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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
42.4KNew |
$983K - $1.15M
|
42.4K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
40.4K+ 18.16% |
$935K - $1.09M
|
263K
$6.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
39.2K+ 4.52% |
$909K - $1.06M
|
906K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37KNew |
$857K - $1M
|
37K
$894K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
33K+ 3.6% |
$763K - $891K
|
949K
$22.9M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31.9K+ 15.21% |
$739K - $863K
|
242K
$5.84M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31.2K+ 5.95% |
$723K - $844K
|
556K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
31.2K+ 19.62% |
$723K - $844K
|
190K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31K+ 10.92% |
$717K - $837K
|
315K
$7.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
30.4K+ 16.65% |
$705K - $823K
|
213K
$5.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
30.1K+ 2.79% |
$697K - $813K
|
1.11M
$26.8M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.1K+ 20.63% |
$673K - $786K
|
170K
$4.11M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.6K+ 6.86% |
$640K - $748K
|
431K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
27.3K+ 214.77% |
$632K - $738K
|
40K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25.9K+ 12.92% |
$600K - $700K
|
226K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.1K+ 0.56% |
$582K - $680K
|
4.55M
$110M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
24.8K+ 5.91% |
$575K - $671K
|
445K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.6K+ 4.17% |
$571K - $667K
|
616K
$14.9M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
24.5K+ 18.14% |
$568K - $663K
|
160K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.3KNew |
$563K - $657K
|
24.3K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
24KNew |
$556K - $649K
|
24K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24K+ 2.16% |
$555K - $648K
|
1.13M
$27.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.9K+ 80.18% |
$554K - $647K
|
53.8K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
23.6K+ 4.51% |
$547K - $639K
|
548K
$13.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
22.9KNew |
$531K - $620K
|
22.9K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
22.2K+ 219.46% |
$515K - $601K
|
32.4K
$782K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
22.2K+ 10.73% |
$515K - $601K
|
229K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$514K - $600K
|
22.2K
$536K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
21.1K+ 100.48% |
$488K - $570K
|
42.1K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
20.6K+ 3.79% |
$476K - $556K
|
563K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
20KNew |
$463K - $541K
|
20K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
19.9K+ 252.88% |
$461K - $538K
|
27.7K
$670K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
19.5KNew |
$451K - $527K
|
19.5K
$471K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.5K+ 21.97% |
$451K - $526K
|
108K
$2.61M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
18.8K+ 9.59% |
$435K - $508K
|
215K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$430K - $503K
|
18.6K
$449K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
18.2KNew |
$422K - $492K
|
18.2K
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
18.2KNew |
$421K - $491K
|
18.2K
$439K
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
18.1K+ 563.11% |
$420K - $491K
|
21.4K
$516K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
18K+ 7.39% |
$416K - $486K
|
261K
$6.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
17.7K+ 2.15% |
$409K - $478K
|
839K
$20.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
17.5KNew |
$406K - $474K
|
17.5K
$424K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
17.4K+ 2.59% |
$402K - $469K
|
688K
$16.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
16.9K+ 2.54% |
$391K - $457K
|
681K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.8K+ 10.97% |
$389K - $454K
|
170K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
16.4K+ 6.86% |
$380K - $444K
|
256K
$6.18M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
16.4KNew |
$379K - $442K
|
16.4K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
16.2K+ 3.74% |
$375K - $438K
|
449K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
16.1K+ 1.0% |
$373K - $435K
|
1.62M
$39.2M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
16.1K+ 20.48% |
$372K - $434K
|
94.4K
$2.28M
|