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 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
342+ 5.36% |
$16K - $17.8K
|
6.72K
$176K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
341+ 54.04% |
$16K - $17.7K
|
972
$25.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
339+ 7.31% |
$15.9K - $17.6K
|
4.98K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
332+ 1.77% |
$15.6K - $17.3K
|
19.1K
$501K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
329+ 4.21% |
$15.4K - $17.1K
|
8.15K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
312+ 1.91% |
$14.6K - $16.2K
|
16.7K
$437K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
304+ 0.39% |
$14.3K - $15.8K
|
78K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
292New |
$13.7K - $15.2K
|
292
$7.65K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
286+ 1.5% |
$13.4K - $14.9K
|
19.3K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
284+ 3.21% |
$13.3K - $14.8K
|
9.14K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
272+ 3.18% |
$12.8K - $14.1K
|
8.83K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
262+ 100.0% |
$12.3K - $13.6K
|
524
$13.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
260+ 2.15% |
$12.2K - $13.5K
|
12.4K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
251+ 0.23% |
$11.8K - $13K
|
111K
$2.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
250New |
$11.7K - $13K
|
250
$6.55K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
246New |
$11.5K - $12.8K
|
246
$6.45K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
243+ 2.07% |
$11.4K - $12.6K
|
12K
$314K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
237+ 0.89% |
$11.1K - $12.3K
|
26.9K
$705K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
235+ 2.59% |
$11K - $12.2K
|
9.31K
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
228New |
$10.7K - $11.8K
|
228
$5.98K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
228+ 5.49% |
$10.7K - $11.8K
|
4.38K
$115K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
228+ 600.0% |
$10.7K - $11.8K
|
266
$6.97K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
227+ 64.86% |
$10.6K - $11.8K
|
577
$15.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
224New |
$10.5K - $11.6K
|
224
$5.87K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
221+ 3.06% |
$10.4K - $11.5K
|
7.45K
$195K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
220+ 154.93% |
$10.3K - $11.4K
|
362
$9.49K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
217+ 3.31% |
$10.2K - $11.3K
|
6.78K
$178K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
215+ 2.31% |
$10.1K - $11.2K
|
9.52K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
214+ 2.71% |
$10K - $11.1K
|
8.12K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
202+ 0.65% |
$9.47K - $10.5K
|
31.4K
$822K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
197+ 39.32% |
$9.24K - $10.2K
|
698
$18.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
196+ 0.87% |
$9.19K - $10.2K
|
22.8K
$596K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
189+ 0.41% |
$8.86K - $9.82K
|
46.7K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
183+ 0.93% |
$8.58K - $9.51K
|
19.8K
$520K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
176+ 0.53% |
$8.25K - $9.14K
|
33.2K
$870K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
173New |
$8.11K - $8.99K
|
173
$4.53K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
169+ 0.69% |
$7.93K - $8.78K
|
24.5K
$642K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
162+ 3.75% |
$7.6K - $8.42K
|
4.48K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
161+ 2.63% |
$7.55K - $8.37K
|
6.29K
$165K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
160+ 0.9% |
$7.5K - $8.31K
|
18K
$471K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
159+ 0.59% |
$7.46K - $8.26K
|
27.2K
$714K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
159+ 2.61% |
$7.46K - $8.26K
|
6.25K
$164K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
158+ 0.96% |
$7.41K - $8.21K
|
16.7K
$437K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
142+ 9.95% |
$6.66K - $7.38K
|
1.57K
$41.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
142+ 18.35% |
$6.66K - $7.38K
|
916
$24K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
130+ 1.56% |
$6.1K - $6.75K
|
8.44K
$221K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
128+ 1.18% |
$6K - $6.65K
|
10.9K
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
126+ 1.93% |
$5.91K - $6.55K
|
6.66K
$175K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
126+ 0.74% |
$5.91K - $6.55K
|
17.1K
$449K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
121+ 0.38% |
$5.67K - $6.29K
|
32.3K
$845K
|