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
|
Curbstone Financial Management Corp
|
SELL
|
- |
-28.2K- 8.15% |
$575K - $712K
|
317K
$8.88M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-29.3K- 17.33% |
$599K - $742K
|
140K
$3.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-29.6K- 10.67% |
$605K - $750K
|
248K
$6.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-29.8K- 43.0% |
$608K - $753K
|
39.4K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-30.1K- 12.18% |
$615K - $761K
|
217K
$6.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-30.3K- 97.68% |
$618K - $766K
|
720
$20.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30.4K- 6.93% |
$620K - $768K
|
408K
$11.4M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.6K- 29.78% |
$645K - $799K
|
74.4K
$2.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-33.1K- 26.41% |
$676K - $838K
|
92.3K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35K- 31.59% |
$714K - $885K
|
75.8K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-35.7K- 29.48% |
$729K - $903K
|
85.4K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-36.8K- 5.05% |
$751K - $931K
|
692K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-37.2K- 4.34% |
$759K - $940K
|
819K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-39.1K- 14.01% |
$799K - $989K
|
240K
$6.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40.2K- 60.01% |
$820K - $1.02M
|
26.8K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-42K- 11.08% |
$858K - $1.06M
|
337K
$9.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-42.5K- 22.85% |
$868K - $1.08M
|
144K
$4.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-44.8K- 38.62% |
$915K - $1.13M
|
71.2K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-46.1K- 55.24% |
$941K - $1.17M
|
37.3K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-46.7K- 41.08% |
$953K - $1.18M
|
67K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.1K- 1.24% |
$983K - $1.22M
|
3.83M
$107M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-48.6K- 14.13% |
$993K - $1.23M
|
296K
$8.27M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-49K- 28.54% |
$1M - $1.24M
|
123K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-49.4K- 8.19% |
$1.01M - $1.25M
|
553K
$15.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-54.6K- 4.55% |
$1.11M - $1.38M
|
1.14M
$32M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-55.7K- 84.53% |
$1.14M - $1.41M
|
10.2K
$285K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-56.8K- 64.71% |
$1.16M - $1.44M
|
31K
$866K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-58.2K- 40.54% |
$1.19M - $1.47M
|
85.4K
$2.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-61.6K- 9.38% |
$1.26M - $1.56M
|
595K
$16.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-64.5K- 61.36% |
$1.32M - $1.63M
|
40.6K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-87.5K- 15.93% |
$1.79M - $2.21M
|
462K
$12.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-87.5K- 83.7% |
$1.79M - $2.21M
|
17K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-90.1K- 31.66% |
$1.84M - $2.28M
|
194K
$5.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-94.8K- 32.36% |
$1.94M - $2.4M
|
198K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-102K- 3.47% |
$2.08M - $2.58M
|
2.84M
$79.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-110K- 4.76% |
$2.25M - $2.79M
|
2.2M
$61.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-119K- 77.75% |
$2.43M - $3.02M
|
34.1K
$955K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-123K- 3.24% |
$2.51M - $3.11M
|
3.68M
$103M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-135K- 7.81% |
$2.75M - $3.41M
|
1.59M
$44.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-143K- 64.85% |
$2.93M - $3.63M
|
77.7K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-145K- 34.28% |
$2.96M - $3.67M
|
278K
$7.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-146K- 12.84% |
$2.98M - $3.69M
|
991K
$27.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-194K- 44.62% |
$3.96M - $4.9M
|
240K
$6.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-205K- 80.25% |
$4.18M - $5.18M
|
50.4K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-209K- 45.98% |
$4.26M - $5.28M
|
245K
$6.86M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-209K- 45.98% |
$4.26M - $5.28M
|
245K
$6.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-210K- 28.08% |
$4.28M - $5.3M
|
537K
$15M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-357K- 51.18% |
$7.3M - $9.04M
|
341K
$9.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-512K- 14.67% |
$10.5M - $13M
|
2.98M
$83.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-597K- 93.61% |
$12.2M - $15.1M
|
40.8K
$1.14M
|