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 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
300New |
$11.4K - $14.4K
|
300
$7.58K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
215+ 1194.44% |
$8.2K - $10.3K
|
233
$5.89K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
201New |
$7.66K - $9.65K
|
201
$5.08K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
198New |
$7.55K - $9.51K
|
198
$5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
119+ 0.83% |
$4.54K - $5.71K
|
14.4K
$365K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
111New |
$4.23K - $5.33K
|
111
$2.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
107New |
$4.08K - $5.14K
|
107
$2.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
106+ 1.0% |
$4.04K - $5.09K
|
10.7K
$271K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
103New |
$3.93K - $4.95K
|
103
$2.6K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
64New |
$2.44K - $3.07K
|
64
$1.62K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
25New |
$953 - $1.2K
|
25
$632
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$76.3 - $96
|
2
$50.5
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.48% |
$76.3 - $96
|
416
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.55% |
$38.1 - $48
|
184
$4.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$38.1 - $48
|
1
$25.3
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
21.4KNew |
$873K - $985K
|
21.4K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10K+ 159.77% |
$408K - $461K
|
16.3K
$411K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.86KNew |
$321K - $362K
|
7.86K
$199K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.02K+ 1.97% |
$246K - $277K
|
312K
$7.88M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.13KNew |
$128K - $144K
|
3.13K
$79K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
2KNew |
$81.7K - $92.2K
|
2K
$50.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.69KNew |
$68.9K - $77.7K
|
1.69K
$42.6K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.22KNew |
$49.7K - $56.1K
|
1.22K
$30.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
777New |
$31.7K - $35.8K
|
777
$19.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
615+ 6.24% |
$25.1K - $28.4K
|
10.5K
$264K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
399New |
$16.3K - $18.4K
|
399
$10.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
389+ 4.64% |
$15.9K - $17.9K
|
8.78K
$222K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
170+ 2.57% |
$6.94K - $7.84K
|
6.8K
$172K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
167New |
$6.82K - $7.7K
|
167
$4.22K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
108New |
$4.41K - $4.98K
|
108
$2.73K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
104New |
$4.25K - $4.79K
|
104
$2.63K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
76New |
$3.1K - $3.5K
|
76
$1.92K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
24New |
$980 - $1.11K
|
24
$606
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$368 - $415
|
9
$227
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5New |
$204 - $231
|
5
$126
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.42% |
$81.7 - $92.2
|
481
$12.2K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
145KNew |
$5.77M - $6.34M
|
145K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
33.8KNew |
$1.35M - $1.48M
|
33.8K
$853K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
25.6K+ 1.99% |
$1.02M - $1.12M
|
1.31M
$33.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
23.2KNew |
$928K - $1.02M
|
23.2K
$587K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11.6K+ 1.51% |
$462K - $508K
|
779K
$19.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
9.82KNew |
$392K - $430K
|
9.82K
$248K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.44KNew |
$257K - $282K
|
6.44K
$163K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.81KNew |
$232K - $254K
|
5.81K
$147K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.96K+ 40.04% |
$118K - $130K
|
10.3K
$261K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.79KNew |
$111K - $122K
|
2.79K
$70.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.48K+ 19.3% |
$98.8K - $108K
|
15.3K
$387K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2.3K+ 36.51% |
$91.8K - $101K
|
8.6K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.74KNew |
$69.4K - $76.2K
|
1.74K
$43.9K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.72K+ 183.94% |
$68.6K - $75.3K
|
2.65K
$67K
|
|