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
|
Fusion Capital, LLC
|
BUY
|
- |
506+ 5.91% |
$11.7K - $13.7K
|
9.06K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
480+ 27.91% |
$11.1K - $13K
|
2.2K
$53.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
452+ 5.52% |
$10.5K - $12.2K
|
8.65K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
452+ 164.96% |
$10.5K - $12.2K
|
726
$17.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
449+ 0.57% |
$10.4K - $12.1K
|
79.4K
$1.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
430New |
$9.96K - $11.6K
|
430
$10.4K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
416+ 0.38% |
$9.63K - $11.2K
|
110K
$2.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
415+ 5.03% |
$9.61K - $11.2K
|
8.66K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
400+ 3.97% |
$9.26K - $10.8K
|
10.5K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
399+ 3.29% |
$9.24K - $10.8K
|
12.5K
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
377+ 3.21% |
$8.73K - $10.2K
|
12.1K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
371+ 198.4% |
$8.59K - $10K
|
558
$13.5K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
370+ 3.38% |
$8.57K - $10K
|
11.3K
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
352+ 0.19% |
$8.15K - $9.52K
|
189K
$4.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
350+ 1.65% |
$8.11K - $9.46K
|
21.5K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
346+ 0.13% |
$8.01K - $9.36K
|
269K
$6.5M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
334+ 4.05% |
$7.74K - $9.03K
|
8.59K
$208K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
312+ 2.19% |
$7.23K - $8.44K
|
14.6K
$352K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
309+ 3.17% |
$7.16K - $8.36K
|
10.1K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
308+ 2.24% |
$7.13K - $8.33K
|
14K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
299+ 0.9% |
$6.92K - $8.08K
|
33.7K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
293+ 1.35% |
$6.79K - $7.92K
|
21.9K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
284New |
$6.58K - $7.68K
|
284
$6.86K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
265+ 10.73% |
$6.14K - $7.17K
|
2.73K
$66.1K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
261+ 0.14% |
$6.04K - $7.06K
|
189K
$4.56M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
240+ 0.31% |
$5.56K - $6.49K
|
77.1K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
233+ 0.82% |
$5.4K - $6.3K
|
28.5K
$689K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
233+ 4.69% |
$5.4K - $6.3K
|
5.2K
$126K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.81% |
$5.33K - $6.22K
|
12.9K
$312K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
230+ 1.8% |
$5.33K - $6.22K
|
13K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
226+ 2.35% |
$5.23K - $6.11K
|
9.82K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
223+ 0.57% |
$5.16K - $6.03K
|
39K
$943K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
218New |
$5.05K - $5.89K
|
218
$5.27K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
213+ 0.59% |
$4.93K - $5.76K
|
36.6K
$884K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
212New |
$4.91K - $5.73K
|
212
$5.12K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
212New |
$4.91K - $5.73K
|
212
$5.12K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
198+ 2.01% |
$4.59K - $5.35K
|
10.1K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
194+ 0.87% |
$4.49K - $5.25K
|
22.5K
$544K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
193+ 0.97% |
$4.47K - $5.22K
|
20.1K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
188+ 0.53% |
$4.35K - $5.08K
|
35.6K
$860K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
171+ 1.88% |
$3.96K - $4.62K
|
9.28K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
169+ 0.12% |
$3.91K - $4.57K
|
146K
$3.53M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
167+ 1.68% |
$3.87K - $4.52K
|
10.1K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
164+ 100.61% |
$3.8K - $4.43K
|
327
$7.9K
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
162+ 1.76% |
$3.75K - $4.38K
|
9.36K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
162+ 0.17% |
$3.75K - $4.38K
|
97.9K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
157+ 8.58% |
$3.64K - $4.25K
|
1.99K
$48K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
155+ 1.39% |
$3.59K - $4.19K
|
11.3K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
149+ 1.2% |
$3.45K - $4.03K
|
12.5K
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
146+ 1.56% |
$3.38K - $3.95K
|
9.49K
$229K
|