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 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.33K- 1.69% |
$53.9K - $63K
|
136K
$3.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.36K- 3.97% |
$54.6K - $63.8K
|
57K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.4K- 4.69% |
$55.7K - $65K
|
48.8K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.43K- 2.14% |
$56.4K - $65.8K
|
111K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.51K- 1.95% |
$58.2K - $67.9K
|
126K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.51K- 6.67% |
$58.2K - $67.9K
|
35.1K
$983K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.52K- 10.48% |
$58.4K - $68.2K
|
21.6K
$603K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.54K- 4.04% |
$58.8K - $68.6K
|
60.3K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.54K- 11.95% |
$58.8K - $68.7K
|
18.7K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.56K- 21.81% |
$59.3K - $69.2K
|
9.18K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.56K- 9.76% |
$59.4K - $69.3K
|
23.7K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.61K- 15.18% |
$60.5K - $70.6K
|
14.6K
$408K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.66K- 2.12% |
$61.7K - $72K
|
123K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2.73K- 5.62% |
$63.2K - $73.8K
|
45.8K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-2.73K- 0.22% |
$63.3K - $73.9K
|
1.24M
$34.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.86K- 0.92% |
$66.1K - $77.2K
|
309K
$8.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 3.95% |
$67.2K - $78.4K
|
70.5K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.93K- 15.03% |
$67.9K - $79.2K
|
16.6K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.95K- 1.58% |
$68.3K - $79.7K
|
184K
$5.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.95K- 2.06% |
$68.4K - $79.8K
|
140K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3K- 2.86% |
$69.4K - $81K
|
102K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3K- 2.3% |
$69.5K - $81.1K
|
127K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.02K- 95.56% |
$69.9K - $81.6K
|
140
$3.92K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.03K- 13.23% |
$70.3K - $82K
|
19.9K
$557K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-3.05K- 23.57% |
$70.6K - $82.4K
|
9.88K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.06K- 34.0% |
$70.8K - $82.7K
|
5.93K
$166K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-3.06K- 16.22% |
$70.9K - $82.8K
|
15.8K
$443K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3.1K- 94.17% |
$71.8K - $83.9K
|
192
$5.37K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.11K- 2.96% |
$72.1K - $84.1K
|
102K
$2.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.13K- 4.37% |
$72.5K - $84.6K
|
68.4K
$1.91M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.26K- 5.52% |
$75.4K - $88K
|
55.8K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-3.26K- 1.73% |
$75.4K - $88.1K
|
185K
$5.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.34K- 4.72% |
$77.2K - $90.2K
|
67.3K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-3.48K- 2.85% |
$80.7K - $94.2K
|
119K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.51K- 15.84% |
$81.3K - $94.9K
|
18.7K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.52K- 17.11% |
$81.5K - $95.2K
|
17.1K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.61K- 5.93% |
$83.6K - $97.6K
|
57.3K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.69K- 21.37% |
$85.4K - $99.7K
|
13.6K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-3.7K- 8.14% |
$85.6K - $99.9K
|
41.7K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3.73K- 3.14% |
$86.4K - $101K
|
115K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-3.78K- 10.28% |
$87.5K - $102K
|
33K
$923K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.83K- 7.35% |
$88.6K - $103K
|
48.2K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3.94K- 19.88% |
$91.3K - $107K
|
15.9K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.97K- 16.91% |
$91.9K - $107K
|
19.5K
$546K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.97K- 1.76% |
$91.9K - $107K
|
222K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.97K- 0.13% |
$92K - $107K
|
2.94M
$82.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4K- 1.75% |
$92.6K - $108K
|
225K
$6.29M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-4.09K- 27.7% |
$94.7K - $111K
|
10.7K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-4.1K- 9.45% |
$94.9K - $111K
|
39.3K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.11K- 30.54% |
$95.3K - $111K
|
9.36K
$262K
|