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 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-210- 0.43% |
$4.86K - $5.68K
|
49.1K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-212- 0.25% |
$4.91K - $5.73K
|
83.4K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-215- 0.26% |
$4.98K - $5.81K
|
83.8K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-215- 36.88% |
$4.98K - $5.81K
|
368
$8.89K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-218- 1.61% |
$5.05K - $5.89K
|
13.3K
$321K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-222- 0.97% |
$5.14K - $6K
|
22.8K
$550K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-229- 0.57% |
$5.3K - $6.19K
|
39.7K
$959K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-229- 17.71% |
$5.3K - $6.19K
|
1.06K
$25.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-234- 0.85% |
$5.42K - $6.33K
|
27.4K
$663K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-236- 62.77% |
$5.47K - $6.38K
|
140
$3.38K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-245- 1.64% |
$5.67K - $6.62K
|
14.7K
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-245- 0.71% |
$5.67K - $6.62K
|
34.2K
$826K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-255- 0.52% |
$5.91K - $6.9K
|
49K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-263- 0.86% |
$6.09K - $7.11K
|
30.2K
$730K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-263- 0.22% |
$6.09K - $7.11K
|
120K
$2.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-270- 2.59% |
$6.25K - $7.3K
|
10.2K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-276- 1.89% |
$6.39K - $7.46K
|
14.3K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-280- 69.14% |
$6.48K - $7.57K
|
125
$3.02K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-280- 3.48% |
$6.48K - $7.57K
|
7.76K
$187K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-281- 3.01% |
$6.51K - $7.6K
|
9.07K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-282- 28.14% |
$6.53K - $7.63K
|
720
$17.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-288- 9.81% |
$6.67K - $7.79K
|
2.65K
$64K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-291- 3.24% |
$6.74K - $7.87K
|
8.7K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-300- 0.98% |
$6.95K - $8.11K
|
30.3K
$733K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-301- 3.37% |
$6.97K - $8.14K
|
8.62K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-304- 1.61% |
$7.04K - $8.22K
|
18.6K
$449K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-309- 0.76% |
$7.16K - $8.36K
|
40.1K
$969K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-310- 3.89% |
$7.18K - $8.38K
|
7.66K
$185K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-311- 0.48% |
$7.2K - $8.41K
|
64.2K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-359- 0.36% |
$8.31K - $9.71K
|
99K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-363- 3.78% |
$8.41K - $9.82K
|
9.23K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-366- 1.34% |
$8.48K - $9.9K
|
27K
$651K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-369- 12.44% |
$8.55K - $9.98K
|
2.6K
$62.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-373- 3.2% |
$8.64K - $10.1K
|
11.3K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-377- 1.04% |
$8.73K - $10.2K
|
35.8K
$866K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-377- 0.58% |
$8.73K - $10.2K
|
64.3K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-379- 0.63% |
$8.78K - $10.2K
|
59.8K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-400- 1.19% |
$9.26K - $10.8K
|
33.3K
$804K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-401- 0.41% |
$9.29K - $10.8K
|
98.5K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-417- 2.26% |
$9.66K - $11.3K
|
18K
$436K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-424- 0.44% |
$9.82K - $11.5K
|
95.7K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-438- 0.5% |
$10.1K - $11.8K
|
87.1K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-440- 2.69% |
$10.2K - $11.9K
|
15.9K
$384K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-446- 3.49% |
$10.3K - $12.1K
|
12.3K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-453- 6.28% |
$10.5K - $12.2K
|
6.76K
$163K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-460- 1.19% |
$10.7K - $12.4K
|
38.1K
$921K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-463- 0.72% |
$10.7K - $12.5K
|
64.1K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-463- 0.66% |
$10.7K - $12.5K
|
70K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-464- 4.45% |
$10.7K - $12.5K
|
9.97K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-470- 3.72% |
$10.9K - $12.7K
|
12.2K
$294K
|