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 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-619- 5.71% |
$12.6K - $15.7K
|
10.2K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-624- 0.83% |
$12.7K - $15.8K
|
75K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-625- 6.33% |
$12.8K - $15.8K
|
9.25K
$259K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-631- 2.3% |
$12.9K - $16K
|
26.8K
$750K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-675- 70.46% |
$13.8K - $17.1K
|
283
$7.92K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-732- 5.02% |
$14.9K - $18.5K
|
13.9K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-745- 4.55% |
$15.2K - $18.8K
|
15.6K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-745- 4.55% |
$15.2K - $18.8K
|
15.6K
$437K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-776- 7.03% |
$15.8K - $19.6K
|
10.3K
$287K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-785- 1.61% |
$16K - $19.9K
|
47.9K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-792- 8.74% |
$16.2K - $20K
|
8.27K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-800- 8.33% |
$16.3K - $20.2K
|
8.8K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-814- 33.5% |
$16.6K - $20.6K
|
1.62K
$45.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
SELL
|
- |
-835- 1.6% |
$17.1K - $21.1K
|
51.4K
$1.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-849- 1.84% |
$17.3K - $21.5K
|
45.3K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-852- 7.7% |
$17.4K - $21.6K
|
10.2K
$286K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-882- 3.58% |
$18K - $22.3K
|
23.7K
$664K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-883- 1.81% |
$18K - $22.3K
|
48K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-888- 9.22% |
$18.1K - $22.5K
|
8.74K
$245K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-912- 0.91% |
$18.6K - $23.1K
|
99.6K
$2.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-924- 8.3% |
$18.9K - $23.4K
|
10.2K
$285K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-946- 3.64% |
$19.3K - $23.9K
|
25.1K
$701K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-946- 1.44% |
$19.3K - $23.9K
|
64.9K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-956- 1.2% |
$19.5K - $24.2K
|
79K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-998- 8.52% |
$20.4K - $25.2K
|
10.7K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-999- 3.78% |
$20.4K - $25.3K
|
25.4K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1K- 2.62% |
$20.4K - $25.3K
|
37.1K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.04K- 3.97% |
$21.2K - $26.2K
|
25.1K
$702K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.04K- 0.97% |
$21.2K - $26.3K
|
106K
$2.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.05K- 6.12% |
$21.4K - $26.5K
|
16.1K
$450K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 10.06% |
$21.7K - $26.9K
|
9.49K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 0.88% |
$22K - $27.2K
|
122K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.08K- 5.8% |
$22K - $27.2K
|
17.5K
$489K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.09K- 97.85% |
$22.3K - $27.6K
|
24
$672
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.12K- 2.02% |
$22.9K - $28.4K
|
54.3K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.13K- 7.9% |
$23.1K - $28.6K
|
13.2K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.17K- 9.0% |
$23.9K - $29.6K
|
11.8K
$331K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.17K- 4.71% |
$23.9K - $29.6K
|
23.7K
$662K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.17K- 5.9% |
$24K - $29.7K
|
18.7K
$524K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.18K- 4.11% |
$24.2K - $30K
|
27.6K
$772K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.19K- 6.36% |
$24.2K - $30K
|
17.5K
$488K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.24K- 1.58% |
$25.4K - $31.4K
|
77.6K
$2.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-1.27K- 4.36% |
$25.9K - $32.1K
|
27.8K
$777K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 12.5% |
$25.9K - $32.1K
|
8.89K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.28K- 8.3% |
$26.1K - $32.4K
|
14.1K
$396K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.29K- 2.68% |
$26.2K - $32.5K
|
46.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.29K- 6.64% |
$26.4K - $32.7K
|
18.1K
$508K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
SELL
|
- |
-1.32K- 1.11% |
$26.9K - $33.3K
|
117K
$3.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.32K- 12.35% |
$26.9K - $33.3K
|
9.36K
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.32K- 0.61% |
$27K - $33.4K
|
213K
$5.97M
|