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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.05M+ 26.71% |
$144M - $178M
|
33.4M
$936M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.87M+ 67.19% |
$38.2M - $47.3M
|
4.65M
$130M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.38MNew |
$28.1M - $34.9M
|
1.38M
$38.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.24M+ 105.07% |
$25.4M - $31.5M
|
2.43M
$67.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.14M+ 7.99% |
$23.4M - $29M
|
15.5M
$433M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
962K+ 5.33% |
$19.6M - $24.3M
|
19M
$532M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
862K+ 21.11% |
$17.6M - $21.8M
|
4.94M
$138M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
656K+ 40.43% |
$13.4M - $16.6M
|
2.28M
$63.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
651KNew |
$13.3M - $16.5M
|
651K
$18.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
627K+ 311.52% |
$12.8M - $15.9M
|
828K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
489KNew |
$9.99M - $12.4M
|
489K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
477K+ 481.64% |
$9.75M - $12.1M
|
576K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
402K+ 26.66% |
$8.21M - $10.2M
|
1.91M
$53.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
386K+ 7.57% |
$7.88M - $9.76M
|
5.48M
$153M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
329KNew |
$6.73M - $8.33M
|
329K
$9.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
305K+ 24.48% |
$6.23M - $7.72M
|
1.55M
$43.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
258K+ 188.66% |
$5.27M - $6.53M
|
395K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
257K+ 1057.84% |
$5.25M - $6.5M
|
281K
$7.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
242K+ 327.98% |
$4.94M - $6.12M
|
316K
$8.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
241K+ 76.43% |
$4.91M - $6.08M
|
555K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
229K+ 23.24% |
$4.67M - $5.79M
|
1.21M
$34M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
190KNew |
$3.89M - $4.81M
|
190K
$5.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
159K+ 2578.39% |
$3.24M - $4.02M
|
165K
$4.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
155K+ 23.54% |
$3.17M - $3.93M
|
815K
$22.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
154K+ 323.09% |
$3.15M - $3.9M
|
202K
$5.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
140K+ 3.08% |
$2.86M - $3.54M
|
4.69M
$131M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
136KNew |
$2.79M - $3.45M
|
136K
$3.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
132K+ 13.09% |
$2.71M - $3.35M
|
1.14M
$32M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
130K+ 17.73% |
$2.65M - $3.28M
|
862K
$24.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
129K+ 10.1% |
$2.63M - $3.25M
|
1.4M
$39.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
128K+ 244.41% |
$2.61M - $3.24M
|
180K
$5.04M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
119K+ 11.98% |
$2.42M - $3M
|
1.11M
$31M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
117K+ 204.26% |
$2.39M - $2.96M
|
174K
$4.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
112K+ 75.6% |
$2.3M - $2.84M
|
261K
$7.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
112K+ 18.11% |
$2.28M - $2.82M
|
727K
$20.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
110K+ 45.49% |
$2.24M - $2.78M
|
352K
$9.84M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
107K+ 3.85% |
$2.19M - $2.71M
|
2.89M
$80.8M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
102K+ 26.95% |
$2.08M - $2.58M
|
481K
$13.4M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
92.1K+ 20.69% |
$1.88M - $2.33M
|
537K
$15M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
89.3KNew |
$1.82M - $2.26M
|
89.3K
$2.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
87.8KNew |
$1.79M - $2.22M
|
87.8K
$2.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
86.7KNew |
$1.77M - $2.19M
|
86.7K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
84.5K+ 261.4% |
$1.73M - $2.14M
|
117K
$3.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
84K+ 25.29% |
$1.72M - $2.13M
|
416K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.1K+ 9.08% |
$1.7M - $2.1M
|
998K
$27.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
81.9K+ 420.06% |
$1.67M - $2.07M
|
101K
$2.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
80KNew |
$1.63M - $2.03M
|
80K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
77.8K+ 277842.88% |
$1.59M - $1.97M
|
77.8K
$2.18M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
77.5K+ 69.88% |
$1.58M - $1.96M
|
188K
$5.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
77.3K+ 9.22% |
$1.58M - $1.96M
|
916K
$25.6M
|