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 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.86K- 0.92% |
$66.1K - $77.2K
|
309K
$7.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 3.95% |
$67.2K - $78.4K
|
70.5K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.93K- 15.03% |
$67.9K - $79.2K
|
16.6K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.95K- 1.58% |
$68.3K - $79.7K
|
184K
$4.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.95K- 2.06% |
$68.4K - $79.8K
|
140K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3K- 2.86% |
$69.4K - $81K
|
102K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3K- 2.3% |
$69.5K - $81.1K
|
127K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.02K- 95.56% |
$69.9K - $81.6K
|
140
$3.38K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.03K- 13.23% |
$70.3K - $82K
|
19.9K
$481K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-3.05K- 23.57% |
$70.6K - $82.4K
|
9.88K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.06K- 34.0% |
$70.8K - $82.7K
|
5.93K
$143K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-3.06K- 16.22% |
$70.9K - $82.8K
|
15.8K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3.1K- 94.17% |
$71.8K - $83.9K
|
192
$4.64K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.11K- 2.96% |
$72.1K - $84.1K
|
102K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.13K- 4.37% |
$72.5K - $84.6K
|
68.4K
$1.65M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.26K- 5.52% |
$75.4K - $88K
|
55.8K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-3.26K- 1.73% |
$75.4K - $88.1K
|
185K
$4.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.34K- 4.72% |
$77.2K - $90.2K
|
67.3K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-3.48K- 2.85% |
$80.7K - $94.2K
|
119K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.51K- 15.84% |
$81.3K - $94.9K
|
18.7K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.52K- 17.11% |
$81.5K - $95.2K
|
17.1K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.61K- 5.93% |
$83.6K - $97.6K
|
57.3K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.69K- 21.37% |
$85.4K - $99.7K
|
13.6K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-3.7K- 8.14% |
$85.6K - $99.9K
|
41.7K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3.73K- 3.14% |
$86.4K - $101K
|
115K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-3.78K- 10.28% |
$87.5K - $102K
|
33K
$797K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.83K- 7.35% |
$88.6K - $103K
|
48.2K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3.94K- 19.88% |
$91.3K - $107K
|
15.9K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.97K- 1.76% |
$91.9K - $107K
|
222K
$5.35M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.97K- 16.91% |
$91.9K - $107K
|
19.5K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.97K- 0.13% |
$92K - $107K
|
2.94M
$71M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4K- 1.75% |
$92.6K - $108K
|
225K
$5.44M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-4.09K- 27.7% |
$94.7K - $111K
|
10.7K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-4.1K- 9.45% |
$94.9K - $111K
|
39.3K
$949K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.11K- 30.54% |
$95.3K - $111K
|
9.36K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-4.11K- 11.07% |
$95.3K - $111K
|
33K
$798K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.14K- 2.49% |
$95.9K - $112K
|
162K
$3.92M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.17K- 2.2% |
$96.6K - $113K
|
186K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.19K- 8.82% |
$97K - $113K
|
43.3K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-4.2K- 9.3% |
$97.2K - $113K
|
40.9K
$989K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-4.21K- 7.72% |
$97.5K - $114K
|
50.4K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.27K- 2.02% |
$98.8K - $115K
|
207K
$5.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.28K- 4.84% |
$99K - $116K
|
84K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.34K- 40.84% |
$101K - $117K
|
6.29K
$152K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.37K- 8.16% |
$101K - $118K
|
49.2K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.38K- 1.06% |
$101K - $118K
|
410K
$9.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.42K- 7.65% |
$102K - $119K
|
53.3K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.51K- 16.92% |
$105K - $122K
|
22.2K
$535K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.61K- 2.9% |
$107K - $125K
|
154K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.67K- 88.05% |
$108K - $126K
|
633
$15.3K
|