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 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
600+ 0.58% |
$13.9K - $16.2K
|
103K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
592+ 5.77% |
$13.7K - $16K
|
10.8K
$304K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
583+ 0.35% |
$13.5K - $15.8K
|
169K
$4.74M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
561+ 3.19% |
$13K - $15.2K
|
18.1K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
561+ 3.19% |
$13K - $15.2K
|
18.1K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
547+ 0.46% |
$12.7K - $14.8K
|
119K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
545+ 3.8% |
$12.6K - $14.7K
|
14.9K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
544+ 5.7% |
$12.6K - $14.7K
|
10.1K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
536+ 13.26% |
$12.4K - $14.5K
|
4.58K
$128K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
516+ 20.86% |
$12K - $14K
|
2.99K
$83.7K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
508+ 0.07% |
$11.8K - $13.7K
|
761K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
506+ 5.91% |
$11.7K - $13.7K
|
9.06K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
480+ 27.91% |
$11.1K - $13K
|
2.2K
$61.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
452+ 5.52% |
$10.5K - $12.2K
|
8.65K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
452+ 164.96% |
$10.5K - $12.2K
|
726
$20.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
449+ 0.57% |
$10.4K - $12.1K
|
79.4K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
430New |
$9.96K - $11.6K
|
430
$12K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
416+ 0.38% |
$9.63K - $11.2K
|
110K
$3.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
415+ 5.03% |
$9.61K - $11.2K
|
8.66K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
400+ 3.97% |
$9.26K - $10.8K
|
10.5K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
399+ 3.29% |
$9.24K - $10.8K
|
12.5K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
377+ 3.21% |
$8.73K - $10.2K
|
12.1K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
371+ 198.4% |
$8.59K - $10K
|
558
$15.6K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
370+ 3.38% |
$8.57K - $10K
|
11.3K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
352+ 0.19% |
$8.15K - $9.52K
|
189K
$5.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
350+ 1.65% |
$8.11K - $9.46K
|
21.5K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
346+ 0.13% |
$8.01K - $9.36K
|
269K
$7.53M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
334+ 4.05% |
$7.74K - $9.03K
|
8.59K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
312+ 2.19% |
$7.23K - $8.44K
|
14.6K
$408K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
309+ 3.17% |
$7.16K - $8.36K
|
10.1K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
308+ 2.24% |
$7.13K - $8.33K
|
14K
$393K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
299+ 0.9% |
$6.92K - $8.08K
|
33.7K
$942K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
293+ 1.35% |
$6.79K - $7.92K
|
21.9K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
284New |
$6.58K - $7.68K
|
284
$7.95K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
265+ 10.73% |
$6.14K - $7.17K
|
2.73K
$76.5K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
261+ 0.14% |
$6.04K - $7.06K
|
189K
$5.28M
|
|
|
Aug 25, 2025
Q1 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
250+ 1.04% |
$5.79K - $6.76K
|
24.4K
$682K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
240+ 0.31% |
$5.56K - $6.49K
|
77.1K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
233+ 0.82% |
$5.4K - $6.3K
|
28.5K
$798K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
233+ 4.69% |
$5.4K - $6.3K
|
5.2K
$145K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
230+ 1.8% |
$5.33K - $6.22K
|
13K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.81% |
$5.33K - $6.22K
|
12.9K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
226+ 2.35% |
$5.23K - $6.11K
|
9.82K
$275K
|
|
|
Oct 30, 2025
Q1 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
224+ 2.47% |
$5.19K - $6.06K
|
9.29K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
223+ 0.57% |
$5.16K - $6.03K
|
39K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
218New |
$5.05K - $5.89K
|
218
$6.1K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
213+ 0.59% |
$4.93K - $5.76K
|
36.6K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
212New |
$4.91K - $5.73K
|
212
$5.93K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
212New |
$4.91K - $5.73K
|
212
$5.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
198+ 2.01% |
$4.59K - $5.35K
|
10.1K
$282K
|