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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
2.09MNew |
$52.9M - $59.3M
|
2.09M
$57.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.07M+ 359.67% |
$27M - $30.2M
|
1.36M
$37.4M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
814K+ 151.5% |
$20.6M - $23.1M
|
1.35M
$37.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
793K+ 1046.6% |
$20.1M - $22.5M
|
869K
$23.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
762K+ 2.28% |
$19.3M - $21.6M
|
34.2M
$938M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
646KNew |
$16.3M - $18.3M
|
646K
$17.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
645K+ 10737.65% |
$16.3M - $18.3M
|
651K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
644K+ 1578.66% |
$16.3M - $18.2M
|
685K
$18.8M
|
|
|
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
|
Advisory Alpha, LLC
|
BUY
|
- |
347K+ 9.43% |
$8.77M - $9.82M
|
4.02M
$110M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
342K+ 30.81% |
$8.64M - $9.68M
|
1.45M
$39.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
341K+ 100.06% |
$8.62M - $9.66M
|
682K
$18.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
338K+ 520.97% |
$8.54M - $9.56M
|
402K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
298KNew |
$7.53M - $8.44M
|
298K
$8.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
297K+ 6.01% |
$7.52M - $8.42M
|
5.24M
$144M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
272K+ 7.1% |
$6.87M - $7.7M
|
4.1M
$112M
|
|
|
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 03, 2025
Q3 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
190K+ 16.62% |
$4.81M - $5.39M
|
1.33M
$36.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
185K+ 70.73% |
$4.67M - $5.23M
|
446K
$12.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
183KNew |
$4.62M - $5.18M
|
183K
$5.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
182KNew |
$4.6M - $5.16M
|
182K
$4.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
175KNew |
$4.43M - $4.96M
|
175K
$4.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
175KNew |
$4.43M - $4.96M
|
175K
$4.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
140K+ 14.03% |
$3.54M - $3.97M
|
1.14M
$31.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
139KNew |
$3.53M - $3.95M
|
139K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
121K+ 139.51% |
$3.06M - $3.43M
|
208K
$5.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
118K+ 506.11% |
$2.98M - $3.34M
|
141K
$3.87M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
116K+ 4.03% |
$2.95M - $3.3M
|
3.01M
$82.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
116K+ 9.59% |
$2.94M - $3.3M
|
1.33M
$36.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
111K+ 51.45% |
$2.82M - $3.15M
|
328K
$8.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
105KNew |
$2.67M - $2.99M
|
105K
$2.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91.1KNew |
$2.3M - $2.58M
|
91.1K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
90.3KNew |
$2.28M - $2.56M
|
90.3K
$2.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
78.1K+ 5.57% |
$1.97M - $2.21M
|
1.48M
$40.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
71.1KNew |
$1.8M - $2.01M
|
71.1K
$1.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69.8K+ 11.2% |
$1.77M - $1.98M
|
693K
$19M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
61.9KNew |
$1.56M - $1.75M
|
61.9K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
59.3KNew |
$1.5M - $1.68M
|
59.3K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
58K+ 71.82% |
$1.47M - $1.64M
|
139K
$3.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
55.8K+ 6.47% |
$1.41M - $1.58M
|
918K
$25.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
50K+ 3.14% |
$1.27M - $1.42M
|
1.64M
$45M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49.4K+ 494.94% |
$1.25M - $1.4M
|
59.4K
$1.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
48.9K+ 7.02% |
$1.24M - $1.39M
|
746K
$20.5M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
48.8KNew |
$1.23M - $1.38M
|
48.8K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
48.7K+ 2.55% |
$1.23M - $1.38M
|
1.96M
$53.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
46.7K+ 3.39% |
$1.18M - $1.32M
|
1.43M
$39.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
45.9KNew |
$1.16M - $1.3M
|
45.9K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
45.7K+ 36.2% |
$1.15M - $1.29M
|
172K
$4.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
45.3K+ 108.17% |
$1.15M - $1.28M
|
87.2K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
43.5K+ 201.69% |
$1.1M - $1.23M
|
65.1K
$1.78M
|
|