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 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
23.9K+ 4.51% |
$1.12M - $1.24M
|
554K
$14.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.7K+ 8.65% |
$1.07M - $1.18M
|
285K
$7.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.3K+ 0.84% |
$1.05M - $1.16M
|
2.68M
$70.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.6K+ 366.41% |
$1.01M - $1.12M
|
27.5K
$720K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.3K+ 7.23% |
$952K - $1.05M
|
301K
$7.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19.4KNew |
$910K - $1.01M
|
19.4K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
18.9K+ 6.85% |
$887K - $983K
|
295K
$7.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.9KNew |
$885K - $981K
|
18.9K
$495K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
18.9K+ 43.39% |
$884K - $979K
|
62.3K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.8K+ 3.73% |
$883K - $978K
|
523K
$13.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
18.7K+ 82.17% |
$876K - $970K
|
41.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.8K+ 36.09% |
$835K - $925K
|
67.1K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.6KNew |
$827K - $916K
|
17.6K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.7KNew |
$785K - $870K
|
16.7K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7KNew |
$785K - $870K
|
16.7K
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 5.94% |
$766K - $848K
|
291K
$7.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16K+ 4.84% |
$749K - $830K
|
346K
$9.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
15.9K+ 8.23% |
$744K - $824K
|
209K
$5.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
15.8K+ 3.92% |
$743K - $823K
|
420K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
15.5K+ 53.95% |
$728K - $807K
|
44.3K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
15.3K+ 94.98% |
$718K - $796K
|
31.4K
$824K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
15.2K+ 101.27% |
$711K - $788K
|
30.1K
$790K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
15K+ 8.8% |
$702K - $778K
|
185K
$4.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
14.9K+ 18.8% |
$698K - $773K
|
94K
$2.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
14.5K+ 99.77% |
$679K - $753K
|
29K
$760K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8K+ 99.32% |
$647K - $717K
|
27.7K
$726K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
13.8K+ 33.42% |
$647K - $716K
|
55K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.6KNew |
$639K - $708K
|
13.6K
$357K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
13.3KNew |
$625K - $692K
|
13.3K
$349K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
12.2KNew |
$573K - $635K
|
12.2K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
12.2K+ 15.44% |
$573K - $635K
|
91.4K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12K+ 23.59% |
$564K - $625K
|
63K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
12KNew |
$563K - $624K
|
12K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
11.9K+ 4.98% |
$558K - $619K
|
251K
$6.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.9KNew |
$557K - $617K
|
11.9K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 3.08% |
$549K - $608K
|
391K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 99.15% |
$532K - $590K
|
22.8K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.2K+ 80.72% |
$527K - $584K
|
25.2K
$660K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.2K+ 7.87% |
$524K - $580K
|
153K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.1K+ 21.23% |
$520K - $576K
|
63.3K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 2.51% |
$518K - $574K
|
452K
$11.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
10.9K+ 2.76% |
$509K - $564K
|
404K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.8KNew |
$505K - $559K
|
10.8K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.6KNew |
$499K - $552K
|
10.6K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.4K+ 3.35% |
$489K - $542K
|
322K
$8.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10.4K+ 8.82% |
$486K - $539K
|
128K
$3.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
10.4K+ 24.87% |
$486K - $538K
|
52K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$474K - $525K
|
10.1K
$265K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.9K+ 21.7% |
$464K - $514K
|
55.5K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
9.81K+ 12.38% |
$460K - $510K
|
89K
$2.33M
|