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 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
|
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
|
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
|
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
|
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
|
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
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-292- 3.33% |
$7.38K - $8.27K
|
8.49K
$233K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
45.7K+ 36.2% |
$1.15M - $1.29M
|
172K
$4.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-26.6K- 13.18% |
$674K - $755K
|
175K
$4.81M
|
|
|
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
|
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
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 0.19% |
$47.6K - $53.3K
|
985K
$27M
|
|
|
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
|
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
|
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
|
|