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 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
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.41K+ 1.54% |
$110K - $137K
|
356K
$9.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-7.25K- 3.18% |
$148K - $183K
|
220K
$5.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.53K+ 3.6% |
$92.5K - $115K
|
130K
$3.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-15.8K- 47.7% |
$322K - $399K
|
17.3K
$453K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13.4K- 10.96% |
$273K - $338K
|
109K
$2.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.73K+ 9.65% |
$35.2K - $43.7K
|
19.6K
$514K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.28K+ 23.2% |
$26.1K - $32.3K
|
6.78K
$178K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-852- 7.7% |
$17.4K - $21.6K
|
10.2K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-33.1K- 26.41% |
$676K - $838K
|
92.3K
$2.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-21.6K- 14.02% |
$442K - $547K
|
133K
$3.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
130K+ 17.73% |
$2.65M - $3.28M
|
862K
$22.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.1K- 18.18% |
$63.2K - $78.4K
|
13.9K
$365K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.41K- 3.96% |
$28.7K - $35.6K
|
34.1K
$893K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.79K+ 5.4% |
$56.9K - $70.5K
|
54.3K
$1.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.39K- 12.36% |
$28.4K - $35.2K
|
9.87K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-849- 1.84% |
$17.3K - $21.5K
|
45.3K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-258- 2.3% |
$5.27K - $6.53K
|
10.9K
$287K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-61.6K- 9.38% |
$1.26M - $1.56M
|
595K
$15.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
627K+ 311.52% |
$12.8M - $15.9M
|
828K
$21.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
4.99K+ 32.09% |
$102K - $126K
|
20.5K
$538K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
207+ 0.68% |
$4.23K - $5.24K
|
30.4K
$798K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
100+ 0.74% |
$2.04K - $2.53K
|
13.6K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
582+ 46.49% |
$11.9K - $14.7K
|
1.83K
$48.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-250- 25.43% |
$5.11K - $6.33K
|
733
$19.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.08K- 5.8% |
$22K - $27.2K
|
17.5K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-46.7K- 41.08% |
$953K - $1.18M
|
67K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.51K- 11.46% |
$30.8K - $38.1K
|
11.6K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-108- 58.7% |
$2.21K - $2.73K
|
76
$1.99K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-7.04K- 18.45% |
$144K - $178K
|
31.1K
$815K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
870New |
$17.8K - $22K
|
870
$22.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28New |
$572 - $708
|
28
$734
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
1.65K+ 2.38% |
$33.7K - $41.7K
|
71K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.66K- 11.4% |
$33.9K - $42K
|
12.9K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.84K+ 0.93% |
$37.6K - $46.6K
|
200K
$5.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
91New |
$1.86K - $2.3K
|
91
$2.38K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2K- 10.27% |
$40.9K - $50.7K
|
17.5K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-27.3K- 2.58% |
$557K - $690K
|
1.03M
$27M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
694+ 0.98% |
$14.2K - $17.6K
|
71.5K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
13.7K+ 12.34% |
$280K - $347K
|
125K
$3.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-26.4K- 8.68% |
$540K - $669K
|
278K
$7.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19K- 4.66% |
$65.1K - $80.7K
|
65.2K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.58KNew |
$175K - $217K
|
8.58K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11.4K+ 4.91% |
$234K - $289K
|
244K
$6.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.1KNew |
$307K - $381K
|
15.1K
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3+ 0.02% |
$61.3 - $75.9
|
12.4K
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.18K+ 3.24% |
$106K - $131K
|
165K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.53K+ 4.44% |
$51.6K - $63.9K
|
59.5K
$1.56M
|