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 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.07% |
$143 - $177
|
9.93K
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.54K- 7.37% |
$92.8K - $115K
|
57.1K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
184+ 2.0% |
$3.76K - $4.66K
|
9.38K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.39K- 5.17% |
$48.8K - $60.4K
|
43.8K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
152+ 21.11% |
$3.1K - $3.85K
|
872
$22.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.1% |
$20.4 - $25.3
|
1K
$26.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$232K - $287K
|
11.4K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
31K+ 15.41% |
$632K - $783K
|
232K
$6.07M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.55K+ 1.39% |
$52.1K - $64.5K
|
186K
$4.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-998- 8.52% |
$20.4K - $25.2K
|
10.7K
$281K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.61K- 0.5% |
$32.8K - $40.6K
|
318K
$8.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-264- 1.75% |
$5.39K - $6.68K
|
14.8K
$388K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6.15K+ 8.22% |
$126K - $156K
|
81K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7.99K+ 2.1% |
$163K - $202K
|
388K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.01K+ 4.68% |
$81.9K - $102K
|
89.7K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
325+ 4.25% |
$6.64K - $8.22K
|
7.98K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.34K- 4.91% |
$27.4K - $34K
|
26K
$681K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 0.28% |
$1.14K - $1.42K
|
20.1K
$527K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
56+ 0.33% |
$1.14K - $1.42K
|
17.1K
$448K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-400- 2.45% |
$8.17K - $10.1K
|
15.9K
$417K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.59K+ 0.92% |
$73.3K - $90.9K
|
393K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 5.39% |
$270K - $334K
|
232K
$6.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.2K+ 341.77% |
$535K - $663K
|
33.9K
$887K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-18.6K- 11.99% |
$380K - $470K
|
136K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
154K+ 323.09% |
$3.15M - $3.9M
|
202K
$5.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.98K+ 3.91% |
$102K - $126K
|
132K
$3.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-80- 0.39% |
$1.63K - $2.02K
|
20.4K
$535K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.11K+ 17.01% |
$104K - $129K
|
35.2K
$921K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
10.1KNew |
$207K - $256K
|
10.1K
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
63.3K+ 87.37% |
$1.29M - $1.6M
|
136K
$3.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-3.73K- 3.36% |
$76.2K - $94.5K
|
107K
$2.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-218- 4.84% |
$4.45K - $5.52K
|
4.29K
$112K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.42K- 18.65% |
$90.2K - $112K
|
19.3K
$505K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-6.81K- 4.36% |
$139K - $172K
|
149K
$3.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.7K- 35.27% |
$341K - $422K
|
30.6K
$803K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-350- 35.07% |
$7.15K - $8.86K
|
648
$17K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-776- 7.03% |
$15.8K - $19.6K
|
10.3K
$269K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-999- 3.78% |
$20.4K - $25.3K
|
25.4K
$666K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.75K+ 2.84% |
$56.2K - $69.6K
|
99.6K
$2.61M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
341+ 0.95% |
$6.96K - $8.63K
|
36.3K
$952K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
33.9K+ 3.57% |
$692K - $857K
|
983K
$25.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
328+ 2.26% |
$6.7K - $8.3K
|
14.9K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
937+ 1.4% |
$19.1K - $23.7K
|
67.9K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
SELL
|
- |
-835- 1.6% |
$17.1K - $21.1K
|
51.4K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.16KNew |
$23.6K - $29.3K
|
1.16K
$30.3K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
120+ 0.43% |
$2.45K - $3.04K
|
28.2K
$740K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12+ 0.94% |
$245 - $304
|
1.29K
$33.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.07K+ 1.04% |
$21.9K - $27.1K
|
104K
$2.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-366- 6.58% |
$7.47K - $9.26K
|
5.2K
$136K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
273+ 1.5% |
$5.57K - $6.91K
|
18.5K
$484K
|