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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
25+ 0.24% |
$511 - $633
|
10.3K
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
24+ 0.04% |
$490 - $607
|
62.8K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
24+ 0.2% |
$490 - $607
|
11.7K
$328K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22+ 0.32% |
$449 - $557
|
6.8K
$190K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
22+ 0.1% |
$449 - $557
|
21.5K
$601K
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
22+ 0.17% |
$449 - $557
|
13.1K
$366K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
20+ 0.83% |
$408 - $506
|
2.43K
$68K
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
18+ 0.27% |
$368 - $455
|
6.78K
$190K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15+ 0.08% |
$306 - $380
|
18.3K
$513K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12+ 0.94% |
$245 - $304
|
1.29K
$36K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
11+ 0.08% |
$225 - $278
|
14.6K
$409K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11+ 0.06% |
$225 - $278
|
17.1K
$477K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
11+ 0.05% |
$225 - $278
|
20.2K
$564K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
9+ 0.1% |
$184 - $228
|
9.24K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 0.31% |
$143 - $177
|
2.29K
$64.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.22% |
$123 - $152
|
2.74K
$76.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5+ 0.06% |
$102 - $127
|
8.58K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
5+ 0.03% |
$102 - $127
|
17.2K
$480K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4+ 21.05% |
$81.7 - $101
|
23
$644
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3+ 0.1% |
$61.3 - $75.9
|
2.99K
$83.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3+ 0.16% |
$61.3 - $75.9
|
1.93K
$53.9K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 0.38% |
$61.3 - $75.9
|
803
$22.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.02% |
$61.3 - $75.9
|
19.3K
$540K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 0.03% |
$61.3 - $75.9
|
11.2K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3+ 0.02% |
$61.3 - $75.9
|
12.4K
$347K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3New |
$61.3 - $75.9
|
3
$83.9
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
3+ 0.07% |
$61.3 - $75.9
|
4.5K
$126K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2+ 0.02% |
$40.8 - $50.6
|
10.5K
$295K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.26% |
$40.8 - $50.6
|
780
$21.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$40.8 - $50.6
|
11K
$307K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.07% |
$40.8 - $50.6
|
2.95K
$82.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1+ 0.0% |
$20.4 - $25.3
|
46K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$20.4 - $25.3
|
12.2K
$340K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$20.4 - $25.3
|
9.81K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.1% |
$20.4 - $25.3
|
1K
$28.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.27% |
$20.4 - $25.3
|
369
$10.3K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1New |
$20.4 - $25.3
|
1
$28
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.8% |
$20.4 - $25.3
|
126
$3.53K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.0% |
$20.4 - $25.3
|
26.5K
$743K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
1+ 0.01% |
$20.4 - $25.3
|
18.5K
$517K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.01% |
$20.4 - $25.3
|
18.1K
$507K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$20.4 - $25.3
|
11K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$20.4 - $25.3
|
8.62K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$102 - $127
|
21.5K
$602K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.07% |
$143 - $177
|
9.93K
$278K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-8- 0.06% |
$163 - $202
|
13.6K
$381K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-8- 0.07% |
$163 - $202
|
11.5K
$323K
|