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 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
12.4KNew |
$314K - $351K
|
12.4K
$347K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3K+ 29.18% |
$311K - $348K
|
54.4K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
11.8KNew |
$299K - $335K
|
11.8K
$331K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
10.8K+ 35.11% |
$274K - $307K
|
41.7K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9.95K+ 6.21% |
$252K - $282K
|
170K
$4.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.64K+ 13.61% |
$244K - $273K
|
80.5K
$2.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.63KNew |
$244K - $273K
|
9.63K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.6K+ 3.45% |
$243K - $272K
|
288K
$8.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.59K+ 52.58% |
$242K - $272K
|
27.8K
$778K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.31KNew |
$236K - $264K
|
9.31K
$261K
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
8.91KNew |
$225K - $252K
|
8.91K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8.79K+ 3.02% |
$222K - $249K
|
300K
$8.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.77K+ 5.87% |
$222K - $248K
|
158K
$4.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.58K+ 54.92% |
$217K - $243K
|
24.2K
$677K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.5K+ 32.88% |
$215K - $241K
|
34.4K
$961K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.36K+ 0.64% |
$211K - $237K
|
1.32M
$36.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.22KNew |
$208K - $233K
|
8.22K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.17K+ 12.21% |
$207K - $232K
|
75.1K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.12K+ 8.83% |
$205K - $230K
|
100K
$2.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8KNew |
$202K - $227K
|
8K
$224K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.91KNew |
$200K - $224K
|
7.91K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
7.9KNew |
$200K - $224K
|
7.9K
$221K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.9K+ 8.36% |
$200K - $224K
|
102K
$2.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7.76K+ 4.38% |
$196K - $220K
|
185K
$5.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.75KNew |
$196K - $220K
|
7.75K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
7.73K+ 50.02% |
$195K - $219K
|
23.2K
$648K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.65KNew |
$193K - $217K
|
7.65K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.63K+ 11.44% |
$193K - $216K
|
74.3K
$2.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.55KNew |
$191K - $214K
|
7.55K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
7.54KNew |
$191K - $214K
|
7.54K
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.4KNew |
$187K - $210K
|
7.4K
$207K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.4KNew |
$187K - $210K
|
7.4K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
7.32K+ 2.93% |
$185K - $207K
|
257K
$7.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
7.29K+ 4.37% |
$184K - $206K
|
174K
$4.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.27KNew |
$184K - $206K
|
7.27K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
7.24KNew |
$183K - $205K
|
7.24K
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
7.2KNew |
$182K - $204K
|
7.2K
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.19KNew |
$182K - $204K
|
7.19K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.89K+ 3.75% |
$174K - $195K
|
191K
$5.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.63K+ 47.6% |
$168K - $188K
|
20.6K
$575K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.41K+ 15.47% |
$162K - $181K
|
47.8K
$1.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.35K+ 5.78% |
$161K - $180K
|
116K
$3.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.95K+ 4683.46% |
$150K - $169K
|
6.08K
$170K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.81K+ 25.51% |
$147K - $165K
|
28.6K
$800K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.71K+ 1.96% |
$144K - $162K
|
296K
$8.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.7K+ 14.18% |
$144K - $161K
|
45.9K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
5.61K+ 1.77% |
$142K - $159K
|
322K
$9.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.37KNew |
$136K - $152K
|
5.37K
$150K
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
5.37K+ 51.06% |
$136K - $152K
|
15.9K
$444K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.3K+ 1.96% |
$134K - $150K
|
276K
$7.72M
|