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 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-26.6K- 13.18% |
$674K - $755K
|
175K
$4.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-593- 2.84% |
$15K - $16.8K
|
20.3K
$557K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
7.32K+ 2.93% |
$185K - $207K
|
257K
$7.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
134+ 0.25% |
$3.39K - $3.8K
|
54.4K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.66K- 11.33% |
$194K - $217K
|
60K
$1.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6+ 0.03% |
$152 - $170
|
17.5K
$480K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-15.4K- 52.26% |
$389K - $436K
|
14.1K
$386K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
808+ 31.45% |
$20.4K - $22.9K
|
3.38K
$92.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-790- 0.25% |
$20K - $22.4K
|
317K
$8.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.36K+ 0.64% |
$211K - $237K
|
1.32M
$36.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.16K- 0.36% |
$29.2K - $32.7K
|
317K
$8.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
203+ 2.06% |
$5.13K - $5.75K
|
10.1K
$276K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 12.77% |
$303 - $340
|
82
$2.25K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-8.16K- 3.91% |
$206K - $231K
|
201K
$5.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-6.03K- 17.2% |
$153K - $171K
|
29K
$796K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.17K+ 12.21% |
$207K - $232K
|
75.1K
$2.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-318- 0.56% |
$8.04K - $9.01K
|
56.6K
$1.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
146+ 0.33% |
$3.69K - $4.14K
|
44.7K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$25.3 - $28.3
|
9.9K
$272K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
645K+ 10737.65% |
$16.3M - $18.3M
|
651K
$17.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 0.19% |
$47.6K - $53.3K
|
985K
$27M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-287- 3.11% |
$7.26K - $8.13K
|
8.96K
$246K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.13K- 7.02% |
$28.6K - $32K
|
15K
$410K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.79K+ 0.82% |
$45.2K - $50.7K
|
219K
$6.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-13.4K- 15.68% |
$339K - $379K
|
72K
$1.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.0% |
$835 - $935
|
828K
$22.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10K- 10.91% |
$253K - $284K
|
81.8K
$2.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
137New |
$3.46K - $3.88K
|
137
$3.76K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-7.24K- 1.02% |
$183K - $205K
|
702K
$19.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.57K- 7.79% |
$90.2K - $101K
|
42.2K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
548+ 0.62% |
$13.9K - $15.5K
|
89.4K
$2.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-480- 1.79% |
$12.1K - $13.6K
|
26.3K
$721K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-587- 5.91% |
$14.8K - $16.6K
|
9.35K
$256K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3K- 16.23% |
$75.9K - $85K
|
15.5K
$425K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.32K- 10.66% |
$83.9K - $93.9K
|
27.8K
$762K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1.92K- 24.25% |
$48.5K - $54.3K
|
5.98K
$164K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
65+ 0.54% |
$1.64K - $1.84K
|
12.2K
$334K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-389- 3.67% |
$9.84K - $11K
|
10.2K
$280K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-277- 3.35% |
$7.01K - $7.85K
|
8K
$219K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.13K+ 21.58% |
$130K - $145K
|
28.9K
$792K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.41K- 50.68% |
$35.8K - $40.1K
|
1.38K
$37.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
139KNew |
$3.53M - $3.95M
|
139K
$3.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-239K- 21.16% |
$6.05M - $6.77M
|
891K
$24.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-5.83K- 10.2% |
$147K - $165K
|
51.3K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.25K+ 1.62% |
$82.1K - $92K
|
204K
$5.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
12.6KNew |
$318K - $357K
|
12.6K
$345K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.49K- 10.67% |
$88.2K - $98.8K
|
29.2K
$802K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
581+ 4.07% |
$14.7K - $16.5K
|
14.9K
$408K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.94K- 4.07% |
$150K - $168K
|
140K
$3.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-41K- 20.7% |
$1.04M - $1.16M
|
157K
$4.31M
|
|