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 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$25.3 - $28.3
|
1.2K
$33.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1+ 0.0% |
$25.3 - $28.3
|
46K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.5% |
$25.3 - $28.3
|
202
$5.65K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.04% |
$25.3 - $28.3
|
2.65K
$74.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.26% |
$25.3 - $28.3
|
390
$10.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.04% |
$25.3 - $28.3
|
2.68K
$74.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.01% |
$25.3 - $28.3
|
18.1K
$507K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$25.3 - $28.3
|
9.9K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.27% |
$25.3 - $28.3
|
370
$10.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1- 0.01% |
$25.3 - $28.3
|
8.07K
$226K
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
SELL
|
- |
-2- 0.02% |
$50.6 - $56.7
|
8.73K
$244K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 0.01% |
$50.6 - $56.7
|
37.2K
$1.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-7- 0.3% |
$177 - $198
|
2.34K
$65.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7- 0.04% |
$177 - $198
|
17.1K
$477K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-9- 0.03% |
$228 - $255
|
35.5K
$992K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 12.77% |
$303 - $340
|
82
$2.29K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-13- 0.12% |
$329 - $368
|
11K
$307K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
SELL
|
- |
-16- 0.01% |
$405 - $453
|
117K
$3.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-16- 0.2% |
$405 - $453
|
8.02K
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16- 0.14% |
$405 - $453
|
11.7K
$328K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-26- 0.49% |
$658 - $737
|
5.25K
$147K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-28- 0.82% |
$708 - $793
|
3.4K
$95.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-36- 1.48% |
$910 - $1.02K
|
2.4K
$67K
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-38- 0.39% |
$961 - $1.08K
|
9.77K
$273K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-48- 0.12% |
$1.21K - $1.36K
|
40.1K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-50- 8.96% |
$1.26K - $1.42K
|
508
$14.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-55- 0.02% |
$1.39K - $1.56K
|
255K
$7.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-58- 0.12% |
$1.47K - $1.64K
|
46.5K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-60- 5.31% |
$1.52K - $1.7K
|
1.07K
$29.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-60- 0.61% |
$1.52K - $1.7K
|
9.83K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-61- 0.6% |
$1.54K - $1.73K
|
10.1K
$281K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-68- 0.09% |
$1.72K - $1.93K
|
77.6K
$2.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-99- 0.8% |
$2.5K - $2.8K
|
12.3K
$344K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-107- 1.0% |
$2.71K - $3.03K
|
10.6K
$298K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-108- 0.83% |
$2.73K - $3.06K
|
12.9K
$360K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-111- 0.16% |
$2.81K - $3.14K
|
71.4K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-117- 66.48% |
$2.96K - $3.31K
|
59
$1.65K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-120- 0.39% |
$3.03K - $3.4K
|
30.3K
$848K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-123- 0.45% |
$3.11K - $3.48K
|
27.5K
$769K
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-124- 1.42% |
$3.14K - $3.51K
|
8.58K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-138- 2.03% |
$3.49K - $3.91K
|
6.64K
$186K
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-146- 1.54% |
$3.69K - $4.14K
|
9.34K
$261K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-150- 1.72% |
$3.79K - $4.25K
|
8.55K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-151- 0.61% |
$3.82K - $4.28K
|
24.4K
$683K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
SELL
|
- |
-152- 0.82% |
$3.84K - $4.31K
|
18.3K
$513K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-152Closed |
$3.84K - $4.31K
|
0
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-167- 3.05% |
$4.22K - $4.73K
|
5.31K
$149K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-178- 1.06% |
$4.5K - $5.04K
|
16.6K
$464K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-195- 6.36% |
$4.93K - $5.52K
|
2.87K
$80.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-196- 1.09% |
$4.96K - $5.55K
|
17.8K
$497K
|