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
|
Life Steps Financial, Inc.
|
SELL
|
- |
-923- 8.69% |
$21.4K - $25K
|
9.7K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-932- 2.54% |
$21.6K - $25.2K
|
35.7K
$863K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-933- 6.68% |
$21.6K - $25.2K
|
13K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-934- 37.21% |
$21.6K - $25.3K
|
1.58K
$38.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-934- 80.94% |
$21.6K - $25.3K
|
220
$5.32K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-939- 0.81% |
$21.7K - $25.4K
|
115K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-951- 2.78% |
$22K - $25.7K
|
33.3K
$804K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-952- 86.86% |
$22K - $25.7K
|
144
$3.48K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-976- 2.63% |
$22.6K - $26.4K
|
36.2K
$874K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-986- 13.9% |
$22.8K - $26.7K
|
6.11K
$148K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-989- 8.28% |
$22.9K - $26.7K
|
11K
$265K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-1K- 1.32% |
$23.2K - $27.1K
|
75.1K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.02K- 1.24% |
$23.6K - $27.6K
|
81K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.02K- 1.77% |
$23.7K - $27.6K
|
56.7K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.03K- 6.32% |
$23.9K - $27.9K
|
15.3K
$369K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.03K- 3.73% |
$23.9K - $27.9K
|
26.7K
$644K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.05K- 6.37% |
$24.3K - $28.3K
|
15.4K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 0.7% |
$25K - $29.1K
|
153K
$3.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.08K- 5.97% |
$25.1K - $29.3K
|
17K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.11K- 0.71% |
$25.6K - $29.9K
|
155K
$3.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.15K- 2.84% |
$26.5K - $31K
|
39.2K
$947K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.16K- 4.28% |
$26.9K - $31.4K
|
26K
$628K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1.18K- 20.78% |
$27.3K - $31.9K
|
4.49K
$109K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.2K- 4.97% |
$27.8K - $32.4K
|
23K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 1.0% |
$28K - $32.7K
|
120K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-1.21K- 1.09% |
$28K - $32.7K
|
109K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.22K- 11.08% |
$28.2K - $32.9K
|
9.76K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.26K- 2.51% |
$29.1K - $34K
|
48.7K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.29K- 1.59% |
$29.8K - $34.8K
|
80K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.3K- 5.92% |
$30.2K - $35.2K
|
20.7K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.31K- 0.67% |
$30.4K - $35.4K
|
195K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.38K- 1.87% |
$31.9K - $37.2K
|
72.4K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.39K- 9.13% |
$32.2K - $37.6K
|
13.8K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.39K- 6.36% |
$32.3K - $37.7K
|
20.5K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.4K- 3.31% |
$32.3K - $37.7K
|
40.7K
$984K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-1.42K- 1.91% |
$32.9K - $38.4K
|
72.8K
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.43K- 0.56% |
$33.1K - $38.7K
|
256K
$6.17M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.48K- 7.44% |
$34.4K - $40.1K
|
18.5K
$446K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.5K- 3.5% |
$34.6K - $40.5K
|
41.3K
$998K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.51K- 2.24% |
$34.9K - $40.7K
|
65.8K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.56K- 11.47% |
$36.2K - $42.2K
|
12.1K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.56K- 0.6% |
$36.2K - $42.3K
|
259K
$6.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.57K- 45.37% |
$36.3K - $42.3K
|
1.89K
$45.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.57K- 1.57% |
$36.3K - $42.4K
|
98.5K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.61K- 1.68% |
$37.2K - $43.4K
|
94K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.61K- 2.08% |
$37.3K - $43.5K
|
75.6K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.64K- 3.42% |
$37.9K - $44.2K
|
46.1K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.66K- 0.03% |
$38.4K - $44.8K
|
5.1M
$123M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.67K- 1.01% |
$38.7K - $45.2K
|
164K
$3.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.7K- 9.27% |
$39.3K - $45.9K
|
16.6K
$402K
|