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 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.54K+ 10.89% |
$38.9K - $43.6K
|
15.7K
$439K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.49K+ 29.72% |
$37.6K - $42.2K
|
6.5K
$182K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.48K+ 7.44% |
$37.3K - $41.8K
|
21.3K
$596K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
1.45K+ 4.67% |
$36.6K - $41K
|
32.4K
$907K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.44K+ 1.44% |
$36.5K - $40.9K
|
101K
$2.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.41K+ 0.33% |
$35.6K - $39.9K
|
433K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.39K+ 5.66% |
$35.1K - $39.3K
|
25.9K
$724K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.37K+ 1.38% |
$34.6K - $38.7K
|
101K
$2.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.26K+ 3.57% |
$31.9K - $35.7K
|
36.6K
$1.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.23K+ 9.04% |
$31.1K - $34.8K
|
14.8K
$415K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.2K+ 12.09% |
$30.2K - $33.9K
|
11.1K
$310K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.19K+ 3.15% |
$30.2K - $33.8K
|
39.1K
$1.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.19K+ 26.43% |
$30K - $33.6K
|
5.67K
$159K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.18K+ 0.63% |
$29.7K - $33.3K
|
187K
$5.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Asset Planning Services Inc
|
BUY
|
- |
1.16K+ 4.06% |
$29.2K - $32.7K
|
29.6K
$828K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.12KNew |
$28.4K - $31.8K
|
1.12K
$31.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.1K+ 1.69% |
$27.8K - $31.1K
|
66K
$1.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09K+ 18.1% |
$27.6K - $30.9K
|
7.12K
$199K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.01KNew |
$25.5K - $28.6K
|
1.01K
$28.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
965+ 0.71% |
$24.4K - $27.3K
|
137K
$3.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
962+ 2.88% |
$24.3K - $27.3K
|
34.4K
$962K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
955+ 0.76% |
$24.2K - $27.1K
|
126K
$3.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
836New |
$21.1K - $23.7K
|
836
$23.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
818New |
$20.7K - $23.2K
|
818
$22.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
813+ 35.49% |
$20.6K - $23K
|
3.1K
$86.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
808+ 31.45% |
$20.4K - $22.9K
|
3.38K
$94.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
800+ 3.35% |
$20.2K - $22.7K
|
24.7K
$691K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
774+ 1.09% |
$19.6K - $21.9K
|
71.8K
$2.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
756+ 0.2% |
$19.1K - $21.4K
|
384K
$10.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
744+ 1.14% |
$18.8K - $21.1K
|
66K
$1.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
733+ 1.38% |
$18.5K - $20.8K
|
53.9K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
728+ 1.48% |
$18.4K - $20.6K
|
49.8K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
722+ 0.82% |
$18.3K - $20.5K
|
88.6K
$2.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
714+ 0.4% |
$18.1K - $20.2K
|
181K
$5.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
705+ 4.79% |
$17.8K - $20K
|
15.4K
$432K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
660+ 0.58% |
$16.7K - $18.7K
|
115K
$3.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
625+ 0.22% |
$15.8K - $17.7K
|
282K
$7.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
601+ 14.45% |
$15.2K - $17K
|
4.76K
$133K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
592+ 1.48% |
$15K - $16.8K
|
40.6K
$1.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
582+ 1.35% |
$14.7K - $16.5K
|
43.6K
$1.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
581+ 4.07% |
$14.7K - $16.5K
|
14.9K
$416K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
575+ 109.73% |
$14.5K - $16.3K
|
1.1K
$30.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
574+ 3.09% |
$14.5K - $16.3K
|
19.1K
$535K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
565+ 5.53% |
$14.3K - $16K
|
10.8K
$302K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
548+ 0.62% |
$13.9K - $15.5K
|
89.4K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
540+ 13.25% |
$13.7K - $15.3K
|
4.62K
$129K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
521+ 2.95% |
$13.2K - $14.8K
|
18.2K
$509K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
520+ 2.78% |
$13.2K - $14.7K
|
19.2K
$538K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
519+ 4.38% |
$13.1K - $14.7K
|
12.4K
$346K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
511+ 2.99% |
$12.9K - $14.5K
|
17.6K
$493K
|