Latest Institutional Transactions on Schwab Strategic Tr Us Small C (SCHA)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Small C (SCHA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.62K+ 4.61% |
$125K - $132K
|
105K
$2.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
446+ 19.05% |
$12.1K - $12.8K
|
2.79K
$76.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
690+ 0.51% |
$18.7K - $19.8K
|
136K
$3.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
60New |
$1.63K - $1.72K
|
60
$1.65K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.22K+ 7.23% |
$33.1K - $34.9K
|
18.1K
$496K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
177+ 0.88% |
$4.81K - $5.07K
|
20.4K
$560K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-3.5K- 3.38% |
$95.1K - $100K
|
99.9K
$2.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-675- 1.15% |
$18.3K - $19.3K
|
58.2K
$1.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.82K+ 2.72% |
$76.5K - $80.7K
|
107K
$2.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-2.42K- 3.12% |
$65.7K - $69.3K
|
75K
$2.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.12K- 1.18% |
$139K - $147K
|
428K
$11.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-13K- 37.36% |
$353K - $372K
|
21.8K
$598K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-180- 0.81% |
$4.89K - $5.16K
|
22.1K
$607K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
16.7KNew |
$454K - $479K
|
16.7K
$458K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
7.41KNew |
$201K - $212K
|
7.41K
$203K
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.3K- 3.76% |
$35.3K - $37.2K
|
33.3K
$913K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.34K- 11.11% |
$36.4K - $38.4K
|
10.7K
$294K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-405- 5.12% |
$11K - $11.6K
|
7.5K
$206K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
44+ 0.15% |
$1.2K - $1.26K
|
28.9K
$794K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
253+ 0.55% |
$6.87K - $7.25K
|
46.1K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.59K+ 1.38% |
$97.5K - $103K
|
263K
$7.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.83K- 19.42% |
$76.8K - $80.9K
|
11.7K
$322K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.08K- 2.23% |
$56.5K - $59.6K
|
91.4K
$2.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-4- 17.39% |
$109 - $115
|
19
$521
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-5.59K- 66.52% |
$152K - $160K
|
2.81K
$77.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-3.3K- 0.75% |
$89.6K - $94.4K
|
438K
$12M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
12.5K+ 6.5% |
$339K - $357K
|
204K
$5.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-37K- 83.69% |
$1.01M - $1.06M
|
7.21K
$198K
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-275- 0.87% |
$7.47K - $7.88K
|
31.3K
$858K
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
91.7K+ 175.46% |
$2.49M - $2.63M
|
144K
$3.95M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
868+ 5.02% |
$23.6K - $24.9K
|
18.2K
$498K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
32+ 0.44% |
$869 - $917
|
7.23K
$198K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.84K+ 2.65% |
$213K - $225K
|
304K
$8.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.9K+ 15.8% |
$78.7K - $82.9K
|
21.2K
$582K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-912- 4.28% |
$24.8K - $26.1K
|
20.4K
$560K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-18- 0.04% |
$489 - $516
|
49.7K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-4.2K- 7.66% |
$114K - $120K
|
50.6K
$1.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-331- 0.49% |
$8.99K - $9.48K
|
66.7K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-143K- 3.14% |
$3.88M - $4.09M
|
4.41M
$121M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
69New |
$1.87K - $1.98K
|
69
$1.89K
|
|
|
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
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.04% |
$27.2 - $28.7
|
2.68K
$73.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-117- 0.23% |
$3.18K - $3.35K
|
50K
$1.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
41+ 0.42% |
$1.11K - $1.17K
|
9.73K
$267K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
281+ 25.57% |
$7.63K - $8.05K
|
1.38K
$37.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.03K+ 1982.69% |
$28K - $29.5K
|
1.08K
$29.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.58K- 12.55% |
$70K - $73.9K
|
18K
$493K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.45K- 13.11% |
$148K - $156K
|
36.1K
$991K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
36.8K+ 4.93% |
$999K - $1.05M
|
783K
$21.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-96.6K- 10.04% |
$2.63M - $2.77M
|
866K
$23.7M
|
|