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 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.2K+ 12.09% |
$30.2K - $33.9K
|
11.1K
$304K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.9K- 17.78% |
$276K - $309K
|
50.4K
$1.38M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.72K- 19.32% |
$94.2K - $105K
|
15.6K
$427K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12+ 0.13% |
$303 - $340
|
9.05K
$248K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.18K- 2.4% |
$80.4K - $90.1K
|
129K
$3.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
504New |
$12.7K - $14.3K
|
504
$13.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.08K+ 10.05% |
$77.8K - $87.2K
|
33.7K
$925K
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-3.85K- 30.86% |
$97.3K - $109K
|
8.62K
$236K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
166+ 0.15% |
$4.2K - $4.7K
|
109K
$2.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
15.2K+ 10.77% |
$384K - $430K
|
156K
$4.28M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.13K- 5.04% |
$28.6K - $32.1K
|
21.3K
$584K
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
SELL
|
- |
-2- 0.02% |
$50.6 - $56.7
|
8.73K
$240K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-8.89K- 27.41% |
$225K - $252K
|
23.6K
$646K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-219- 2.41% |
$5.54K - $6.2K
|
8.89K
$244K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.23K+ 9.04% |
$31.1K - $34.8K
|
14.8K
$407K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-148K- 78.06% |
$3.74M - $4.19M
|
41.6K
$1.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
12.6K+ 15.53% |
$318K - $357K
|
93.6K
$2.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
25.4K+ 13.35% |
$642K - $719K
|
216K
$5.92M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.7K- 18.7% |
$93.5K - $105K
|
16.1K
$441K
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-15K- 12.2% |
$379K - $424K
|
108K
$2.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.6K+ 9.37% |
$40.6K - $45.4K
|
18.7K
$513K
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-327- 0.4% |
$8.27K - $9.26K
|
80.7K
$2.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-111- 0.16% |
$2.81K - $3.14K
|
71.4K
$1.96M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-203- 1.41% |
$5.13K - $5.75K
|
14.2K
$390K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.27% |
$25.3 - $28.3
|
376
$10.3K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-7.16K- 25.35% |
$181K - $203K
|
21.1K
$578K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.72K+ 5.98% |
$94.1K - $105K
|
66K
$1.81M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2+ 0.02% |
$50.6 - $56.7
|
12.4K
$340K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
100+ 14.79% |
$2.53K - $2.83K
|
776
$21.3K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
67+ 0.33% |
$1.37K - $1.7K
|
20.2K
$554K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
241K+ 76.43% |
$4.91M - $6.08M
|
555K
$15.2M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-894- 2.25% |
$18.3K - $22.6K
|
38.9K
$1.07M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-8- 0.07% |
$163 - $202
|
11.5K
$317K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
40New |
$817 - $1.01K
|
40
$1.1K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
40.2KNew |
$821K - $1.02M
|
40.2K
$1.1M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
100+ 0.41% |
$2.04K - $2.53K
|
24.5K
$671K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
156New |
$3.19K - $3.95K
|
156
$4.28K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1New |
$20.4 - $25.3
|
1
$27.4
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.6K- 16.39% |
$53.2K - $65.9K
|
13.3K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
23.7KNew |
$484K - $599K
|
23.7K
$650K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
489KNew |
$9.99M - $12.4M
|
489K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.95K- 18.3% |
$39.9K - $49.4K
|
8.71K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-219- 75.26% |
$4.47K - $5.54K
|
72
$1.97K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-243- 1.16% |
$4.96K - $6.15K
|
20.6K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$270K - $335K
|
13.2K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.9K+ 28.33% |
$775K - $960K
|
172K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-800- 8.33% |
$16.3K - $20.2K
|
8.8K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
257K+ 1057.84% |
$5.25M - $6.5M
|
281K
$7.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-320- 1.96% |
$6.53K - $8.1K
|
16K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
9.85KNew |
$201K - $249K
|
9.85K
$270K
|
|