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 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
9.01KNew |
$209K - $244K
|
9.01K
$218K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
8.94KNew |
$207K - $242K
|
8.94K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
8.91K+ 22.94% |
$206K - $241K
|
47.8K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.9KNew |
$206K - $241K
|
8.9K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
8.89K+ 1785.14% |
$206K - $240K
|
9.39K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
8.87KNew |
$205K - $240K
|
8.87K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.76KNew |
$203K - $237K
|
8.76K
$212K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.7KNew |
$202K - $235K
|
8.7K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8.66K+ 2.28% |
$201K - $234K
|
389K
$9.41M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.64K+ 18.51% |
$200K - $234K
|
55.3K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8.36K+ 11.28% |
$194K - $226K
|
82.5K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.35K+ 15.45% |
$193K - $226K
|
62.4K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
8.34K+ 4.55% |
$193K - $225K
|
191K
$4.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
8.29K+ 9.48% |
$192K - $224K
|
95.7K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
7.9KNew |
$183K - $214K
|
7.9K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.84K+ 7.69% |
$182K - $212K
|
110K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.73K+ 45.77% |
$179K - $209K
|
24.6K
$595K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7.25K+ 11.69% |
$168K - $196K
|
69.2K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
7.19K+ 6.09% |
$167K - $195K
|
125K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
7.16K+ 1.18% |
$166K - $194K
|
615K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
7.09KNew |
$164K - $192K
|
7.09K
$171K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
7.05K+ 5.2% |
$163K - $191K
|
142K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.89K+ 7.4% |
$160K - $186K
|
100K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
6.69K+ 1.13% |
$155K - $181K
|
599K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.62K+ 14.32% |
$153K - $179K
|
52.8K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.07K+ 2.03% |
$141K - $164K
|
305K
$7.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.89K+ 3.37% |
$136K - $159K
|
181K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.77K+ 5.23% |
$134K - $156K
|
116K
$2.8M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.66K+ 9.27% |
$131K - $153K
|
66.7K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
5.65K+ 12.19% |
$131K - $153K
|
52K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.55K+ 29.3% |
$129K - $150K
|
24.5K
$592K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.51K+ 2.91% |
$128K - $149K
|
195K
$4.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.5K+ 7.57% |
$127K - $149K
|
78.2K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.29K+ 3.46% |
$123K - $143K
|
158K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.29K+ 61.24% |
$122K - $143K
|
13.9K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.28K+ 53.63% |
$122K - $143K
|
15.1K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.18K+ 101.25% |
$120K - $140K
|
10.3K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.17K+ 15.36% |
$120K - $140K
|
38.8K
$938K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.14K+ 2.11% |
$119K - $139K
|
249K
$6.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.12K+ 16.84% |
$118K - $138K
|
35.5K
$858K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
4.99K+ 22.77% |
$116K - $135K
|
26.9K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.99K+ 18.24% |
$115K - $135K
|
32.3K
$781K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4.93K+ 2.87% |
$114K - $133K
|
177K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.91K+ 53.69% |
$114K - $133K
|
14.1K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.91K+ 2.53% |
$114K - $133K
|
199K
$4.8M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
4.83K+ 10.72% |
$112K - $130K
|
49.8K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.57K+ 1.46% |
$106K - $124K
|
319K
$7.7M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.56K+ 949.38% |
$106K - $123K
|
5.04K
$122K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
4.5K+ 58.69% |
$104K - $122K
|
12.2K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
4.41K+ 8.62% |
$102K - $119K
|
55.6K
$1.34M
|