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
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.37KNew |
$136K - $152K
|
5.37K
$147K
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
5.37K+ 51.06% |
$136K - $152K
|
15.9K
$435K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.3K+ 1.96% |
$134K - $150K
|
276K
$7.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.16K+ 1.9% |
$131K - $146K
|
277K
$7.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.13K+ 21.58% |
$130K - $145K
|
28.9K
$792K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
5.09K+ 0.9% |
$129K - $144K
|
572K
$15.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.05K+ 4.87% |
$128K - $143K
|
109K
$2.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.03K+ 4.97% |
$127K - $143K
|
106K
$2.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.91K+ 32.6% |
$124K - $139K
|
20K
$547K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.87K+ 3.91% |
$123K - $138K
|
129K
$3.55M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.6K+ 41.97% |
$116K - $130K
|
15.6K
$427K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.59K+ 10.09% |
$116K - $130K
|
50.1K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.57K+ 16.12% |
$116K - $130K
|
32.9K
$903K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.56K+ 2.27% |
$115K - $129K
|
205K
$5.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.55K+ 12.4% |
$115K - $129K
|
41.3K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4.33K+ 9.29% |
$110K - $123K
|
51K
$1.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
4.28K+ 51.41% |
$108K - $121K
|
12.6K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.24K+ 16.32% |
$107K - $120K
|
30.2K
$828K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.23K+ 14.3% |
$107K - $120K
|
33.9K
$929K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
4.14K+ 3.4% |
$105K - $117K
|
126K
$3.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.12K+ 4.13% |
$104K - $117K
|
104K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.03K+ 4.11% |
$102K - $114K
|
102K
$2.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.92K+ 2.04% |
$99.1K - $111K
|
196K
$5.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.79K+ 23.01% |
$95.8K - $107K
|
20.2K
$555K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.78K+ 2.9% |
$95.5K - $107K
|
134K
$3.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.75K+ 6.14% |
$94.9K - $106K
|
64.8K
$1.78M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.72K+ 5.98% |
$94.1K - $105K
|
66K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.65K+ 19.27% |
$92.3K - $103K
|
22.6K
$620K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.64K+ 42.79% |
$91.9K - $103K
|
12.1K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.53K+ 2.03% |
$89.3K - $100K
|
178K
$4.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.36K+ 19.45% |
$85.1K - $95.3K
|
20.7K
$566K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.25K+ 1.62% |
$82.1K - $92K
|
204K
$5.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.19K+ 8.47% |
$80.7K - $90.4K
|
40.9K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.14K+ 12.18% |
$79.3K - $88.8K
|
28.9K
$792K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.13K+ 8.81% |
$79.1K - $88.6K
|
38.6K
$1.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.08K+ 10.05% |
$77.8K - $87.2K
|
33.7K
$925K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.08K+ 3.6% |
$77.8K - $87.2K
|
88.5K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.05K+ 2.99% |
$77.1K - $86.4K
|
105K
$2.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.05K+ 3.88% |
$77.1K - $86.3K
|
81.6K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3KNew |
$75.8K - $84.9K
|
3K
$82.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.95K+ 30.23% |
$74.6K - $83.6K
|
12.7K
$349K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
2.81K+ 0.52% |
$71K - $79.6K
|
542K
$14.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.78K+ 14.79% |
$70.4K - $78.8K
|
21.6K
$592K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
2.6K+ 3.25% |
$65.8K - $73.7K
|
82.8K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.55K+ 1.53% |
$64.5K - $72.3K
|
170K
$4.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.46K+ 1575.0% |
$62.1K - $69.6K
|
2.61K
$71.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.45K+ 6.51% |
$61.9K - $69.3K
|
40K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.41K+ 0.4% |
$61K - $68.3K
|
604K
$16.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.38K+ 2.58% |
$60.1K - $67.3K
|
94.4K
$2.59M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.3K+ 0.51% |
$58.1K - $65K
|
450K
$12.3M
|
|