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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.09K+ 1.39% |
$22.3K - $27.6K
|
79.2K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
32+ 17.78% |
$653 - $810
|
212
$5.82K
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
61.2K+ 70.84% |
$1.25M - $1.55M
|
147K
$4.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.34K+ 2.46% |
$47.9K - $59.3K
|
97.8K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$20.4 - $25.3
|
12.2K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.4K+ 5.02% |
$314K - $389K
|
321K
$8.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
258+ 2.75% |
$5.27K - $6.53K
|
9.65K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
8.91KNew |
$182K - $225K
|
8.91K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
629New |
$12.8K - $15.9K
|
629
$17.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-8.51K- 13.24% |
$174K - $215K
|
55.8K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
58New |
$1.18K - $1.47K
|
58
$1.59K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.35K- 14.16% |
$48.1K - $59.6K
|
14.3K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-7.56K- 46.74% |
$154K - $191K
|
8.61K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-98- 11.67% |
$2K - $2.48K
|
742
$20.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.88K- 15.05% |
$38.4K - $47.6K
|
10.6K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.87K- 16.69% |
$58.6K - $72.6K
|
14.3K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
159K+ 2578.39% |
$3.24M - $4.02M
|
165K
$4.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
29.5K+ 1724.01% |
$603K - $747K
|
31.2K
$857K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
110K+ 45.49% |
$2.24M - $2.78M
|
352K
$9.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
80KNew |
$1.63M - $2.03M
|
80K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-39- 2.87% |
$796 - $987
|
1.32K
$36.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
15.5KNew |
$317K - $392K
|
15.5K
$425K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26.6K+ 121.55% |
$544K - $674K
|
48.6K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.6KNew |
$237K - $294K
|
11.6K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.8% |
$20.4 - $25.3
|
126
$3.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
100New |
$2.04K - $2.53K
|
100
$2.74K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
811+ 0.75% |
$16.6K - $20.5K
|
109K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
428+ 0.39% |
$8.74K - $10.8K
|
110K
$3.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-492- 37.85% |
$10K - $12.4K
|
808
$22.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-225- 2.55% |
$4.59K - $5.69K
|
8.6K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
98New |
$2K - $2.48K
|
98
$2.69K
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.48K- 3.33% |
$30.2K - $37.5K
|
43K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.43K- 18.23% |
$29.1K - $36.1K
|
6.4K
$176K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-160- 0.82% |
$3.27K - $4.05K
|
19.3K
$530K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
8.32KNew |
$170K - $211K
|
8.32K
$228K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
43+ 0.44% |
$878 - $1.09K
|
9.75K
$267K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-144- 1.66% |
$2.94K - $3.64K
|
8.55K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
700+ 31.14% |
$14.3K - $17.7K
|
2.95K
$80.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
8.05KNew |
$164K - $204K
|
8.05K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
888+ 21.01% |
$18.1K - $22.5K
|
5.11K
$140K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 0.38% |
$61.3 - $75.9
|
803
$22K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
208+ 0.32% |
$4.25K - $5.26K
|
64.3K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-179- 6.91% |
$3.66K - $4.53K
|
2.41K
$66.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 2.4% |
$12.3K - $15.2K
|
24.4K
$669K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
11.7KNew |
$238K - $295K
|
11.7K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
897+ 2.05% |
$18.3K - $22.7K
|
44.7K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
8.47KNew |
$173K - $214K
|
8.47K
$232K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-12- 0.07% |
$245 - $304
|
16.8K
$462K
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
5.67K+ 13.03% |
$116K - $144K
|
49.2K
$1.35M
|
|