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 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
16K+ 56.03% |
$370K - $432K
|
44.5K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
15.6K+ 100.0% |
$360K - $421K
|
31.1K
$752K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
15.2K+ 2.46% |
$351K - $410K
|
633K
$15.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.1KNew |
$349K - $407K
|
15.1K
$364K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
14.8K+ 8.69% |
$342K - $400K
|
185K
$4.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
14.4K+ 12.95% |
$334K - $390K
|
126K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.2K+ 1.21% |
$328K - $383K
|
1.18M
$28.6M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
14K+ 16.12% |
$323K - $377K
|
101K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.7K+ 14.0% |
$318K - $371K
|
112K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
13.7K+ 55.33% |
$317K - $370K
|
38.5K
$929K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
13.7K+ 4.1% |
$317K - $370K
|
347K
$8.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
13.4K+ 4.54% |
$310K - $362K
|
308K
$7.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
13.3KNew |
$308K - $359K
|
13.3K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
13.2K+ 8.86% |
$305K - $356K
|
162K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
13.2K+ 8.86% |
$305K - $356K
|
162K
$3.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
13.1K+ 15.89% |
$304K - $355K
|
95.8K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 1.35% |
$285K - $332K
|
926K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12K+ 9.81% |
$277K - $323K
|
134K
$3.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12K+ 10.88% |
$277K - $323K
|
122K
$2.94M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.9K+ 2244.17% |
$277K - $323K
|
12.5K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.8KNew |
$273K - $318K
|
11.8K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
11.7KNew |
$271K - $317K
|
11.7K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11.7K+ 2.57% |
$270K - $316K
|
466K
$11.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
11.5KNew |
$266K - $311K
|
11.5K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
11.3K+ 1.8% |
$262K - $306K
|
638K
$15.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11.1KNew |
$258K - $301K
|
11.1K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11.1K+ 9.8% |
$257K - $300K
|
124K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
11.1KNew |
$257K - $300K
|
11.1K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11K+ 3.74% |
$256K - $298K
|
306K
$7.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.8K+ 4.86% |
$250K - $292K
|
233K
$5.62M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.7K+ 88.23% |
$248K - $289K
|
22.8K
$551K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
10.7KNew |
$247K - $289K
|
10.7K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
10.7K+ 4.62% |
$247K - $288K
|
241K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 11.78% |
$247K - $288K
|
101K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.6KNew |
$246K - $288K
|
10.6K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10.5K+ 13.57% |
$243K - $284K
|
87.7K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 2.8% |
$240K - $280K
|
380K
$9.19M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.1KNew |
$235K - $274K
|
10.1K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
9.98K+ 21.25% |
$231K - $270K
|
57K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9.81K+ 11.93% |
$227K - $265K
|
92K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.72K+ 18.86% |
$225K - $263K
|
61.3K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.7KNew |
$225K - $262K
|
9.7K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.64KNew |
$223K - $261K
|
9.64K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.63KNew |
$223K - $260K
|
9.63K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.35K+ 92.79% |
$216K - $253K
|
19.4K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.23K+ 2196.9% |
$214K - $249K
|
9.65K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.19K+ 77.25% |
$213K - $249K
|
21.1K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
9.14KNew |
$212K - $247K
|
9.14K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.12K+ 101.21% |
$211K - $247K
|
18.1K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
9.07K+ 4.57% |
$210K - $245K
|
208K
$5.02M
|