Latest Institutional Transactions on Schwab Strategic Tr Us Small C (SCHA)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Small C (SCHA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.67K- 16.9% |
$95.4K - $118K
|
23K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
10.4K+ 8.62% |
$211K - $262K
|
131K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-200- 0.15% |
$4.08K - $5.06K
|
129K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.78K- 83.41% |
$56.8K - $70.3K
|
553
$14.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
4.02K+ 28.34% |
$82.1K - $102K
|
18.2K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.1K- 1.24% |
$983K - $1.22M
|
3.83M
$98.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
169+ 0.09% |
$3.45K - $4.28K
|
184K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-49.4K- 8.19% |
$1.01M - $1.25M
|
553K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-558- 2.9% |
$11.4K - $14.1K
|
18.7K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.54K+ 6.7% |
$31.4K - $38.9K
|
24.5K
$631K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.01K- 3.58% |
$143K - $177K
|
189K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-87.5K- 15.93% |
$1.79M - $2.21M
|
462K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.14M+ 7.99% |
$23.4M - $29M
|
15.5M
$399M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.6K- 16.39% |
$53.2K - $65.9K
|
13.3K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
23.7KNew |
$484K - $599K
|
23.7K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
22.9KNew |
$467K - $578K
|
22.9K
$589K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.7K+ 91.18% |
$137K - $169K
|
14K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
3+ 0.07% |
$61.3 - $75.9
|
4.5K
$116K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.34M- 96.22% |
$47.7M - $59.1M
|
91.8K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.17K+ 25.17% |
$126K - $156K
|
30.7K
$790K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.81K+ 70.62% |
$139K - $172K
|
16.5K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
862K+ 21.11% |
$17.6M - $21.8M
|
4.94M
$127M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.57K+ 6.61% |
$52.4K - $64.9K
|
41.4K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-519- 11.34% |
$10.6K - $13.1K
|
4.06K
$105K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
14.2K+ 7.48% |
$291K - $360K
|
205K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.09K+ 1.39% |
$22.3K - $27.6K
|
79.2K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
482New |
$9.84K - $12.2K
|
482
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.23K+ 19.3% |
$86.4K - $107K
|
26.2K
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-553- 4.05% |
$11.3K - $14K
|
13.1K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
32+ 17.78% |
$653 - $810
|
212
$5.46K
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
61.2K+ 70.84% |
$1.25M - $1.55M
|
147K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.85K- 4.05% |
$78.6K - $97.4K
|
91.2K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
117K+ 204.26% |
$2.39M - $2.96M
|
174K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
598+ 3.61% |
$12.2K - $15.1K
|
17.2K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
112K+ 75.6% |
$2.3M - $2.84M
|
261K
$6.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28.5K+ 41.13% |
$582K - $721K
|
97.8K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.07K+ 8.52% |
$21.8K - $27K
|
13.6K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
527+ 4.81% |
$10.8K - $13.3K
|
11.5K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
229K+ 23.24% |
$4.67M - $5.79M
|
1.21M
$31.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.99K- 27.36% |
$81.5K - $101K
|
10.6K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.58KNew |
$175K - $217K
|
8.58K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-2.35K- 10.21% |
$47.9K - $59.3K
|
20.6K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.34K+ 2.46% |
$47.9K - $59.3K
|
97.8K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
155+ 0.85% |
$3.17K - $3.92K
|
18.3K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-893K- 18.67% |
$18.2M - $22.6M
|
3.89M
$100M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$20.4 - $25.3
|
12.2K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.31K+ 0.17% |
$26.7K - $33.1K
|
763K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-146K- 12.84% |
$2.98M - $3.69M
|
991K
$25.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-37.2K- 4.34% |
$759K - $940K
|
819K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
127New |
$2.59K - $3.21K
|
127
$3.27K
|