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 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-217- 1.91% |
$5.49K - $6.15K
|
11.1K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-909- 0.67% |
$23K - $25.8K
|
135K
$3.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.38% |
$75.9 - $85
|
783
$21.5K
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2K- 1.51% |
$50.6K - $56.7K
|
130K
$3.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 1.94% |
$49.1K - $55K
|
98.3K
$2.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-907- 0.91% |
$22.9K - $25.7K
|
98.7K
$2.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-8.51K- 6.75% |
$215K - $241K
|
118K
$3.23M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
318+ 1.85% |
$8.04K - $9.01K
|
17.5K
$479K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
120+ 18.4% |
$3.03K - $3.4K
|
772
$21.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
142+ 1.4% |
$3.59K - $4.02K
|
10.3K
$283K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.19K+ 8.47% |
$80.7K - $90.4K
|
40.9K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.81K- 3.03% |
$45.7K - $51.2K
|
58K
$1.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6+ 0.28% |
$152 - $170
|
2.17K
$59.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
17.9K+ 7.34% |
$454K - $508K
|
262K
$7.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.63K+ 47.6% |
$168K - $188K
|
20.6K
$564K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-333- 0.76% |
$8.42K - $9.43K
|
43.5K
$1.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09K+ 18.1% |
$27.6K - $30.9K
|
7.12K
$195K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
7.9KNew |
$200K - $224K
|
7.9K
$217K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.03K+ 4.97% |
$127K - $143K
|
106K
$2.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-765- 3.54% |
$19.3K - $21.7K
|
20.9K
$573K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
519+ 4.38% |
$13.1K - $14.7K
|
12.4K
$339K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-7.84K- 6.29% |
$198K - $222K
|
117K
$3.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.46K- 2.15% |
$36.9K - $41.4K
|
66.5K
$1.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
774+ 1.09% |
$19.6K - $21.9K
|
71.8K
$1.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6+ 0.05% |
$152 - $170
|
12.1K
$331K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
818New |
$20.7K - $23.2K
|
818
$22.4K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-231- 0.14% |
$5.84K - $6.54K
|
165K
$4.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-108- 0.83% |
$2.73K - $3.06K
|
12.9K
$353K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-271- 7.97% |
$6.85K - $7.68K
|
3.13K
$85.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Asset Planning Services Inc
|
BUY
|
- |
1.16K+ 4.06% |
$29.2K - $32.7K
|
29.6K
$811K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
70+ 5.23% |
$1.77K - $1.98K
|
1.41K
$38.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.23K- 5.82% |
$31K - $34.7K
|
19.8K
$544K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.64K- 3.43% |
$41.6K - $46.5K
|
46.3K
$1.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-470- 2.34% |
$11.9K - $13.3K
|
19.6K
$537K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
34+ 0.06% |
$860 - $963
|
61K
$1.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-292- 3.33% |
$7.38K - $8.27K
|
8.49K
$233K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-209- 0.72% |
$5.29K - $5.92K
|
28.7K
$787K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.25K- 1.61% |
$31.5K - $35.3K
|
76.2K
$2.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
45.7K+ 36.2% |
$1.15M - $1.29M
|
172K
$4.71M
|
|