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 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
56.2K+ 6.2% |
$1.15M - $1.42M
|
963K
$25.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
8.31KNew |
$170K - $210K
|
8.31K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-446- 2.56% |
$9.11K - $11.3K
|
17K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-625- 6.33% |
$12.8K - $15.8K
|
9.25K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-397- 1.05% |
$8.11K - $10K
|
37.5K
$984K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-745- 4.55% |
$15.2K - $18.8K
|
15.6K
$409K
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-1.9K- 6.26% |
$38.7K - $48K
|
28.4K
$745K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-19.9K- 13.61% |
$406K - $503K
|
126K
$3.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.95K+ 96.53% |
$183K - $227K
|
18.2K
$478K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
75.9K+ 11.99% |
$1.55M - $1.92M
|
709K
$18.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-7.22K- 1.61% |
$147K - $183K
|
441K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38.9K+ 172.5% |
$794K - $983K
|
61.4K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
155K+ 23.54% |
$3.17M - $3.93M
|
815K
$21.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
9.34K+ 1.37% |
$191K - $236K
|
691K
$18.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-80- 0.23% |
$1.63K - $2.02K
|
34.2K
$896K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
136KNew |
$2.79M - $3.45M
|
136K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-14.1K- 20.95% |
$288K - $357K
|
53.2K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
258K+ 188.66% |
$5.27M - $6.53M
|
395K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-13K- 8.39% |
$265K - $328K
|
142K
$3.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-22.6K- 1.7% |
$462K - $573K
|
1.31M
$34.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-205K- 80.25% |
$4.18M - $5.18M
|
50.4K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
614+ 3.43% |
$12.5K - $15.5K
|
18.5K
$485K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-601- 1.66% |
$12.3K - $15.2K
|
35.6K
$932K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
500+ 0.55% |
$10.2K - $12.7K
|
91.8K
$2.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-210K- 28.08% |
$4.28M - $5.3M
|
537K
$14.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-528- 0.88% |
$10.8K - $13.4K
|
59.8K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.02K- 24.88% |
$61.6K - $76.3K
|
9.1K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-21.3K- 1.71% |
$435K - $538K
|
1.22M
$32M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
73New |
$1.49K - $1.85K
|
73
$1.91K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.3KNew |
$211K - $262K
|
10.3K
$271K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16.2KNew |
$332K - $411K
|
16.2K
$425K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.44K+ 5.26% |
$29.3K - $36.3K
|
28.7K
$753K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.17K- 11.41% |
$167K - $207K
|
63.5K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-550- 86.75% |
$11.2K - $13.9K
|
84
$2.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.47K- 26.24% |
$91.3K - $113K
|
12.6K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-745- 4.55% |
$15.2K - $18.8K
|
15.6K
$409K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.74K- 8.02% |
$138K - $171K
|
77.3K
$2.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.26% |
$40.8 - $50.6
|
780
$20.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-35.7K- 29.48% |
$729K - $903K
|
85.4K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-196- 0.27% |
$4K - $4.96K
|
72.6K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-46.1K- 55.24% |
$941K - $1.17M
|
37.3K
$978K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.01K+ 3.83% |
$102K - $127K
|
136K
$3.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.2K+ 5.86% |
$515K - $639K
|
456K
$11.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-6.65K- 4.71% |
$136K - $168K
|
134K
$3.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10.9K+ 20.7% |
$223K - $277K
|
63.8K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8.37KNew |
$171K - $212K
|
8.37K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
375New |
$7.66K - $9.49K
|
375
$9.83K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6.87K+ 6.36% |
$140K - $174K
|
115K
$3.01M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
58.4K+ 8.48% |
$1.19M - $1.48M
|
747K
$19.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.75K+ 3.18% |
$117K - $145K
|
186K
$4.89M
|