Purchases and Sales Made in Q4 2025 in Schwab Strategic Tr Crypto The (STCE)
This table provides information about the institutional ownership of Schwab Strategic Tr Crypto The (STCE) during Q4 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR CRYPTO THE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
56.6KNew |
N/A
|
56.6K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.43K+ 30.39% |
N/A
|
6.12K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.02K+ 38.26% |
N/A
|
3.68K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
854New |
N/A
|
854
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
415+ 207.5% |
N/A
|
615
$0
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
117New |
N/A
|
117
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15+ 3.86% |
N/A
|
404
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2+ 2.41% |
N/A
|
85
$0
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.61K- 2.78% |
N/A
|
56.4K
$0
|
|