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 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
49.7KNew |
$1.02M - $1.26M
|
49.7K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.1KNew |
$22.4K - $27.8K
|
1.1K
$30.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
192+ 2.36% |
$3.92K - $4.86K
|
8.34K
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-425- 4.17% |
$8.68K - $10.8K
|
9.78K
$268K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 10.66% |
$36.4K - $45.1K
|
14.9K
$410K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
72New |
$1.47K - $1.82K
|
72
$1.97K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-230- 18.7% |
$4.7K - $5.82K
|
1K
$27.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-216- 2.21% |
$4.41K - $5.46K
|
9.54K
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
526New |
$10.7K - $13.3K
|
526
$14.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
610New |
$12.5K - $15.4K
|
610
$16.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.0% |
$20.4 - $25.3
|
26.5K
$728K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.3KNew |
$210K - $261K
|
10.3K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
87.8KNew |
$1.79M - $2.22M
|
87.8K
$2.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
565+ 395.1% |
$11.5K - $14.3K
|
708
$19.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
13.4KNew |
$274K - $340K
|
13.4K
$368K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-42.5K- 22.85% |
$868K - $1.08M
|
144K
$3.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-527- 1.73% |
$10.8K - $13.3K
|
30K
$823K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-575- 3.6% |
$11.7K - $14.5K
|
15.4K
$422K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.3KNew |
$333K - $413K
|
16.3K
$448K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-42- 0.05% |
$858 - $1.06K
|
77.9K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-75- 0.14% |
$1.53K - $1.9K
|
53.7K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6.76K- 95.43% |
$138K - $171K
|
324
$8.89K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4.7K+ 3.73% |
$96K - $119K
|
131K
$3.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
19.7K+ 8.16% |
$402K - $498K
|
261K
$7.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
27New |
$551 - $683
|
27
$741
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
73New |
$1.49K - $1.85K
|
73
$2K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.17K- 11.41% |
$167K - $207K
|
63.5K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-550- 86.75% |
$11.2K - $13.9K
|
84
$2.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8.37KNew |
$171K - $212K
|
8.37K
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-7.25K- 3.18% |
$148K - $183K
|
220K
$6.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-258- 2.3% |
$5.27K - $6.53K
|
10.9K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-108- 58.7% |
$2.21K - $2.73K
|
76
$2.08K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
870New |
$17.8K - $22K
|
870
$23.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28New |
$572 - $708
|
28
$768
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.66K- 11.4% |
$33.9K - $42K
|
12.9K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
91New |
$1.86K - $2.3K
|
91
$2.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2K- 10.27% |
$40.9K - $50.7K
|
17.5K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.31KNew |
$170K - $210K
|
8.31K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
366New |
$7.47K - $9.26K
|
366
$10K
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
58.6KNew |
$1.2M - $1.48M
|
58.6K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
400+ 50.0% |
$8.17K - $10.1K
|
1.2K
$32.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
102New |
$2.08K - $2.58K
|
102
$2.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
47.9KNew |
$977K - $1.21M
|
47.9K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
984+ 4.32% |
$20.1K - $24.9K
|
23.8K
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
184+ 2.0% |
$3.76K - $4.66K
|
9.38K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-264- 1.75% |
$5.39K - $6.68K
|
14.8K
$406K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.34K- 4.91% |
$27.4K - $34K
|
26K
$713K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-218- 4.84% |
$4.45K - $5.52K
|
4.29K
$118K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-350- 35.07% |
$7.15K - $8.86K
|
648
$17.8K
|
|