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 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.39K+ 4.38% |
$55.3K - $64.5K
|
56.9K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
2.37K+ 2.77% |
$54.8K - $64K
|
87.7K
$2.12M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.32K+ 1.43% |
$53.6K - $62.6K
|
164K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.26K+ 3.41% |
$52.4K - $61.2K
|
68.5K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.25K+ 10.52% |
$52.2K - $60.9K
|
23.7K
$572K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.25K+ 14.92% |
$52K - $60.8K
|
17.3K
$418K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.21K+ 3.04% |
$51.2K - $59.8K
|
74.9K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.18K+ 2.08% |
$50.6K - $59K
|
107K
$2.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.13K+ 2.01% |
$49.3K - $57.6K
|
108K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.11K+ 4.76% |
$48.9K - $57.1K
|
46.4K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 169.17% |
$47K - $54.9K
|
3.23K
$78K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.02K+ 4.83% |
$46.8K - $54.6K
|
43.9K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$46.3K - $54.1K
|
2K
$48.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
2K+ 1.49% |
$46.2K - $54K
|
136K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.98K+ 0.57% |
$45.7K - $53.4K
|
351K
$8.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.91K+ 16.38% |
$44.1K - $51.5K
|
13.5K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.89K+ 17.66% |
$43.9K - $51.2K
|
12.6K
$305K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.87K+ 3.77% |
$43.4K - $50.7K
|
51.6K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.82K+ 3800.0% |
$42.2K - $49.3K
|
1.87K
$45.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.81K+ 1.81% |
$41.9K - $48.9K
|
102K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.79KNew |
$41.4K - $48.3K
|
1.79K
$43.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.77K+ 6.5% |
$41K - $47.8K
|
29K
$700K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.75K+ 10.13% |
$40.5K - $47.3K
|
19K
$460K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.73K+ 8.46% |
$40K - $46.7K
|
22.1K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.72K+ 46.61% |
$39.8K - $46.5K
|
5.4K
$131K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.7K+ 1.05% |
$39.3K - $45.9K
|
164K
$3.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.62K+ 11.27% |
$37.4K - $43.7K
|
16K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.61K+ 1.6% |
$37.3K - $43.5K
|
102K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.6K+ 6.9% |
$37.1K - $43.3K
|
24.8K
$600K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.6KNew |
$37K - $43.2K
|
1.6K
$38.6K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 7533.33% |
$36.6K - $42.8K
|
1.6K
$38.7K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.58K+ 10.31% |
$36.5K - $42.6K
|
16.9K
$408K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.56K+ 0.34% |
$36.1K - $42.1K
|
457K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 8.34% |
$35.8K - $41.8K
|
20.1K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.52K+ 1.28% |
$35.1K - $41K
|
120K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.5KNew |
$34.7K - $40.5K
|
1.5K
$36.2K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
1.49K+ 1.12% |
$34.4K - $40.2K
|
134K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.43K+ 3.95% |
$33.2K - $38.7K
|
37.7K
$910K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.43K+ 6.76% |
$33.1K - $38.6K
|
22.6K
$545K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.42K+ 4.63% |
$32.9K - $38.4K
|
32.1K
$775K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.39K+ 2.0% |
$32.1K - $37.5K
|
70.8K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.38K+ 0.38% |
$32.1K - $37.4K
|
369K
$8.92M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.38K+ 2.87% |
$31.9K - $37.2K
|
49.4K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.37K+ 3.06% |
$31.7K - $37K
|
46K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.36K+ 7.61% |
$31.6K - $36.9K
|
19.3K
$466K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.36K+ 7.98% |
$31.6K - $36.9K
|
18.5K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.35K+ 0.75% |
$31.4K - $36.6K
|
181K
$4.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.35K+ 1.59% |
$31.2K - $36.4K
|
86.2K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.3KNew |
$30.1K - $35.2K
|
1.3K
$31.4K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.29K+ 2.24% |
$30K - $35K
|
59K
$1.43M
|