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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
27.7KNew |
$962K - $1.25M
|
27.7K
$727K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
9.73KNew |
$337K - $439K
|
9.73K
$255K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
9.47KNew |
$328K - $428K
|
9.47K
$248K
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
1KNew |
$34.7K - $45.2K
|
1K
$26.2K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
9.99KNew |
$321K - $363K
|
9.99K
$262K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
244KNew |
$5.76M - $8.61M
|
244K
$6.4M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.25K+ 32.48% |
$53.1K - $79.3K
|
9.18K
$241K
|
|
| Q4 2019 | |||||||
|
Jun 17, 2024
Q4 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.26KNew |
$110K - $124K
|
3.26K
$85.4K
|
|
| Q1 2019 | |||||||
|
Apr 12, 2019
Q1 2019
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.93KNew |
N/A
|
4.93K
$129K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
149KNew |
N/A
|
149K
$3.91M
|
|