Purchases and Sales Made in Q4 2025 in Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA) during Q4 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US SMALL-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
196KNew |
$5.32M - $5.61M
|
196K
$5.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
108K+ 7.28% |
$2.93M - $3.08M
|
1.59M
$43.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
91.7K+ 175.46% |
$2.49M - $2.63M
|
144K
$3.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
66.2K+ 10.17% |
$1.8M - $1.9M
|
717K
$19.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
36.8K+ 4.93% |
$999K - $1.05M
|
783K
$21.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
26KNew |
$707K - $746K
|
26K
$714K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.6K+ 181.99% |
$696K - $733K
|
39.7K
$1.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
25.3K+ 91.14% |
$688K - $726K
|
53.1K
$1.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
16.7KNew |
$454K - $479K
|
16.7K
$458K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 43.48% |
$401K - $423K
|
48.7K
$1.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
12.5K+ 6.5% |
$339K - $357K
|
204K
$5.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10.4K+ 1.83% |
$284K - $299K
|
582K
$16M
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
9.57K+ 1.02% |
$260K - $274K
|
951K
$26.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
9.54KNew |
$259K - $273K
|
9.54K
$262K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
8.85KNew |
$240K - $254K
|
8.85K
$243K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
8.03K+ 1.48% |
$218K - $230K
|
550K
$15.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
7.94K+ 6.79% |
$216K - $227K
|
125K
$3.42M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.84K+ 2.65% |
$213K - $225K
|
304K
$8.34M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
7.41KNew |
$201K - $212K
|
7.41K
$203K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.78K+ 10.35% |
$130K - $137K
|
51K
$1.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.62K+ 4.61% |
$125K - $132K
|
105K
$2.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.86K+ 4.09% |
$105K - $111K
|
98.3K
$2.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.59K+ 1.38% |
$97.5K - $103K
|
263K
$7.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.46K+ 16.02% |
$93.9K - $99K
|
25K
$687K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.46K+ 52.24% |
$93.9K - $99K
|
10.1K
$276K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.41K+ 0.35% |
$92.6K - $97.7K
|
980K
$26.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.28K+ 4.3% |
$89K - $93.9K
|
79.4K
$2.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.22K+ 2.63% |
$87.6K - $92.4K
|
126K
$3.45M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.9K+ 15.8% |
$78.7K - $82.9K
|
21.2K
$582K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.82K+ 2.72% |
$76.5K - $80.7K
|
107K
$2.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.32K+ 11.73% |
$63.1K - $66.5K
|
22.1K
$606K
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.85K+ 1.76% |
$50.2K - $52.9K
|
107K
$2.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 2.55% |
$49.3K - $52K
|
72.8K
$2M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.78K+ 2.73% |
$48.4K - $51.1K
|
67.2K
$1.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.53K+ 1.32% |
$41.5K - $43.8K
|
117K
$3.21M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.25K+ 1.1% |
$33.8K - $35.7K
|
115K
$3.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.22K+ 7.23% |
$33.1K - $34.9K
|
18.1K
$496K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.12K+ 3108.33% |
$30.4K - $32.1K
|
1.16K
$31.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.03K+ 1982.69% |
$28K - $29.5K
|
1.08K
$29.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.01K+ 7.09% |
$27.4K - $28.9K
|
15.2K
$418K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
868+ 5.02% |
$23.6K - $24.9K
|
18.2K
$498K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
854+ 2.39% |
$23.2K - $24.5K
|
36.6K
$1M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
690+ 0.51% |
$18.7K - $19.8K
|
136K
$3.73M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
586+ 0.41% |
$15.9K - $16.8K
|
143K
$3.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
452+ 0.21% |
$12.3K - $12.9K
|
219K
$6.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
446+ 19.05% |
$12.1K - $12.8K
|
2.79K
$76.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
389+ 1.93% |
$10.6K - $11.1K
|
20.6K
$565K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
381+ 1.26% |
$10.4K - $10.9K
|
30.7K
$842K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
329+ 3.85% |
$8.94K - $9.43K
|
8.88K
$243K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
281+ 25.57% |
$7.63K - $8.05K
|
1.38K
$37.9K
|
|