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
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-560- 0.4% |
$14.2K - $15.9K
|
140K
$3.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.41% |
$101 - $113
|
968
$26.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.68K- 2.43% |
$42.4K - $47.5K
|
67.4K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
50K+ 3.14% |
$1.27M - $1.42M
|
1.64M
$45M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-297- 26.12% |
$7.51K - $8.41K
|
840
$23K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.24K+ 16.32% |
$107K - $120K
|
30.2K
$828K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.43M- 47.88% |
$36M - $40.4M
|
1.55M
$42.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.2K- 15.23% |
$80.9K - $90.7K
|
17.8K
$489K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.81K+ 25.51% |
$147K - $165K
|
28.6K
$785K
|
|
|
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
|
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
|
|