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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.05M+ 26.71% |
$144M - $178M
|
33.4M
$862M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.87M+ 67.19% |
$38.2M - $47.3M
|
4.65M
$120M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.38MNew |
$28.1M - $34.9M
|
1.38M
$35.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.24M+ 105.07% |
$25.4M - $31.5M
|
2.43M
$62.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.14M+ 7.99% |
$23.4M - $29M
|
15.5M
$399M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
962K+ 5.33% |
$19.6M - $24.3M
|
19M
$490M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
862K+ 21.11% |
$17.6M - $21.8M
|
4.94M
$127M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
656K+ 40.43% |
$13.4M - $16.6M
|
2.28M
$58.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
651KNew |
$13.3M - $16.5M
|
651K
$16.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
627K+ 311.52% |
$12.8M - $15.9M
|
828K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
489KNew |
$9.99M - $12.4M
|
489K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
477K+ 481.64% |
$9.75M - $12.1M
|
576K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
402K+ 26.66% |
$8.21M - $10.2M
|
1.91M
$49.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
386K+ 7.57% |
$7.88M - $9.76M
|
5.48M
$141M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
329KNew |
$6.73M - $8.33M
|
329K
$8.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
305K+ 24.48% |
$6.23M - $7.72M
|
1.55M
$40M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
258K+ 188.66% |
$5.27M - $6.53M
|
395K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
257K+ 1057.84% |
$5.25M - $6.5M
|
281K
$7.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
242K+ 327.98% |
$4.94M - $6.12M
|
316K
$8.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
241K+ 76.43% |
$4.91M - $6.08M
|
555K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
229K+ 23.24% |
$4.67M - $5.79M
|
1.21M
$31.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
190KNew |
$3.89M - $4.81M
|
190K
$4.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
159K+ 2578.39% |
$3.24M - $4.02M
|
165K
$4.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
155K+ 23.54% |
$3.17M - $3.93M
|
815K
$21M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
154K+ 323.09% |
$3.15M - $3.9M
|
202K
$5.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
140K+ 3.08% |
$2.86M - $3.54M
|
4.69M
$121M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
136KNew |
$2.79M - $3.45M
|
136K
$3.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
132K+ 13.09% |
$2.71M - $3.35M
|
1.14M
$29.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
130K+ 17.73% |
$2.65M - $3.28M
|
862K
$22.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
129K+ 10.1% |
$2.63M - $3.25M
|
1.4M
$36.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
128K+ 244.41% |
$2.61M - $3.24M
|
180K
$4.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
117K+ 204.26% |
$2.39M - $2.96M
|
174K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
112K+ 75.6% |
$2.3M - $2.84M
|
261K
$6.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
112K+ 18.11% |
$2.28M - $2.82M
|
727K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
110K+ 45.49% |
$2.24M - $2.78M
|
352K
$9.06M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
107K+ 3.85% |
$2.19M - $2.71M
|
2.89M
$74.4M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
102K+ 26.95% |
$2.08M - $2.58M
|
481K
$12.4M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
92.1K+ 20.69% |
$1.88M - $2.33M
|
537K
$13.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
89.3KNew |
$1.82M - $2.26M
|
89.3K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
87.8KNew |
$1.79M - $2.22M
|
87.8K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
86.7KNew |
$1.77M - $2.19M
|
86.7K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
84.5K+ 261.4% |
$1.73M - $2.14M
|
117K
$3.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
84K+ 25.29% |
$1.72M - $2.13M
|
416K
$10.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.1K+ 9.08% |
$1.7M - $2.1M
|
998K
$25.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
81.9K+ 420.06% |
$1.67M - $2.07M
|
101K
$2.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
80KNew |
$1.63M - $2.03M
|
80K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
77.8K+ 277842.88% |
$1.59M - $1.97M
|
77.8K
$2.01M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
77.5K+ 69.88% |
$1.58M - $1.96M
|
188K
$4.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
77.3K+ 9.22% |
$1.58M - $1.96M
|
916K
$23.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
75.9K+ 11.99% |
$1.55M - $1.92M
|
709K
$18.3M
|