Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 12, 2025 Q1 2025
Hantz Financial Services, Inc.

BUY
 -
2
+ 0.37%
$46.3 - $54.1
537 $15K
May 07, 2025 Q1 2025
Keystone Financial Group, Inc.

Atlanta, GA
BUY
 -
2
+ 0.26%
$46.3 - $54.1
778 $21.8K
May 09, 2025 Q1 2025
Pinney & Scofield, Inc.

Cambridge, MA
BUY
 -
2
+ 0.1%
$46.3 - $54.1
1.92K $53.8K
May 14, 2025 Q1 2025
Main Street Group, LTD

Glen Allen, VA
BUY
 -
2
+ 0.2%
$46.3 - $54.1
1K $28K
Apr 21, 2025 Q1 2025
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
2
+ 0.02%
$46.3 - $54.1
12.4K $347K
Apr 14, 2025 Q1 2025
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
1
+ 0.01%
$23.2 - $27
13.7K $382K
May 09, 2025 Q1 2025
Ogorek Anthony Joseph

BUY
 -
1
+ 1.09%
$23.2 - $27
93 $2.6K
Apr 24, 2025 Q1 2025
Tfc Financial Management

BUY
 -
1
+ 0.04%
$23.2 - $27
2.51K $70.3K
May 06, 2025 Q1 2025
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
1
+ 0.03%
$23.2 - $27
3.02K $84.6K
Apr 18, 2025 Q1 2025
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.5%
$23.2 - $27
201 $5.62K
Apr 17, 2025 Q1 2025
Access Financial Services, Inc.

BUY
 -
1
+ 0.01%
$23.2 - $27
11.2K $313K
May 15, 2025 Q1 2025
Fsa Wealth Management LLC

Needham, MA
BUY
 -
1
+ 0.61%
$23.2 - $27
166 $4.64K
Apr 15, 2025 Q1 2025
Integral Investment Advisors, Inc.

BUY
 -
1
+ 0.0%
$23.2 - $27
24.6K $687K
Apr 29, 2025 Q1 2025
Callan Capital, LLC

La Jolla, CA
BUY
 -
1
+ 0.0%
$23.2 - $27
94.2K $2.63M
Apr 23, 2025 Q1 2025
Sol Capital Management CO

BUY
 -
1
+ 0.01%
$23.2 - $27
9.98K $279K
Apr 22, 2025 Q1 2025
Cross Staff Investments Inc

BUY
 -
1
+ 0.01%
$23.2 - $27
9.81K $274K
May 13, 2025 Q1 2025
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
1
+ 0.01%
$23.2 - $27
10.5K $295K
May 12, 2025 Q1 2025
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Apr 16, 2025 Q1 2025
Yoffe Investment Management, LLC

Lemoyne, PA
SELL
 -
-1
- -0.0%
$23.2 - $27
26.5K $742K
May 12, 2025 Q1 2025
Nicollet Investment Management, Inc.

Minneapolis, MN
SELL
 -
-2
- -0.0%
$46.3 - $54.1
44.5K $1.24M
May 12, 2025 Q1 2025
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-16
- 0.93%
$371 - $433
1.71K $47.9K
May 13, 2025 Q1 2025
Raymond James Financial Inc

St. Petersburg, FL
SELL
 -
-21
- -0.0%
$486 - $568
728K $20.4M
Apr 30, 2025 Q1 2025
Cfc Planning CO LLC

Cicero, IN
SELL
 -
-23
- 0.26%
$533 - $622
8.97K $251K
Apr 30, 2025 Q1 2025
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-26
- 0.11%
$602 - $703
23.2K $648K
May 09, 2025 Q1 2025
Nbz Investment Advisors LLC

Knoxville, TN
SELL
 -
-32
- 0.73%
$741 - $865
4.36K $122K
May 09, 2025 Q1 2025
Clear Investment Research, LLC

SELL
 -
-33
- 0.14%
$764 - $892
23.2K $650K
Apr 29, 2025 Q1 2025
Ifrah Financial Services, Inc.

