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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.05% |
$253 - $283
|
20.2K
$553K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-304- 2.15% |
$7.69K - $8.61K
|
13.8K
$379K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
48.8KNew |
$1.23M - $1.38M
|
48.8K
$1.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9.95K+ 6.21% |
$252K - $282K
|
170K
$4.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
210+ 1.34% |
$5.31K - $5.95K
|
15.8K
$434K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.58K- 0.76% |
$40K - $44.8K
|
206K
$5.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.37KNew |
$136K - $152K
|
5.37K
$147K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.58K+ 54.92% |
$217K - $243K
|
24.2K
$664K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-13.5K- 7.97% |
$341K - $383K
|
156K
$4.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
574+ 3.09% |
$14.5K - $16.3K
|
19.1K
$525K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
315+ 0.41% |
$7.97K - $8.92K
|
78K
$2.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-432- 2.56% |
$10.9K - $12.2K
|
16.4K
$450K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
10.8K+ 35.11% |
$274K - $307K
|
41.7K
$1.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.17K- 4.62% |
$80.2K - $89.9K
|
65.5K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.59K+ 52.58% |
$242K - $272K
|
27.8K
$763K
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
159+ 0.77% |
$4.02K - $4.5K
|
20.8K
$570K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.55KNew |
$191K - $214K
|
7.55K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-310- 0.57% |
$7.84K - $8.78K
|
54K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 0.07% |
$329 - $368
|
19.3K
$529K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.14K+ 12.18% |
$79.3K - $88.8K
|
28.9K
$792K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.19KNew |
$182K - $204K
|
7.19K
$197K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.95K- 2.03% |
$74.6K - $83.5K
|
143K
$3.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
511+ 2.99% |
$12.9K - $14.5K
|
17.6K
$484K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
46.7K+ 3.39% |
$1.18M - $1.32M
|
1.43M
$39.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
90+ 0.11% |
$2.28K - $2.55K
|
81.5K
$2.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
224+ 2.57% |
$5.66K - $6.35K
|
8.95K
$246K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.02K- 9.88% |
$102K - $114K
|
36.6K
$1M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
5.37K+ 51.06% |
$136K - $152K
|
15.9K
$435K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.57K+ 16.12% |
$116K - $130K
|
32.9K
$903K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 1.39% |
$253 - $283
|
730
$20K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.05K+ 2.99% |
$77.1K - $86.4K
|
105K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-821- 3.58% |
$20.8K - $23.3K
|
22.1K
$607K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
25+ 0.03% |
$632 - $708
|
72.7K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-69.3K- 14.34% |
$1.75M - $1.96M
|
414K
$11.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.47K- 7.66% |
$37.1K - $41.5K
|
17.7K
$485K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-123- 0.45% |
$3.11K - $3.48K
|
27.5K
$754K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
34.5K+ 20.51% |
$871K - $976K
|
202K
$5.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-16- 0.2% |
$405 - $453
|
8.02K
$220K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-468- 4.97% |
$11.8K - $13.3K
|
8.94K
$245K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-4.57K- 4.21% |
$116K - $130K
|
104K
$2.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.22KNew |
$208K - $233K
|
8.22K
$226K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-1.14K- 8.22% |
$28.7K - $32.2K
|
12.7K
$347K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.64K+ 4.81% |
$41.5K - $46.5K
|
35.7K
$980K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85New |
$2.15K - $2.41K
|
85
$2.33K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.95K+ 30.23% |
$74.6K - $83.6K
|
12.7K
$349K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.95K- 2.17% |
$49.3K - $55.3K
|
87.8K
$2.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.21K- 3.56% |
$30.7K - $34.3K
|
32.8K
$900K
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
183KNew |
$4.62M - $5.18M
|
183K
$5.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.65KNew |
$41.8K - $46.8K
|
1.65K
$45.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.58% |
$5.06K - $5.67K
|
12.5K
$343K
|
|