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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28New |
$648 - $757
|
28
$676
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
28+ 0.23% |
$648 - $757
|
12.4K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
28+ 0.04% |
$648 - $757
|
62.9K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
27New |
$625 - $730
|
27
$652
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
27+ 0.25% |
$625 - $730
|
10.8K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
27+ 0.24% |
$625 - $730
|
11.4K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
25+ 0.16% |
$579 - $676
|
16.1K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
23+ 0.18% |
$533 - $622
|
12.7K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
22+ 0.23% |
$510 - $595
|
9.62K
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.21% |
$510 - $595
|
10.6K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
22+ 0.14% |
$510 - $595
|
15.9K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.67% |
$510 - $595
|
3.32K
$80.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
21+ 0.11% |
$486 - $568
|
18.3K
$442K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 0.1% |
$463 - $541
|
19.3K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
20+ 0.11% |
$463 - $541
|
17.5K
$422K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
17+ 0.03% |
$394 - $460
|
62.8K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
17+ 0.03% |
$394 - $460
|
67.5K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17+ 0.1% |
$394 - $460
|
16.5K
$398K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16+ 0.67% |
$371 - $433
|
2.41K
$58.3K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.06% |
$347 - $406
|
23.3K
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
13+ 0.24% |
$301 - $352
|
5.5K
$133K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12New |
$278 - $324
|
12
$290
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 14.63% |
$278 - $324
|
94
$2.27K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
12+ 0.09% |
$278 - $324
|
13.3K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
11+ 0.04% |
$255 - $297
|
28.8K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 0.22% |
$185 - $216
|
3.63K
$87.7K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.05% |
$185 - $216
|
14.6K
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
7+ 0.0% |
$162 - $189
|
425K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.07% |
$162 - $189
|
9.94K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6+ 0.02% |
$139 - $162
|
34.3K
$828K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
6+ 0.04% |
$139 - $162
|
16.9K
$409K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
5+ 0.02% |
$116 - $135
|
20.9K
$504K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.16% |
$92.6 - $108
|
2.43K
$58.7K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
4+ 0.04% |
$92.6 - $108
|
11K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 0.0% |
$92.6 - $108
|
258K
$6.24M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.02% |
$92.6 - $108
|
17.1K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2+ 0.02% |
$46.3 - $54.1
|
12.4K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2+ 0.1% |
$46.3 - $54.1
|
1.92K
$46.4K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.37% |
$46.3 - $54.1
|
537
$13K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.07% |
$46.3 - $54.1
|
2.98K
$72.1K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.26% |
$46.3 - $54.1
|
778
$18.8K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.2% |
$46.3 - $54.1
|
1K
$24.2K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$23.2 - $27
|
728
$17.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
13.7K
$330K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$23.2 - $27
|
24.6K
$593K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.09% |
$23.2 - $27
|
93
$2.25K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
11.2K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.03% |
$23.2 - $27
|
3.02K
$73.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.5% |
$23.2 - $27
|
201
$4.86K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.04% |
$23.2 - $27
|
2.51K
$60.7K
|