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 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
228+ 0.45% |
$5.77K - $6.46K
|
51K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
28.1K+ 63.05% |
$710K - $795K
|
72.6K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66.7K- 4.25% |
$1.69M - $1.89M
|
1.5M
$41.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.74M- 9.14% |
$44M - $49.2M
|
17.3M
$474M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 0.67% |
$323K - $362K
|
1.92M
$52.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.24K- 5.86% |
$31.3K - $35.1K
|
19.9K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.49K- 22.59% |
$88.3K - $98.9K
|
12K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-144K- 87.05% |
$3.65M - $4.09M
|
21.5K
$590K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
113+ 0.96% |
$2.86K - $3.2K
|
11.8K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-58.5K- 42.64% |
$1.48M - $1.66M
|
78.7K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.7K+ 7.33% |
$144K - $162K
|
83.6K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20.3K+ 3.47% |
$512K - $574K
|
603K
$16.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-12.7K- 34.51% |
$322K - $361K
|
24.1K
$662K
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 1.47% |
$43.1K - $48.3K
|
114K
$3.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.49KNew |
$189K - $212K
|
7.49K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
4.14K+ 3.4% |
$105K - $117K
|
126K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
86+ 0.84% |
$2.17K - $2.44K
|
10.4K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-20- 0.16% |
$506 - $567
|
12.6K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12.2K- 12.2% |
$308K - $345K
|
87.6K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.92K- 2.98% |
$150K - $168K
|
193K
$5.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
7.74KNew |
$196K - $219K
|
7.74K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.12K- 2.99% |
$28.4K - $31.8K
|
36.3K
$997K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-142K- 6.43% |
$3.58M - $4.01M
|
2.06M
$56.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.2K- 49.55% |
$461K - $517K
|
18.6K
$510K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
140K+ 14.03% |
$3.54M - $3.97M
|
1.14M
$31.2M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.6K- 6.62% |
$494K - $554K
|
276K
$7.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
169New |
$4.27K - $4.79K
|
169
$4.64K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4.33K+ 9.29% |
$110K - $123K
|
51K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 3.35% |
$280K - $313K
|
341K
$9.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.08K+ 3.6% |
$77.8K - $87.2K
|
88.5K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.91K- 9.3% |
$200K - $224K
|
77.1K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.41K+ 0.19% |
$137K - $153K
|
2.84M
$78M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.35K- 15.37% |
$59.4K - $66.5K
|
12.9K
$355K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.26K- 7.28% |
$32K - $35.8K
|
16.1K
$442K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.94K- 70.8% |
$49.1K - $55K
|
800
$21.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.8K+ 13.41% |
$426K - $477K
|
142K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-441- 7.7% |
$11.2K - $12.5K
|
5.29K
$145K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.6K+ 35.41% |
$697K - $781K
|
105K
$2.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
20.6K+ 245.24% |
$521K - $584K
|
29K
$795K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.4K- 0.24% |
$288K - $323K
|
4.68M
$128M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-10.2K- 34.25% |
$259K - $290K
|
19.7K
$539K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.43K+ 520.42% |
$137K - $154K
|
6.47K
$177K
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
644K+ 1578.66% |
$16.3M - $18.2M
|
685K
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
37+ 0.08% |
$936 - $1.05K
|
49K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
105KNew |
$2.67M - $2.99M
|
105K
$2.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.55K+ 1.53% |
$64.5K - $72.3K
|
170K
$4.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
81+ 0.2% |
$2.05K - $2.29K
|
40.9K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
20+ 0.15% |
$506 - $567
|
13.1K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
929+ 3.37% |
$23.5K - $26.3K
|
28.5K
$782K
|
|