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
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3.71K- 25.22% |
$93.9K - $105K
|
11K
$302K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.61K- 6.42% |
$167K - $187K
|
96.2K
$2.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
672+ 4.54% |
$17K - $19K
|
15.5K
$425K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.3K+ 13.44% |
$312K - $350K
|
104K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-350- 3.94% |
$8.85K - $9.92K
|
8.54K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-17- 0.02% |
$430 - $482
|
71.2K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
43.5K+ 201.69% |
$1.1M - $1.23M
|
65.1K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
60+ 0.55% |
$1.52K - $1.7K
|
11.1K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 1.32% |
$25.3 - $28.3
|
77
$2.11K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3+ 0.16% |
$75.9 - $85
|
1.93K
$52.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.9K- 3.0% |
$327K - $366K
|
418K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
26.5K+ 161.55% |
$669K - $750K
|
42.9K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-4- 0.32% |
$101 - $113
|
1.25K
$34.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
7.87KNew |
$199K - $223K
|
7.87K
$216K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.09K+ 5.97% |
$27.5K - $30.8K
|
19.3K
$530K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.64K+ 42.79% |
$91.9K - $103K
|
12.1K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-30- 0.02% |
$759 - $850
|
142K
$3.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.58K- 1.12% |
$116K - $130K
|
403K
$11.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.14K- 9.94% |
$28.8K - $32.3K
|
10.3K
$283K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-529- 2.56% |
$13.4K - $15K
|
20.1K
$551K
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-27.4K- 12.63% |
$693K - $776K
|
190K
$5.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.84K+ 1.81% |
$46.5K - $52.1K
|
103K
$2.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.36K+ 19.45% |
$85.1K - $95.3K
|
20.7K
$566K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.3K- 8.46% |
$336K - $377K
|
144K
$3.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.16K+ 1.9% |
$131K - $146K
|
277K
$7.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
48+ 0.3% |
$1.21K - $1.36K
|
16.1K
$441K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.63K- 15.13% |
$41.3K - $46.2K
|
9.16K
$251K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.8K+ 100.78% |
$45.5K - $51K
|
3.59K
$98.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1.43K+ 9.53% |
$36.3K - $40.6K
|
16.5K
$452K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.62K- 19.1% |
$91.6K - $103K
|
15.3K
$421K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.16K- 2.78% |
$54.7K - $61.2K
|
75.5K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
38.3KNew |
$969K - $1.09M
|
38.3K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49.4K+ 494.94% |
$1.25M - $1.4M
|
59.4K
$1.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
13.4K+ 7.37% |
$339K - $380K
|
195K
$5.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
264New |
$6.68K - $7.48K
|
264
$7.24K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
11.7KNew |
$296K - $332K
|
11.7K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-205- 0.15% |
$5.18K - $5.81K
|
132K
$3.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-15.8K- 3.51% |
$399K - $447K
|
434K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-40- 0.35% |
$1.01K - $1.13K
|
11.5K
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
8+ 0.04% |
$202 - $227
|
21.8K
$598K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.3K+ 0.51% |
$58.1K - $65K
|
450K
$12.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-647- 0.9% |
$16.4K - $18.3K
|
71K
$1.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.6K- 5.22% |
$91.1K - $102K
|
65.4K
$1.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8.93K+ 68.66% |
$226K - $253K
|
21.9K
$601K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.64K+ 5.25% |
$244K - $273K
|
193K
$5.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5+ 0.06% |
$126 - $142
|
8.15K
$223K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
7.29KNew |
$184K - $206K
|
7.29K
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.33K- 0.8% |
$84.3K - $94.5K
|
413K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-116- 0.85% |
$2.93K - $3.29K
|
13.5K
$370K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7.28K+ 4.14% |
$184K - $206K
|
183K
$5.02M
|
|