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 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-12- 0.07% |
$245 - $304
|
16.8K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-16- 0.03% |
$327 - $405
|
50.4K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20- 0.26% |
$408 - $506
|
7.64K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-22- 0.14% |
$449 - $557
|
15.9K
$444K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-32- 0.32% |
$653 - $810
|
9.85K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-39- 2.87% |
$796 - $987
|
1.32K
$36.9K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-41- 0.44% |
$837 - $1.04K
|
9.38K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-42- 0.05% |
$858 - $1.06K
|
77.9K
$2.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-50- 0.25% |
$1.02K - $1.27K
|
19.6K
$549K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-50- 3.85% |
$1.02K - $1.27K
|
1.25K
$35K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-50- 0.53% |
$1.02K - $1.27K
|
9.37K
$262K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-50- 0.47% |
$1.02K - $1.27K
|
10.6K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-65- 0.44% |
$1.33K - $1.64K
|
14.7K
$411K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-66- 0.06% |
$1.35K - $1.67K
|
102K
$2.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-71- 0.06% |
$1.45K - $1.8K
|
110K
$3.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-75- 0.14% |
$1.53K - $1.9K
|
53.7K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-77- 0.52% |
$1.57K - $1.95K
|
14.8K
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-80- 0.39% |
$1.63K - $2.02K
|
20.4K
$572K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-80- 0.55% |
$1.63K - $2.02K
|
14.4K
$404K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-80- 31.25% |
$1.63K - $2.02K
|
176
$4.92K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-80- 0.23% |
$1.63K - $2.02K
|
34.2K
$957K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-98- 11.67% |
$2K - $2.48K
|
742
$20.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-108- 58.7% |
$2.21K - $2.73K
|
76
$2.13K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-112- 4.46% |
$2.29K - $2.83K
|
2.4K
$67.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-116- 0.84% |
$2.37K - $2.93K
|
13.7K
$384K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-118- 4.54% |
$2.41K - $2.99K
|
2.48K
$69.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-122- 0.38% |
$2.49K - $3.09K
|
31.9K
$894K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-144- 1.66% |
$2.94K - $3.64K
|
8.55K
$239K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-145- 0.77% |
$2.96K - $3.67K
|
18.8K
$526K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-146- 0.36% |
$2.98K - $3.69K
|
40.5K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-150- 0.71% |
$3.06K - $3.8K
|
21.1K
$589K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-158- 0.84% |
$3.23K - $4K
|
18.6K
$519K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-160- 0.82% |
$3.27K - $4.05K
|
19.3K
$541K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-168- 0.68% |
$3.43K - $4.25K
|
24.4K
$682K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-179- 6.91% |
$3.66K - $4.53K
|
2.41K
$67.4K
|
|
|
Oct 30, 2025
Q2 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-183- 1.97% |
$3.74K - $4.63K
|
9.11K
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-196- 0.27% |
$4K - $4.96K
|
72.6K
$2.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-197- 0.46% |
$4.02K - $4.98K
|
43K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-200- 0.15% |
$4.08K - $5.06K
|
129K
$3.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-206- 1.88% |
$4.21K - $5.21K
|
10.8K
$301K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-216- 2.21% |
$4.41K - $5.46K
|
9.54K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-218- 4.84% |
$4.45K - $5.52K
|
4.29K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-219- 75.26% |
$4.47K - $5.54K
|
72
$2.01K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-219- 0.51% |
$4.47K - $5.54K
|
43.1K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-225- 2.55% |
$4.59K - $5.69K
|
8.6K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-230- 18.7% |
$4.7K - $5.82K
|
1K
$28K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-230- 1.78% |
$4.7K - $5.82K
|
12.7K
$355K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-240- 0.48% |
$4.9K - $6.07K
|
49.5K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-243- 1.16% |
$4.96K - $6.15K
|
20.6K
$577K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-250- 25.43% |
$5.11K - $6.33K
|
733
$20.5K
|