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 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.58% |
$5.06K - $5.67K
|
12.5K
$349K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-200- 1.26% |
$5.06K - $5.67K
|
15.7K
$440K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-203- 1.41% |
$5.13K - $5.75K
|
14.2K
$398K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-206- 0.79% |
$5.21K - $5.84K
|
25.8K
$721K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-209- 0.72% |
$5.29K - $5.92K
|
28.7K
$803K
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-210- 1.27% |
$5.31K - $5.95K
|
16.3K
$455K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-216- 4.16% |
$5.46K - $6.12K
|
4.98K
$139K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-217- 1.91% |
$5.49K - $6.15K
|
11.1K
$312K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-219- 2.41% |
$5.54K - $6.2K
|
8.89K
$249K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-224- 0.35% |
$5.66K - $6.35K
|
64.4K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-228- 0.67% |
$5.77K - $6.46K
|
33.6K
$941K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-231- 0.14% |
$5.84K - $6.54K
|
165K
$4.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-236- 2.4% |
$5.97K - $6.69K
|
9.59K
$268K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-237- 0.54% |
$5.99K - $6.71K
|
43.3K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-246- 16.15% |
$6.22K - $6.97K
|
1.28K
$35.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-248- 0.61% |
$6.27K - $7.03K
|
40.6K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-255- 0.08% |
$6.45K - $7.22K
|
329K
$9.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-256- 1.97% |
$6.47K - $7.25K
|
12.7K
$356K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-262- 0.29% |
$6.63K - $7.42K
|
88.8K
$2.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-271- 7.97% |
$6.85K - $7.68K
|
3.13K
$87.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-272- 0.43% |
$6.88K - $7.71K
|
63.2K
$1.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-277- 3.35% |
$7.01K - $7.85K
|
8K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-287- 3.11% |
$7.26K - $8.13K
|
8.96K
$251K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-292- 3.33% |
$7.38K - $8.27K
|
8.49K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-297- 26.12% |
$7.51K - $8.41K
|
840
$23.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-303- 2.04% |
$7.66K - $8.58K
|
14.5K
$407K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-304- 2.15% |
$7.69K - $8.61K
|
13.8K
$387K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-305- 41.61% |
$7.71K - $8.64K
|
428
$12K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-310- 0.57% |
$7.84K - $8.78K
|
54K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-318- 0.56% |
$8.04K - $9.01K
|
56.6K
$1.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-322- 66.8% |
$8.14K - $9.12K
|
160
$4.48K
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-327- 0.4% |
$8.27K - $9.26K
|
80.7K
$2.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-333- 0.76% |
$8.42K - $9.43K
|
43.5K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-335- 0.26% |
$8.47K - $9.49K
|
127K
$3.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-342- 0.38% |
$8.65K - $9.69K
|
88.6K
$2.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-349- 1.65% |
$8.83K - $9.89K
|
20.8K
$581K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-377- 2.04% |
$9.53K - $10.7K
|
18.1K
$507K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-389- 3.67% |
$9.84K - $11K
|
10.2K
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-390- 0.79% |
$9.86K - $11K
|
49.1K
$1.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
SELL
|
- |
-411- 0.28% |
$10.4K - $11.6K
|
145K
$4.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-423- 1.32% |
$10.7K - $12K
|
31.6K
$883K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-426- 65.74% |
$10.8K - $12.1K
|
222
$6.21K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-431- 1.84% |
$10.9K - $12.2K
|
23K
$644K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-432- 2.56% |
$10.9K - $12.2K
|
16.4K
$459K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-448- 1.67% |
$11.3K - $12.7K
|
26.4K
$740K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-468- 4.97% |
$11.8K - $13.3K
|
8.94K
$250K
|
|
|
Oct 28, 2025
Q3 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-470- 0.97% |
$11.9K - $13.3K
|
48.2K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-470- 2.34% |
$11.9K - $13.3K
|
19.6K
$548K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-480- 1.79% |
$12.1K - $13.6K
|
26.3K
$735K
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-494- 0.65% |
$12.5K - $14K
|
75.9K
$2.12M
|