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 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69.8K+ 11.2% |
$1.77M - $1.98M
|
693K
$19M
|
|
|
Oct 28, 2025
Q3 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-470- 0.97% |
$11.9K - $13.3K
|
48.2K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-49.3K- 11.64% |
$1.25M - $1.4M
|
374K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-740- 5.53% |
$18.7K - $21K
|
12.6K
$347K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.35K+ 5.78% |
$161K - $180K
|
116K
$3.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.65K- 7.01% |
$67K - $75.1K
|
35.2K
$965K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.4KNew |
$187K - $210K
|
7.4K
$203K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10.3KClosed |
$261K - $292K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-843- 2.44% |
$21.3K - $23.9K
|
33.7K
$923K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-22.2K- 20.82% |
$563K - $630K
|
84.6K
$2.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.57K- 5.04% |
$141K - $158K
|
105K
$2.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.56K+ 2.27% |
$115K - $129K
|
205K
$5.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-210- 1.27% |
$5.31K - $5.95K
|
16.3K
$446K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.89K+ 3.75% |
$174K - $195K
|
191K
$5.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.71K- 29.52% |
$93.9K - $105K
|
8.86K
$243K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-9- 0.03% |
$228 - $255
|
35.5K
$973K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-99- 0.8% |
$2.5K - $2.8K
|
12.3K
$337K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
298KNew |
$7.53M - $8.44M
|
298K
$8.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-667- 6.87% |
$16.9K - $18.9K
|
9.05K
$248K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-216- 4.16% |
$5.46K - $6.12K
|
4.98K
$137K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
149+ 1.37% |
$3.77K - $4.22K
|
11K
$302K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
80+ 0.95% |
$2.02K - $2.27K
|
8.49K
$233K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-50- 8.96% |
$1.26K - $1.42K
|
508
$13.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 9.19% |
$39.8K - $44.5K
|
15.5K
$426K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.6K- 3.47% |
$217K - $243K
|
239K
$6.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
744+ 1.14% |
$18.8K - $21.1K
|
66K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
13.8K+ 3.29% |
$348K - $390K
|
432K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.12KNew |
$28.4K - $31.8K
|
1.12K
$30.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
601+ 14.45% |
$15.2K - $17K
|
4.76K
$131K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.63K+ 11.44% |
$193K - $216K
|
74.3K
$2.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.64K- 0.9% |
$143K - $160K
|
622K
$17.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.14K- 1.21% |
$28.7K - $32.2K
|
92.5K
$2.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-40.9K- 95.48% |
$1.04M - $1.16M
|
1.94K
$53.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.32K- 2.48% |
$33.4K - $37.4K
|
51.9K
$1.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
125+ 328.95% |
$3.16K - $3.54K
|
163
$4.47K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.79K- 1.79% |
$172K - $192K
|
372K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-228- 0.67% |
$5.77K - $6.46K
|
33.6K
$922K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24+ 0.1% |
$607 - $680
|
24.1K
$660K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3K+ 29.18% |
$311K - $348K
|
54.4K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-196- 1.09% |
$4.96K - $5.55K
|
17.8K
$488K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.98K+ 3.31% |
$50.2K - $56.2K
|
62K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-755- 2.82% |
$19.1K - $21.4K
|
26K
$714K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-1.43K- 7.98% |
$36.1K - $40.4K
|
16.5K
$451K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
210New |
$5.31K - $5.95K
|
210
$5.76K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.95K+ 4683.46% |
$150K - $169K
|
6.08K
$167K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
26.3KNew |
$666K - $746K
|
26.3K
$722K
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-2.28K- 3.84% |
$57.7K - $64.6K
|
57.2K
$1.57M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
15.6K+ 2.71% |
$394K - $442K
|
591K
$16.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.3K- 0.9% |
$58.1K - $65.1K
|
253K
$6.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.4K- 2.92% |
$35.4K - $39.6K
|
46.6K
$1.28M
|
|