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 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
75.9K+ 11.99% |
$1.55M - $1.92M
|
709K
$19.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
63.3K+ 87.37% |
$1.29M - $1.6M
|
136K
$3.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
62.2K+ 329.71% |
$1.27M - $1.57M
|
81.1K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
61.2K+ 46.75% |
$1.25M - $1.55M
|
192K
$5.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
61.2K+ 70.84% |
$1.25M - $1.55M
|
147K
$4.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59.7K+ 6.33% |
$1.22M - $1.51M
|
1M
$28.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
58.6KNew |
$1.2M - $1.48M
|
58.6K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
58.4K+ 8.48% |
$1.19M - $1.48M
|
747K
$20.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
57.2K+ 4.7% |
$1.17M - $1.45M
|
1.27M
$35.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
56.2K+ 6.2% |
$1.15M - $1.42M
|
963K
$26.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
53.5K+ 19.3% |
$1.09M - $1.35M
|
330K
$9.24M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
52.3K+ 94.55% |
$1.07M - $1.32M
|
108K
$3.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
51.5K+ 25.32% |
$1.05M - $1.3M
|
255K
$7.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
49.7KNew |
$1.02M - $1.26M
|
49.7K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
49.3K+ 323.02% |
$1.01M - $1.25M
|
64.6K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
47.9KNew |
$977K - $1.21M
|
47.9K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
47K+ 278.58% |
$960K - $1.19M
|
63.9K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
46.4K+ 86.31% |
$948K - $1.17M
|
100K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.4K+ 1.91% |
$928K - $1.15M
|
2.43M
$67.9M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
44.5KNew |
$909K - $1.13M
|
44.5K
$1.25M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
44.3KNew |
$904K - $1.12M
|
44.3K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
43.5K+ 9.9% |
$888K - $1.1M
|
483K
$13.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42.4K+ 7.29% |
$866K - $1.07M
|
624K
$17.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
42.1K+ 26.63% |
$861K - $1.07M
|
200K
$5.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
41.6K+ 10.9% |
$850K - $1.05M
|
424K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
41.6K+ 10.9% |
$850K - $1.05M
|
424K
$11.9M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
40.2KNew |
$821K - $1.02M
|
40.2K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
39.4K+ 72.68% |
$805K - $997K
|
93.6K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
39.2K+ 3.46% |
$801K - $993K
|
1.17M
$32.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.9K+ 135.34% |
$794K - $984K
|
67.6K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38.9K+ 172.5% |
$794K - $983K
|
61.4K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
38.6K+ 274.21% |
$788K - $976K
|
52.6K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.3K+ 6.85% |
$782K - $969K
|
598K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.9K+ 28.33% |
$775K - $960K
|
172K
$4.81M
|
|
|
Aug 12, 2025
Q2 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
37.3K+ 174.66% |
$762K - $944K
|
58.7K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
36.9KNew |
$753K - $933K
|
36.9K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
36.7K+ 6.52% |
$750K - $929K
|
600K
$16.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
35.7K+ 6.72% |
$728K - $902K
|
567K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
35.3K+ 18.99% |
$721K - $893K
|
221K
$6.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
35.1K+ 28.09% |
$717K - $888K
|
160K
$4.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
34.4K+ 66.48% |
$702K - $870K
|
86.1K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.3K+ 3.8% |
$701K - $868K
|
938K
$26.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
33.9K+ 3.57% |
$692K - $857K
|
983K
$27.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33.8KNew |
$690K - $855K
|
33.8K
$945K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
31.2K+ 35.82% |
$637K - $790K
|
118K
$3.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
31.1K+ 8.96% |
$635K - $787K
|
378K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
31KNew |
$633K - $785K
|
31K
$868K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
31K+ 15.41% |
$632K - $783K
|
232K
$6.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
30K+ 295.49% |
$613K - $760K
|
40.2K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30KNew |
$612K - $759K
|
30K
$839K
|