Latest Institutional Transactions on Schwab Strategic Tr Us Small C (SCHA)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Small C (SCHA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3K+ 83.31% |
$564K - $632K
|
49.1K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.78K+ 2.9% |
$95.5K - $107K
|
134K
$3.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.09K+ 3.8% |
$52.8K - $59.2K
|
57K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
310+ 3.83% |
$7.84K - $8.78K
|
8.41K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
11.8KNew |
$299K - $335K
|
11.8K
$324K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.64K+ 13.61% |
$244K - $273K
|
80.5K
$2.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.27K- 7.23% |
$82.7K - $92.7K
|
42K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.49K+ 29.72% |
$37.6K - $42.2K
|
6.5K
$178K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.2K- 50.36% |
$435K - $487K
|
16.9K
$465K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
58New |
$1.47K - $1.64K
|
58
$1.59K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-9.76K- 95.67% |
$247K - $276K
|
442
$12.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-801- 4.08% |
$20.3K - $22.7K
|
18.8K
$516K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.14K- 23.08% |
$79.5K - $89K
|
10.5K
$287K
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-236- 2.4% |
$5.97K - $6.69K
|
9.59K
$263K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-2.45K- 0.62% |
$61.9K - $69.4K
|
391K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.06K- 18.92% |
$179K - $200K
|
30.3K
$830K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-28- 0.82% |
$708 - $793
|
3.4K
$93.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6.69K- 1.42% |
$169K - $189K
|
464K
$12.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.11K- 11.89% |
$28.1K - $31.5K
|
8.24K
$226K
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
7+ 0.02% |
$177 - $198
|
31.1K
$852K
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-40.7K- 20.71% |
$1.03M - $1.15M
|
156K
$4.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
59.3KNew |
$1.5M - $1.68M
|
59.3K
$1.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-494- 0.65% |
$12.5K - $14K
|
75.9K
$2.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
SELL
|
- |
-411- 0.28% |
$10.4K - $11.6K
|
145K
$3.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9+ 0.04% |
$228 - $255
|
20.4K
$561K
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
7.72KNew |
$195K - $219K
|
7.72K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-178- 1.06% |
$4.5K - $5.04K
|
16.6K
$455K
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
17.2K+ 3.58% |
$435K - $488K
|
498K
$13.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-224- 0.35% |
$5.66K - $6.35K
|
64.4K
$1.77M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
116K+ 4.03% |
$2.95M - $3.3M
|
3.01M
$82.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
42+ 0.31% |
$1.06K - $1.19K
|
13.4K
$367K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
171+ 0.19% |
$4.32K - $4.84K
|
91.3K
$2.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-5.98K- 4.38% |
$151K - $169K
|
130K
$3.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.48K- 4.93% |
$139K - $155K
|
106K
$2.9M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-24.4K- 72.79% |
$618K - $693K
|
9.14K
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-124- 1.42% |
$3.14K - $3.51K
|
8.58K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-10.5K- 4.08% |
$266K - $298K
|
247K
$6.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
2.6K+ 3.25% |
$65.8K - $73.7K
|
82.8K
$2.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
55+ 0.35% |
$1.39K - $1.56K
|
15.8K
$433K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.49K- 11.17% |
$37.6K - $42.2K
|
11.8K
$324K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.38K- 16.01% |
$34.9K - $39.1K
|
7.24K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-636- 3.48% |
$16.1K - $18K
|
17.7K
$484K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
SELL
|
- |
-16- 0.01% |
$405 - $453
|
117K
$3.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-167- 3.05% |
$4.22K - $4.73K
|
5.31K
$146K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 2.9% |
$394K - $441K
|
521K
$14.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
279+ 2.33% |
$7.06K - $7.9K
|
12.2K
$336K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-377- 2.04% |
$9.53K - $10.7K
|
18.1K
$497K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-335- 0.26% |
$8.47K - $9.49K
|
127K
$3.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4.05K- 10.28% |
$103K - $115K
|
35.4K
$971K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.5K- 1.27% |
$37.9K - $42.4K
|
117K
$3.2M
|
|