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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-6.93K- 12.94% |
$175K - $196K
|
46.6K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.99K- 1.47% |
$75.6K - $84.7K
|
201K
$5.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2- 0.47% |
$50.6 - $56.7
|
428
$11.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
7.85K+ 783.23% |
$198K - $222K
|
8.85K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
564+ 1.1% |
$14.3K - $16K
|
52K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.48K+ 2.2% |
$37.4K - $41.8K
|
68.5K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.62K- 3.85% |
$142K - $159K
|
141K
$3.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
304+ 1.68% |
$7.69K - $8.61K
|
18.5K
$506K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.39K- 3.75% |
$35.1K - $39.4K
|
35.7K
$978K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
569KNew |
$14.4M - $16.1M
|
569K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
45.9KNew |
$1.16M - $1.3M
|
45.9K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28K+ 4.69% |
$709K - $794K
|
626K
$17.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.27K- 2.88% |
$32.1K - $35.9K
|
42.8K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-4.09K- 2.19% |
$103K - $116K
|
182K
$5M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
111K+ 51.45% |
$2.82M - $3.15M
|
328K
$8.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-286- 1.16% |
$7.23K - $8.1K
|
24.3K
$666K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-27- 0.31% |
$683 - $765
|
8.56K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
1.04K+ 8.82% |
$26.2K - $29.3K
|
12.8K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
520New |
$13.2K - $14.7K
|
520
$14.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 14.78% |
$28.6K - $32K
|
8.77K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$25.3 - $28.3
|
5.6K
$154K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.68K- 20.3% |
$67.8K - $75.9K
|
10.5K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.9K+ 17.88% |
$47.9K - $53.7K
|
12.5K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.02K- 20.77% |
$25.7K - $28.8K
|
3.88K
$106K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
70+ 0.11% |
$1.77K - $1.98K
|
64K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
224+ 0.21% |
$5.66K - $6.35K
|
104K
$2.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-108- 0.32% |
$2.73K - $3.06K
|
33.7K
$925K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10.5KNew |
$265K - $297K
|
10.5K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.5KNew |
$316K - $354K
|
12.5K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$2.53K - $2.83K
|
100
$2.74K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
38.8K+ 73.27% |
$982K - $1.1M
|
91.8K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.55K+ 12.4% |
$115K - $129K
|
41.3K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.55K- 6.18% |
$39.2K - $43.9K
|
23.5K
$645K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23.1K- 42.05% |
$583K - $653K
|
31.8K
$872K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
996+ 7.6% |
$25.2K - $28.2K
|
14.1K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
800+ 3.91% |
$20.2K - $22.7K
|
21.3K
$583K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-37- 0.31% |
$936 - $1.05K
|
11.8K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-42- 0.3% |
$1.06K - $1.19K
|
13.8K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.58K- 9.85% |
$39.9K - $44.6K
|
14.4K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
7.74KNew |
$196K - $219K
|
7.74K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-324- 0.84% |
$8.19K - $9.18K
|
38.2K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-1K- 12.01% |
$25.3K - $28.3K
|
7.33K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
572+ 5.07% |
$14.5K - $16.2K
|
11.9K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.01% |
$25.3 - $28.3
|
8.08K
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
84+ 0.32% |
$2.12K - $2.38K
|
26.2K
$720K
|
|
|
Nov 12, 2025
Q3 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
232K+ 395.32% |
$5.87M - $6.57M
|
291K
$7.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-100- 0.99% |
$2.53K - $2.83K
|
10K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- -0.0% |
$25.3 - $28.3
|
33.3K
$913K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.3K+ 1.41% |
$867K - $971K
|
2.46M
$67.5M
|
|