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 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-379- 0.63% |
$8.78K - $10.2K
|
59.8K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-400- 1.19% |
$9.26K - $10.8K
|
33.3K
$931K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-401- 0.41% |
$9.29K - $10.8K
|
98.5K
$2.76M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-417- 2.26% |
$9.66K - $11.3K
|
18K
$505K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-424- 0.44% |
$9.82K - $11.5K
|
95.7K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-438- 0.5% |
$10.1K - $11.8K
|
87.1K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-440- 2.69% |
$10.2K - $11.9K
|
15.9K
$445K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-446- 3.49% |
$10.3K - $12.1K
|
12.3K
$346K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-453- 6.28% |
$10.5K - $12.2K
|
6.76K
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-460- 1.19% |
$10.7K - $12.4K
|
38.1K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-463- 0.72% |
$10.7K - $12.5K
|
64.1K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-463- 0.66% |
$10.7K - $12.5K
|
70K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-464- 4.45% |
$10.7K - $12.5K
|
9.97K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-470- 3.72% |
$10.9K - $12.7K
|
12.2K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-475- 0.9% |
$11K - $12.8K
|
52.4K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-478- 0.87% |
$11.1K - $12.9K
|
54.2K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-481- 1.4% |
$11.1K - $13K
|
33.8K
$947K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-493- 3.28% |
$11.4K - $13.3K
|
14.5K
$406K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-493- 2.37% |
$11.4K - $13.3K
|
20.3K
$569K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-507- 0.29% |
$11.7K - $13.7K
|
175K
$4.9M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-520- 10.96% |
$12K - $14.1K
|
4.23K
$118K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-536- 93.38% |
$12.4K - $14.5K
|
38
$1.06K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-540- 1.87% |
$12.5K - $14.6K
|
28.4K
$794K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-546- 4.08% |
$12.6K - $14.8K
|
12.8K
$359K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-561- 3.21% |
$13K - $15.2K
|
16.9K
$473K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-564- 1.16% |
$13.1K - $15.3K
|
48.1K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-566- 2.92% |
$13.1K - $15.3K
|
18.8K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-570- 3.37% |
$13.2K - $15.4K
|
16.3K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-572- 2.17% |
$13.2K - $15.5K
|
25.8K
$723K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-577- 2.37% |
$13.4K - $15.6K
|
23.7K
$664K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-583- 1.03% |
$13.5K - $15.8K
|
56.3K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-597- 3.36% |
$13.8K - $16.1K
|
17.2K
$481K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-605- 1.33% |
$14K - $16.4K
|
44.8K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-606- 4.57% |
$14K - $16.4K
|
12.7K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-624- 7.38% |
$14.5K - $16.9K
|
7.83K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-640- 0.12% |
$14.8K - $17.3K
|
532K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-654- 2.53% |
$15.1K - $17.7K
|
25.1K
$704K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-657- 10.56% |
$15.2K - $17.8K
|
5.56K
$156K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-665- 4.37% |
$15.4K - $18K
|
14.6K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-670- 5.91% |
$15.5K - $18.1K
|
10.7K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-675- 3.45% |
$15.6K - $18.3K
|
18.9K
$528K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-686- 1.74% |
$15.9K - $18.5K
|
38.7K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-689- 1.76% |
$16K - $18.6K
|
38.4K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-691- 3.38% |
$16K - $18.7K
|
19.8K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-701- 0.29% |
$16.2K - $19K
|
239K
$6.7M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-710- 5.18% |
$16.4K - $19.2K
|
13K
$364K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-720- 4.23% |
$16.7K - $19.5K
|
16.3K
$457K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-722- 0.57% |
$16.7K - $19.5K
|
126K
$3.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-731- 2.73% |
$16.9K - $19.8K
|
26.1K
$729K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-734- 8.75% |
$17K - $19.8K
|
7.65K
$214K
|