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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
18.9K+ 100.0% |
$477K - $964K
|
37.7K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17.8K+ 100.0% |
$451K - $911K
|
35.6K
$977K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.7K+ 80.95% |
$422K - $853K
|
37.3K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.5KNew |
$369K - $744K
|
14.5K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
14.5K+ 100.0% |
$367K - $742K
|
29K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
14.3K+ 105.02% |
$362K - $730K
|
27.9K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
14.1K+ 142.42% |
$356K - $720K
|
23.9K
$657K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
14KNew |
$356K - $718K
|
14K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
13KNew |
$329K - $664K
|
13K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
12.8K+ 100.0% |
$324K - $655K
|
25.6K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.5KNew |
$316K - $638K
|
12.5K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12.2K+ 100.0% |
$309K - $624K
|
24.4K
$669K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
12.1KNew |
$307K - $619K
|
12.1K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
11.7KNew |
$297K - $600K
|
11.7K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
11.2K+ 98.98% |
$285K - $575K
|
22.6K
$619K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11KNew |
$278K - $561K
|
11K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.9K+ 99.64% |
$277K - $560K
|
21.9K
$602K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.8KNew |
$274K - $554K
|
10.8K
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10K+ 100.0% |
$253K - $512K
|
20K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
9.74K+ 100.0% |
$247K - $499K
|
19.5K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
9.72K+ 65.74% |
$246K - $497K
|
24.5K
$672K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.59K+ 77.48% |
$243K - $491K
|
22K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
9.58KNew |
$243K - $490K
|
9.58K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9.15K+ 112.27% |
$232K - $468K
|
17.3K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.97KNew |
$227K - $459K
|
8.97K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.71K+ 100.0% |
$221K - $446K
|
17.4K
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
8.33K+ 99.99% |
$211K - $426K
|
16.7K
$457K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.31KNew |
$210K - $425K
|
8.31K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.25KNew |
$209K - $422K
|
8.25K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.91K+ 104.42% |
$200K - $404K
|
15.5K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
7.75K+ 100.0% |
$196K - $396K
|
15.5K
$425K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
7.74K+ 100.0% |
$196K - $396K
|
15.5K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.7KNew |
$195K - $394K
|
7.7K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
7.6K+ 100.0% |
$193K - $389K
|
15.2K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.41KNew |
$188K - $379K
|
7.41K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.32K+ 118.05% |
$185K - $374K
|
13.5K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.06K+ 85.08% |
$179K - $361K
|
15.4K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7K+ 100.0% |
$177K - $358K
|
14K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.64K+ 100.12% |
$168K - $340K
|
13.3K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6.4K+ 100.0% |
$162K - $327K
|
12.8K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.22K+ 115.16% |
$158K - $318K
|
11.6K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6.2K+ 97.3% |
$157K - $317K
|
12.6K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
5.6K+ 100.0% |
$142K - $286K
|
11.2K
$307K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5.26K+ 100.0% |
$133K - $269K
|
10.5K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
5.06K+ 102.35% |
$128K - $259K
|
10K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4.81K+ 100.0% |
$122K - $246K
|
9.63K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.68K+ 89.01% |
$119K - $239K
|
9.94K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.48K+ 100.0% |
$113K - $229K
|
8.95K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.42K+ 100.0% |
$112K - $226K
|
8.84K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4K+ 100.0% |
$101K - $205K
|
8K
$219K
|
|