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 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
504New |
$12.7K - $14.3K
|
504
$14.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
426+ 4.49% |
$10.8K - $12.1K
|
9.92K
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
425+ 4.86% |
$10.7K - $12K
|
9.17K
$256K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
403+ 4.85% |
$10.2K - $11.4K
|
8.71K
$244K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
384+ 0.78% |
$9.71K - $10.9K
|
49.7K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
340+ 3.45% |
$8.6K - $9.63K
|
10.2K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
318+ 1.85% |
$8.04K - $9.01K
|
17.5K
$489K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
315+ 0.41% |
$7.97K - $8.92K
|
78K
$2.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
310+ 3.83% |
$7.84K - $8.78K
|
8.41K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
279+ 2.33% |
$7.06K - $7.9K
|
12.2K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
BUY
|
- |
260+ 0.19% |
$6.58K - $7.37K
|
135K
$3.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
236+ 0.92% |
$5.97K - $6.69K
|
25.8K
$721K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
228+ 2.3% |
$5.77K - $6.46K
|
10.2K
$284K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
224+ 2.57% |
$5.66K - $6.35K
|
8.95K
$250K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
210New |
$5.31K - $5.95K
|
210
$5.88K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
210+ 1.34% |
$5.31K - $5.95K
|
15.8K
$443K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
207+ 2.24% |
$5.24K - $5.86K
|
9.46K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
203+ 2.06% |
$5.13K - $5.75K
|
10.1K
$282K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
181+ 1.72% |
$4.58K - $5.13K
|
10.7K
$300K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
169+ 1.86% |
$4.27K - $4.79K
|
9.27K
$259K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
168+ 0.26% |
$4.25K - $4.76K
|
63.9K
$1.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
166+ 0.15% |
$4.2K - $4.7K
|
109K
$3.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
165+ 0.04% |
$4.17K - $4.67K
|
442K
$12.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
159+ 0.77% |
$4.02K - $4.5K
|
20.8K
$582K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
154+ 4.37% |
$3.89K - $4.36K
|
3.68K
$103K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
149+ 1.37% |
$3.77K - $4.22K
|
11K
$308K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
148+ 0.08% |
$3.74K - $4.19K
|
192K
$5.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
146+ 0.33% |
$3.69K - $4.14K
|
44.7K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
142+ 1.4% |
$3.59K - $4.02K
|
10.3K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
141+ 1.0% |
$3.57K - $3.99K
|
14.2K
$397K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
139+ 0.86% |
$3.52K - $3.94K
|
16.4K
$458K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
137New |
$3.46K - $3.88K
|
137
$3.83K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
134+ 0.25% |
$3.39K - $3.8K
|
54.4K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
125+ 328.95% |
$3.16K - $3.54K
|
163
$4.56K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
120+ 18.4% |
$3.03K - $3.4K
|
772
$21.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
100+ 1.69% |
$2.53K - $2.83K
|
6.03K
$169K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
100+ 14.79% |
$2.53K - $2.83K
|
776
$21.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
99+ 0.29% |
$2.5K - $2.8K
|
34.4K
$962K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
92+ 0.65% |
$2.33K - $2.61K
|
14.2K
$398K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
90+ 0.45% |
$2.28K - $2.55K
|
20.2K
$566K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
90+ 0.11% |
$2.28K - $2.55K
|
81.5K
$2.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
88+ 0.16% |
$2.23K - $2.49K
|
56.2K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85New |
$2.15K - $2.41K
|
85
$2.38K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
80+ 0.95% |
$2.02K - $2.27K
|
8.49K
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
78+ 0.21% |
$1.97K - $2.21K
|
37.6K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
77+ 0.32% |
$1.95K - $2.18K
|
24.2K
$676K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
70+ 5.23% |
$1.77K - $1.98K
|
1.41K
$39.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
69+ 0.12% |
$1.75K - $1.95K
|
55.4K
$1.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
65+ 0.54% |
$1.64K - $1.84K
|
12.2K
$341K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
65+ 0.99% |
$1.64K - $1.84K
|
6.62K
$185K
|