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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.08K+ 6.73% |
$42.9K - $47.1K
|
17.1K
$431K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
262New |
$10.5K - $11.5K
|
262
$6.62K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
245+ 2.24% |
$9.78K - $10.7K
|
11.2K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
139New |
$5.55K - $6.09K
|
139
$3.51K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
72New |
$2.87K - $3.16K
|
72
$1.82K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
59+ 0.07% |
$2.35K - $2.59K
|
83.4K
$2.11M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
11+ 1.39% |
$439 - $482
|
803
$20.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.21% |
$120 - $131
|
1.43K
$36.1K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
83.4KNew |
$3.32M - $3.86M
|
83.4K
$2.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
75.6KNew |
$3.01M - $3.5M
|
75.6K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
33.4KNew |
$1.33M - $1.55M
|
33.4K
$845K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$1.05M - $1.22M
|
26.4K
$667K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
24.7KNew |
$983K - $1.14M
|
24.7K
$624K
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.2KNew |
$445K - $519K
|
11.2K
$283K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.36KNew |
$253K - $295K
|
6.36K
$161K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.96KNew |
$237K - $276K
|
5.96K
$150K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
5.42KNew |
$216K - $251K
|
5.42K
$137K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.25K+ 237.07% |
$169K - $197K
|
6.05K
$153K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.77K+ 11.96% |
$110K - $128K
|
25.9K
$654K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.57KNew |
$62.5K - $72.7K
|
1.57K
$39.6K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
537New |
$21.4K - $24.9K
|
537
$13.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
414+ 1.17% |
$16.5K - $19.2K
|
35.7K
$902K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
334New |
$13.3K - $15.5K
|
334
$8.44K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
203+ 0.26% |
$8.08K - $9.41K
|
78.7K
$1.99M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
200New |
$7.96K - $9.27K
|
200
$5.05K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
73+ 0.11% |
$2.91K - $3.38K
|
63.8K
$1.61M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
64+ 0.33% |
$2.55K - $2.97K
|
19.2K
$485K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
43New |
$1.71K - $1.99K
|
43
$1.09K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8New |
$319 - $371
|
8
$202
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5New |
$199 - $232
|
5
$126
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2+ 0.27% |
$79.6 - $92.7
|
734
$18.5K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$39.8 - $46.4
|
1
$25.3
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
505K+ 5.05% |
$19.3M - $22M
|
10.5M
$266M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
11.5KNew |
$441K - $502K
|
11.5K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.2KNew |
$352K - $400K
|
9.2K
$232K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.51KNew |
$325K - $370K
|
8.51K
$215K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
7.44KNew |
$285K - $324K
|
7.44K
$188K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.45KNew |
$209K - $237K
|
5.45K
$138K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.81KNew |
$146K - $166K
|
3.81K
$96.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.37K+ 85.02% |
$129K - $147K
|
7.33K
$185K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.45KNew |
$93.6K - $106K
|
2.45K
$61.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
2.06KNew |
$78.9K - $89.9K
|
2.06K
$52.2K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.79KNew |
$68.5K - $78K
|
1.79K
$45.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.7KNew |
$65K - $74K
|
1.7K
$43K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.5KNew |
$57.3K - $65.2K
|
1.5K
$37.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.04KNew |
$39.8K - $45.3K
|
1.04K
$26.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
961+ 9.29% |
$36.8K - $41.8K
|
11.3K
$286K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
542New |
$20.7K - $23.6K
|
542
$13.7K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
536New |
$20.5K - $23.3K
|
536
$13.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
400New |
$15.3K - $17.4K
|
400
$10.1K
|
|