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 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.15K+ 1.42% |
$53.9K - $59.7K
|
81.8K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.1KNew |
$51.4K - $56.9K
|
1.1K
$27.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.09K+ 4.62% |
$51.2K - $56.7K
|
24.7K
$630K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.08K+ 1.77% |
$50.6K - $56K
|
62K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 1.33% |
$50.2K - $55.6K
|
81.8K
$2.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.03K+ 1.65% |
$48.5K - $53.7K
|
63.9K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.01K+ 3.17% |
$47.5K - $52.6K
|
32.9K
$838K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.01K+ 9.31% |
$47.1K - $52.2K
|
11.8K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
990+ 0.44% |
$46.4K - $51.4K
|
228K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
984+ 5.99% |
$46.1K - $51.1K
|
17.4K
$443K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
979+ 129.16% |
$45.9K - $50.9K
|
1.74K
$44.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
967+ 0.74% |
$45.4K - $50.2K
|
131K
$3.33M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
958+ 4.88% |
$44.9K - $49.8K
|
20.6K
$525K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
939+ 0.46% |
$44K - $48.8K
|
205K
$5.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
920+ 0.76% |
$43.1K - $47.8K
|
122K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
918+ 8.63% |
$43.1K - $47.7K
|
11.6K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
887New |
$41.6K - $46.1K
|
887
$22.6K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
887+ 0.98% |
$41.6K - $46.1K
|
91.6K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
882+ 0.69% |
$41.4K - $45.8K
|
129K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
870+ 3.52% |
$40.8K - $45.2K
|
25.6K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
853+ 3.36% |
$40K - $44.3K
|
26.3K
$669K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
850+ 4.49% |
$39.9K - $44.2K
|
19.8K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
847+ 0.61% |
$39.7K - $44K
|
140K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
836+ 4.77% |
$39.2K - $43.4K
|
18.4K
$467K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
807+ 12.47% |
$37.8K - $41.9K
|
7.28K
$185K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
802+ 12.4% |
$37.6K - $41.7K
|
7.27K
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
790+ 1.45% |
$37.1K - $41K
|
55.4K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
788+ 4.01% |
$37K - $40.9K
|
20.5K
$521K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
775+ 0.47% |
$36.3K - $40.3K
|
166K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
745+ 776.04% |
$34.9K - $38.7K
|
841
$21.4K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
732+ 186.73% |
$34.3K - $38K
|
1.12K
$28.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
722+ 4.81% |
$33.9K - $37.5K
|
15.7K
$400K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
707+ 604.27% |
$33.2K - $36.7K
|
824
$21K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
699+ 1.08% |
$32.8K - $36.3K
|
65.7K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
668+ 1.82% |
$31.3K - $34.7K
|
37.3K
$950K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
667+ 33.22% |
$31.3K - $34.7K
|
2.68K
$68.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
648New |
$30.4K - $33.7K
|
648
$16.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
636+ 12.68% |
$29.8K - $33K
|
5.65K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
626+ 18.21% |
$29.4K - $32.5K
|
4.06K
$103K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
626New |
$29.4K - $32.5K
|
626
$15.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
622+ 0.23% |
$29.2K - $32.3K
|
266K
$6.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
618+ 7.09% |
$29K - $32.1K
|
9.33K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
610+ 7.07% |
$28.6K - $31.7K
|
9.24K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
609+ 12.11% |
$28.6K - $31.6K
|
5.64K
$144K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
597+ 88.58% |
$28K - $31K
|
1.27K
$32.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
590+ 4.08% |
$27.7K - $30.7K
|
15K
$383K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
590New |
$27.7K - $30.7K
|
590
$15K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
575+ 10.29% |
$27K - $29.9K
|
6.16K
$157K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
569+ 0.17% |
$26.7K - $29.6K
|
341K
$8.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
541+ 2.75% |
$25.4K - $28.1K
|
20.2K
$515K
|