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 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.27KNew |
$184K - $206K
|
7.27K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
7.24KNew |
$183K - $205K
|
7.24K
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
7.22K+ 1.04% |
$183K - $204K
|
698K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
7.19KNew |
$182K - $204K
|
7.19K
$197K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.19KNew |
$182K - $204K
|
7.19K
$197K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.16K+ 6.65% |
$181K - $203K
|
115K
$3.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.89K+ 3.75% |
$174K - $195K
|
191K
$5.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
6.69K+ 8.31% |
$169K - $190K
|
87.2K
$2.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.63K+ 47.6% |
$168K - $188K
|
20.6K
$564K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.57K+ 4.7% |
$166K - $186K
|
147K
$4.02M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.48K+ 3.45% |
$164K - $183K
|
194K
$5.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.41K+ 15.47% |
$162K - $181K
|
47.8K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.35K+ 5.78% |
$161K - $180K
|
116K
$3.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.95K+ 4683.46% |
$150K - $169K
|
6.08K
$167K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.81K+ 25.51% |
$147K - $165K
|
28.6K
$785K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.7K+ 7.33% |
$144K - $162K
|
83.6K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
5.61K+ 1.77% |
$142K - $159K
|
322K
$8.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.5K+ 32.99% |
$139K - $156K
|
22.2K
$608K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.43K+ 520.42% |
$137K - $154K
|
6.47K
$177K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.41K+ 0.19% |
$137K - $153K
|
2.84M
$78M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.37KNew |
$136K - $152K
|
5.37K
$147K
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
5.37K+ 51.06% |
$136K - $152K
|
15.9K
$435K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.3K+ 1.96% |
$134K - $150K
|
276K
$7.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.16K+ 1.9% |
$131K - $146K
|
277K
$7.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.13K+ 21.58% |
$130K - $145K
|
28.9K
$792K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.05K+ 4.87% |
$128K - $143K
|
109K
$2.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.03K+ 4.97% |
$127K - $143K
|
106K
$2.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.87K+ 3.91% |
$123K - $138K
|
129K
$3.55M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.6K+ 41.97% |
$116K - $130K
|
15.6K
$427K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.59K+ 10.09% |
$116K - $130K
|
50.1K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.57K+ 16.12% |
$116K - $130K
|
32.9K
$903K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.56K+ 2.27% |
$115K - $129K
|
205K
$5.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.55K+ 12.4% |
$115K - $129K
|
41.3K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4.33K+ 9.29% |
$110K - $123K
|
51K
$1.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
4.28K+ 51.41% |
$108K - $121K
|
12.6K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.24K+ 16.32% |
$107K - $120K
|
30.2K
$828K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.23K+ 14.3% |
$107K - $120K
|
33.9K
$929K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
4.14K+ 3.4% |
$105K - $117K
|
126K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.03K+ 4.11% |
$102K - $114K
|
102K
$2.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.79K+ 23.01% |
$95.8K - $107K
|
20.2K
$555K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.78K+ 2.9% |
$95.5K - $107K
|
134K
$3.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.75K+ 6.14% |
$94.9K - $106K
|
64.8K
$1.78M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.72K+ 5.98% |
$94.1K - $105K
|
66K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.65K+ 19.27% |
$92.3K - $103K
|
22.6K
$620K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.64K+ 42.79% |
$91.9K - $103K
|
12.1K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.53K+ 2.03% |
$89.3K - $100K
|
178K
$4.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.36K+ 19.45% |
$85.1K - $95.3K
|
20.7K
$566K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.25K+ 1.62% |
$82.1K - $92K
|
204K
$5.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.19K+ 8.47% |
$80.7K - $90.4K
|
40.9K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.14K+ 12.18% |
$79.3K - $88.8K
|
28.9K
$792K
|
|