Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA) during Q3 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US SMALL-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
2.09MNew |
$52.9M - $59.3M
|
2.09M
$58.6M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
814K+ 151.5% |
$20.6M - $23.1M
|
1.35M
$37.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
645K+ 10737.65% |
$16.3M - $18.3M
|
651K
$18.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
298KNew |
$7.53M - $8.44M
|
298K
$8.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
190K+ 16.62% |
$4.81M - $5.39M
|
1.33M
$37.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
183KNew |
$4.62M - $5.18M
|
183K
$5.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
139KNew |
$3.53M - $3.95M
|
139K
$3.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
118K+ 506.11% |
$2.98M - $3.34M
|
141K
$3.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
116K+ 9.59% |
$2.94M - $3.3M
|
1.33M
$37.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
78.1K+ 5.57% |
$1.97M - $2.21M
|
1.48M
$41.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
71.1KNew |
$1.8M - $2.01M
|
71.1K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69.8K+ 11.2% |
$1.77M - $1.98M
|
693K
$19.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
59.3KNew |
$1.5M - $1.68M
|
59.3K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
55.8K+ 6.47% |
$1.41M - $1.58M
|
918K
$25.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
50K+ 3.14% |
$1.27M - $1.42M
|
1.64M
$45.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
48.9K+ 7.02% |
$1.24M - $1.39M
|
746K
$20.9M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
48.8KNew |
$1.23M - $1.38M
|
48.8K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
46.7K+ 3.39% |
$1.18M - $1.32M
|
1.43M
$39.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
45.7K+ 36.2% |
$1.15M - $1.29M
|
172K
$4.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
45.3K+ 108.17% |
$1.15M - $1.28M
|
87.2K
$2.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
41.5K+ 10.52% |
$1.05M - $1.18M
|
436K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
36.3K+ 52.87% |
$918K - $1.03M
|
105K
$2.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
35.6K+ 324.85% |
$901K - $1.01M
|
46.6K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
34.5K+ 20.51% |
$871K - $976K
|
202K
$5.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
30.3K+ 7.45% |
$765K - $857K
|
437K
$12.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
26.3KNew |
$666K - $746K
|
26.3K
$737K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
25.4K+ 13.35% |
$642K - $719K
|
216K
$6.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
25.2K+ 16.58% |
$637K - $714K
|
177K
$4.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
24.5KNew |
$621K - $695K
|
24.5K
$687K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
24.3K+ 70.42% |
$615K - $689K
|
58.8K
$1.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.3K+ 3.27% |
$564K - $632K
|
705K
$19.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3K+ 83.31% |
$564K - $632K
|
49.1K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.3K+ 578.46% |
$539K - $603K
|
25K
$699K
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
19.8K+ 1.07% |
$500K - $560K
|
1.86M
$52M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
18.5K+ 8.67% |
$468K - $524K
|
232K
$6.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
17.9K+ 7.34% |
$454K - $508K
|
262K
$7.33M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
15.6K+ 2.71% |
$394K - $442K
|
591K
$16.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
15.2K+ 10.77% |
$384K - $430K
|
156K
$4.37M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
14.7K+ 7.17% |
$371K - $416K
|
219K
$6.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
14K+ 21.26% |
$354K - $397K
|
79.8K
$2.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
13.9K+ 1.19% |
$352K - $394K
|
1.19M
$33.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
13.9K+ 1.44% |
$352K - $394K
|
976K
$27.3M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
13.8K+ 3.29% |
$348K - $390K
|
432K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.4KNew |
$340K - $381K
|
13.4K
$376K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12.9K+ 521.25% |
$327K - $366K
|
15.4K
$431K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
12.8KNew |
$323K - $362K
|
12.8K
$358K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
12.6KNew |
$318K - $357K
|
12.6K
$352K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
12.6K+ 15.53% |
$318K - $357K
|
93.6K
$2.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
12.5K+ 1.54% |
$317K - $355K
|
827K
$23.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
12.5K+ 29.48% |
$315K - $353K
|
54.8K
$1.53M
|