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 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.2K- 2.89% |
$30.2K - $33.9K
|
40.1K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.2K- 52.17% |
$30.4K - $34K
|
1.1K
$30.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-1.21K- 70.02% |
$30.6K - $34.3K
|
518
$14.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.21K- 3.74% |
$30.6K - $34.3K
|
31.2K
$873K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.21K- 3.56% |
$30.7K - $34.3K
|
32.8K
$918K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 3.45% |
$30.7K - $34.4K
|
34K
$950K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.23K- 5.82% |
$31K - $34.7K
|
19.8K
$555K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.23K- 3.56% |
$31.1K - $34.8K
|
33.3K
$932K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.25K- 1.61% |
$31.5K - $35.3K
|
76.2K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.27K- 1.22% |
$32.1K - $36K
|
103K
$2.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.32K- 2.48% |
$33.4K - $37.4K
|
51.9K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.37K- 4.02% |
$34.7K - $38.9K
|
32.8K
$919K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.38K- 16.01% |
$34.9K - $39.1K
|
7.24K
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.39K- 4.82% |
$35K - $39.2K
|
27.3K
$765K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.4K- 2.92% |
$35.4K - $39.6K
|
46.6K
$1.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.41K- 50.68% |
$35.8K - $40.1K
|
1.38K
$38.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.42K- 12.63% |
$35.8K - $40.1K
|
9.81K
$274K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-1.43K- 7.98% |
$36.1K - $40.4K
|
16.5K
$460K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.43K- 2.84% |
$36.2K - $40.6K
|
48.9K
$1.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.46K- 2.15% |
$36.9K - $41.4K
|
66.5K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.47K- 7.66% |
$37.1K - $41.5K
|
17.7K
$494K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.48K- 1.39% |
$37.4K - $41.9K
|
105K
$2.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.49K- 3.67% |
$37.6K - $42.1K
|
39K
$1.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.49K- 11.17% |
$37.6K - $42.2K
|
11.8K
$331K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.49K- 12.81% |
$37.7K - $42.2K
|
10.2K
$284K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.5K- 1.27% |
$37.9K - $42.4K
|
117K
$3.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-1.56K- 98.73% |
$39.4K - $44.1K
|
20
$560
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-1.57K- 5.64% |
$39.6K - $44.4K
|
26.2K
$733K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.57K- 1.99% |
$39.7K - $44.4K
|
77.4K
$2.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 9.19% |
$39.8K - $44.5K
|
15.5K
$435K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.58K- 0.76% |
$40K - $44.8K
|
206K
$5.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.64K- 3.43% |
$41.6K - $46.5K
|
46.3K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.68K- 2.43% |
$42.4K - $47.5K
|
67.4K
$1.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 0.43% |
$42.7K - $47.8K
|
387K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.7K- 1.49% |
$43K - $48.2K
|
112K
$3.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 4.99% |
$44.9K - $50.3K
|
33.8K
$945K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.78K- 3.7% |
$45K - $50.4K
|
46.3K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.81K- 3.03% |
$45.7K - $51.2K
|
58K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-1.83K- 1.99% |
$46.2K - $51.7K
|
90K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.83K- 0.99% |
$46.4K - $52K
|
184K
$5.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.91K- 2.55% |
$48.3K - $54.1K
|
73K
$2.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1.92K- 24.25% |
$48.5K - $54.3K
|
5.98K
$167K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 1.94% |
$49.1K - $55K
|
98.3K
$2.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.95K- 2.17% |
$49.3K - $55.3K
|
87.8K
$2.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.99K- 1.01% |
$50.4K - $56.5K
|
196K
$5.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2K- 1.51% |
$50.6K - $56.7K
|
130K
$3.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.12K- 1.93% |
$53.6K - $60K
|
108K
$3.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.13K- 9.91% |
$53.9K - $60.3K
|
19.4K
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-2.28K- 3.84% |
$57.7K - $64.6K
|
57.2K
$1.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.3K- 0.9% |
$58.1K - $65.1K
|
253K
$7.07M
|