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 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-22.2K- 3.71% |
$562K - $630K
|
577K
$16.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-22.2K- 20.82% |
$563K - $630K
|
84.6K
$2.37M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-24.4K- 72.79% |
$618K - $693K
|
9.14K
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
SELL
|
- |
-24.6K- 10.22% |
$622K - $696K
|
216K
$6.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-26.6K- 13.18% |
$674K - $755K
|
175K
$4.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-27K- 60.94% |
$683K - $765K
|
17.3K
$484K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-31.5K- 3.05% |
$795K - $891K
|
999K
$27.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-36.9K- 15.9% |
$932K - $1.04M
|
195K
$5.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-40.6K- 4.05% |
$1.03M - $1.15M
|
962K
$26.9M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-40.7K- 20.71% |
$1.03M - $1.15M
|
156K
$4.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-40.9K- 95.48% |
$1.04M - $1.16M
|
1.94K
$54.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-41K- 20.7% |
$1.04M - $1.16M
|
157K
$4.4M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-41.4K- 55.63% |
$1.05M - $1.17M
|
33K
$924K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-42.7K- 17.33% |
$1.08M - $1.21M
|
204K
$5.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-49.3K- 11.64% |
$1.25M - $1.4M
|
374K
$10.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-49.3K- 11.64% |
$1.25M - $1.4M
|
374K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-49.3K- 48.3% |
$1.25M - $1.4M
|
52.8K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-69.3K- 14.34% |
$1.75M - $1.96M
|
414K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-79.3K- 8.57% |
$2.01M - $2.25M
|
846K
$23.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-103K- 2.21% |
$2.6M - $2.92M
|
4.55M
$127M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-114K- 2.93% |
$2.88M - $3.23M
|
3.78M
$106M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-127K- 21.66% |
$3.21M - $3.6M
|
459K
$12.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-148K- 78.06% |
$3.74M - $4.19M
|
41.6K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-191K- 94.06% |
$4.82M - $5.4M
|
12.1K
$337K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-204K- 83.39% |
$5.17M - $5.79M
|
40.7K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-239K- 21.16% |
$6.05M - $6.77M
|
891K
$24.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-573K- 78.03% |
$14.5M - $16.2M
|
161K
$4.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.43M- 47.88% |
$36M - $40.4M
|
1.55M
$43.4M
|