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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
26.5K+ 161.55% |
$669K - $750K
|
42.9K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
26.3KNew |
$666K - $746K
|
26.3K
$722K
|
|
|
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
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
25.4K+ 48.32% |
$643K - $721K
|
78.1K
$2.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
25.4K+ 13.35% |
$642K - $719K
|
216K
$5.92M
|
|
|
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
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3K+ 83.31% |
$564K - $632K
|
49.1K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
21.3K+ 41.6% |
$539K - $603K
|
72.5K
$1.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.3K+ 578.46% |
$539K - $603K
|
25K
$685K
|
|
|
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
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.4KNew |
$516K - $578K
|
20.4K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20.3K+ 3.47% |
$512K - $574K
|
603K
$16.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
19.8KNew |
$501K - $561K
|
19.8K
$543K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.5K+ 84.76% |
$492K - $552K
|
42.4K
$1.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
18.5K+ 8.67% |
$468K - $524K
|
232K
$6.36M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.4K+ 1.91% |
$465K - $521K
|
983K
$27M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
17.9K+ 7.34% |
$454K - $508K
|
262K
$7.19M
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
17.2K+ 3.58% |
$435K - $488K
|
498K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.8K+ 13.41% |
$426K - $477K
|
142K
$3.91M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
15.6K+ 2.71% |
$394K - $442K
|
591K
$16.2M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.2K+ 44.63% |
$385K - $432K
|
49.4K
$1.35M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
15.2K+ 10.77% |
$384K - $430K
|
156K
$4.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
14.9K+ 811.5% |
$376K - $422K
|
16.7K
$459K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.8K+ 118.63% |
$374K - $418K
|
27.2K
$747K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
14.7K+ 7.17% |
$371K - $416K
|
219K
$6.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
14K+ 21.26% |
$354K - $397K
|
79.8K
$2.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
13.9K+ 1.19% |
$352K - $394K
|
1.19M
$32.6M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
13.8K+ 3.29% |
$348K - $390K
|
432K
$11.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
13.5K+ 9.33% |
$340K - $381K
|
158K
$4.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.4KNew |
$340K - $381K
|
13.4K
$369K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
13.4K+ 7.37% |
$339K - $380K
|
195K
$5.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
12.8KNew |
$323K - $362K
|
12.8K
$351K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 0.67% |
$323K - $362K
|
1.92M
$52.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
12.6KNew |
$318K - $357K
|
12.6K
$345K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
12.6K+ 15.53% |
$318K - $357K
|
93.6K
$2.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
12.5K+ 1.54% |
$317K - $355K
|
827K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.5KNew |
$316K - $354K
|
12.5K
$343K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
12.4KNew |
$313K - $350K
|
12.4K
$339K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.3K+ 13.44% |
$312K - $350K
|
104K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3K+ 29.18% |
$311K - $348K
|
54.4K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3K+ 6.29% |
$310K - $348K
|
208K
$5.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
11.8KNew |
$299K - $335K
|
11.8K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
11.7KNew |
$296K - $332K
|
11.7K
$321K
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
11.3KNew |
$286K - $320K
|
11.3K
$310K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.2K+ 3.95% |
$284K - $318K
|
295K
$8.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 3.35% |
$280K - $313K
|
341K
$9.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
10.8K+ 35.11% |
$274K - $307K
|
41.7K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10.5KNew |
$265K - $297K
|
10.5K
$288K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.3K+ 3.72% |
$260K - $292K
|
287K
$7.87M
|
|