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 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.76K- 7.54% |
$56.4K - $69.8K
|
33.8K
$947K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.78K- 83.41% |
$56.8K - $70.3K
|
553
$15.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.87K- 16.69% |
$58.6K - $72.6K
|
14.3K
$401K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.94K- 1.59% |
$60K - $74.4K
|
182K
$5.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.96K- 11.42% |
$60.5K - $74.9K
|
23K
$642K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.97K- 23.43% |
$60.7K - $75.2K
|
9.71K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.02K- 18.87% |
$61.6K - $76.3K
|
13K
$363K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.02K- 24.88% |
$61.6K - $76.3K
|
9.1K
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-3.05K- 4.06% |
$62.2K - $77.1K
|
72.1K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-3.08K- 5.4% |
$62.8K - $77.8K
|
53.9K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.1K- 18.18% |
$63.2K - $78.4K
|
13.9K
$390K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.11K- 2.83% |
$63.5K - $78.7K
|
107K
$2.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.12K- 1.06% |
$63.6K - $78.9K
|
291K
$8.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.15K- 1.67% |
$64.2K - $79.6K
|
186K
$5.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.15K- 4.38% |
$64.3K - $79.7K
|
68.7K
$1.92M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.15K- 1.21% |
$64.3K - $79.7K
|
256K
$7.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19K- 4.66% |
$65.1K - $80.7K
|
65.2K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.26K- 14.68% |
$66.5K - $82.5K
|
18.9K
$530K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.27K- 2.86% |
$66.7K - $82.7K
|
111K
$3.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-3.28K- 2.55% |
$66.9K - $82.9K
|
125K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.29K- 9.91% |
$67.1K - $83.2K
|
29.9K
$836K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.45K- 2.54% |
$70.5K - $87.3K
|
132K
$3.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-3.73K- 3.36% |
$76.2K - $94.5K
|
107K
$3M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.77K- 10.17% |
$77K - $95.5K
|
33.3K
$933K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.85K- 4.05% |
$78.6K - $97.4K
|
91.2K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.99K- 27.36% |
$81.5K - $101K
|
10.6K
$297K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.03K- 3.88% |
$82.2K - $102K
|
99.8K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-4.04K- 10.3% |
$82.6K - $102K
|
35.2K
$986K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-4.1K- 3.42% |
$83.7K - $104K
|
116K
$3.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.15K- 10.58% |
$84.7K - $105K
|
35.1K
$981K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.36K- 1.61% |
$89.1K - $110K
|
267K
$7.47M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.42K- 18.65% |
$90.2K - $112K
|
19.3K
$539K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-4.42K- 3.51% |
$90.3K - $112K
|
122K
$3.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.47K- 26.24% |
$91.3K - $113K
|
12.6K
$352K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-4.53K- 3.78% |
$92.4K - $115K
|
115K
$3.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.54K- 7.37% |
$92.8K - $115K
|
57.1K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.58K- 10.89% |
$93.4K - $116K
|
37.5K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-4.67K- 1.1% |
$95.3K - $118K
|
420K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.67K- 16.9% |
$95.4K - $118K
|
23K
$643K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.7K- 77.01% |
$96.1K - $119K
|
1.4K
$39.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.71K- 2.35% |
$96.2K - $119K
|
195K
$5.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.78K- 2.16% |
$97.6K - $121K
|
216K
$6.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.8K- 12.9% |
$98K - $121K
|
32.4K
$907K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.96K- 7.44% |
$101K - $126K
|
61.8K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.99K- 3.07% |
$102K - $126K
|
157K
$4.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-5.09K- 2.66% |
$104K - $129K
|
186K
$5.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.11K- 2.16% |
$104K - $129K
|
232K
$6.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.13K- 27.49% |
$105K - $130K
|
13.5K
$378K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.13K- 43.93% |
$105K - $130K
|
6.55K
$183K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.21K- 39.19% |
$106K - $132K
|
8.08K
$226K
|