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 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-9.23K- 37.09% |
$214K - $250K
|
15.7K
$378K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-9.25K- 7.69% |
$214K - $250K
|
111K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-9.29K- 3.82% |
$215K - $251K
|
234K
$5.65M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-9.32K- 2.42% |
$216K - $252K
|
376K
$9.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-9.55K- 21.25% |
$221K - $258K
|
35.4K
$854K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-9.68K- 3.45% |
$224K - $262K
|
271K
$6.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.71K- 50.0% |
$225K - $263K
|
9.71K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-9.98K- 5.77% |
$231K - $270K
|
163K
$3.94M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10.1K- 12.4% |
$235K - $274K
|
71.6K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 1.72% |
$242K - $283K
|
599K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-10.9K- 22.28% |
$253K - $296K
|
38.1K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-11K- 99.97% |
$255K - $297K
|
3
$72.5
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-11.5K- 0.95% |
$265K - $310K
|
1.2M
$29M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-11.7K- 12.67% |
$270K - $315K
|
80.4K
$1.94M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.7K- 41.63% |
$270K - $315K
|
16.4K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-11.8K- 4.99% |
$274K - $320K
|
226K
$5.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.9K- 95.73% |
$277K - $323K
|
532
$12.9K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12.2K- 10.51% |
$282K - $330K
|
104K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.3K- 4.57% |
$285K - $332K
|
257K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-12.3K- 51.57% |
$285K - $333K
|
11.6K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-12.7K- 3.21% |
$293K - $342K
|
382K
$9.23M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-12.7K- 3.21% |
$293K - $342K
|
382K
$9.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12.8K- 82.31% |
$297K - $346K
|
2.75K
$66.5K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.1K- 6.2% |
$304K - $355K
|
199K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-13.2K- 6.24% |
$306K - $357K
|
199K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-13.8K- 55.76% |
$320K - $374K
|
11K
$265K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-14K- 14.05% |
$324K - $379K
|
85.7K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 16.11% |
$328K - $383K
|
73.8K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-14.5K- 62.16% |
$336K - $392K
|
8.82K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-14.5K- 7.4% |
$337K - $393K
|
182K
$4.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-14.6K- 94.28% |
$337K - $394K
|
884
$21.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-15.2K- 9.71% |
$351K - $410K
|
141K
$3.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-15.4K- 7.12% |
$356K - $416K
|
201K
$4.85M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15.4K- 11.37% |
$357K - $416K
|
120K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.7K- 7.42% |
$363K - $424K
|
196K
$4.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-16K- 57.79% |
$371K - $434K
|
11.7K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-16.1K- 46.14% |
$373K - $436K
|
18.8K
$454K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-18.6K- 7.77% |
$432K - $504K
|
221K
$5.34M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-18.6K- 41.65% |
$432K - $504K
|
26.1K
$631K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-20.3K- 66.18% |
$469K - $548K
|
10.4K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-20.4K- 70.38% |
$472K - $551K
|
8.58K
$207K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-20.4K- 65.92% |
$472K - $551K
|
10.5K
$255K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-20.4K- 0.98% |
$473K - $552K
|
2.07M
$50.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-20.4K- 15.24% |
$473K - $553K
|
114K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.7K- 5.76% |
$503K - $588K
|
356K
$8.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-22.2K- 12.5% |
$513K - $599K
|
155K
$3.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-22.4K- 16.95% |
$520K - $607K
|
110K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.6K- 11.95% |
$524K - $612K
|
167K
$4.03M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-23.6K- 5.51% |
$547K - $639K
|
405K
$9.79M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.3K- 9.18% |
$562K - $656K
|
240K
$5.79M
|