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
|
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
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
37+ 0.32% |
$936 - $1.05K
|
11.4K
$314K
|
|
|
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
|
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
|
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
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.27K- 1.22% |
$32.1K - $36K
|
103K
$2.83M
|
|
|
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
|
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
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-909- 0.67% |
$23K - $25.8K
|
135K
$3.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
169+ 1.86% |
$4.27K - $4.79K
|
9.27K
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.63KNew |
$244K - $273K
|
9.63K
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
13.9K+ 1.19% |
$352K - $394K
|
1.19M
$32.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.2K- 52.17% |
$30.4K - $34K
|
1.1K
$30.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-200- 1.26% |
$5.06K - $5.67K
|
15.7K
$431K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-60- 5.31% |
$1.52K - $1.7K
|
1.07K
$29.3K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-10.1K- 1.35% |
$255K - $286K
|
737K
$20.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.99K- 1.01% |
$50.4K - $56.5K
|
196K
$5.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
35.6K+ 324.85% |
$901K - $1.01M
|
46.6K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.27KNew |
$184K - $206K
|
7.27K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.19K+ 26.43% |
$30K - $33.6K
|
5.67K
$156K
|
|