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 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.43K- 0.56% |
$33.1K - $38.7K
|
256K
$7.15M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.48K- 7.44% |
$34.4K - $40.1K
|
18.5K
$517K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.5K- 3.5% |
$34.6K - $40.5K
|
41.3K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.51K- 2.24% |
$34.9K - $40.7K
|
65.8K
$1.84M
|
|
|
Sep 23, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-1.54K- 14.67% |
$35.7K - $41.7K
|
8.97K
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.56K- 11.47% |
$36.2K - $42.2K
|
12.1K
$337K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.56K- 0.6% |
$36.2K - $42.3K
|
259K
$7.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.57K- 45.37% |
$36.3K - $42.3K
|
1.89K
$52.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.57K- 1.57% |
$36.3K - $42.4K
|
98.5K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.61K- 1.68% |
$37.2K - $43.4K
|
94K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.61K- 2.08% |
$37.3K - $43.5K
|
75.6K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.64K- 3.42% |
$37.9K - $44.2K
|
46.1K
$1.29M
|
|
|
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
$143M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.67K- 1.01% |
$38.7K - $45.2K
|
164K
$4.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.7K- 9.27% |
$39.3K - $45.9K
|
16.6K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.7K- 9.18% |
$39.4K - $46K
|
16.8K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.71K- 13.49% |
$39.6K - $46.2K
|
11K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.74K- 19.13% |
$40.3K - $47K
|
7.35K
$206K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.75K- 1.56% |
$40.4K - $47.2K
|
110K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.75K- 3.44% |
$40.5K - $47.3K
|
49K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.75K- 11.87% |
$40.5K - $47.3K
|
13K
$364K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.76K- 11.8% |
$40.7K - $47.6K
|
13.2K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.76K- 14.66% |
$40.8K - $47.6K
|
10.3K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.79K- 15.96% |
$41.4K - $48.3K
|
9.42K
$263K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.79K- 1.59% |
$41.5K - $48.5K
|
111K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.79K- 6.47% |
$41.5K - $48.5K
|
25.9K
$725K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.81K- 1.37% |
$41.9K - $49K
|
131K
$3.65M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.81K- 7.53% |
$42K - $49K
|
22.3K
$623K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1.84K- 2.58% |
$42.5K - $49.6K
|
69.4K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.85K- 59.75% |
$42.9K - $50.1K
|
1.25K
$34.9K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.86K- 4.4% |
$43K - $50.2K
|
40.4K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.87K- 1.24% |
$43.3K - $50.5K
|
149K
$4.17M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.92K- 6.78% |
$44.5K - $51.9K
|
26.4K
$739K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.94K- 15.03% |
$44.9K - $52.4K
|
11K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.95K- 9.45% |
$45.1K - $52.6K
|
18.6K
$522K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 4.94% |
$45.6K - $53.3K
|
37.9K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.98K- 3.37% |
$45.9K - $53.6K
|
56.9K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2K- 11.43% |
$46.3K - $54.1K
|
15.5K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 0.46% |
$46.4K - $54.2K
|
433K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.01K- 7.19% |
$46.6K - $54.4K
|
26K
$727K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.08K- 2.04% |
$48.1K - $56.1K
|
99.9K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-2.08K- 0.45% |
$48.2K - $56.2K
|
461K
$12.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.16K- 1.86% |
$50K - $58.4K
|
114K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.23K- 5.68% |
$51.7K - $60.4K
|
37.1K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.24K- 2.45% |
$51.9K - $60.6K
|
89.4K
$2.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.26K- 24.99% |
$52.3K - $61.1K
|
6.78K
$190K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.29K- 8.64% |
$53.1K - $62K
|
24.2K
$678K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.3K- 5.82% |
$53.2K - $62.1K
|
37.2K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.31K- 16.5% |
$53.5K - $62.4K
|
11.7K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.33K- 1.99% |
$53.9K - $63K
|
114K
$3.2M
|