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
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-812- 5.92% |
$20.5K - $23K
|
12.9K
$354K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.3K+ 3.81% |
$666K - $746K
|
718K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-53.5K- 25.76% |
$1.35M - $1.52M
|
154K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
31+ 0.29% |
$784 - $878
|
10.7K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.27KNew |
$235K - $263K
|
9.27K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
8.86KNew |
$224K - $251K
|
8.86K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.14K+ 40.16% |
$231K - $259K
|
31.9K
$875K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.39KNew |
$35.1K - $39.3K
|
1.39K
$38K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.88K- 3.65% |
$174K - $195K
|
182K
$4.98M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.09KNew |
$230K - $257K
|
9.09K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-240- 1.84% |
$6.07K - $6.8K
|
12.8K
$351K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-144K- 87.05% |
$3.65M - $4.09M
|
21.5K
$590K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
6.69K+ 8.31% |
$169K - $190K
|
87.2K
$2.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.8K- 18.12% |
$70.8K - $79.4K
|
12.7K
$347K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.79K+ 23.01% |
$95.8K - $107K
|
20.2K
$555K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-843- 4.97% |
$21.3K - $23.9K
|
16.1K
$442K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29.9K- 28.2% |
$755K - $846K
|
76.1K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-56- 0.33% |
$1.42K - $1.59K
|
17.1K
$469K
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.1K- 22.38% |
$53.1K - $59.5K
|
7.28K
$200K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13.8K- 3.31% |
$348K - $390K
|
403K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.35K- 3.17% |
$34.1K - $38.2K
|
41.3K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
607+ 4.58% |
$15.4K - $17.2K
|
13.9K
$380K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.01K- 8.8% |
$25.6K - $28.6K
|
10.5K
$287K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
41+ 0.31% |
$1.04K - $1.16K
|
13.4K
$366K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.58K- 5.46% |
$40.1K - $44.9K
|
27.4K
$752K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-21.7K- 18.79% |
$548K - $614K
|
93.6K
$2.57M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.57K+ 4.7% |
$166K - $186K
|
147K
$4.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-44.4K- 13.18% |
$1.12M - $1.26M
|
293K
$8.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.82K- 1.55% |
$96.7K - $108K
|
243K
$6.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.18K- 10.36% |
$80.3K - $90K
|
27.5K
$754K
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-900- 1.56% |
$22.8K - $25.5K
|
56.7K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
655+ 2729.17% |
$16.6K - $18.6K
|
679
$18.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
169+ 222.37% |
$4.27K - $4.79K
|
245
$6.72K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-29.1K- 86.19% |
$736K - $825K
|
4.66K
$128K
|
|
|
Nov 13, 2025
Q3 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-841- 9.01% |
$21.3K - $23.8K
|
8.49K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-363- 1.59% |
$9.18K - $10.3K
|
22.5K
$617K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-102K- 10.89% |
$2.58M - $2.89M
|
836K
$22.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
41.1K+ 3.22% |
$1.04M - $1.16M
|
1.31M
$36.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-817- 5.64% |
$20.7K - $23.1K
|
13.7K
$375K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
7.22K+ 1.04% |
$183K - $204K
|
698K
$19.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
272K+ 7.1% |
$6.87M - $7.7M
|
4.1M
$112M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.45KNew |
$239K - $268K
|
9.45K
$259K
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-18.2K- 5.68% |
$460K - $516K
|
302K
$8.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
7.92KNew |
$200K - $224K
|
7.92K
$217K
|
|
|
Nov 13, 2025
Q3 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-6.3K- 4.83% |
$159K - $178K
|
124K
$3.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-18K- 1.16% |
$455K - $510K
|
1.53M
$42.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16.2K- 2.22% |
$409K - $458K
|
711K
$19.5M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.03K+ 2.09% |
$51.2K - $57.4K
|
98.7K
$2.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.76K- 21.36% |
$44.4K - $49.7K
|
6.46K
$177K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.9K- 46.85% |
$48.1K - $53.9K
|
2.16K
$59.2K
|
|