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 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-475- 0.9% |
$11K - $12.8K
|
52.4K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-478- 0.87% |
$11.1K - $12.9K
|
54.2K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-481- 1.4% |
$11.1K - $13K
|
33.8K
$817K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-493- 3.28% |
$11.4K - $13.3K
|
14.5K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-493- 2.37% |
$11.4K - $13.3K
|
20.3K
$492K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-507- 0.29% |
$11.7K - $13.7K
|
175K
$4.23M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-520- 10.96% |
$12K - $14.1K
|
4.23K
$102K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-536- 93.38% |
$12.4K - $14.5K
|
38
$918
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-540- 1.87% |
$12.5K - $14.6K
|
28.4K
$686K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-546- 4.08% |
$12.6K - $14.8K
|
12.8K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-561- 3.21% |
$13K - $15.2K
|
16.9K
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-564- 1.16% |
$13.1K - $15.3K
|
48.1K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-566- 2.92% |
$13.1K - $15.3K
|
18.8K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-570- 3.37% |
$13.2K - $15.4K
|
16.3K
$394K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-572- 2.17% |
$13.2K - $15.5K
|
25.8K
$624K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-577- 2.37% |
$13.4K - $15.6K
|
23.7K
$573K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-583- 1.03% |
$13.5K - $15.8K
|
56.3K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-597- 3.36% |
$13.8K - $16.1K
|
17.2K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-605- 1.33% |
$14K - $16.4K
|
44.8K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-606- 4.57% |
$14K - $16.4K
|
12.7K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-624- 7.38% |
$14.5K - $16.9K
|
7.83K
$189K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-640- 0.12% |
$14.8K - $17.3K
|
532K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-654- 2.53% |
$15.1K - $17.7K
|
25.1K
$608K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-657- 10.56% |
$15.2K - $17.8K
|
5.56K
$134K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-665- 4.37% |
$15.4K - $18K
|
14.6K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-670- 5.91% |
$15.5K - $18.1K
|
10.7K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-675- 3.45% |
$15.6K - $18.3K
|
18.9K
$456K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-686- 1.74% |
$15.9K - $18.5K
|
38.7K
$935K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-689- 1.76% |
$16K - $18.6K
|
38.4K
$927K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-691- 3.38% |
$16K - $18.7K
|
19.8K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-701- 0.29% |
$16.2K - $19K
|
239K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-710- 5.18% |
$16.4K - $19.2K
|
13K
$314K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-720- 4.23% |
$16.7K - $19.5K
|
16.3K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-722- 0.57% |
$16.7K - $19.5K
|
126K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-731- 2.73% |
$16.9K - $19.8K
|
26.1K
$630K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-734- 8.75% |
$17K - $19.8K
|
7.65K
$185K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-737- 0.84% |
$17.1K - $19.9K
|
86.9K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-758- 4.46% |
$17.6K - $20.5K
|
16.2K
$392K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-789- 1.62% |
$18.3K - $21.3K
|
47.8K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-800- 1.36% |
$18.5K - $21.6K
|
58.1K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-818- 7.45% |
$18.9K - $22.1K
|
10.2K
$245K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-821- 2.42% |
$19K - $22.2K
|
33.1K
$799K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-822- 32.24% |
$19K - $22.2K
|
1.73K
$41.7K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-823- 6.83% |
$19.1K - $22.3K
|
11.2K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-831- 3.49% |
$19.2K - $22.5K
|
23K
$555K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-859- 3.38% |
$19.9K - $23.2K
|
24.5K
$593K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-866- 6.03% |
$20.1K - $23.4K
|
13.5K
$326K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-871- 0.6% |
$20.2K - $23.6K
|
144K
$3.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-884- 8.48% |
$20.5K - $23.9K
|
9.54K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-903- 3.22% |
$20.9K - $24.4K
|
27.2K
$656K
|