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
|
Mirador Capital Partners LP
|
BUY
|
- |
1.01K+ 7.09% |
$27.4K - $28.9K
|
15.2K
$418K
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
887+ 9.07% |
$24.1K - $25.4K
|
10.7K
$293K
|
|
|
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 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
828+ 0.64% |
$22.5K - $23.7K
|
131K
$3.59M
|
|
|
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
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
653+ 1.55% |
$17.7K - $18.7K
|
42.8K
$1.18M
|
|
|
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 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
393+ 0.61% |
$10.7K - $11.3K
|
64.3K
$1.76M
|
|
|
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
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
280+ 3.54% |
$7.61K - $8.02K
|
8.18K
$224K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
253+ 0.55% |
$6.87K - $7.25K
|
46.1K
$1.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
234+ 2.69% |
$6.36K - $6.7K
|
8.95K
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
177+ 0.88% |
$4.81K - $5.07K
|
20.4K
$560K
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
80+ 0.49% |
$2.17K - $2.29K
|
16.4K
$449K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
79+ 0.67% |
$2.15K - $2.26K
|
11.8K
$324K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
69New |
$1.87K - $1.98K
|
69
$1.89K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
60New |
$1.63K - $1.72K
|
60
$1.65K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
55+ 0.44% |
$1.49K - $1.58K
|
12.5K
$342K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
44+ 0.15% |
$1.2K - $1.26K
|
28.9K
$794K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41+ 0.02% |
$1.11K - $1.17K
|
231K
$6.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
41+ 0.42% |
$1.11K - $1.17K
|
9.73K
$267K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
40+ 25.0% |
$1.09K - $1.15K
|
200
$5.49K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
32+ 0.44% |
$869 - $917
|
7.23K
$198K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
31+ 0.46% |
$842 - $888
|
6.83K
$187K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28+ 0.31% |
$761 - $802
|
8.98K
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
26+ 0.15% |
$706 - $745
|
17.7K
$485K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
20+ 0.22% |
$543 - $573
|
9.18K
$252K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
12+ 0.06% |
$326 - $344
|
20.4K
$561K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
7+ 0.05% |
$190 - $201
|
13.5K
$370K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
6New |
$163 - $172
|
6
$165
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5+ 0.03% |
$136 - $143
|
19.2K
$528K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.02% |
$81.5 - $85.9
|
16.4K
$449K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.38% |
$81.5 - $85.9
|
786
$21.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
3+ 0.03% |
$81.5 - $85.9
|
9.81K
$269K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 0.53% |
$54.3 - $57.3
|
378
$10.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.04% |
$27.2 - $28.7
|
2.68K
$73.5K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
2.09MNew |
$52.9M - $59.3M
|
2.09M
$57.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.07M+ 359.67% |
$27M - $30.2M
|
1.36M
$37.4M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
814K+ 151.5% |
$20.6M - $23.1M
|
1.35M
$37.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
793K+ 1046.6% |
$20.1M - $22.5M
|
869K
$23.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
762K+ 2.28% |
$19.3M - $21.6M
|
34.2M
$938M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
646KNew |
$16.3M - $18.3M
|
646K
$17.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
644K+ 1578.66% |
$16.3M - $18.2M
|
685K
$18.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
569KNew |
$14.4M - $16.1M
|
569K
$15.6M
|
|