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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.69K- 4.32% |
$45.9K - $48.4K
|
37.4K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.32K+ 11.73% |
$63.1K - $66.5K
|
22.1K
$606K
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10.4K+ 1.83% |
$284K - $299K
|
582K
$16M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
7+ 0.05% |
$190 - $201
|
13.5K
$370K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7.16K- 9.22% |
$194K - $205K
|
70.5K
$1.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
8.85KNew |
$240K - $254K
|
8.85K
$243K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
3+ 0.03% |
$81.5 - $85.9
|
9.81K
$269K
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
26KNew |
$707K - $746K
|
26K
$714K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-3.8K- 6.76% |
$103K - $109K
|
52.4K
$1.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-1.51K- 15.53% |
$41K - $43.3K
|
8.21K
$225K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.41K+ 0.35% |
$92.6K - $97.7K
|
980K
$26.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
381+ 1.26% |
$10.4K - $10.9K
|
30.7K
$842K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.06K- 9.19% |
$83.1K - $87.7K
|
30.2K
$830K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-844- 0.41% |
$22.9K - $24.2K
|
203K
$5.56M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.17K- 4.78% |
$31.9K - $33.6K
|
23.4K
$641K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
55+ 0.44% |
$1.49K - $1.58K
|
12.5K
$342K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
389+ 1.93% |
$10.6K - $11.1K
|
20.6K
$565K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-250- 0.27% |
$6.79K - $7.16K
|
93.9K
$2.57M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.78K+ 10.35% |
$130K - $137K
|
51K
$1.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-748- 1.84% |
$20.3K - $21.4K
|
39.8K
$1.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.71K- 7.19% |
$46.5K - $49K
|
22.1K
$606K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-1.01K- 10.82% |
$27.4K - $28.9K
|
8.3K
$228K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 43.48% |
$401K - $423K
|
48.7K
$1.34M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
40+ 25.0% |
$1.09K - $1.15K
|
200
$5.49K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-784- 5.09% |
$21.3K - $22.5K
|
14.6K
$401K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.25K+ 1.1% |
$33.8K - $35.7K
|
115K
$3.14M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
71.3K+ 15.06% |
$1.8M - $2.02M
|
545K
$14.9M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-372- 10.96% |
$9.41K - $10.5K
|
3.02K
$82.9K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-49.9K- 90.43% |
$1.26M - $1.41M
|
5.28K
$145K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
290+ 1.66% |
$7.33K - $8.22K
|
17.7K
$487K
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
371+ 0.17% |
$9.38K - $10.5K
|
214K
$5.86M
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
7.55KNew |
$191K - $214K
|
7.55K
$207K
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-9.69K- 50.0% |
$245K - $275K
|
9.69K
$266K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-478- 1.5% |
$12.1K - $13.5K
|
31.5K
$863K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.48K+ 3.45% |
$164K - $183K
|
194K
$5.33M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.34K- 2.3% |
$135K - $151K
|
226K
$6.21M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
12.4KNew |
$313K - $350K
|
12.4K
$339K
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
BUY
|
- |
4+ 0.01% |
$101 - $113
|
64.9K
$1.78M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
468New |
$11.8K - $13.3K
|
468
$12.8K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
696New |
$17.6K - $19.7K
|
696
$19.1K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.35% |
$25.3 - $28.3
|
284
$7.79K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-344- 0.14% |
$8.7K - $9.75K
|
248K
$6.82M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.93K+ 14.58% |
$226K - $253K
|
70.2K
$1.93M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.72K- 1.45% |
$94.1K - $105K
|
252K
$6.92M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.2K+ 44.63% |
$385K - $432K
|
49.4K
$1.35M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
11.3KNew |
$286K - $320K
|
11.3K
$310K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.11K- 9.32% |
$78.6K - $88K
|
30.2K
$829K
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
4.28K+ 51.41% |
$108K - $121K
|
12.6K
$346K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-671- 1.09% |
$17K - $19K
|
61.1K
$1.68M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.4K+ 1.91% |
$465K - $521K
|
983K
$27M
|
|