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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-737- 0.84% |
$17.1K - $19.9K
|
86.9K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-758- 4.46% |
$17.6K - $20.5K
|
16.2K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-789- 1.62% |
$18.3K - $21.3K
|
47.8K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-800- 1.36% |
$18.5K - $21.6K
|
58.1K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-818- 7.45% |
$18.9K - $22.1K
|
10.2K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-821- 2.42% |
$19K - $22.2K
|
33.1K
$925K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-822- 32.24% |
$19K - $22.2K
|
1.73K
$48.3K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-823- 6.83% |
$19.1K - $22.3K
|
11.2K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-831- 3.49% |
$19.2K - $22.5K
|
23K
$642K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-859- 3.38% |
$19.9K - $23.2K
|
24.5K
$687K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-866- 6.03% |
$20.1K - $23.4K
|
13.5K
$378K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-871- 0.6% |
$20.2K - $23.6K
|
144K
$4.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-884- 8.48% |
$20.5K - $23.9K
|
9.54K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-903- 3.22% |
$20.9K - $24.4K
|
27.2K
$760K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-923- 8.69% |
$21.4K - $25K
|
9.7K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-932- 2.54% |
$21.6K - $25.2K
|
35.7K
$999K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-933- 6.68% |
$21.6K - $25.2K
|
13K
$365K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-934- 37.21% |
$21.6K - $25.3K
|
1.58K
$44.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-934- 80.94% |
$21.6K - $25.3K
|
220
$6.16K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-939- 0.81% |
$21.7K - $25.4K
|
115K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-951- 2.78% |
$22K - $25.7K
|
33.3K
$931K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-952- 86.86% |
$22K - $25.7K
|
144
$4.03K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-976- 2.63% |
$22.6K - $26.4K
|
36.2K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-986- 13.9% |
$22.8K - $26.7K
|
6.11K
$171K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-989- 8.28% |
$22.9K - $26.7K
|
11K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-1K- 1.32% |
$23.2K - $27.1K
|
75.1K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.02K- 1.24% |
$23.6K - $27.6K
|
81K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.02K- 1.77% |
$23.7K - $27.6K
|
56.7K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.03K- 6.32% |
$23.9K - $27.9K
|
15.3K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.03K- 3.73% |
$23.9K - $27.9K
|
26.7K
$746K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.05K- 6.37% |
$24.3K - $28.3K
|
15.4K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 0.7% |
$25K - $29.1K
|
153K
$4.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.08K- 5.97% |
$25.1K - $29.3K
|
17K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.11K- 0.71% |
$25.6K - $29.9K
|
155K
$4.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.15K- 2.84% |
$26.5K - $31K
|
39.2K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.16K- 4.28% |
$26.9K - $31.4K
|
26K
$728K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1.18K- 20.78% |
$27.3K - $31.9K
|
4.49K
$126K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.2K- 4.97% |
$27.8K - $32.4K
|
23K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 1.0% |
$28K - $32.7K
|
120K
$3.35M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-1.21K- 1.09% |
$28K - $32.7K
|
109K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.22K- 11.08% |
$28.2K - $32.9K
|
9.76K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.26K- 2.51% |
$29.1K - $34K
|
48.7K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.29K- 1.59% |
$29.8K - $34.8K
|
80K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.3K- 5.92% |
$30.2K - $35.2K
|
20.7K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.31K- 0.67% |
$30.4K - $35.4K
|
195K
$5.45M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.38K- 1.87% |
$31.9K - $37.2K
|
72.4K
$2.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.39K- 9.13% |
$32.2K - $37.6K
|
13.8K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.39K- 6.36% |
$32.3K - $37.7K
|
20.5K
$574K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.4K- 3.31% |
$32.3K - $37.7K
|
40.7K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-1.42K- 1.91% |
$32.9K - $38.4K
|
72.8K
$2.04M
|