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 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
120+ 0.43% |
$2.45K - $3.04K
|
28.2K
$790K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
115+ 0.13% |
$2.35K - $2.91K
|
89.1K
$2.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
111+ 0.23% |
$2.27K - $2.81K
|
49K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
108+ 0.49% |
$2.21K - $2.73K
|
22.3K
$623K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
105+ 0.18% |
$2.14K - $2.66K
|
60K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
102New |
$2.08K - $2.58K
|
102
$2.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
100New |
$2.04K - $2.53K
|
100
$2.8K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
100+ 0.41% |
$2.04K - $2.53K
|
24.5K
$684K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
100+ 0.74% |
$2.04K - $2.53K
|
13.6K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
100+ 0.29% |
$2.04K - $2.53K
|
34.3K
$959K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
98New |
$2K - $2.48K
|
98
$2.74K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
97+ 0.96% |
$1.98K - $2.45K
|
10.2K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
97+ 0.22% |
$1.98K - $2.45K
|
44.6K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
95+ 1.04% |
$1.94K - $2.4K
|
9.24K
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
94+ 0.08% |
$1.92K - $2.38K
|
119K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
94+ 1.16% |
$1.92K - $2.38K
|
8.22K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
91New |
$1.86K - $2.3K
|
91
$2.55K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
80+ 1.54% |
$1.63K - $2.02K
|
5.28K
$148K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
79+ 0.33% |
$1.61K - $2K
|
24.1K
$674K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
73New |
$1.49K - $1.85K
|
73
$2.04K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
72New |
$1.47K - $1.82K
|
72
$2.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
66+ 0.5% |
$1.35K - $1.67K
|
13.3K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
58New |
$1.18K - $1.47K
|
58
$1.62K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
57+ 0.59% |
$1.16K - $1.44K
|
9.76K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 0.28% |
$1.14K - $1.42K
|
20.1K
$563K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
56+ 0.33% |
$1.14K - $1.42K
|
17.1K
$479K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
49+ 0.31% |
$1K - $1.24K
|
16K
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
47+ 0.33% |
$960 - $1.19K
|
14.3K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
46+ 0.33% |
$939 - $1.16K
|
14.1K
$394K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
46+ 0.05% |
$939 - $1.16K
|
94.5K
$2.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
44+ 0.31% |
$898 - $1.11K
|
14.1K
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
44+ 0.33% |
$898 - $1.11K
|
13.3K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
43+ 0.44% |
$878 - $1.09K
|
9.75K
$273K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
41+ 0.03% |
$837 - $1.04K
|
125K
$3.49M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
40New |
$817 - $1.01K
|
40
$1.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
38+ 0.13% |
$776 - $961
|
28.6K
$799K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
37+ 0.33% |
$756 - $936
|
11.4K
$319K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36+ 3.59% |
$735 - $911
|
1.04K
$29K
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
34+ 0.08% |
$694 - $860
|
40.8K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
33+ 0.31% |
$674 - $835
|
10.7K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
32+ 17.78% |
$653 - $810
|
212
$5.93K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.31% |
$613 - $759
|
9.65K
$270K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
28+ 0.21% |
$572 - $708
|
13.5K
$378K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 0.34% |
$572 - $708
|
8.38K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 0.82% |
$572 - $708
|
3.43K
$95.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28New |
$572 - $708
|
28
$783
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
27+ 0.17% |
$551 - $683
|
16.2K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
27New |
$551 - $683
|
27
$755
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.11% |
$531 - $658
|
24.6K
$688K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
25+ 0.09% |
$511 - $633
|
29K
$812K
|