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 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
143New |
$3.31K - $3.87K
|
143
$3.45K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
137+ 0.36% |
$3.17K - $3.7K
|
38.1K
$921K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
134+ 1.0% |
$3.1K - $3.62K
|
13.5K
$326K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
132+ 0.43% |
$3.06K - $3.57K
|
31.1K
$753K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
126+ 0.23% |
$2.92K - $3.41K
|
54.7K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
126New |
$2.92K - $3.41K
|
126
$3.04K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
125+ 0.93% |
$2.9K - $3.38K
|
13.5K
$327K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
125+ 0.63% |
$2.9K - $3.38K
|
20.1K
$485K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
124New |
$2.87K - $3.35K
|
124
$3K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
124+ 1.37% |
$2.87K - $3.35K
|
9.17K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
119+ 1.6% |
$2.76K - $3.22K
|
7.57K
$183K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
116New |
$2.69K - $3.14K
|
116
$2.8K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
113+ 0.23% |
$2.62K - $3.06K
|
48.2K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
110+ 0.54% |
$2.55K - $2.97K
|
20.4K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
104+ 0.25% |
$2.41K - $2.81K
|
41.9K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
103+ 0.36% |
$2.39K - $2.79K
|
29K
$702K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
101+ 0.14% |
$2.34K - $2.73K
|
71.8K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
98New |
$2.27K - $2.65K
|
98
$2.37K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
96+ 0.56% |
$2.22K - $2.6K
|
17.4K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
90+ 0.19% |
$2.08K - $2.43K
|
47.9K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
89+ 0.68% |
$2.06K - $2.41K
|
13.2K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
88+ 9.83% |
$2.04K - $2.38K
|
983
$23.7K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
88+ 0.39% |
$2.04K - $2.38K
|
22.8K
$550K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
86+ 0.88% |
$1.99K - $2.33K
|
9.88K
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
84+ 0.09% |
$1.95K - $2.27K
|
88.9K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
78+ 0.12% |
$1.81K - $2.11K
|
66.9K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
67+ 0.7% |
$1.55K - $1.81K
|
9.62K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
65+ 2.86% |
$1.51K - $1.76K
|
2.34K
$56.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
64+ 0.77% |
$1.48K - $1.73K
|
8.41K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
62+ 0.21% |
$1.44K - $1.68K
|
30.1K
$726K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
61+ 0.23% |
$1.41K - $1.65K
|
27K
$652K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
58+ 0.68% |
$1.34K - $1.57K
|
8.64K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
55+ 0.39% |
$1.27K - $1.49K
|
14.1K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
54+ 59.34% |
$1.25K - $1.46K
|
145
$3.5K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
50+ 1.12% |
$1.16K - $1.35K
|
4.53K
$109K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
48+ 0.22% |
$1.11K - $1.3K
|
21.5K
$519K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
43+ 0.11% |
$996 - $1.16K
|
40.1K
$969K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
43+ 0.08% |
$996 - $1.16K
|
51.3K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
43+ 7.61% |
$996 - $1.16K
|
608
$14.7K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
42+ 1.45% |
$973 - $1.14K
|
2.95K
$71.2K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
40+ 0.24% |
$926 - $1.08K
|
17.1K
$412K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 3.03% |
$926 - $1.08K
|
1.36K
$32.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
36+ 0.18% |
$834 - $973
|
20.3K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
36+ 0.21% |
$834 - $973
|
17.4K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
35+ 0.22% |
$811 - $946
|
16K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 0.24% |
$787 - $919
|
14.3K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
30+ 0.17% |
$695 - $811
|
18.1K
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
30New |
$695 - $811
|
30
$725
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
28+ 0.23% |
$648 - $757
|
12.4K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
28+ 0.04% |
$648 - $757
|
62.9K
$1.52M
|