Latest Institutional Purchases of Schwab Strategic Tr Us Small C (SCHA)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Small C (SCHA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
100+ 14.79% |
$2.53K - $2.83K
|
776
$21.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
99+ 0.29% |
$2.5K - $2.8K
|
34.4K
$943K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
92+ 0.65% |
$2.33K - $2.61K
|
14.2K
$390K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
90+ 0.11% |
$2.28K - $2.55K
|
81.5K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
86+ 0.84% |
$2.17K - $2.44K
|
10.4K
$284K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85New |
$2.15K - $2.41K
|
85
$2.33K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
84+ 0.32% |
$2.12K - $2.38K
|
26.2K
$720K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
81+ 0.2% |
$2.05K - $2.29K
|
40.9K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
80+ 0.95% |
$2.02K - $2.27K
|
8.49K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
78+ 0.21% |
$1.97K - $2.21K
|
37.6K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
77+ 0.32% |
$1.95K - $2.18K
|
24.2K
$663K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
70+ 0.11% |
$1.77K - $1.98K
|
64K
$1.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
70+ 5.23% |
$1.77K - $1.98K
|
1.41K
$38.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
69+ 0.12% |
$1.75K - $1.95K
|
55.4K
$1.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
65+ 0.54% |
$1.64K - $1.84K
|
12.2K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
60+ 0.55% |
$1.52K - $1.7K
|
11.1K
$303K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
58New |
$1.47K - $1.64K
|
58
$1.59K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
57+ 0.33% |
$1.44K - $1.61K
|
17.1K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
57+ 1900.0% |
$1.44K - $1.61K
|
60
$1.65K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
55+ 0.35% |
$1.39K - $1.56K
|
15.8K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
53New |
$1.34K - $1.5K
|
53
$1.45K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
48+ 0.3% |
$1.21K - $1.36K
|
16.1K
$441K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
48+ 0.23% |
$1.21K - $1.36K
|
20.8K
$571K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
45+ 0.32% |
$1.14K - $1.27K
|
14.1K
$387K
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
42+ 0.31% |
$1.06K - $1.19K
|
13.4K
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
41+ 0.31% |
$1.04K - $1.16K
|
13.4K
$366K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
37+ 0.08% |
$936 - $1.05K
|
49K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.0% |
$835 - $935
|
828K
$22.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
32+ 0.17% |
$809 - $907
|
18.4K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
31+ 0.29% |
$784 - $878
|
10.7K
$295K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
29+ 0.01% |
$733 - $822
|
436K
$12M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
25+ 0.03% |
$632 - $708
|
72.7K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24+ 0.66% |
$607 - $680
|
3.65K
$100K
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
24+ 0.04% |
$607 - $680
|
62.9K
$1.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24+ 0.1% |
$607 - $680
|
24.1K
$660K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
23+ 0.04% |
$582 - $652
|
62.1K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
20+ 0.15% |
$506 - $567
|
13.1K
$359K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
20New |
$506 - $567
|
20
$549
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 0.07% |
$329 - $368
|
19.3K
$529K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.14% |
$329 - $368
|
9.31K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12+ 0.13% |
$303 - $340
|
9.05K
$248K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.05% |
$253 - $283
|
20.2K
$553K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 1.39% |
$253 - $283
|
730
$20K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
8+ 0.04% |
$202 - $227
|
21.8K
$598K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
8+ 0.33% |
$202 - $227
|
2.41K
$66.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
8+ 0.02% |
$202 - $227
|
45.3K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
6+ 0.06% |
$152 - $170
|
10.3K
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$152 - $170
|
7.98K
$219K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6+ 0.28% |
$152 - $170
|
2.17K
$59.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6+ 0.05% |
$152 - $170
|
12.1K
$331K
|
|