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
|
Mitchell Capital Management CO
|
BUY
|
- |
310+ 3.83% |
$7.84K - $8.78K
|
8.41K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
304+ 1.68% |
$7.69K - $8.61K
|
18.5K
$506K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
290+ 1.66% |
$7.33K - $8.22K
|
17.7K
$487K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
279+ 2.33% |
$7.06K - $7.9K
|
12.2K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
276+ 12.32% |
$6.98K - $7.82K
|
2.52K
$69K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
264New |
$6.68K - $7.48K
|
264
$7.24K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
261+ 0.62% |
$6.6K - $7.39K
|
42.4K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
BUY
|
- |
260+ 0.19% |
$6.58K - $7.37K
|
135K
$3.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
236+ 0.92% |
$5.97K - $6.69K
|
25.8K
$707K
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
228+ 0.45% |
$5.77K - $6.46K
|
51K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
228+ 2.3% |
$5.77K - $6.46K
|
10.2K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
224+ 0.21% |
$5.66K - $6.35K
|
104K
$2.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
224+ 2.57% |
$5.66K - $6.35K
|
8.95K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
215+ 0.45% |
$5.44K - $6.09K
|
48.4K
$1.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
210+ 1.34% |
$5.31K - $5.95K
|
15.8K
$434K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
210New |
$5.31K - $5.95K
|
210
$5.76K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
207+ 2.24% |
$5.24K - $5.86K
|
9.46K
$259K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
203+ 2.06% |
$5.13K - $5.75K
|
10.1K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
181+ 1.72% |
$4.58K - $5.13K
|
10.7K
$294K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
171+ 0.19% |
$4.32K - $4.84K
|
91.3K
$2.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
169New |
$4.27K - $4.79K
|
169
$4.64K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
169+ 222.37% |
$4.27K - $4.79K
|
245
$6.72K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
169+ 1.86% |
$4.27K - $4.79K
|
9.27K
$254K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
166+ 0.15% |
$4.2K - $4.7K
|
109K
$2.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
159+ 0.77% |
$4.02K - $4.5K
|
20.8K
$570K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
154+ 4.37% |
$3.89K - $4.36K
|
3.68K
$101K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
149+ 1.37% |
$3.77K - $4.22K
|
11K
$302K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
148+ 0.08% |
$3.74K - $4.19K
|
192K
$5.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
146+ 0.33% |
$3.69K - $4.14K
|
44.7K
$1.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
142+ 1.4% |
$3.59K - $4.02K
|
10.3K
$283K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
141+ 0.12% |
$3.57K - $3.99K
|
117K
$3.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
141+ 1.0% |
$3.57K - $3.99K
|
14.2K
$389K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
137New |
$3.46K - $3.88K
|
137
$3.76K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
134+ 0.25% |
$3.39K - $3.8K
|
54.4K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
126+ 0.16% |
$3.19K - $3.57K
|
79.9K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
125+ 328.95% |
$3.16K - $3.54K
|
163
$4.47K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
120+ 18.4% |
$3.03K - $3.4K
|
772
$21.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
113+ 0.96% |
$2.86K - $3.2K
|
11.8K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$2.53K - $2.83K
|
100
$2.74K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
100+ 1.69% |
$2.53K - $2.83K
|
6.03K
$165K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
100+ 14.79% |
$2.53K - $2.83K
|
776
$21.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
99+ 0.29% |
$2.5K - $2.8K
|
34.4K
$943K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
92+ 0.65% |
$2.33K - $2.61K
|
14.2K
$390K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
90+ 0.11% |
$2.28K - $2.55K
|
81.5K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
86+ 0.84% |
$2.17K - $2.44K
|
10.4K
$284K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85New |
$2.15K - $2.41K
|
85
$2.33K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
84+ 0.32% |
$2.12K - $2.38K
|
26.2K
$720K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
81+ 0.2% |
$2.05K - $2.29K
|
40.9K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
80+ 0.95% |
$2.02K - $2.27K
|
8.49K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
78+ 0.21% |
$1.97K - $2.21K
|
37.6K
$1.03M
|
|