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 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20K- 19.72% |
$544K - $574K
|
81.5K
$2.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
66.2K+ 10.17% |
$1.8M - $1.9M
|
717K
$19.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.01K+ 7.09% |
$27.4K - $28.9K
|
15.2K
$418K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.86K+ 4.09% |
$105K - $111K
|
98.3K
$2.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-33.1K- 7.59% |
$899K - $948K
|
403K
$11.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-295- 1.45% |
$8.02K - $8.45K
|
20K
$549K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.47K- 5.2% |
$94.3K - $99.5K
|
63.3K
$1.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
9.54KNew |
$259K - $273K
|
9.54K
$262K
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.85K+ 1.76% |
$50.2K - $52.9K
|
107K
$2.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.46K+ 52.24% |
$93.9K - $99K
|
10.1K
$276K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-98.4K- 48.61% |
$2.67M - $2.82M
|
104K
$2.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-22.4K- 44.4% |
$609K - $642K
|
28K
$769K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.51K- 2.07% |
$41.1K - $43.3K
|
71.5K
$1.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4K- 9.84% |
$109K - $114K
|
36.6K
$1M
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
80+ 0.49% |
$2.17K - $2.29K
|
16.4K
$449K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.47K- 6.77% |
$257K - $271K
|
130K
$3.58M
|
|
|
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
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
9.57K+ 1.02% |
$260K - $274K
|
951K
$26.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-301- 0.15% |
$8.18K - $8.62K
|
201K
$5.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.53K+ 1.32% |
$41.5K - $43.8K
|
117K
$3.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
79+ 0.67% |
$2.15K - $2.26K
|
11.8K
$324K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
854+ 2.39% |
$23.2K - $24.5K
|
36.6K
$1M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
8.03K+ 1.48% |
$218K - $230K
|
550K
$15.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41+ 0.02% |
$1.11K - $1.17K
|
231K
$6.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-282- 1.41% |
$7.66K - $8.08K
|
19.7K
$540K
|
|
|
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
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
108K+ 7.28% |
$2.93M - $3.08M
|
1.59M
$43.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.12K+ 3108.33% |
$30.4K - $32.1K
|
1.16K
$31.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 0.53% |
$54.3 - $57.3
|
378
$10.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.22K+ 2.63% |
$87.6K - $92.4K
|
126K
$3.45M
|
|
|
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
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.04K- 9.31% |
$28.2K - $29.7K
|
10.1K
$277K
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-320- 1.83% |
$8.69K - $9.17K
|
17.2K
$470K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
25.3K+ 91.14% |
$688K - $726K
|
53.1K
$1.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
20+ 0.22% |
$543 - $573
|
9.18K
$252K
|
|
|
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
|
|