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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.2K+ 3.95% |
$284K - $318K
|
295K
$8.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.76K- 3.06% |
$146K - $163K
|
183K
$5.01M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3K- 1.25% |
$75.9K - $85K
|
237K
$6.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-95- 1.03% |
$2.4K - $2.69K
|
9.14K
$251K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.6% |
$25.3 - $28.3
|
167
$4.58K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-488K- 8.89% |
$12.3M - $13.8M
|
5M
$137M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
19.8KNew |
$501K - $561K
|
19.8K
$543K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-755- 1.57% |
$19.1K - $21.4K
|
47.2K
$1.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-5.11K- 15.32% |
$129K - $145K
|
28.2K
$774K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-526- 1.91% |
$13.3K - $14.9K
|
27K
$740K
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
42.6KNew |
$1.08M - $1.21M
|
42.6K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.5K+ 84.76% |
$492K - $552K
|
42.4K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
297K+ 6.01% |
$7.52M - $8.42M
|
5.24M
$144M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-16K- 53.47% |
$405K - $454K
|
14K
$383K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.53K+ 2.03% |
$89.3K - $100K
|
178K
$4.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-13.5K- 5.03% |
$342K - $384K
|
256K
$7.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-212- 1.14% |
$5.36K - $6.01K
|
18.5K
$506K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
314+ 56.78% |
$7.94K - $8.9K
|
867
$23.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
646KNew |
$16.3M - $18.3M
|
646K
$17.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
8.04K+ 1.34% |
$203K - $228K
|
608K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.84K- 1.45% |
$46.5K - $52.1K
|
125K
$3.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-25.4K- 2.22% |
$642K - $720K
|
1.12M
$30.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.75K- 14.67% |
$94.8K - $106K
|
21.8K
$598K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.6K- 5.7% |
$496K - $556K
|
325K
$8.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
342K+ 30.81% |
$8.64M - $9.68M
|
1.45M
$39.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-246- 1.29% |
$6.22K - $6.97K
|
18.8K
$515K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
121K+ 139.51% |
$3.06M - $3.43M
|
208K
$5.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-8.97K- 47.61% |
$227K - $254K
|
9.87K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
57+ 0.33% |
$1.44K - $1.61K
|
17.1K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.5K- 5.52% |
$644K - $722K
|
436K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.66K+ 1.87% |
$42.1K - $47.1K
|
90.4K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3K+ 6.29% |
$310K - $348K
|
208K
$5.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
7.86KNew |
$199K - $223K
|
7.86K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.03K+ 4.11% |
$102K - $114K
|
102K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
185K+ 70.73% |
$4.67M - $5.23M
|
446K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.65K+ 19.27% |
$92.3K - $103K
|
22.6K
$620K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.4KNew |
$516K - $578K
|
20.4K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-277K- 48.05% |
$7M - $7.85M
|
299K
$8.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.5K- 6.06% |
$392K - $439K
|
240K
$6.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91.1KNew |
$2.3M - $2.58M
|
91.1K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
21.3K+ 41.6% |
$539K - $603K
|
72.5K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
48.7K+ 2.55% |
$1.23M - $1.38M
|
1.96M
$53.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
7.19KNew |
$182K - $204K
|
7.19K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-32.8K- 5.93% |
$830K - $929K
|
520K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-21.2K- 16.37% |
$535K - $599K
|
108K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
25.4K+ 48.32% |
$643K - $721K
|
78.1K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.07M+ 359.67% |
$27M - $30.2M
|
1.36M
$37.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
762K+ 2.28% |
$19.3M - $21.6M
|
34.2M
$938M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-50.6K- 56.67% |
$1.28M - $1.43M
|
38.7K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9.44K+ 3322.89% |
$239K - $267K
|
9.72K
$267K
|
|