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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.92K+ 2.04% |
$99.1K - $111K
|
196K
$5.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
228+ 2.3% |
$5.77K - $6.46K
|
10.2K
$279K
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.41K+ 0.4% |
$61K - $68.3K
|
604K
$16.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.3K+ 578.46% |
$539K - $603K
|
25K
$685K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-26- 0.49% |
$658 - $737
|
5.25K
$144K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-594- 1.81% |
$15K - $16.8K
|
32.3K
$885K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-107- 1.0% |
$2.71K - $3.03K
|
10.6K
$292K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
207+ 2.24% |
$5.24K - $5.86K
|
9.46K
$259K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.01% |
$25.3 - $28.3
|
18.1K
$497K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
7.24KNew |
$183K - $205K
|
7.24K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-698- 8.14% |
$17.7K - $19.8K
|
7.88K
$216K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.45K+ 6.51% |
$61.9K - $69.3K
|
40K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
92+ 0.65% |
$2.33K - $2.61K
|
14.2K
$390K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
814K+ 151.5% |
$20.6M - $23.1M
|
1.35M
$37.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
340+ 3.45% |
$8.6K - $9.63K
|
10.2K
$280K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.01K- 0.55% |
$25.5K - $28.6K
|
182K
$4.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-117- 66.48% |
$2.96K - $3.31K
|
59
$1.62K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-204K- 83.39% |
$5.17M - $5.79M
|
40.7K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
592+ 1.48% |
$15K - $16.8K
|
40.6K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.05K+ 4.87% |
$128K - $143K
|
109K
$2.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.06K- 4.37% |
$26.9K - $30.1K
|
23.3K
$639K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14K- 5.65% |
$355K - $397K
|
234K
$6.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-5.14K- 13.27% |
$130K - $146K
|
33.6K
$922K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
7.54KNew |
$191K - $214K
|
7.54K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
57+ 1900.0% |
$1.44K - $1.61K
|
60
$1.65K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
116K+ 9.59% |
$2.94M - $3.3M
|
1.33M
$36.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.37K- 4.02% |
$34.7K - $38.9K
|
32.8K
$901K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.26K+ 3.57% |
$31.9K - $35.7K
|
36.6K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
69+ 0.12% |
$1.75K - $1.95K
|
55.4K
$1.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
148+ 0.08% |
$3.74K - $4.19K
|
192K
$5.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.39K+ 5.66% |
$35.1K - $39.3K
|
25.9K
$710K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-668- 5.63% |
$16.9K - $18.9K
|
11.2K
$307K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.43K- 2.84% |
$36.2K - $40.6K
|
48.9K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$25.3 - $28.3
|
1.2K
$32.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
836New |
$21.1K - $23.7K
|
836
$22.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-5.28K- 14.98% |
$133K - $150K
|
30K
$822K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-7.98K- 1.09% |
$202K - $226K
|
721K
$19.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.81K- 2.18% |
$122K - $136K
|
216K
$5.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.35K- 24.79% |
$84.7K - $94.9K
|
10.2K
$279K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-1.56K- 98.73% |
$39.4K - $44.1K
|
20
$549
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
1.45K+ 4.67% |
$36.6K - $41K
|
32.4K
$889K
|
|