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 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-255- 0.13% |
$5.21K - $6.45K
|
199K
$5.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-258- 2.3% |
$5.27K - $6.53K
|
10.9K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-258- 7.77% |
$5.27K - $6.53K
|
3.06K
$85.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-264- 1.75% |
$5.39K - $6.68K
|
14.8K
$414K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-275- 1.35% |
$5.62K - $6.96K
|
20.1K
$561K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-275- 1.33% |
$5.62K - $6.96K
|
20.4K
$571K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-305- 0.56% |
$6.23K - $7.72K
|
54.4K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-320- 1.96% |
$6.53K - $8.1K
|
16K
$448K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-335- 3.87% |
$6.84K - $8.48K
|
8.33K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-339- 46.57% |
$6.92K - $8.58K
|
389
$10.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-342- 1.99% |
$6.98K - $8.65K
|
16.8K
$471K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-350- 35.07% |
$7.15K - $8.86K
|
648
$18.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-350- 0.71% |
$7.15K - $8.86K
|
48.6K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-357- 3.94% |
$7.29K - $9.03K
|
8.71K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-366- 6.58% |
$7.47K - $9.26K
|
5.2K
$145K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-369- 2.11% |
$7.53K - $9.34K
|
17.1K
$479K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-396- 0.95% |
$8.09K - $10K
|
41.3K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-397- 1.05% |
$8.11K - $10K
|
37.5K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-400- 2.22% |
$8.17K - $10.1K
|
17.6K
$494K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-400- 2.45% |
$8.17K - $10.1K
|
15.9K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-412- 0.46% |
$8.41K - $10.4K
|
88.9K
$2.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-412- 0.43% |
$8.41K - $10.4K
|
95.3K
$2.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-420- 1.55% |
$8.58K - $10.6K
|
26.7K
$748K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-425- 4.17% |
$8.68K - $10.8K
|
9.78K
$274K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-428- 0.39% |
$8.74K - $10.8K
|
110K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-446- 2.56% |
$9.11K - $11.3K
|
17K
$475K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-449- 1.93% |
$9.17K - $11.4K
|
22.8K
$638K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-452- 0.94% |
$9.23K - $11.4K
|
47.8K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-464- 1.19% |
$9.47K - $11.7K
|
38.6K
$1.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-480- 3.55% |
$9.8K - $12.1K
|
13K
$365K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-481- 1.5% |
$9.82K - $12.2K
|
31.6K
$884K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-492- 37.85% |
$10K - $12.4K
|
808
$22.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-500- 0.86% |
$10.2K - $12.7K
|
57.6K
$1.61M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-500- 12.5% |
$10.2K - $12.7K
|
3.5K
$97.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-501- 1.09% |
$10.2K - $12.7K
|
45.3K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-519- 1.99% |
$10.6K - $13.1K
|
25.5K
$715K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-519- 11.34% |
$10.6K - $13.1K
|
4.06K
$114K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-527- 1.73% |
$10.8K - $13.3K
|
30K
$840K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-528- 0.88% |
$10.8K - $13.4K
|
59.8K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-550- 86.75% |
$11.2K - $13.9K
|
84
$2.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-553- 4.05% |
$11.3K - $14K
|
13.1K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-558- 2.9% |
$11.4K - $14.1K
|
18.7K
$522K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-573- 0.5% |
$11.7K - $14.5K
|
114K
$3.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-575- 3.6% |
$11.7K - $14.5K
|
15.4K
$430K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 2.4% |
$12.3K - $15.2K
|
24.4K
$682K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-601- 1.66% |
$12.3K - $15.2K
|
35.6K
$995K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-601- 3.4% |
$12.3K - $15.2K
|
17.1K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-606- 1.36% |
$12.4K - $15.3K
|
44K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-607- 1.07% |
$12.4K - $15.4K
|
56.1K
$1.57M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-614- 1.1% |
$12.5K - $15.5K
|
55.1K
$1.54M
|