Latest Institutional Purchases of Schwab Strategic Tr Us Small C (SCHA)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Small C (SCHA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.87M+ 67.19% |
$38.2M - $47.3M
|
4.65M
$119M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
190KNew |
$3.89M - $4.81M
|
190K
$4.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59.7K+ 6.33% |
$1.22M - $1.51M
|
1M
$25.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
30K+ 295.49% |
$613K - $760K
|
40.2K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
28.1K+ 5.12% |
$573K - $710K
|
576K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.3K+ 5.18% |
$434K - $538K
|
431K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20K+ 8.83% |
$408K - $506K
|
246K
$6.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
16.4K+ 36.77% |
$335K - $415K
|
61K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
15.6KNew |
$319K - $395K
|
15.6K
$401K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
14.3K+ 14.96% |
$293K - $362K
|
110K
$2.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
13.3KNew |
$272K - $337K
|
13.3K
$342K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
10.4K+ 10.01% |
$213K - $264K
|
115K
$2.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
8.7KNew |
$178K - $220K
|
8.7K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
8.46KNew |
$173K - $214K
|
8.46K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.41KNew |
$172K - $213K
|
8.41K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.01KNew |
$123K - $152K
|
6.01K
$154K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.73K+ 6.65% |
$117K - $145K
|
91.9K
$2.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.13K+ 29.63% |
$105K - $130K
|
22.4K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.17KNew |
$85.2K - $106K
|
4.17K
$107K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.86K+ 10.03% |
$78.8K - $97.6K
|
42.3K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.4KNew |
$69.5K - $86.1K
|
3.4K
$87.4K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2.99K+ 0.8% |
$61K - $75.6K
|
379K
$9.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.68K+ 0.45% |
$54.8K - $67.9K
|
602K
$15.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.22K+ 7.35% |
$45.4K - $56.2K
|
32.4K
$833K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.06K+ 13.7% |
$42.1K - $52.2K
|
17.1K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.71K+ 10.78% |
$35K - $43.3K
|
17.6K
$452K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.67K+ 1.17% |
$34K - $42.1K
|
144K
$3.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.57K+ 2.62% |
$32K - $39.6K
|
61.3K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 3.4% |
$29.5K - $36.5K
|
43.9K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.23K+ 6.88% |
$25.1K - $31.1K
|
19.1K
$491K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
843+ 45.99% |
$17.2K - $21.3K
|
2.68K
$68.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
843+ 1.75% |
$17.2K - $21.3K
|
49.1K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
840+ 2.7% |
$17.2K - $21.3K
|
32K
$821K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
676New |
$13.8K - $17.1K
|
676
$17.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
662+ 1.78% |
$13.5K - $16.7K
|
37.9K
$974K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
426+ 1.05% |
$8.7K - $10.8K
|
40.8K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
310+ 1.59% |
$6.33K - $7.84K
|
19.8K
$509K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
148+ 6.73% |
$3.02K - $3.74K
|
2.35K
$60.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
97+ 0.22% |
$1.98K - $2.45K
|
44.6K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.31% |
$613 - $759
|
9.65K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 0.34% |
$572 - $708
|
8.38K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
27+ 0.17% |
$551 - $683
|
16.2K
$417K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
25+ 0.09% |
$511 - $633
|
29K
$745K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$40.8 - $50.6
|
11K
$282K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.24M+ 1165.92% |
$51.8M - $60.5M
|
2.43M
$62.4M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.76M+ 86.22% |
$40.7M - $47.6M
|
3.8M
$97.6M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.06M+ 4.17% |
$24.5M - $28.6M
|
26.4M
$678M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.01MNew |
$23.4M - $27.4M
|
1.01M
$26M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
803K+ 181.01% |
$18.6M - $21.7M
|
1.25M
$32M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
653K+ 19.03% |
$15.1M - $17.6M
|
4.08M
$105M
|
|