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 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.7K- 9.18% |
$39.4K - $46K
|
16.8K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.71K- 13.49% |
$39.6K - $46.2K
|
11K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.74K- 19.13% |
$40.3K - $47K
|
7.35K
$178K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.75K- 1.56% |
$40.4K - $47.2K
|
110K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.75K- 3.44% |
$40.5K - $47.3K
|
49K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.75K- 11.87% |
$40.5K - $47.3K
|
13K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.76K- 11.8% |
$40.7K - $47.6K
|
13.2K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.76K- 14.66% |
$40.8K - $47.6K
|
10.3K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.79K- 15.96% |
$41.4K - $48.3K
|
9.42K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.79K- 6.47% |
$41.5K - $48.5K
|
25.9K
$626K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.79K- 1.59% |
$41.5K - $48.5K
|
111K
$2.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.81K- 1.37% |
$41.9K - $49K
|
131K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.81K- 7.53% |
$42K - $49K
|
22.3K
$538K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1.84K- 2.58% |
$42.5K - $49.6K
|
69.4K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.85K- 59.75% |
$42.9K - $50.1K
|
1.25K
$30.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.86K- 4.4% |
$43K - $50.2K
|
40.4K
$976K
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.87K- 1.24% |
$43.3K - $50.5K
|
149K
$3.6M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.92K- 6.78% |
$44.5K - $51.9K
|
26.4K
$638K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.94K- 15.03% |
$44.9K - $52.4K
|
11K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.95K- 9.45% |
$45.1K - $52.6K
|
18.6K
$450K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 4.94% |
$45.6K - $53.3K
|
37.9K
$917K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.98K- 3.37% |
$45.9K - $53.6K
|
56.9K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2K- 11.43% |
$46.3K - $54.1K
|
15.5K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 0.46% |
$46.4K - $54.2K
|
433K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.01K- 7.19% |
$46.6K - $54.4K
|
26K
$627K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.08K- 2.04% |
$48.1K - $56.1K
|
99.9K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-2.08K- 0.45% |
$48.2K - $56.2K
|
461K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.16K- 1.86% |
$50K - $58.4K
|
114K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.23K- 5.68% |
$51.7K - $60.4K
|
37.1K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.24K- 2.45% |
$51.9K - $60.6K
|
89.4K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.26K- 24.99% |
$52.3K - $61.1K
|
6.78K
$164K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.29K- 8.64% |
$53.1K - $62K
|
24.2K
$585K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.3K- 5.82% |
$53.2K - $62.1K
|
37.2K
$899K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.31K- 16.5% |
$53.5K - $62.4K
|
11.7K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.33K- 1.69% |
$53.9K - $63K
|
136K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.33K- 1.99% |
$53.9K - $63K
|
114K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.36K- 3.97% |
$54.6K - $63.8K
|
57K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.4K- 4.69% |
$55.7K - $65K
|
48.8K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.43K- 2.14% |
$56.4K - $65.8K
|
111K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.51K- 1.95% |
$58.2K - $67.9K
|
126K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.51K- 6.67% |
$58.2K - $67.9K
|
35.1K
$849K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.52K- 10.48% |
$58.4K - $68.2K
|
21.6K
$521K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.54K- 4.04% |
$58.8K - $68.6K
|
60.3K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.54K- 11.95% |
$58.8K - $68.7K
|
18.7K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.56K- 21.81% |
$59.3K - $69.2K
|
9.18K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.56K- 9.76% |
$59.4K - $69.3K
|
23.7K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.61K- 15.18% |
$60.5K - $70.6K
|
14.6K
$353K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.66K- 2.12% |
$61.7K - $72K
|
123K
$2.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2.73K- 5.62% |
$63.2K - $73.8K
|
45.8K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-2.73K- 0.22% |
$63.3K - $73.9K
|
1.24M
$30M
|