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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-256- 1.97% |
$6.47K - $7.25K
|
12.7K
$349K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.65KNew |
$193K - $217K
|
7.65K
$210K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
8+ 0.33% |
$202 - $227
|
2.41K
$66.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.54K+ 10.89% |
$38.9K - $43.6K
|
15.7K
$430K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
962+ 2.88% |
$24.3K - $27.3K
|
34.4K
$943K
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-38- 0.39% |
$961 - $1.08K
|
9.77K
$268K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
540+ 13.25% |
$13.7K - $15.3K
|
4.62K
$127K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-21.3K- 0.94% |
$539K - $604K
|
2.26M
$61.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.42K- 12.63% |
$35.8K - $40.1K
|
9.81K
$269K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-973- 0.83% |
$24.6K - $27.6K
|
116K
$3.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.14% |
$329 - $368
|
9.31K
$255K
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
45.3K+ 108.17% |
$1.15M - $1.28M
|
87.2K
$2.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
168+ 0.26% |
$4.25K - $4.76K
|
63.9K
$1.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-7.73K- 6.74% |
$196K - $219K
|
107K
$2.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$101 - $113
|
38K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
12.8KNew |
$323K - $362K
|
12.8K
$351K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-206- 0.79% |
$5.21K - $5.84K
|
25.8K
$707K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-49.3K- 11.64% |
$1.25M - $1.4M
|
374K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-55- 0.02% |
$1.39K - $1.56K
|
255K
$7.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.4KNew |
$187K - $210K
|
7.4K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
8.91KNew |
$225K - $252K
|
8.91K
$244K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
18.5K+ 8.67% |
$468K - $524K
|
232K
$6.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
14K+ 21.26% |
$354K - $397K
|
79.8K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.37K+ 1.38% |
$34.6K - $38.7K
|
101K
$2.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-839- 10.86% |
$21.2K - $23.8K
|
6.89K
$189K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.01KNew |
$25.5K - $28.6K
|
1.01K
$27.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.68K- 23.17% |
$93.1K - $104K
|
12.2K
$335K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-237- 0.54% |
$5.99K - $6.71K
|
43.3K
$1.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-5.16K- 1.7% |
$130K - $146K
|
298K
$8.18M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.6KNew |
$40.5K - $45.4K
|
1.6K
$43.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.4KNew |
$340K - $381K
|
13.4K
$369K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
30.3K+ 7.45% |
$765K - $857K
|
437K
$12M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
BUY
|
- |
260+ 0.19% |
$6.58K - $7.37K
|
135K
$3.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-146- 1.54% |
$3.69K - $4.14K
|
9.34K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8KNew |
$202K - $227K
|
8K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.6K+ 3.45% |
$243K - $272K
|
288K
$7.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
154+ 4.37% |
$3.89K - $4.36K
|
3.68K
$101K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
65+ 0.99% |
$1.64K - $1.84K
|
6.62K
$181K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
45+ 0.32% |
$1.14K - $1.27K
|
14.1K
$387K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.3K+ 1.96% |
$134K - $150K
|
276K
$7.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-61- 0.6% |
$1.54K - $1.73K
|
10.1K
$276K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7- 0.04% |
$177 - $198
|
17.1K
$468K
|
|