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 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.08K+ 10.05% |
$77.8K - $87.2K
|
33.7K
$925K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.08K+ 3.6% |
$77.8K - $87.2K
|
88.5K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.05K+ 3.88% |
$77.1K - $86.3K
|
81.6K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3KNew |
$75.8K - $84.9K
|
3K
$82.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.95K+ 30.23% |
$74.6K - $83.6K
|
12.7K
$349K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
2.6K+ 3.25% |
$65.8K - $73.7K
|
82.8K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.55K+ 1.53% |
$64.5K - $72.3K
|
170K
$4.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.46K+ 1575.0% |
$62.1K - $69.6K
|
2.61K
$71.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.41K+ 0.4% |
$61K - $68.3K
|
604K
$16.6M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.3K+ 0.51% |
$58.1K - $65K
|
450K
$12.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.24K+ 14.93% |
$56.6K - $63.4K
|
17.2K
$473K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.2K+ 4.15% |
$55.7K - $62.4K
|
55.3K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.13K+ 1.14% |
$53.8K - $60.3K
|
189K
$5.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.09K+ 3.8% |
$52.8K - $59.2K
|
57K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.03K+ 2.09% |
$51.2K - $57.4K
|
98.7K
$2.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.98K+ 3.31% |
$50.2K - $56.2K
|
62K
$1.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.94K+ 2.33% |
$49.1K - $55K
|
85.4K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.9K+ 17.88% |
$47.9K - $53.7K
|
12.5K
$343K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 0.19% |
$47.6K - $53.3K
|
985K
$27M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.84K+ 1.81% |
$46.5K - $52.1K
|
103K
$2.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.8K+ 100.78% |
$45.5K - $51K
|
3.59K
$98.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.79K+ 3.47% |
$45.2K - $50.6K
|
53.2K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.74K+ 3.22% |
$43.9K - $49.2K
|
55.6K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.66K+ 1.87% |
$42.1K - $47.1K
|
90.4K
$2.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.65KNew |
$41.8K - $46.8K
|
1.65K
$45.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.6K+ 9.37% |
$40.6K - $45.4K
|
18.7K
$513K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.6KNew |
$40.5K - $45.4K
|
1.6K
$43.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.57K+ 1.6% |
$39.7K - $44.5K
|
99.5K
$2.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.54K+ 10.89% |
$38.9K - $43.6K
|
15.7K
$430K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.49K+ 29.72% |
$37.6K - $42.2K
|
6.5K
$178K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.48K+ 2.2% |
$37.4K - $41.8K
|
68.5K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
1.45K+ 4.67% |
$36.6K - $41K
|
32.4K
$889K
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1.43K+ 9.53% |
$36.3K - $40.6K
|
16.5K
$452K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.42K+ 6.53% |
$35.9K - $40.2K
|
23.1K
$635K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.39KNew |
$35.1K - $39.3K
|
1.39K
$38K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.39K+ 5.66% |
$35.1K - $39.3K
|
25.9K
$710K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.37K+ 1.38% |
$34.6K - $38.7K
|
101K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.26K+ 3.57% |
$31.9K - $35.7K
|
36.6K
$1M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.23K+ 9.04% |
$31.1K - $34.8K
|
14.8K
$407K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.2K+ 12.09% |
$30.2K - $33.9K
|
11.1K
$304K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.19K+ 26.43% |
$30K - $33.6K
|
5.67K
$156K
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.18K+ 6.1% |
$29.9K - $33.5K
|
20.6K
$565K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.18K+ 0.63% |
$29.7K - $33.3K
|
187K
$5.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 14.78% |
$28.6K - $32K
|
8.77K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.12KNew |
$28.4K - $31.8K
|
1.12K
$30.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.1K+ 1.69% |
$27.8K - $31.1K
|
66K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.09K+ 5.97% |
$27.5K - $30.8K
|
19.3K
$530K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
1.04K+ 8.82% |
$26.2K - $29.3K
|
12.8K
$350K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.01KNew |
$25.5K - $28.6K
|
1.01K
$27.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
996+ 7.6% |
$25.2K - $28.2K
|
14.1K
$387K
|
|