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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.78K- 2.16% |
$97.6K - $121K
|
216K
$5.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
97+ 0.22% |
$1.98K - $2.45K
|
44.6K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-94.8K- 32.36% |
$1.94M - $2.4M
|
198K
$5.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
15.6KNew |
$319K - $395K
|
15.6K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.17KNew |
$85.2K - $106K
|
4.17K
$107K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.13K+ 29.63% |
$105K - $130K
|
22.4K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.7K- 77.01% |
$96.1K - $119K
|
1.4K
$36.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
25+ 0.09% |
$511 - $633
|
29K
$745K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.71K+ 10.78% |
$35K - $43.3K
|
17.6K
$452K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-50- 0.53% |
$1.02K - $1.27K
|
9.37K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59.7K+ 6.33% |
$1.22M - $1.51M
|
1M
$25.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
310+ 1.59% |
$6.33K - $7.84K
|
19.8K
$509K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
27+ 0.17% |
$551 - $683
|
16.2K
$417K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.47K- 11.97% |
$153K - $189K
|
54.9K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.68K+ 0.45% |
$54.8K - $67.9K
|
602K
$15.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.41KNew |
$172K - $213K
|
8.41K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.06K+ 13.7% |
$42.1K - $52.2K
|
17.1K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
8.46KNew |
$173K - $214K
|
8.46K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-80- 0.55% |
$1.63K - $2.02K
|
14.4K
$371K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-924- 8.3% |
$18.9K - $23.4K
|
10.2K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-16.9K- 28.33% |
$345K - $428K
|
42.7K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
14.3K+ 14.96% |
$293K - $362K
|
110K
$2.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
8.7KNew |
$178K - $220K
|
8.7K
$223K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
30K+ 295.49% |
$613K - $760K
|
40.2K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$40.8 - $50.6
|
11K
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-49K- 28.54% |
$1M - $1.24M
|
123K
$3.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
13.3KNew |
$272K - $337K
|
13.3K
$342K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-335- 3.87% |
$6.84K - $8.48K
|
8.33K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
28.1K+ 5.12% |
$573K - $710K
|
576K
$14.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.67K+ 1.17% |
$34K - $42.1K
|
144K
$3.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-58.2K- 40.54% |
$1.19M - $1.47M
|
85.4K
$2.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
662+ 1.78% |
$13.5K - $16.7K
|
37.9K
$974K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.9K- 0.3% |
$38.8K - $48.1K
|
628K
$16.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 3.4% |
$29.5K - $36.5K
|
43.9K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-28.1K- 8.81% |
$573K - $710K
|
291K
$7.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
676New |
$13.8K - $17.1K
|
676
$17.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-118- 4.54% |
$2.41K - $2.99K
|
2.48K
$63.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$20.4 - $25.3
|
8.62K
$221K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-500- 12.5% |
$10.2K - $12.7K
|
3.5K
$89.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
843+ 45.99% |
$17.2K - $21.3K
|
2.68K
$68.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2.32K- 18.93% |
$47.4K - $58.7K
|
9.93K
$255K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-412- 0.43% |
$8.41K - $10.4K
|
95.3K
$2.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.73K+ 6.65% |
$117K - $145K
|
91.9K
$2.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.88K- 3.72% |
$140K - $174K
|
178K
$4.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.15K- 10.58% |
$84.7K - $105K
|
35.1K
$901K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
840+ 2.7% |
$17.2K - $21.3K
|
32K
$821K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
843+ 1.75% |
$17.2K - $21.3K
|
49.1K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-946- 1.44% |
$19.3K - $23.9K
|
64.9K
$1.67M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
426+ 1.05% |
$8.7K - $10.8K
|
40.8K
$1.05M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11.7K- 5.21% |
$239K - $296K
|
213K
$5.48M
|