44.8KNew |
$2.1M - $2.33M
|
44.8K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
44.2K+ 2.55% |
$2.07M - $2.3M
|
1.78M
$46.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
43.7K+ 111.76% |
$2.05M - $2.27M
|
82.8K
$2.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
43.2K+ 15.88% |
$2.03M - $2.25M
|
315K
$8.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
41.5KNew |
$1.95M - $2.15M
|
41.5K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.3K+ 65.04% |
$1.94M - $2.15M
|
105K
$2.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
40.6KNew |
$1.9M - $2.11M
|
40.6K
$1.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
38.5K+ 13.21% |
$1.8M - $2M
|
330K
$8.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38.3K+ 1.48% |
$1.8M - $1.99M
|
2.63M
$68.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34.5K+ 40.2% |
$1.62M - $1.79M
|
120K
$3.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.2K+ 45.47% |
$1.6M - $1.77M
|
109K
$2.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
34.1K+ 8.67% |
$1.6M - $1.77M
|
428K
$11.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.8K+ 7.71% |
$1.54M - $1.7M
|
457K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
32.5K+ 270.95% |
$1.53M - $1.69M
|
44.6K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.8K+ 5.67% |
$1.49M - $1.65M
|
592K
$15.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
31.7K+ 6.1% |
$1.49M - $1.65M
|
552K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.7K+ 0.14% |
$1.49M - $1.65M
|
22.1M
$576M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
28K+ 57.8% |
$1.31M - $1.46M
|
76.5K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27.2K+ 25.07% |
$1.28M - $1.41M
|
136K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
26.2KNew |
$1.23M - $1.36M
|
26.2K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
26.2KNew |
$1.23M - $1.36M
|
26.2K
$681K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.8K+ 5.81% |
$1.21M - $1.34M
|
470K
$12.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
24.9K+ 491.81% |
$1.17M - $1.29M
|
29.9K
$778K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 5.77% |
$1.13M - $1.26M
|
444K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24KNew |
$1.13M - $1.25M
|
24K
$625K
|