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 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
120+ 18.4% |
$3.03K - $3.4K
|
772
$21.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
113+ 0.96% |
$2.86K - $3.2K
|
11.8K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$2.53K - $2.83K
|
100
$2.74K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
100+ 1.69% |
$2.53K - $2.83K
|
6.03K
$165K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
100+ 14.79% |
$2.53K - $2.83K
|
776
$21.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
99+ 0.29% |
$2.5K - $2.8K
|
34.4K
$943K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
92+ 0.65% |
$2.33K - $2.61K
|
14.2K
$390K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
90+ 0.11% |
$2.28K - $2.55K
|
81.5K
$2.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
90+ 0.45% |
$2.28K - $2.55K
|
20.2K
$555K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
88+ 0.16% |
$2.23K - $2.49K
|
56.2K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
86+ 0.84% |
$2.17K - $2.44K
|
10.4K
$284K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85New |
$2.15K - $2.41K
|
85
$2.33K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
84+ 0.32% |
$2.12K - $2.38K
|
26.2K
$720K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
81+ 0.2% |
$2.05K - $2.29K
|
40.9K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
80+ 0.95% |
$2.02K - $2.27K
|
8.49K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
78+ 0.21% |
$1.97K - $2.21K
|
37.6K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
77+ 0.32% |
$1.95K - $2.18K
|
24.2K
$663K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
70+ 0.11% |
$1.77K - $1.98K
|
64K
$1.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
70+ 5.23% |
$1.77K - $1.98K
|
1.41K
$38.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
69+ 0.12% |
$1.75K - $1.95K
|
55.4K
$1.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
65+ 0.99% |
$1.64K - $1.84K
|
6.62K
$181K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
65+ 0.54% |
$1.64K - $1.84K
|
12.2K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
60+ 0.55% |
$1.52K - $1.7K
|
11.1K
$303K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
58New |
$1.47K - $1.64K
|
58
$1.59K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
57+ 0.33% |
$1.44K - $1.61K
|
17.1K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
57+ 1900.0% |
$1.44K - $1.61K
|
60
$1.65K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
55+ 0.35% |
$1.39K - $1.56K
|
15.8K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
53New |
$1.34K - $1.5K
|
53
$1.45K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
48+ 0.3% |
$1.21K - $1.36K
|
16.1K
$441K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
48+ 0.23% |
$1.21K - $1.36K
|
20.8K
$571K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
45+ 0.32% |
$1.14K - $1.27K
|
14.1K
$387K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
43+ 0.44% |
$1.09K - $1.22K
|
9.81K
$269K
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
42+ 0.31% |
$1.06K - $1.19K
|
13.4K
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
41+ 0.31% |
$1.04K - $1.16K
|
13.4K
$366K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
37+ 0.08% |
$936 - $1.05K
|
49K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
37+ 0.32% |
$936 - $1.05K
|
11.4K
$314K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
34+ 0.06% |
$860 - $963
|
61K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.0% |
$835 - $935
|
828K
$22.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
32+ 0.17% |
$809 - $907
|
18.4K
$504K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 0.11% |
$809 - $907
|
28.9K
$792K
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
31+ 0.29% |
$784 - $878
|
10.7K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
30+ 0.22% |
$759 - $850
|
13.9K
$381K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.31% |
$759 - $850
|
9.68K
$266K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
29+ 0.01% |
$733 - $822
|
436K
$12M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
27+ 0.32% |
$683 - $765
|
8.41K
$231K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
25+ 0.03% |
$632 - $708
|
72.7K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24+ 0.66% |
$607 - $680
|
3.65K
$100K
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
24+ 0.04% |
$607 - $680
|
62.9K
$1.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24+ 0.1% |
$607 - $680
|
24.1K
$660K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
23+ 0.04% |
$582 - $652
|
62.1K
$1.7M
|
|