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 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.64K+ 13.61% |
$244K - $273K
|
80.5K
$2.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.64K+ 5.25% |
$244K - $273K
|
193K
$5.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.63KNew |
$244K - $273K
|
9.63K
$264K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.6K+ 3.45% |
$243K - $272K
|
288K
$7.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.59K+ 52.58% |
$242K - $272K
|
27.8K
$763K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.45KNew |
$239K - $268K
|
9.45K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9.44K+ 3322.89% |
$239K - $267K
|
9.72K
$267K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.33K+ 1.14% |
$236K - $264K
|
828K
$22.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.27KNew |
$235K - $263K
|
9.27K
$254K
|
|
|
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
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.09KNew |
$230K - $257K
|
9.09K
$249K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.93K+ 14.58% |
$226K - $253K
|
70.2K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8.93K+ 68.66% |
$226K - $253K
|
21.9K
$601K
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
8.91KNew |
$225K - $252K
|
8.91K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
8.86KNew |
$224K - $251K
|
8.86K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8.79K+ 3.02% |
$222K - $249K
|
300K
$8.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.77K+ 5.87% |
$222K - $248K
|
158K
$4.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.58K+ 54.92% |
$217K - $243K
|
24.2K
$664K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.5K+ 32.88% |
$215K - $241K
|
34.4K
$942K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.36K+ 0.64% |
$211K - $237K
|
1.32M
$36.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.22KNew |
$208K - $233K
|
8.22K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.17K+ 12.21% |
$207K - $232K
|
75.1K
$2.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.13KNew |
$205K - $230K
|
8.13K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
8.04K+ 1.34% |
$203K - $228K
|
608K
$16.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8KNew |
$202K - $227K
|
8K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
7.92KNew |
$200K - $224K
|
7.92K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.9K+ 8.36% |
$200K - $224K
|
102K
$2.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
7.87KNew |
$199K - $223K
|
7.87K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
7.86KNew |
$199K - $223K
|
7.86K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
7.85K+ 783.23% |
$198K - $222K
|
8.85K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7.76K+ 4.38% |
$196K - $220K
|
185K
$5.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.75KNew |
$196K - $220K
|
7.75K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
7.74KNew |
$196K - $219K
|
7.74K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
7.74KNew |
$196K - $219K
|
7.74K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
7.73K+ 50.02% |
$195K - $219K
|
23.2K
$636K
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
7.72KNew |
$195K - $219K
|
7.72K
$212K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.65KNew |
$193K - $217K
|
7.65K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.63K+ 11.44% |
$193K - $216K
|
74.3K
$2.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.55KNew |
$191K - $214K
|
7.55K
$207K
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
7.55KNew |
$191K - $214K
|
7.55K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
7.54KNew |
$191K - $214K
|
7.54K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.49KNew |
$189K - $212K
|
7.49K
$205K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.4KNew |
$187K - $210K
|
7.4K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.4KNew |
$187K - $210K
|
7.4K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
7.32K+ 2.93% |
$185K - $207K
|
257K
$7.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
7.29KNew |
$184K - $206K
|
7.29K
$200K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
7.29K+ 4.37% |
$184K - $206K
|
174K
$4.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7.28K+ 4.14% |
$184K - $206K
|
183K
$5.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.27KNew |
$184K - $206K
|
7.27K
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.27KNew |
$184K - $206K
|
7.27K
$199K
|
|