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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.07M+ 96.02% |
$52.5M - $106M
|
4.23M
$114M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
986K+ 89.15% |
$25M - $50.5M
|
2.09M
$56.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
663K+ 97.74% |
$16.8M - $33.9M
|
1.34M
$36.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
542K+ 98.23% |
$13.7M - $27.7M
|
1.09M
$29.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
529K+ 96.05% |
$13.4M - $27.1M
|
1.08M
$29M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
489K+ 106.93% |
$12.4M - $25M
|
947K
$25.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
472K+ 106.5% |
$12M - $24.2M
|
916K
$24.6M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
460K+ 107.24% |
$11.6M - $23.5M
|
888K
$23.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
441K+ 103.59% |
$11.2M - $22.6M
|
867K
$23.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
418K+ 103.49% |
$10.6M - $21.4M
|
821K
$22.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
359K+ 116.32% |
$9.09M - $18.4M
|
667K
$17.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
344K+ 81.85% |
$8.71M - $17.6M
|
764K
$20.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
341K+ 103.43% |
$8.64M - $17.4M
|
670K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
324K+ 95.09% |
$8.2M - $16.6M
|
665K
$17.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
320K+ 98.42% |
$8.11M - $16.4M
|
646K
$17.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
318K+ 99.93% |
$8.05M - $16.2M
|
635K
$17.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
302K+ 95.87% |
$7.66M - $15.5M
|
618K
$16.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
266K+ 99.94% |
$6.75M - $13.6M
|
533K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
216KNew |
$5.48M - $11.1M
|
216K
$5.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
215K+ 102.74% |
$5.45M - $11M
|
425K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
214K+ 99.91% |
$5.43M - $11M
|
429K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
198K+ 115.11% |
$5.02M - $10.1M
|
370K
$9.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
198K+ 96.6% |
$5.01M - $10.1M
|
403K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
196K+ 105.62% |
$4.96M - $10M
|
381K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
183KNew |
$4.63M - $9.35M
|
183K
$4.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
181KNew |
$4.58M - $9.26M
|
181K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
177K+ 101.14% |
$4.49M - $9.07M
|
353K
$9.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
167K+ 100.6% |
$4.24M - $8.55M
|
333K
$8.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
162K+ 98.49% |
$4.11M - $8.3M
|
327K
$8.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
154KNew |
$3.9M - $7.87M
|
154K
$4.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
151K+ 92.09% |
$3.81M - $7.7M
|
314K
$8.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
146K+ 95.15% |
$3.69M - $7.45M
|
299K
$8.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
140KNew |
$3.56M - $7.18M
|
140K
$3.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
134K+ 146.86% |
$3.4M - $6.87M
|
226K
$6.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
128K+ 94.4% |
$3.25M - $6.56M
|
264K
$7.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
128K+ 98.54% |
$3.23M - $6.52M
|
257K
$6.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
126K+ 108.04% |
$3.2M - $6.45M
|
243K
$6.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
126K+ 93.39% |
$3.19M - $6.44M
|
261K
$7.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
126K+ 100.97% |
$3.18M - $6.43M
|
250K
$6.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
123K+ 95.62% |
$3.12M - $6.3M
|
252K
$6.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
121K+ 98.7% |
$3.06M - $6.18M
|
243K
$6.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
119K+ 88.11% |
$3M - $6.07M
|
253K
$6.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
111K+ 99.68% |
$2.81M - $5.67M
|
222K
$5.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
110KNew |
$2.8M - $5.65M
|
110K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
110K+ 107.45% |
$2.78M - $5.62M
|
212K
$5.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
110K+ 94.64% |
$2.77M - $5.6M
|
225K
$6.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
109K+ 100.62% |
$2.77M - $5.58M
|
218K
$5.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
100K+ 107.43% |
$2.54M - $5.13M
|
194K
$5.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
99.3K+ 102.4% |
$2.52M - $5.08M
|
196K
$5.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
91.4K+ 103.71% |
$2.32M - $4.68M
|
180K
$4.83M
|