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 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-262- 0.29% |
$6.63K - $7.42K
|
88.8K
$2.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.71K- 5.74% |
$93.8K - $105K
|
60.9K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 0.43% |
$42.7K - $47.8K
|
387K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.74K- 33.17% |
$120K - $134K
|
9.56K
$262K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-936- 0.26% |
$23.7K - $26.5K
|
355K
$9.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-15.6K- 1.28% |
$395K - $442K
|
1.21M
$33.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-272- 0.43% |
$6.88K - $7.71K
|
63.2K
$1.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-431- 1.84% |
$10.9K - $12.2K
|
23K
$631K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
7.29K+ 4.37% |
$184K - $206K
|
174K
$4.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-426- 65.74% |
$10.8K - $12.1K
|
222
$6.09K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
SELL
|
- |
-152- 0.82% |
$3.84K - $4.31K
|
18.3K
$502K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.23K+ 14.3% |
$107K - $120K
|
33.9K
$929K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.26% |
$25.3 - $28.3
|
390
$10.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.27% |
$25.3 - $28.3
|
370
$10.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.59K+ 10.09% |
$116K - $130K
|
50.1K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
12.5K+ 1.54% |
$317K - $355K
|
827K
$22.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.22K- 7.46% |
$81.3K - $91.1K
|
39.9K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-195- 6.36% |
$4.93K - $5.52K
|
2.87K
$78.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-3.2K- 36.28% |
$80.9K - $90.7K
|
5.62K
$154K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.02K- 2.09% |
$76.3K - $85.5K
|
142K
$3.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.53K- 3.15% |
$115K - $128K
|
140K
$3.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
SELL
|
- |
-24.6K- 10.22% |
$622K - $696K
|
216K
$5.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-22.2K- 3.71% |
$562K - $630K
|
577K
$15.8M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-152Closed |
$3.84K - $4.31K
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.1K+ 1.69% |
$27.8K - $31.1K
|
66K
$1.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
236+ 0.92% |
$5.97K - $6.69K
|
25.8K
$707K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
190K+ 16.62% |
$4.81M - $5.39M
|
1.33M
$36.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
582+ 1.35% |
$14.7K - $16.5K
|
43.6K
$1.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.08K- 0.55% |
$27.4K - $30.7K
|
194K
$5.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-651- 3.12% |
$16.5K - $18.4K
|
20.2K
$555K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
714+ 0.4% |
$18.1K - $20.2K
|
181K
$4.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-661- 3.08% |
$16.7K - $18.7K
|
20.8K
$571K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.41K+ 15.47% |
$162K - $181K
|
47.8K
$1.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.77K+ 5.87% |
$222K - $248K
|
158K
$4.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.74K+ 3.22% |
$43.9K - $49.2K
|
55.6K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-816- 78.61% |
$20.6K - $23.1K
|
222
$6.09K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.13% |
$101 - $113
|
2.99K
$82K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.01K- 19.08% |
$152K - $170K
|
25.5K
$699K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
955+ 0.76% |
$24.2K - $27.1K
|
126K
$3.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.9K+ 8.36% |
$200K - $224K
|
102K
$2.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
2.09MNew |
$52.9M - $59.3M
|
2.09M
$57.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
5.61K+ 1.77% |
$142K - $159K
|
322K
$8.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
625+ 0.22% |
$15.8K - $17.7K
|
282K
$7.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
813+ 35.49% |
$20.6K - $23K
|
3.1K
$85.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.48K- 1.39% |
$37.4K - $41.9K
|
105K
$2.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-821- 0.58% |
$20.8K - $23.3K
|
141K
$3.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-573K- 78.03% |
$14.5M - $16.2M
|
161K
$4.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-534- 7.85% |
$13.5K - $15.1K
|
6.27K
$172K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-41.4K- 55.63% |
$1.05M - $1.17M
|
33K
$906K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.5K+ 32.88% |
$215K - $241K
|
34.4K
$942K
|
|