Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.87M+ 67.19% |
$38.2M - $47.3M
|
4.65M
$123M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.38MNew |
$28.1M - $34.9M
|
1.38M
$36.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
656K+ 40.43% |
$13.4M - $16.6M
|
2.28M
$60.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
651KNew |
$13.3M - $16.5M
|
651K
$17.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
627K+ 311.52% |
$12.8M - $15.9M
|
828K
$21.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
258K+ 188.66% |
$5.27M - $6.53M
|
395K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
190KNew |
$3.89M - $4.81M
|
190K
$5.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
155K+ 23.54% |
$3.17M - $3.93M
|
815K
$21.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
154K+ 323.09% |
$3.15M - $3.9M
|
202K
$5.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
136KNew |
$2.79M - $3.45M
|
136K
$3.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
132K+ 13.09% |
$2.71M - $3.35M
|
1.14M
$30.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
130K+ 17.73% |
$2.65M - $3.28M
|
862K
$22.7M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
102K+ 26.95% |
$2.08M - $2.58M
|
481K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
75.9K+ 11.99% |
$1.55M - $1.92M
|
709K
$18.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
63.3K+ 87.37% |
$1.29M - $1.6M
|
136K
$3.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
62.2K+ 329.71% |
$1.27M - $1.57M
|
81.1K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59.7K+ 6.33% |
$1.22M - $1.51M
|
1M
$26.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
58.6KNew |
$1.2M - $1.48M
|
58.6K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
58.4K+ 8.48% |
$1.19M - $1.48M
|
747K
$19.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
56.2K+ 6.2% |
$1.15M - $1.42M
|
963K
$25.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
51.5K+ 25.32% |
$1.05M - $1.3M
|
255K
$6.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
47.9KNew |
$977K - $1.21M
|
47.9K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
42.1K+ 26.63% |
$861K - $1.07M
|
200K
$5.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
39.2K+ 3.46% |
$801K - $993K
|
1.17M
$30.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38.9K+ 172.5% |
$794K - $983K
|
61.4K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
35.1K+ 28.09% |
$717K - $888K
|
160K
$4.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
33.9K+ 3.57% |
$692K - $857K
|
983K
$25.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
31.1K+ 8.96% |
$635K - $787K
|
378K
$9.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
31K+ 15.41% |
$632K - $783K
|
232K
$6.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
30K+ 295.49% |
$613K - $760K
|
40.2K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
28.1K+ 5.12% |
$573K - $710K
|
576K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 33.85% |
$560K - $693K
|
108K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.2K+ 341.77% |
$535K - $663K
|
33.9K
$892K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.2K+ 5.86% |
$515K - $639K
|
456K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.3K+ 5.18% |
$434K - $538K
|
431K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
20.3K+ 1.83% |
$414K - $513K
|
1.13M
$29.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20K+ 8.83% |
$408K - $506K
|
246K
$6.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19.8K+ 2.99% |
$405K - $502K
|
683K
$18M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
19.7K+ 8.16% |
$402K - $498K
|
261K
$6.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
18.3KNew |
$373K - $462K
|
18.3K
$481K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
16.4K+ 36.77% |
$335K - $415K
|
61K
$1.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.3KNew |
$333K - $413K
|
16.3K
$430K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16.2KNew |
$332K - $411K
|
16.2K
$428K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
16K+ 6.82% |
$326K - $404K
|
250K
$6.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
15.6KNew |
$319K - $395K
|
15.6K
$411K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.1KNew |
$307K - $381K
|
15.1K
$397K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14.9K+ 5.84% |
$305K - $378K
|
271K
$7.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
14.3K+ 14.96% |
$293K - $362K
|
110K
$2.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
13.7K+ 12.34% |
$280K - $347K
|
125K
$3.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
13.4KNew |
$274K - $340K
|
13.4K
$354K
|