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 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-5.23K- 7.47% |
$107K - $132K
|
64.8K
$1.81M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-5.34K- 2.63% |
$109K - $135K
|
198K
$5.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-5.43K- 8.05% |
$111K - $137K
|
62K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.65K- 21.18% |
$115K - $143K
|
21K
$588K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-5.69K- 5.94% |
$116K - $144K
|
90.1K
$2.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.12K- 6.51% |
$125K - $155K
|
87.8K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.22K- 23.03% |
$127K - $157K
|
20.8K
$581K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-6.41K- 7.38% |
$131K - $162K
|
80.5K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.43K- 13.12% |
$131K - $163K
|
42.6K
$1.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-6.46K- 31.79% |
$132K - $163K
|
13.9K
$388K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.47K- 18.3% |
$132K - $164K
|
28.9K
$808K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-6.65K- 4.71% |
$136K - $168K
|
134K
$3.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.74K- 8.02% |
$138K - $171K
|
77.3K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-6.76K- 16.36% |
$138K - $171K
|
34.5K
$966K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6.76K- 95.43% |
$138K - $171K
|
324
$9.07K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-6.81K- 4.36% |
$139K - $172K
|
149K
$4.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-6.87K- 39.05% |
$140K - $174K
|
10.7K
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.88K- 3.72% |
$140K - $174K
|
178K
$4.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-7K- 4.7% |
$143K - $177K
|
142K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.01K- 3.58% |
$143K - $177K
|
189K
$5.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-7.04K- 18.45% |
$144K - $178K
|
31.1K
$870K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-7.19K- 4.11% |
$147K - $182K
|
168K
$4.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-7.22K- 1.61% |
$147K - $183K
|
441K
$12.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-7.24K- 6.29% |
$148K - $183K
|
108K
$3.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-7.25K- 3.18% |
$148K - $183K
|
220K
$6.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.47K- 11.97% |
$153K - $189K
|
54.9K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-7.51K- 8.57% |
$153K - $190K
|
80.2K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-7.56K- 46.74% |
$154K - $191K
|
8.61K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-8.07K- 19.71% |
$165K - $204K
|
32.9K
$919K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-8.08K- 10.49% |
$165K - $204K
|
69K
$1.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.17K- 11.41% |
$167K - $207K
|
63.5K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-8.21K- 5.33% |
$168K - $208K
|
146K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-8.51K- 13.24% |
$174K - $215K
|
55.8K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.6K- 18.78% |
$176K - $217K
|
37.2K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-8.8K- 1.93% |
$180K - $223K
|
448K
$12.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-8.85K- 6.51% |
$181K - $224K
|
127K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-8.86K- 4.8% |
$181K - $224K
|
176K
$4.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-9.1K- 50.17% |
$186K - $230K
|
9.03K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-9.12K- 22.79% |
$186K - $231K
|
30.9K
$864K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9.48K- 6.46% |
$194K - $240K
|
137K
$3.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.49K- 3.67% |
$194K - $240K
|
249K
$6.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9.66K- 9.81% |
$197K - $244K
|
88.8K
$2.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-9.73K- 17.29% |
$199K - $246K
|
46.5K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.97K- 5.98% |
$204K - $252K
|
157K
$4.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9.99K- 3.43% |
$204K - $253K
|
282K
$7.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.8K- 4.19% |
$220K - $272K
|
246K
$6.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-11.6K- 54.27% |
$237K - $293K
|
9.77K
$273K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-11.7K- 51.8% |
$238K - $295K
|
10.9K
$304K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11.7K- 5.21% |
$239K - $296K
|
213K
$5.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.8K- 3.31% |
$240K - $298K
|
344K
$9.63M
|