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 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-85.7K- 3.57% |
$1.99M - $2.32M
|
2.31M
$64.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-92.5K- 84.11% |
$2.14M - $2.5M
|
17.5K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-94K- 14.61% |
$2.18M - $2.54M
|
549K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-106K- 27.65% |
$2.46M - $2.87M
|
278K
$7.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-115K- 87.16% |
$2.67M - $3.11M
|
17K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-123K- 87.81% |
$2.86M - $3.34M
|
17.1K
$479K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-134K- 23.43% |
$3.11M - $3.63M
|
438K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-134K- 93.6% |
$3.11M - $3.63M
|
9.19K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-160K- 8.48% |
$3.7M - $4.32M
|
1.73M
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-171K- 31.09% |
$3.96M - $4.63M
|
379K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-193K- 14.52% |
$4.47M - $5.22M
|
1.14M
$31.8M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-327K- 98.32% |
$7.57M - $8.84M
|
5.6K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-353K- 54.61% |
$8.17M - $9.53M
|
293K
$8.2M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-355K- 84.16% |
$8.21M - $9.59M
|
66.7K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-361K- 15.72% |
$8.36M - $9.76M
|
1.93M
$54.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-362K- 35.53% |
$8.37M - $9.78M
|
656K
$18.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-444K- 80.09% |
$10.3M - $12M
|
111K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-674K- 85.88% |
$15.6M - $18.2M
|
111K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-717K- 80.67% |
$16.6M - $19.4M
|
172K
$4.81M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-914K- 96.51% |
$21.2M - $24.7M
|
33.1K
$925K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.26M- 98.52% |
$29.2M - $34.1M
|
18.9K
$530K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.56M- 61.36% |
$36.2M - $42.3M
|
985K
$27.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.19M- 51.79% |
$50.8M - $59.3M
|
2.04M
$57.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.82M- 44.68% |
$65.3M - $76.2M
|
3.49M
$97.6M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.66M- 95.73% |
$131M - $153M
|
252K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.3M- 61.03% |
$655M - $765M
|
18.1M
$505M
|