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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-5.28K- 14.98% |
$133K - $150K
|
30K
$838K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.48K- 4.93% |
$139K - $155K
|
106K
$2.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.57K- 5.04% |
$141K - $158K
|
105K
$2.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.64K- 0.9% |
$143K - $160K
|
622K
$17.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-5.65K- 37.72% |
$143K - $160K
|
9.33K
$261K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-5.83K- 10.2% |
$147K - $165K
|
51.3K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-5.88K- 8.1% |
$149K - $167K
|
66.8K
$1.87M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-5.89K- 2.98% |
$149K - $167K
|
192K
$5.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.94K- 4.07% |
$150K - $168K
|
140K
$3.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-5.98K- 4.38% |
$151K - $169K
|
130K
$3.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.01K- 19.08% |
$152K - $170K
|
25.5K
$713K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-6.03K- 17.2% |
$153K - $171K
|
29K
$812K
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-6.1K- 38.29% |
$154K - $173K
|
9.83K
$275K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6.58K- 13.05% |
$166K - $186K
|
43.8K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6.69K- 1.42% |
$169K - $189K
|
464K
$13M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.79K- 1.79% |
$172K - $192K
|
372K
$10.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.84K- 6.31% |
$173K - $194K
|
102K
$2.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.06K- 18.92% |
$179K - $200K
|
30.3K
$847K
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-7.14K- 4.78% |
$181K - $202K
|
142K
$3.98M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-7.16K- 25.35% |
$181K - $203K
|
21.1K
$590K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-7.24K- 1.02% |
$183K - $205K
|
702K
$19.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.66K- 11.33% |
$194K - $217K
|
60K
$1.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-7.73K- 6.74% |
$196K - $219K
|
107K
$3M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-7.84K- 6.29% |
$198K - $222K
|
117K
$3.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.96K- 18.62% |
$201K - $225K
|
34.8K
$973K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-7.98K- 1.09% |
$202K - $226K
|
721K
$20.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-8.16K- 3.91% |
$206K - $231K
|
201K
$5.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-8.51K- 6.75% |
$215K - $241K
|
118K
$3.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.6K- 3.47% |
$217K - $243K
|
239K
$6.69M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-8.89K- 27.41% |
$225K - $252K
|
23.6K
$659K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-9.46K- 10.5% |
$239K - $268K
|
80.6K
$2.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-9.76K- 95.67% |
$247K - $276K
|
442
$12.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-9.89K- 2.22% |
$250K - $280K
|
436K
$12.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10K- 10.91% |
$253K - $284K
|
81.8K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-10.1K- 1.35% |
$255K - $286K
|
737K
$20.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10.3KClosed |
$261K - $292K
|
0
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-10.5K- 4.08% |
$266K - $298K
|
247K
$6.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 3.36% |
$268K - $301K
|
305K
$8.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.9K- 17.78% |
$276K - $309K
|
50.4K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-13.4K- 15.68% |
$339K - $379K
|
72K
$2.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-13.5K- 7.97% |
$341K - $383K
|
156K
$4.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14K- 5.65% |
$355K - $397K
|
234K
$6.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-14.4K- 60.91% |
$363K - $407K
|
9.22K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-15K- 8.42% |
$379K - $424K
|
163K
$4.56M
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-15K- 12.2% |
$379K - $424K
|
108K
$3.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-15.4K- 52.26% |
$389K - $436K
|
14.1K
$394K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 2.9% |
$394K - $441K
|
521K
$14.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-15.6K- 1.28% |
$395K - $442K
|
1.21M
$33.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.2K- 50.36% |
$435K - $487K
|
16.9K
$474K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-21.3K- 0.94% |
$539K - $604K
|
2.26M
$63.2M
|