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 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-11.8K- 25.98% |
$241K - $298K
|
33.6K
$940K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-12.2K- 5.31% |
$249K - $308K
|
217K
$6.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-12.2K- 60.2% |
$250K - $310K
|
8.1K
$227K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12.4K- 6.83% |
$253K - $314K
|
169K
$4.74M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-12.5K- 5.97% |
$255K - $315K
|
196K
$5.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-13K- 8.39% |
$265K - $328K
|
142K
$3.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 5.39% |
$270K - $334K
|
232K
$6.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-13.3K- 4.92% |
$272K - $337K
|
257K
$7.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13.4K- 10.96% |
$273K - $338K
|
109K
$3.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.6K- 2.27% |
$277K - $344K
|
586K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-14K- 22.21% |
$285K - $353K
|
48.9K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-14.1K- 39.4% |
$287K - $356K
|
21.6K
$605K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-14.1K- 20.95% |
$288K - $357K
|
53.2K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-14.1K- 42.88% |
$289K - $358K
|
18.8K
$527K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.2K- 43.84% |
$290K - $359K
|
18.2K
$509K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-15.1K- 3.28% |
$309K - $383K
|
446K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-15.2K- 7.67% |
$311K - $386K
|
183K
$5.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-15.8K- 47.7% |
$322K - $399K
|
17.3K
$484K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15.8K- 19.64% |
$323K - $400K
|
64.6K
$1.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-15.9K- 2.59% |
$325K - $403K
|
600K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16K- 23.74% |
$327K - $405K
|
51.4K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16.7K- 3.84% |
$340K - $421K
|
417K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.7K- 35.27% |
$341K - $422K
|
30.6K
$857K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-16.8K- 7.44% |
$343K - $425K
|
209K
$5.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-16.9K- 3.76% |
$344K - $426K
|
431K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-16.9K- 28.33% |
$345K - $428K
|
42.7K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17K- 16.64% |
$347K - $429K
|
85.1K
$2.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-17.1K- 14.27% |
$349K - $433K
|
103K
$2.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-17.5K- 2.34% |
$357K - $442K
|
729K
$20.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-17.6K- 10.79% |
$360K - $445K
|
146K
$4.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-17.8K- 8.03% |
$363K - $450K
|
204K
$5.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-18K- 10.59% |
$367K - $455K
|
152K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-18.6K- 11.99% |
$380K - $470K
|
136K
$3.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.8K- 17.73% |
$404K - $501K
|
91.8K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-19.9K- 13.61% |
$406K - $503K
|
126K
$3.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-21K- 49.84% |
$428K - $531K
|
21.1K
$591K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-21.3K- 1.71% |
$435K - $538K
|
1.22M
$34.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-21.6K- 14.02% |
$442K - $547K
|
133K
$3.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-22.5K- 39.41% |
$459K - $568K
|
34.5K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-22.5K- 22.27% |
$460K - $569K
|
78.6K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-22.6K- 1.7% |
$462K - $573K
|
1.31M
$36.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.8K- 1.18% |
$465K - $576K
|
1.91M
$53.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-23.4K- 24.36% |
$478K - $592K
|
72.6K
$2.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23.7K- 13.96% |
$484K - $600K
|
146K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.5K- 66.34% |
$501K - $621K
|
12.5K
$348K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-25.7K- 52.11% |
$524K - $649K
|
23.6K
$660K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-26.4K- 8.68% |
$540K - $669K
|
278K
$7.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-27.3K- 2.58% |
$557K - $690K
|
1.03M
$28.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-28K- 41.95% |
$572K - $708K
|
38.7K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-28.1K- 8.81% |
$573K - $710K
|
291K
$8.13M
|