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 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-138- 2.03% |
$3.49K - $3.91K
|
6.64K
$182K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-617- 0.8% |
$15.6K - $17.5K
|
76.7K
$2.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-844- 1.55% |
$21.3K - $23.9K
|
53.5K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
23+ 0.04% |
$582 - $652
|
62.1K
$1.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.49K- 12.81% |
$37.7K - $42.2K
|
10.2K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
756+ 0.2% |
$19.1K - $21.4K
|
384K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
8+ 0.02% |
$202 - $227
|
45.3K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.91K+ 32.6% |
$124K - $139K
|
20K
$547K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-58- 0.12% |
$1.47K - $1.64K
|
46.5K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.87K+ 3.91% |
$123K - $138K
|
129K
$3.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
965+ 0.71% |
$24.4K - $27.3K
|
137K
$3.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-1.83K- 1.99% |
$46.2K - $51.7K
|
90K
$2.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
7.73K+ 50.02% |
$195K - $219K
|
23.2K
$636K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-127K- 21.66% |
$3.21M - $3.6M
|
459K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.49K- 3.67% |
$37.6K - $42.1K
|
39K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-390- 0.79% |
$9.86K - $11K
|
49.1K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-15K- 8.42% |
$379K - $424K
|
163K
$4.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-31.5K- 3.05% |
$795K - $891K
|
999K
$27.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
733+ 1.38% |
$18.5K - $20.8K
|
53.9K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-246- 16.15% |
$6.22K - $6.97K
|
1.28K
$35K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
36.3K+ 52.87% |
$918K - $1.03M
|
105K
$2.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.21K- 3.74% |
$30.6K - $34.3K
|
31.2K
$856K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-1.57K- 5.64% |
$39.6K - $44.4K
|
26.2K
$719K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.13K- 9.91% |
$53.9K - $60.3K
|
19.4K
$531K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.13K+ 1.14% |
$53.8K - $60.3K
|
189K
$5.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-771- 3.76% |
$19.5K - $21.8K
|
19.8K
$542K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.6K+ 41.97% |
$116K - $130K
|
15.6K
$427K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-9.89K- 2.22% |
$250K - $280K
|
436K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.84K- 0.75% |
$71.9K - $80.5K
|
375K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.71K+ 3.33% |
$43.2K - $48.4K
|
53.1K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-349- 1.65% |
$8.83K - $9.89K
|
20.8K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
705+ 4.79% |
$17.8K - $20K
|
15.4K
$423K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
14.7K+ 7.17% |
$371K - $416K
|
219K
$6.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.5% |
$25.3 - $28.3
|
202
$5.54K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
78+ 0.21% |
$1.97K - $2.21K
|
37.6K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.53K- 18.08% |
$64.1K - $71.8K
|
11.5K
$315K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.12K- 1.93% |
$53.6K - $60K
|
108K
$2.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-191K- 94.06% |
$4.82M - $5.4M
|
12.1K
$331K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.19K- 3.78% |
$30.2K - $33.8K
|
30.4K
$834K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.83K- 0.99% |
$46.4K - $52K
|
184K
$5.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1- 0.01% |
$25.3 - $28.3
|
8.07K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
728+ 1.48% |
$18.4K - $20.6K
|
49.8K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$152 - $170
|
7.98K
$219K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.2K- 2.89% |
$30.2K - $33.9K
|
40.1K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-36.9K- 15.9% |
$932K - $1.04M
|
195K
$5.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.78K- 3.7% |
$45K - $50.4K
|
46.3K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
78.1K+ 5.57% |
$1.97M - $2.21M
|
1.48M
$40.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-9.46K- 10.5% |
$239K - $268K
|
80.6K
$2.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.12% |
$50.6 - $56.7
|
1.62K
$44.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
77+ 0.32% |
$1.95K - $2.18K
|
24.2K
$663K
|
|