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 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 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
12.2KNew |
$330K - $348K
|
12.2K
$333K
|
|
|
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 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.56K+ 2.5% |
$178K - $188K
|
269K
$7.37M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
BUY
|
- |
5.74K+ 1.49% |
$156K - $164K
|
390K
$10.7M
|
|
|
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 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.76K+ 37.2% |
$129K - $136K
|
17.5K
$481K
|
|
|
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 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.98K+ 8.85% |
$81.1K - $85.5K
|
36.7K
$1.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.97K+ 6.81% |
$80.6K - $84.9K
|
46.5K
$1.27M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.9K+ 15.8% |
$78.7K - $82.9K
|
21.2K
$582K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.83K+ 5.78% |
$77K - $81.2K
|
51.9K
$1.42M
|
|
|
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 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.94K+ 2.41% |
$52.7K - $55.5K
|
82.4K
$2.26M
|
|
|
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
|
|