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 |
|---|---|---|---|---|---|---|---|
|
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 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
79.9KNew |
$2.17M - $2.29M
|
79.9K
$2.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
66.2K+ 10.17% |
$1.8M - $1.9M
|
717K
$19.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
51.5K+ 11.14% |
$1.4M - $1.47M
|
513K
$14.1M
|
|
|
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 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
16.5K+ 2403.34% |
$449K - $474K
|
17.2K
$472K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 43.48% |
$401K - $423K
|
48.7K
$1.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.6KNew |
$396K - $418K
|
14.6K
$400K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
12.5K+ 6.5% |
$339K - $357K
|
204K
$5.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.6KNew |
$314K - $331K
|
11.6K
$317K
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10.4K+ 1.83% |
$284K - $299K
|
582K
$16M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
9.92K+ 38.15% |
$270K - $284K
|
35.9K
$985K
|
|
|
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 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.17K+ 75.03% |
$195K - $205K
|
16.7K
$459K
|
|
|
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 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.28KNew |
$62K - $65.4K
|
2.28K
$62.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.21K+ 7.69% |
$59.9K - $63.2K
|
30.9K
$847K
|
|
|
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 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.54K+ 3.85% |
$41.8K - $44.1K
|
41.6K
$1.14M
|
|
|
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 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 10.21% |
$28.4K - $29.9K
|
11.3K
$309K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.03K+ 1982.69% |
$28K - $29.5K
|
1.08K
$29.7K
|
|