SELL
 -
-39
- 0.1%
$903 - $1.05K
40.6K $1.14M
Apr 28, 2025 Q1 2025
American Capital Advisory, LLC

Ketchum, ID
SELL
 -
-40
- 4.76%
$926 - $1.08K
800 $22.4K
May 05, 2025 Q1 2025
Coastwise Capital Group, LLC

La Jolla, CA
SELL
 -
-40
- 0.11%
$926 - $1.08K
35.8K $1M
May 05, 2025 Q1 2025
Hazlett, Burt & Watson, Inc.

SELL
 -
-40
- 13.51%
$926 - $1.08K
256 $7.16K
Apr 17, 2025 Q1 2025
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-44
- 0.25%
$1.02K - $1.19K
17.9K $500K
Apr 24, 2025 Q1 2025
Cwc Advisors, Llc.

Lake Oswego, OR
SELL
 -
-54
- 0.27%
$1.25K - $1.46K
19.7K $551K
Apr 17, 2025 Q1 2025
Sound Income Strategies, LLC

SELL
 -
-66
- 2.31%
$1.53K - $1.78K
2.79K $78.1K
Apr 30, 2025 Q1 2025
Badgley Phelps Wealth Managers, LLC

SELL
 -
-79
- 0.15%
$1.83K - $2.14K
54.2K $1.52M
May 07, 2025 Q1 2025
Passive Capital Management, Llc.

Baltimore, MD
SELL
 -
-82
- 0.15%
$1.9K - $2.22K
53.5K $1.5M
Apr 30, 2025 Q1 2025
Valeo Financial Advisors, LLC

SELL
 -
-102
- 0.45%
$2.36K - $2.76K
22.5K $631K
Apr 24, 2025 Q1 2025
Cambridge Advisors Inc.

SELL
 -
-102
- 0.18%
$2.36K - $2.76K
55.4K $1.55M
Apr 15, 2025 Q1 2025
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-103
- 0.04%
$2.39K - $2.79K
271K $7.59M
May 08, 2025 Q1 2025
Aspiring Ventures, LLC

Cincinnati, OH
SELL
 -
-105
- 0.79%
$2.43K - $2.84K
13.2K $369K
Apr 30, 2025 Q1 2025
Mjp Associates Inc

SELL
 -
-106
- 0.62%
$2.45K - $2.87K
17K $477K
May 12, 2025 Q1 2025
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-114
- 29.08%
$2.64K - $3.08K
278 $7.78K
Apr 23, 2025 Q1 2025
S.A. Mason LLC

SELL
 -
-122
- 0.34%
$2.83K - $3.3K
36K $1.01M
Jun 16, 2025 Q1 2025
Lynx Investment Advisory

Washington, Dc, DC
SELL
 -
-123
- 0.68%
$2.85K - $3.33K
17.9K $501K
Apr 22, 2025 Q1 2025
Carret Asset Management, LLC

SELL
 -
-125
- 0.5%
$2.9K - $3.38K
25K $699K
Apr 09, 2025 Q1 2025
Smith Anglin Financial, LLC

SELL
 -
-126
- 0.64%
$2.92K - $3.41K
19.5K $545K
May 09, 2025 Q1 2025
Planning Alternatives LTD

SELL
 -
-138
- 0.93%
$3.2K - $3.73K
14.7K $412K
Apr 09, 2025 Q1 2025
Zrc Wealth Management, LLC

Santa Rosa, CA
SELL
 -
-143
- 0.38%
$3.31K - $3.87K
37.3K $1.04M
Apr 14, 2025 Q1 2025
Madden Securities Corp

SELL
 -
-144
- 0.16%
$3.34K - $3.89K
91.3K $2.56M
Apr 15, 2025 Q1 2025
West Oak Capital, LLC

SELL
 -
-145
- 0.51%
$3.36K - $3.92K
28.1K $787K

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