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 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
196+ 0.87% |
$9.19K - $10.2K
|
22.8K
$579K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
189+ 0.41% |
$8.86K - $9.82K
|
46.7K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
183+ 0.93% |
$8.58K - $9.51K
|
19.8K
$505K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
176+ 0.53% |
$8.25K - $9.14K
|
33.2K
$845K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
173New |
$8.11K - $8.99K
|
173
$4.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
169+ 0.69% |
$7.93K - $8.78K
|
24.5K
$623K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
162+ 3.75% |
$7.6K - $8.42K
|
4.48K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
161+ 2.63% |
$7.55K - $8.37K
|
6.29K
$160K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
160+ 0.9% |
$7.5K - $8.31K
|
18K
$458K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
159+ 0.59% |
$7.46K - $8.26K
|
27.2K
$694K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
159+ 2.61% |
$7.46K - $8.26K
|
6.25K
$159K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
158+ 0.96% |
$7.41K - $8.21K
|
16.7K
$425K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
142+ 9.95% |
$6.66K - $7.38K
|
1.57K
$39.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
130+ 1.56% |
$6.1K - $6.75K
|
8.44K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
128+ 1.18% |
$6K - $6.65K
|
10.9K
$279K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
126+ 1.93% |
$5.91K - $6.55K
|
6.66K
$170K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
126+ 0.74% |
$5.91K - $6.55K
|
17.1K
$436K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
121+ 0.38% |
$5.67K - $6.29K
|
32.3K
$821K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
119+ 1.27% |
$5.58K - $6.18K
|
9.47K
$241K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
105+ 350.0% |
$4.92K - $5.46K
|
135
$3.44K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
103+ 0.49% |
$4.83K - $5.35K
|
21K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
98+ 0.55% |
$4.6K - $5.09K
|
18K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
92+ 0.68% |
$4.31K - $4.78K
|
13.6K
$346K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
91+ 1.11% |
$4.27K - $4.73K
|
8.3K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
82+ 0.09% |
$3.85K - $4.26K
|
91.5K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
81+ 1.1% |
$3.8K - $4.21K
|
7.41K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
79+ 0.13% |
$3.71K - $4.1K
|
60K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
77+ 0.68% |
$3.61K - $4K
|
11.3K
$289K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
76+ 1.38% |
$3.56K - $3.95K
|
5.6K
$142K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
75+ 0.79% |
$3.52K - $3.9K
|
9.58K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
74New |
$3.47K - $3.85K
|
74
$1.88K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
74+ 370.0% |
$3.47K - $3.85K
|
94
$2.39K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
73+ 3.82% |
$3.42K - $3.79K
|
1.99K
$50.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
69+ 0.13% |
$3.24K - $3.59K
|
52.2K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
67+ 0.68% |
$3.14K - $3.48K
|
9.88K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
66+ 0.08% |
$3.1K - $3.43K
|
78.3K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
62+ 5.87% |
$2.91K - $3.22K
|
1.12K
$28.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
61+ 0.68% |
$2.86K - $3.17K
|
9.01K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 0.4% |
$2.77K - $3.07K
|
14.9K
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
58+ 0.09% |
$2.72K - $3.01K
|
66.7K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
57+ 0.68% |
$2.67K - $2.96K
|
8.41K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
57+ 0.27% |
$2.67K - $2.96K
|
20.9K
$531K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
57+ 1.55% |
$2.67K - $2.96K
|
3.73K
$95K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
54+ 1.54% |
$2.53K - $2.81K
|
3.56K
$90.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
54+ 0.12% |
$2.53K - $2.81K
|
46.1K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
53+ 0.62% |
$2.49K - $2.75K
|
8.66K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
52+ 0.04% |
$2.44K - $2.7K
|
116K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
51+ 0.56% |
$2.39K - $2.65K
|
9.09K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
50+ 1.16% |
$2.35K - $2.6K
|
4.38K
$111K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
50+ 0.18% |
$2.35K - $2.6K
|
28.3K
$720K
|