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 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7.28K+ 4.14% |
$184K - $206K
|
183K
$5.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
329+ 3.07% |
$8.32K - $9.32K
|
11.1K
$303K
|
|
|
Nov 10, 2025
Q3 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
182KNew |
$4.6M - $5.16M
|
182K
$4.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-55.5K- 9.33% |
$1.4M - $1.57M
|
539K
$14.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-4.2K- 6.3% |
$106K - $119K
|
62.4K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.1K- 2.2% |
$27.7K - $31K
|
48.7K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
141+ 0.12% |
$3.57K - $3.99K
|
117K
$3.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-18.4K- 6.9% |
$465K - $521K
|
249K
$6.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.62K- 0.84% |
$66.2K - $74.1K
|
307K
$8.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4+ 0.09% |
$101 - $113
|
4.5K
$123K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 0.01% |
$50.6 - $56.7
|
37.2K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
24+ 0.04% |
$607 - $680
|
62.9K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.18K+ 6.1% |
$29.9K - $33.5K
|
20.6K
$565K
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
25.3K+ 2.77% |
$641K - $718K
|
941K
$25.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-79.3K- 8.57% |
$2.01M - $2.25M
|
846K
$23.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.21K- 28.62% |
$132K - $147K
|
13K
$356K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.3% |
$75.9 - $85
|
1.01K
$27.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
401+ 45.99% |
$10.1K - $11.4K
|
1.27K
$34.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.3K+ 3.72% |
$260K - $292K
|
287K
$7.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-448- 1.67% |
$11.3K - $12.7K
|
26.4K
$725K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
14.9K+ 811.5% |
$376K - $422K
|
16.7K
$459K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
680+ 4.65% |
$17.2K - $19.3K
|
15.3K
$420K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 0.02% |
$126 - $142
|
22.8K
$625K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
29+ 0.01% |
$733 - $822
|
436K
$12M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.84K- 6.31% |
$173K - $194K
|
102K
$2.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-264- 2.05% |
$6.68K - $7.48K
|
12.6K
$346K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
48+ 0.23% |
$1.21K - $1.36K
|
20.8K
$571K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5- 0.02% |
$126 - $142
|
20.4K
$560K
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-6.1K- 38.29% |
$154K - $173K
|
9.83K
$270K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
32+ 0.17% |
$809 - $907
|
18.4K
$504K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-980- 3.43% |
$24.8K - $27.8K
|
27.6K
$757K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-49.3K- 48.3% |
$1.25M - $1.4M
|
52.8K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.19K+ 1.36% |
$156K - $175K
|
462K
$12.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.9K- 10.77% |
$48.1K - $53.8K
|
15.7K
$432K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-391- 0.1% |
$9.89K - $11.1K
|
375K
$10.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.37K- 0.54% |
$85.3K - $95.5K
|
617K
$16.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-12.9K- 14.01% |
$327K - $366K
|
79.3K
$2.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-342- 0.38% |
$8.65K - $9.69K
|
88.6K
$2.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
521+ 2.95% |
$13.2K - $14.8K
|
18.2K
$499K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
25.2K+ 16.58% |
$637K - $714K
|
177K
$4.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.3K+ 3.27% |
$564K - $632K
|
705K
$19.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-48- 0.12% |
$1.21K - $1.36K
|
40.1K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-36- 1.48% |
$910 - $1.02K
|
2.4K
$65.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-255- 0.08% |
$6.45K - $7.22K
|
329K
$9.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-885- 30.01% |
$22.4K - $25.1K
|
2.06K
$56.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-322- 66.8% |
$8.14K - $9.12K
|
160
$4.39K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.57K+ 1.6% |
$39.7K - $44.5K
|
99.5K
$2.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 3.36% |
$268K - $301K
|
305K
$8.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3K+ 83.31% |
$564K - $632K
|
49.1K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.78K+ 2.9% |
$95.5K - $107K
|
134K
$3.68M
|
|