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 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.13K+ 21.58% |
$130K - $145K
|
28.9K
$808K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
5.09K+ 0.9% |
$129K - $144K
|
572K
$16M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.05K+ 4.87% |
$128K - $143K
|
109K
$3.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.03K+ 4.97% |
$127K - $143K
|
106K
$2.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.91K+ 32.6% |
$124K - $139K
|
20K
$558K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.87K+ 3.91% |
$123K - $138K
|
129K
$3.62M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.6K+ 41.97% |
$116K - $130K
|
15.6K
$436K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.59K+ 10.09% |
$116K - $130K
|
50.1K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.57K+ 16.12% |
$116K - $130K
|
32.9K
$921K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.56K+ 2.27% |
$115K - $129K
|
205K
$5.74M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.24K+ 16.32% |
$107K - $120K
|
30.2K
$845K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.23K+ 14.3% |
$107K - $120K
|
33.9K
$947K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.12K+ 4.13% |
$104K - $117K
|
104K
$2.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.92K+ 2.04% |
$99.1K - $111K
|
196K
$5.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.78K+ 2.9% |
$95.5K - $107K
|
134K
$3.75M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.72K+ 5.98% |
$94.1K - $105K
|
66K
$1.85M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
3.31K+ 3.01% |
$83.7K - $93.8K
|
113K
$3.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.25K+ 1.62% |
$82.1K - $92K
|
204K
$5.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.19K+ 8.47% |
$80.7K - $90.4K
|
40.9K
$1.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.14K+ 12.18% |
$79.3K - $88.8K
|
28.9K
$808K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.08K+ 10.05% |
$77.8K - $87.2K
|
33.7K
$943K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.05K+ 2.99% |
$77.1K - $86.4K
|
105K
$2.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3KNew |
$75.8K - $84.9K
|
3K
$83.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.95K+ 30.23% |
$74.6K - $83.6K
|
12.7K
$356K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
2.81K+ 0.52% |
$71K - $79.6K
|
542K
$15.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.78K+ 14.79% |
$70.4K - $78.8K
|
21.6K
$604K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
2.6K+ 3.25% |
$65.8K - $73.7K
|
82.8K
$2.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.45K+ 6.51% |
$61.9K - $69.3K
|
40K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.41K+ 0.4% |
$61K - $68.3K
|
604K
$16.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.38K+ 2.58% |
$60.1K - $67.3K
|
94.4K
$2.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.24K+ 14.93% |
$56.6K - $63.4K
|
17.2K
$482K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.2K+ 4.15% |
$55.7K - $62.4K
|
55.3K
$1.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.17K+ 1.8% |
$54.8K - $61.4K
|
123K
$3.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.13K+ 1.14% |
$53.8K - $60.3K
|
189K
$5.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.09K+ 3.8% |
$52.8K - $59.2K
|
57K
$1.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.98K+ 3.31% |
$50.2K - $56.2K
|
62K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.94K+ 2.33% |
$49.1K - $55K
|
85.4K
$2.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
1.93K+ 3.82% |
$48.7K - $54.5K
|
52.3K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 0.19% |
$47.6K - $53.3K
|
985K
$27.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.84K+ 18.01% |
$46.5K - $52.1K
|
12.1K
$337K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.79K+ 0.82% |
$45.2K - $50.7K
|
219K
$6.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.79K+ 3.47% |
$45.2K - $50.6K
|
53.2K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.74K+ 3.22% |
$43.9K - $49.2K
|
55.6K
$1.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.71K+ 3.33% |
$43.2K - $48.4K
|
53.1K
$1.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.69K+ 8.97% |
$42.8K - $47.9K
|
20.5K
$575K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.65KNew |
$41.8K - $46.8K
|
1.65K
$46.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.64K+ 4.81% |
$41.5K - $46.5K
|
35.7K
$1M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.6K+ 9.37% |
$40.6K - $45.4K
|
18.7K
$524K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.6KNew |
$40.5K - $45.4K
|
1.6K
$44.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.57K+ 1.6% |
$39.7K - $44.5K
|
99.5K
$2.78M
|