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 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$29.5K - $34.4K
|
1.27K
$30.8K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.27K+ 15.61% |
$29.5K - $34.4K
|
9.42K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.27KNew |
$29.4K - $34.3K
|
1.27K
$30.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.26K+ 0.43% |
$29.2K - $34.1K
|
295K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.23K+ 4.67% |
$28.6K - $33.4K
|
27.6K
$668K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.23K+ 0.41% |
$28.6K - $33.4K
|
303K
$7.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.22K+ 4.67% |
$28.2K - $32.9K
|
27.3K
$659K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.19K+ 13.19% |
$27.6K - $32.2K
|
10.2K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.17K+ 4.6% |
$27.1K - $31.7K
|
26.6K
$644K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15K+ 27.37% |
$26.6K - $31K
|
5.34K
$129K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.12K+ 10.26% |
$25.9K - $30.3K
|
12K
$291K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.09K+ 1.14% |
$25.2K - $29.4K
|
96.8K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.08K+ 1.41% |
$25.1K - $29.3K
|
77.9K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.05K+ 0.47% |
$24.3K - $28.4K
|
226K
$5.47M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.05K+ 1.53% |
$24.2K - $28.3K
|
69.3K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1KNew |
$23.2K - $27.1K
|
1K
$24.2K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
987+ 61.61% |
$22.9K - $26.7K
|
2.59K
$62.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
981+ 4.75% |
$22.7K - $26.5K
|
21.6K
$523K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
918New |
$21.3K - $24.8K
|
918
$22.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
904+ 1.99% |
$20.9K - $24.4K
|
46.2K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
900+ 2.13% |
$20.8K - $24.3K
|
43.2K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
899+ 1.95% |
$20.8K - $24.3K
|
46.9K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
884+ 10.46% |
$20.5K - $23.9K
|
9.34K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
879+ 5.99% |
$20.4K - $23.8K
|
15.5K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
877+ 2.56% |
$20.3K - $23.7K
|
35.1K
$849K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
855+ 1.6% |
$19.8K - $23.1K
|
54.1K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
796+ 6.11% |
$18.4K - $21.5K
|
13.8K
$334K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
791+ 4.97% |
$18.3K - $21.4K
|
16.7K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
764New |
$17.7K - $20.7K
|
764
$18.5K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
742+ 199.46% |
$17.2K - $20.1K
|
1.11K
$26.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
736New |
$17K - $19.9K
|
736
$17.8K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
735+ 9.95% |
$17K - $19.9K
|
8.12K
$196K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
725+ 0.4% |
$16.8K - $19.6K
|
184K
$4.44M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
686+ 2.99% |
$15.9K - $18.5K
|
23.6K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
685+ 2.17% |
$15.9K - $18.5K
|
32.3K
$779K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
674+ 1.26% |
$15.6K - $18.2K
|
54.4K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
659+ 3.88% |
$15.3K - $17.8K
|
17.7K
$427K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
642New |
$14.9K - $17.4K
|
642
$15.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
634+ 1.32% |
$14.7K - $17.1K
|
48.6K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
600+ 3.22% |
$13.9K - $16.2K
|
19.2K
$464K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
600+ 0.58% |
$13.9K - $16.2K
|
103K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
592+ 5.77% |
$13.7K - $16K
|
10.8K
$262K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
583+ 0.35% |
$13.5K - $15.8K
|
169K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
561+ 3.19% |
$13K - $15.2K
|
18.1K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
547+ 0.46% |
$12.7K - $14.8K
|
119K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
545+ 3.8% |
$12.6K - $14.7K
|
14.9K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
544+ 5.7% |
$12.6K - $14.7K
|
10.1K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
536+ 13.26% |
$12.4K - $14.5K
|
4.58K
$111K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
516+ 20.86% |
$12K - $14K
|
2.99K
$72.2K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
508+ 0.07% |
$11.8K - $13.7K
|
761K
$18.4M
|