Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.64M+ 2148.46% |
$131M - $153M
|
5.91M
$143M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.24M+ 1165.92% |
$51.8M - $60.5M
|
2.43M
$58.7M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.76M+ 86.22% |
$40.7M - $47.6M
|
3.8M
$91.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.75M+ 219.35% |
$40.6M - $47.3M
|
2.55M
$61.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.26M+ 6516.4% |
$29.2M - $34.1M
|
1.28M
$30.9M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.06M+ 4.17% |
$24.5M - $28.6M
|
26.4M
$638M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.01MNew |
$23.4M - $27.4M
|
1.01M
$24.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
943KNew |
$21.8M - $25.5M
|
943K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
803K+ 181.01% |
$18.6M - $21.7M
|
1.25M
$30.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
653K+ 19.03% |
$15.1M - $17.6M
|
4.08M
$98.6M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
581K+ 4.22% |
$13.5M - $15.7M
|
14.3M
$346M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
520K+ 630.57% |
$12M - $14.1M
|
603K
$14.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
504K+ 65.45% |
$11.7M - $13.6M
|
1.27M
$30.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
398K+ 28.16% |
$9.22M - $10.8M
|
1.81M
$43.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
350K+ 100.56% |
$8.11M - $9.47M
|
698K
$16.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
266K+ 99.99% |
$6.15M - $7.18M
|
531K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
228KNew |
$5.27M - $6.15M
|
228K
$5.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
199K+ 5.4% |
$4.6M - $5.37M
|
3.87M
$93.6M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
198K+ 36.01% |
$4.58M - $5.34M
|
747K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
174K+ 22.61% |
$4.02M - $4.69M
|
941K
$22.7M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
171K+ 16.34% |
$3.96M - $4.62M
|
1.22M
$29.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
165K+ 6.31% |
$3.82M - $4.46M
|
2.78M
$67.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
137K+ 2.95% |
$3.17M - $3.71M
|
4.78M
$116M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
137KNew |
$3.17M - $3.7M
|
137K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
133KNew |
$3.09M - $3.61M
|
133K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
131K+ 237.71% |
$3.03M - $3.54M
|
186K
$4.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
110K+ 87.2% |
$2.55M - $2.98M
|
237K
$5.72M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106K+ 13.17% |
$2.47M - $2.88M
|
915K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95.4K+ 2604.86% |
$2.21M - $2.58M
|
99.1K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
92.8K+ 19.0% |
$2.15M - $2.51M
|
581K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
90K+ 81.05% |
$2.09M - $2.43M
|
201K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
86.3KNew |
$2M - $2.33M
|
86.3K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
80.3K+ 39.31% |
$1.86M - $2.17M
|
284K
$6.87M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
80K+ 259.37% |
$1.85M - $2.16M
|
111K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
75.4K+ 19.93% |
$1.75M - $2.04M
|
454K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72.4K+ 5.04% |
$1.68M - $1.96M
|
1.51M
$36.4M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
70.8K+ 341.54% |
$1.64M - $1.91M
|
91.5K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
57.9KNew |
$1.34M - $1.57M
|
57.9K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
56.6K+ 610.65% |
$1.31M - $1.53M
|
65.9K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
52.2KNew |
$1.21M - $1.41M
|
52.2K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
51.7KNew |
$1.2M - $1.4M
|
51.7K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
51.5K+ 223.76% |
$1.19M - $1.39M
|
74.4K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
50.7K+ 62.44% |
$1.17M - $1.37M
|
132K
$3.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
47.9K+ 7.78% |
$1.11M - $1.29M
|
663K
$16M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
47.6K+ 30.55% |
$1.1M - $1.29M
|
203K
$4.91M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
47.4K+ 14.31% |
$1.1M - $1.28M
|
379K
$9.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
47.3K+ 81.75% |
$1.1M - $1.28M
|
105K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
47.1K+ 89.16% |
$1.09M - $1.27M
|
99.9K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
46.7K+ 6.81% |
$1.08M - $1.26M
|
733K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
45.4KNew |
$1.05M - $1.23M
|
45.4K
$1.1M
|