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 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
965+ 0.71% |
$24.4K - $27.3K
|
137K
$3.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
962+ 2.88% |
$24.3K - $27.3K
|
34.4K
$943K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
955+ 0.76% |
$24.2K - $27.1K
|
126K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
929+ 3.37% |
$23.5K - $26.3K
|
28.5K
$782K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
893+ 10.41% |
$22.6K - $25.3K
|
9.47K
$260K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
836New |
$21.1K - $23.7K
|
836
$22.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
818New |
$20.7K - $23.2K
|
818
$22.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
813+ 35.49% |
$20.6K - $23K
|
3.1K
$85.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
808+ 31.45% |
$20.4K - $22.9K
|
3.38K
$92.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
800+ 3.91% |
$20.2K - $22.7K
|
21.3K
$583K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
800+ 3.35% |
$20.2K - $22.7K
|
24.7K
$677K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
782New |
$19.8K - $22.2K
|
782
$21.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
756+ 0.2% |
$19.1K - $21.4K
|
384K
$10.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
744+ 1.14% |
$18.8K - $21.1K
|
66K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
733+ 1.38% |
$18.5K - $20.8K
|
53.9K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
728+ 1.48% |
$18.4K - $20.6K
|
49.8K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
722+ 0.82% |
$18.3K - $20.5K
|
88.6K
$2.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
714+ 0.4% |
$18.1K - $20.2K
|
181K
$4.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
705+ 4.79% |
$17.8K - $20K
|
15.4K
$423K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
696New |
$17.6K - $19.7K
|
696
$19.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
680+ 4.65% |
$17.2K - $19.3K
|
15.3K
$420K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
672+ 4.54% |
$17K - $19K
|
15.5K
$425K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
656+ 1.37% |
$16.6K - $18.6K
|
48.5K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
655+ 2729.17% |
$16.6K - $18.6K
|
679
$18.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
625+ 0.22% |
$15.8K - $17.7K
|
282K
$7.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
607+ 4.58% |
$15.4K - $17.2K
|
13.9K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
601+ 14.45% |
$15.2K - $17K
|
4.76K
$131K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
582+ 1.35% |
$14.7K - $16.5K
|
43.6K
$1.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
581+ 4.07% |
$14.7K - $16.5K
|
14.9K
$408K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
574+ 3.09% |
$14.5K - $16.3K
|
19.1K
$525K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
572+ 5.07% |
$14.5K - $16.2K
|
11.9K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
568+ 6.82% |
$14.4K - $16.1K
|
8.9K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
564+ 1.1% |
$14.3K - $16K
|
52K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
548+ 0.62% |
$13.9K - $15.5K
|
89.4K
$2.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
540+ 13.25% |
$13.7K - $15.3K
|
4.62K
$127K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
524+ 1.07% |
$13.3K - $14.8K
|
49.6K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
521+ 2.95% |
$13.2K - $14.8K
|
18.2K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
520New |
$13.2K - $14.7K
|
520
$14.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
519+ 4.38% |
$13.1K - $14.7K
|
12.4K
$339K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
511+ 2.99% |
$12.9K - $14.5K
|
17.6K
$484K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
504New |
$12.7K - $14.3K
|
504
$13.8K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
468New |
$11.8K - $13.3K
|
468
$12.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
426+ 4.49% |
$10.8K - $12.1K
|
9.92K
$272K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
425+ 4.86% |
$10.7K - $12K
|
9.17K
$251K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
401+ 45.99% |
$10.1K - $11.4K
|
1.27K
$34.9K
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
371+ 0.17% |
$9.38K - $10.5K
|
214K
$5.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
340+ 3.45% |
$8.6K - $9.63K
|
10.2K
$280K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
329+ 3.07% |
$8.32K - $9.32K
|
11.1K
$303K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
315+ 0.41% |
$7.97K - $8.92K
|
78K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
314+ 56.78% |
$7.94K - $8.9K
|
867
$23.8K
|
|