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 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
9.98K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.0% |
$23.2 - $27
|
94.2K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
9.81K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.61% |
$23.2 - $27
|
166
$4.01K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
10.5K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- -0.0% |
$23.2 - $27
|
26.5K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2- -0.0% |
$46.3 - $54.1
|
44.5K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16- 0.93% |
$371 - $433
|
1.71K
$41.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21- -0.0% |
$486 - $568
|
728K
$17.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-23- 0.26% |
$533 - $622
|
8.97K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-26- 0.11% |
$602 - $703
|
23.2K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-32- 0.73% |
$741 - $865
|
4.36K
$105K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-33- 0.14% |
$764 - $892
|
23.2K
$562K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-39- 0.1% |
$903 - $1.05K
|
40.6K
$981K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-40- 0.11% |
$926 - $1.08K
|
35.8K
$866K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-40- 4.76% |
$926 - $1.08K
|
800
$19.3K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 13.51% |
$926 - $1.08K
|
256
$6.18K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-44- 0.25% |
$1.02K - $1.19K
|
17.9K
$432K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-54- 0.27% |
$1.25K - $1.46K
|
19.7K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-66- 2.31% |
$1.53K - $1.78K
|
2.79K
$67.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-79- 0.15% |
$1.83K - $2.14K
|
54.2K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-82- 0.15% |
$1.9K - $2.22K
|
53.5K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-102- 0.45% |
$2.36K - $2.76K
|
22.5K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-102- 0.18% |
$2.36K - $2.76K
|
55.4K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-103- 0.04% |
$2.39K - $2.79K
|
271K
$6.55M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-105- 0.79% |
$2.43K - $2.84K
|
13.2K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-106- 0.62% |
$2.45K - $2.87K
|
17K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-114- 29.08% |
$2.64K - $3.08K
|
278
$6.72K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-122- 0.34% |
$2.83K - $3.3K
|
36K
$870K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-125- 0.5% |
$2.9K - $3.38K
|
25K
$604K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-126- 0.64% |
$2.92K - $3.41K
|
19.5K
$471K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-138- 0.93% |
$3.2K - $3.73K
|
14.7K
$356K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-143- 0.38% |
$3.31K - $3.87K
|
37.3K
$900K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-144- 0.16% |
$3.34K - $3.89K
|
91.3K
$2.21M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-145- 0.51% |
$3.36K - $3.92K
|
28.1K
$680K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-151- 0.74% |
$3.5K - $4.08K
|
20.3K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-153- 0.23% |
$3.54K - $4.14K
|
66.7K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-153- 74.63% |
$3.54K - $4.14K
|
52
$1.26K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-154- 6.32% |
$3.57K - $4.16K
|
2.28K
$55.2K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-155- 0.37% |
$3.59K - $4.19K
|
41.9K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-156Closed |
$3.61K - $4.22K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-169- 0.35% |
$3.91K - $4.57K
|
48.1K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-171- 37.01% |
$3.96K - $4.62K
|
291
$7.03K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-180- 0.33% |
$4.17K - $4.87K
|
55K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-185- 0.93% |
$4.28K - $5K
|
19.8K
$478K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-186- 1.04% |
$4.31K - $5.03K
|
17.6K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-187- 0.68% |
$4.33K - $5.06K
|
27.3K
$661K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-199- 1.16% |
$4.61K - $5.38K
|
17K
$411K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-200- 1.9% |
$4.63K - $5.41K
|
10.3K
$249K
|