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 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-534- 7.85% |
$13.5K - $15.1K
|
6.27K
$175K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-560- 0.4% |
$14.2K - $15.9K
|
140K
$3.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-587- 5.91% |
$14.8K - $16.6K
|
9.35K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-593- 2.84% |
$15K - $16.8K
|
20.3K
$568K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-594- 1.81% |
$15K - $16.8K
|
32.3K
$903K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-597- 46.46% |
$15.1K - $16.9K
|
688
$19.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-610- 0.45% |
$15.4K - $17.3K
|
135K
$3.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-617- 0.8% |
$15.6K - $17.5K
|
76.7K
$2.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-632- 1.41% |
$16K - $17.9K
|
44.2K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-636- 3.48% |
$16.1K - $18K
|
17.7K
$494K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-651- 3.12% |
$16.5K - $18.4K
|
20.2K
$566K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-661- 3.08% |
$16.7K - $18.7K
|
20.8K
$583K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-667- 6.87% |
$16.9K - $18.9K
|
9.05K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-668- 5.63% |
$16.9K - $18.9K
|
11.2K
$313K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-698- 8.14% |
$17.7K - $19.8K
|
7.88K
$220K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-739- 4.2% |
$18.7K - $20.9K
|
16.9K
$472K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-740- 5.53% |
$18.7K - $21K
|
12.6K
$354K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-755- 2.82% |
$19.1K - $21.4K
|
26K
$729K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-765- 3.54% |
$19.3K - $21.7K
|
20.9K
$584K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-771- 3.76% |
$19.5K - $21.8K
|
19.8K
$553K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-790- 0.25% |
$20K - $22.4K
|
317K
$8.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-795- 1.56% |
$20.1K - $22.5K
|
50.1K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-801- 4.08% |
$20.3K - $22.7K
|
18.8K
$526K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-816- 78.61% |
$20.6K - $23.1K
|
222
$6.21K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-820- 0.35% |
$20.7K - $23.2K
|
231K
$6.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-821- 3.58% |
$20.8K - $23.3K
|
22.1K
$620K
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-821- 0.58% |
$20.8K - $23.3K
|
141K
$3.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-839- 10.86% |
$21.2K - $23.8K
|
6.89K
$193K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-843- 2.44% |
$21.3K - $23.9K
|
33.7K
$942K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-844- 1.55% |
$21.3K - $23.9K
|
53.5K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-885- 30.01% |
$22.4K - $25.1K
|
2.06K
$57.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-907- 0.91% |
$22.9K - $25.7K
|
98.7K
$2.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-909- 0.67% |
$23K - $25.8K
|
135K
$3.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-936- 0.26% |
$23.7K - $26.5K
|
355K
$9.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-950- 4.49% |
$24K - $26.9K
|
20.2K
$565K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-973- 0.83% |
$24.6K - $27.6K
|
116K
$3.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.01K- 0.55% |
$25.5K - $28.6K
|
182K
$5.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.02K- 5.97% |
$25.7K - $28.8K
|
16K
$448K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.06K- 4.37% |
$26.9K - $30.1K
|
23.3K
$652K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.07K- 5.12% |
$27K - $30.2K
|
19.8K
$554K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.08K- 0.55% |
$27.4K - $30.7K
|
194K
$5.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-1.11K- 2.69% |
$28.1K - $31.5K
|
40.3K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.11K- 11.89% |
$28.1K - $31.5K
|
8.24K
$231K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.13K- 7.02% |
$28.6K - $32K
|
15K
$418K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.13K- 5.04% |
$28.6K - $32.1K
|
21.3K
$596K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-1.14K- 8.22% |
$28.7K - $32.2K
|
12.7K
$354K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.14K- 1.21% |
$28.7K - $32.2K
|
92.5K
$2.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.16K- 0.36% |
$29.2K - $32.7K
|
317K
$8.86M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-1.19K- 1.25% |
$30K - $33.7K
|
94.1K
$2.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.19K- 3.78% |
$30.2K - $33.8K
|
30.4K
$851K
|