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 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-4.11K- 11.07% |
$95.3K - $111K
|
33K
$924K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.14K- 2.49% |
$95.9K - $112K
|
162K
$4.54M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.17K- 2.2% |
$96.6K - $113K
|
186K
$5.2M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.19K- 8.82% |
$97K - $113K
|
43.3K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-4.2K- 9.3% |
$97.2K - $113K
|
40.9K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-4.21K- 7.72% |
$97.5K - $114K
|
50.4K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.27K- 2.02% |
$98.8K - $115K
|
207K
$5.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.28K- 4.84% |
$99K - $116K
|
84K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.34K- 40.84% |
$101K - $117K
|
6.29K
$176K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.37K- 8.16% |
$101K - $118K
|
49.2K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.38K- 1.06% |
$101K - $118K
|
410K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.42K- 7.65% |
$102K - $119K
|
53.3K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.51K- 16.92% |
$105K - $122K
|
22.2K
$620K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.61K- 2.9% |
$107K - $125K
|
154K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.67K- 88.05% |
$108K - $126K
|
633
$17.7K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.83K- 9.76% |
$112K - $131K
|
44.7K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-4.89K- 1.5% |
$113K - $132K
|
321K
$8.97M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.92K- 1.66% |
$114K - $133K
|
292K
$8.16M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.98K- 33.17% |
$115K - $135K
|
10K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-5.04K- 2.65% |
$117K - $136K
|
185K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.07K- 11.0% |
$117K - $137K
|
41K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.19K- 21.07% |
$120K - $140K
|
19.4K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-5.23K- 7.89% |
$121K - $141K
|
61K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.32K- 4.7% |
$123K - $144K
|
108K
$3.02M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.35K- 17.54% |
$124K - $145K
|
25.1K
$704K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.41K- 1.22% |
$125K - $146K
|
439K
$12.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-5.45K- 30.79% |
$126K - $147K
|
12.3K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.57K- 2.71% |
$129K - $151K
|
200K
$5.6M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.74K- 22.53% |
$133K - $155K
|
19.7K
$552K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.74K- 15.19% |
$133K - $155K
|
32.1K
$897K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-5.81K- 29.26% |
$134K - $157K
|
14K
$393K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.81K- 0.91% |
$135K - $157K
|
630K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.82K- 37.81% |
$135K - $157K
|
9.58K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-5.86K- 5.31% |
$136K - $158K
|
105K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.87K- 0.94% |
$136K - $159K
|
616K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.06K- 13.32% |
$140K - $164K
|
39.4K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.12K- 2.15% |
$142K - $165K
|
278K
$7.78M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.31K- 13.05% |
$146K - $171K
|
42K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.48K- 11.63% |
$150K - $175K
|
49.3K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-6.58K- 2.3% |
$152K - $178K
|
279K
$7.81M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.65K- 2.66% |
$154K - $180K
|
243K
$6.81M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.66K- 4.38% |
$154K - $180K
|
146K
$4.07M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.88K- 1.51% |
$159K - $186K
|
448K
$12.5M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-7.05K- 37.94% |
$163K - $191K
|
11.5K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-7.23K- 35.1% |
$167K - $195K
|
13.4K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.28K- 36.46% |
$169K - $197K
|
12.7K
$355K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.3K- 2.07% |
$169K - $197K
|
345K
$9.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-7.35K- 5.56% |
$170K - $199K
|
125K
$3.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-7.5K- 0.56% |
$174K - $203K
|
1.33M
$37.3M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.53K- 8.89% |
$174K - $203K
|
77.1K
$2.16M
|