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 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.78K- 3.7% |
$45K - $50.4K
|
46.3K
$1.27M
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-60- 0.61% |
$1.52K - $1.7K
|
9.83K
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
99+ 0.29% |
$2.5K - $2.8K
|
34.4K
$943K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-114K- 2.93% |
$2.88M - $3.23M
|
3.78M
$104M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
20New |
$506 - $567
|
20
$549
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-151- 0.61% |
$3.82K - $4.28K
|
24.4K
$670K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-3.15K- 30.44% |
$79.6K - $89.2K
|
7.2K
$197K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-305- 41.61% |
$7.71K - $8.64K
|
428
$11.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.78K+ 14.79% |
$70.4K - $78.8K
|
21.6K
$592K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
37+ 0.32% |
$936 - $1.05K
|
11.4K
$314K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-1.11K- 2.69% |
$28.1K - $31.5K
|
40.3K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
21+ 0.31% |
$531 - $595
|
6.8K
$187K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
426+ 4.49% |
$10.8K - $12.1K
|
9.92K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
181+ 1.72% |
$4.58K - $5.13K
|
10.7K
$294K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8.79K+ 3.02% |
$222K - $249K
|
300K
$8.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-597- 46.46% |
$15.1K - $16.9K
|
688
$18.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
800+ 3.35% |
$20.2K - $22.7K
|
24.7K
$677K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-1.21K- 70.02% |
$30.6K - $34.3K
|
518
$14.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.24K+ 14.93% |
$56.6K - $63.4K
|
17.2K
$473K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.04% |
$25.3 - $28.3
|
2.65K
$72.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.17K+ 1.8% |
$54.8K - $61.4K
|
123K
$3.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.75KNew |
$196K - $220K
|
7.75K
$213K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
55.8K+ 6.47% |
$1.41M - $1.58M
|
918K
$25.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
403+ 4.85% |
$10.2K - $11.4K
|
8.71K
$239K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7.76K+ 4.38% |
$196K - $220K
|
185K
$5.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6.58K- 13.05% |
$166K - $186K
|
43.8K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.79K+ 3.47% |
$45.2K - $50.6K
|
53.2K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
100+ 1.69% |
$2.53K - $2.83K
|
6.03K
$165K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.95K- 0.7% |
$74.7K - $83.7K
|
417K
$11.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
139+ 0.86% |
$3.52K - $3.94K
|
16.4K
$449K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.27K- 1.22% |
$32.1K - $36K
|
103K
$2.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
19.8K+ 1.07% |
$500K - $560K
|
1.86M
$51M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-5.12K- 6.0% |
$130K - $145K
|
80.2K
$2.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-5.88K- 8.1% |
$149K - $167K
|
66.8K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
722+ 0.82% |
$18.3K - $20.5K
|
88.6K
$2.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.39K- 4.82% |
$35K - $39.2K
|
27.3K
$750K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
141+ 1.0% |
$3.57K - $3.99K
|
14.2K
$389K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.18K+ 0.63% |
$29.7K - $33.3K
|
187K
$5.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
71.1KNew |
$1.8M - $2.01M
|
71.1K
$1.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
118K+ 506.11% |
$2.98M - $3.34M
|
141K
$3.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-7.14K- 4.78% |
$181K - $202K
|
142K
$3.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.2K+ 4.15% |
$55.7K - $62.4K
|
55.3K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-5.65K- 37.72% |
$143K - $160K
|
9.33K
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1+ 0.0% |
$25.3 - $28.3
|
46K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-14.4K- 60.91% |
$363K - $407K
|
9.22K
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
425+ 4.86% |
$10.7K - $12K
|
9.17K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-13- 0.12% |
$329 - $368
|
11K
$301K
|
|