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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.4K+ 5.02% |
$314K - $389K
|
321K
$8.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
13.4KNew |
$274K - $340K
|
13.4K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$270K - $335K
|
13.2K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
11.7KNew |
$238K - $295K
|
11.7K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.6KNew |
$237K - $294K
|
11.6K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.3KNew |
$210K - $261K
|
10.3K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
9.85KNew |
$201K - $249K
|
9.85K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
8.91KNew |
$182K - $225K
|
8.91K
$244K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
8.47KNew |
$173K - $214K
|
8.47K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
8.46KNew |
$173K - $214K
|
8.46K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8.37KNew |
$171K - $212K
|
8.37K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
8.32KNew |
$170K - $211K
|
8.32K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.31KNew |
$170K - $210K
|
8.31K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
8.05KNew |
$164K - $204K
|
8.05K
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
5.67K+ 13.03% |
$116K - $144K
|
49.2K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4.7K+ 3.73% |
$96K - $119K
|
131K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.17KNew |
$85.2K - $106K
|
4.17K
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.34K+ 2.46% |
$47.9K - $59.3K
|
97.8K
$2.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.16KNew |
$23.6K - $29.3K
|
1.16K
$31.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.1KNew |
$22.4K - $27.8K
|
1.1K
$30.1K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.09K+ 1.39% |
$22.3K - $27.6K
|
79.2K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
984+ 4.32% |
$20.1K - $24.9K
|
23.8K
$652K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
897+ 2.05% |
$18.3K - $22.7K
|
44.7K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
888+ 21.01% |
$18.1K - $22.5K
|
5.11K
$140K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
870New |
$17.8K - $22K
|
870
$23.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
811+ 0.75% |
$16.6K - $20.5K
|
109K
$2.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
700+ 31.14% |
$14.3K - $17.7K
|
2.95K
$80.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
629New |
$12.8K - $15.9K
|
629
$17.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
610New |
$12.5K - $15.4K
|
610
$16.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
565+ 395.1% |
$11.5K - $14.3K
|
708
$19.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
526New |
$10.7K - $13.3K
|
526
$14.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
428+ 0.39% |
$8.74K - $10.8K
|
110K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
400+ 50.0% |
$8.17K - $10.1K
|
1.2K
$32.9K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
366New |
$7.47K - $9.26K
|
366
$10K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
341+ 0.95% |
$6.96K - $8.63K
|
36.3K
$997K
|
|
|
Aug 13, 2025
Q2 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
258+ 2.75% |
$5.27K - $6.53K
|
9.65K
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
208+ 0.32% |
$4.25K - $5.26K
|
64.3K
$1.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
192+ 2.36% |
$3.92K - $4.86K
|
8.34K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
184+ 2.0% |
$3.76K - $4.66K
|
9.38K
$257K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
156New |
$3.19K - $3.95K
|
156
$4.28K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
102New |
$2.08K - $2.58K
|
102
$2.8K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
100+ 0.41% |
$2.04K - $2.53K
|
24.5K
$671K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
100New |
$2.04K - $2.53K
|
100
$2.74K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
98New |
$2K - $2.48K
|
98
$2.69K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
91New |
$1.86K - $2.3K
|
91
$2.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
73New |
$1.49K - $1.85K
|
73
$2K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
72New |
$1.47K - $1.82K
|
72
$1.97K
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
67+ 0.33% |
$1.37K - $1.7K
|
20.2K
$554K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
58New |
$1.18K - $1.47K
|
58
$1.59K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
43+ 0.44% |
$878 - $1.09K
|
9.75K
$267K
|
|