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 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.33K- 3.7% |
$27.1K - $33.5K
|
34.5K
$966K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.33K- 3.46% |
$27.1K - $33.5K
|
37K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.34K- 4.91% |
$27.4K - $34K
|
26K
$728K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.38K- 2.79% |
$28.1K - $34.8K
|
48K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.39K- 12.36% |
$28.4K - $35.2K
|
9.87K
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.4K- 22.19% |
$28.5K - $35.3K
|
4.89K
$137K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.41K- 3.96% |
$28.7K - $35.6K
|
34.1K
$954K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.43K- 18.23% |
$29.1K - $36.1K
|
6.4K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.45K- 8.59% |
$29.6K - $36.7K
|
15.5K
$432K
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.48K- 3.33% |
$30.2K - $37.5K
|
43K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.49K- 1.02% |
$30.3K - $37.6K
|
145K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.49K- 20.64% |
$30.4K - $37.7K
|
5.73K
$160K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 2.86% |
$30.6K - $38K
|
50.9K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.51K- 11.46% |
$30.8K - $38.1K
|
11.6K
$326K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.55K- 16.1% |
$31.6K - $39.2K
|
8.07K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.58K- 1.08% |
$32.2K - $39.9K
|
144K
$4.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-1.59K- 6.8% |
$32.5K - $40.3K
|
21.8K
$610K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.61K- 0.5% |
$32.8K - $40.6K
|
318K
$8.89M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.65K- 4.07% |
$33.7K - $41.8K
|
38.9K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.66K- 11.4% |
$33.9K - $42K
|
12.9K
$361K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.72K- 4.33% |
$35.1K - $43.5K
|
38K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.75K- 2.2% |
$35.7K - $44.2K
|
77.7K
$2.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.76K- 5.29% |
$35.9K - $44.5K
|
31.5K
$881K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 10.66% |
$36.4K - $45.1K
|
14.9K
$418K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.79K- 5.1% |
$36.6K - $45.3K
|
33.3K
$933K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.84K- 1.81% |
$37.6K - $46.5K
|
99.9K
$2.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.86K- 14.72% |
$38K - $47.1K
|
10.8K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.88K- 15.05% |
$38.4K - $47.6K
|
10.6K
$297K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.89K- 11.16% |
$38.6K - $47.8K
|
15K
$421K
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-1.9K- 6.26% |
$38.7K - $48K
|
28.4K
$795K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.9K- 0.3% |
$38.8K - $48.1K
|
628K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.95K- 18.3% |
$39.9K - $49.4K
|
8.71K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2K- 10.27% |
$40.9K - $50.7K
|
17.5K
$489K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 62.85% |
$41.5K - $51.4K
|
1.2K
$33.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-2.18K- 0.74% |
$44.4K - $55K
|
293K
$8.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 12.74% |
$44.7K - $55.4K
|
15K
$419K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.3K- 4.78% |
$46.9K - $58.1K
|
45.8K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2.32K- 18.93% |
$47.4K - $58.7K
|
9.93K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-2.35K- 10.21% |
$47.9K - $59.3K
|
20.6K
$577K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.35K- 11.93% |
$48K - $59.5K
|
17.4K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.35K- 14.16% |
$48.1K - $59.6K
|
14.3K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.36K- 2.82% |
$48.2K - $59.7K
|
81.4K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.39K- 5.17% |
$48.8K - $60.4K
|
43.8K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.39K- 4.53% |
$48.9K - $60.6K
|
50.4K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.43K- 2.19% |
$49.6K - $61.5K
|
109K
$3.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.51K- 5.1% |
$51.3K - $63.5K
|
46.7K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.54K- 2.54% |
$51.9K - $64.3K
|
97.3K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.6K- 16.39% |
$53.2K - $65.9K
|
13.3K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.61K- 12.06% |
$53.3K - $66K
|
19K
$532K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.72K- 14.73% |
$55.5K - $68.8K
|
15.7K
$440K
|