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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.09K+ 1.28% |
$192K - $212K
|
323K
$8.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.07KNew |
$191K - $212K
|
4.07K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.07K+ 3.29% |
$191K - $211K
|
128K
$3.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4.05K+ 2.63% |
$190K - $210K
|
158K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.03KNew |
$189K - $210K
|
4.03K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4KNew |
$188K - $208K
|
4K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.99KNew |
$187K - $208K
|
3.99K
$102K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3.95KNew |
$185K - $205K
|
3.95K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.93KNew |
$184K - $204K
|
3.93K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.93KNew |
$184K - $204K
|
3.93K
$100K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.87K+ 58.88% |
$182K - $201K
|
10.4K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.83K+ 12.49% |
$180K - $199K
|
34.5K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.81K+ 52.2% |
$179K - $198K
|
11.1K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.79K+ 9.46% |
$178K - $197K
|
43.8K
$1.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.78K+ 13.94% |
$177K - $196K
|
30.9K
$786K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.76K+ 0.89% |
$176K - $196K
|
426K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.75K+ 20.87% |
$176K - $195K
|
21.7K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3.67K+ 73.69% |
$172K - $191K
|
8.65K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.63K+ 82.99% |
$170K - $189K
|
8K
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.61K+ 37.35% |
$169K - $188K
|
13.3K
$338K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.61K+ 30.41% |
$169K - $188K
|
15.5K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.59K+ 3.18% |
$168K - $186K
|
116K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.57K+ 2.55% |
$167K - $186K
|
144K
$3.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.57K+ 4.68% |
$167K - $185K
|
79.8K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.54K+ 43.16% |
$166K - $184K
|
11.7K
$299K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.42K+ 25.26% |
$160K - $178K
|
17K
$432K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.32K+ 1.34% |
$156K - $172K
|
251K
$6.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.16K+ 60.46% |
$148K - $164K
|
8.38K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.15K+ 2.23% |
$148K - $164K
|
144K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.15K+ 20.28% |
$148K - $164K
|
18.7K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.1K+ 0.27% |
$145K - $161K
|
1.16M
$29.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.06K+ 5.23% |
$143K - $159K
|
61.4K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.05K+ 2.95% |
$143K - $158K
|
107K
$2.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.05K+ 38.12% |
$143K - $158K
|
11K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3K+ 2.61% |
$141K - $156K
|
118K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.79K+ 57.93% |
$131K - $145K
|
7.61K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.75K+ 38.61% |
$129K - $143K
|
9.88K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.75K+ 5.55% |
$129K - $143K
|
52.3K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.74K+ 1.47% |
$128K - $142K
|
189K
$4.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
2.67K+ 0.87% |
$125K - $139K
|
309K
$7.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.63K+ 25.64% |
$123K - $137K
|
12.9K
$328K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
2.59K+ 36.28% |
$122K - $135K
|
9.74K
$248K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.57K+ 3.08% |
$120K - $133K
|
86K
$2.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.5K+ 9.78% |
$117K - $130K
|
28.1K
$715K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.5KNew |
$117K - $130K
|
2.5K
$63.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 4.19% |
$117K - $129K
|
61.8K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.43K+ 9.6% |
$114K - $126K
|
27.8K
$707K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.43K+ 8.09% |
$114K - $126K
|
32.5K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.41K+ 1.7% |
$113K - $125K
|
144K
$3.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.36K+ 48.05% |
$111K - $123K
|
7.27K
$185K
|