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 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
29.5K+ 1724.01% |
$603K - $747K
|
31.2K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28.5K+ 41.13% |
$582K - $721K
|
97.8K
$2.74M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
28.1K+ 5.12% |
$573K - $710K
|
576K
$16.1M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
27.5KNew |
$562K - $696K
|
27.5K
$770K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.4K+ 4.93% |
$560K - $694K
|
583K
$16.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 33.85% |
$560K - $693K
|
108K
$3.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
27K+ 118.62% |
$551K - $683K
|
49.8K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26.6K+ 121.55% |
$544K - $674K
|
48.6K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
26.5K+ 1.46% |
$541K - $670K
|
1.84M
$51.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.2K+ 341.77% |
$535K - $663K
|
33.9K
$947K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.2K+ 5.86% |
$515K - $639K
|
456K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.8K+ 2.53% |
$486K - $602K
|
965K
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
23.7KNew |
$484K - $599K
|
23.7K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
22.9KNew |
$467K - $578K
|
22.9K
$639K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22.8K+ 9.16% |
$466K - $578K
|
272K
$7.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.3K+ 5.18% |
$434K - $538K
|
431K
$12.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20.9K+ 9.23% |
$427K - $529K
|
247K
$6.92M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20.9KNew |
$426K - $528K
|
20.9K
$583K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
20.4K+ 42.36% |
$417K - $517K
|
68.7K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
20.3K+ 1.83% |
$414K - $513K
|
1.13M
$31.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20K+ 8.83% |
$408K - $506K
|
246K
$6.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19.8K+ 2.99% |
$405K - $502K
|
683K
$19.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
19.7K+ 8.16% |
$402K - $498K
|
261K
$7.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
19K+ 11.6% |
$388K - $480K
|
183K
$5.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
18.3KNew |
$373K - $462K
|
18.3K
$511K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
17.9KNew |
$365K - $452K
|
17.9K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
17.3K+ 13.12% |
$354K - $438K
|
149K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
16.8K+ 27.55% |
$343K - $425K
|
77.9K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
16.7K+ 88.62% |
$340K - $422K
|
35.5K
$993K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
16.6K+ 13.35% |
$339K - $420K
|
141K
$3.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
16.4K+ 36.77% |
$335K - $415K
|
61K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
16.4K+ 22.63% |
$335K - $414K
|
88.8K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.3KNew |
$333K - $413K
|
16.3K
$457K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16.2KNew |
$332K - $411K
|
16.2K
$454K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
16K+ 6.82% |
$326K - $404K
|
250K
$6.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.8K+ 14.34% |
$322K - $398K
|
126K
$3.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
15.6KNew |
$319K - $395K
|
15.6K
$437K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
15.5KNew |
$317K - $392K
|
15.5K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.4K+ 5.02% |
$314K - $389K
|
321K
$8.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.3KNew |
$312K - $386K
|
15.3K
$427K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.1KNew |
$307K - $381K
|
15.1K
$421K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
15KNew |
$306K - $379K
|
15K
$419K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14.9K+ 5.84% |
$305K - $378K
|
271K
$7.58M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
14.7KNew |
$301K - $373K
|
14.7K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
14.6K+ 28.19% |
$299K - $371K
|
66.6K
$1.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
14.3K+ 14.96% |
$293K - $362K
|
110K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
14.2K+ 7.48% |
$291K - $360K
|
205K
$5.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
14.1K+ 5.36% |
$288K - $356K
|
277K
$7.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14K+ 61.46% |
$286K - $355K
|
36.8K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
13.7K+ 12.34% |
$280K - $347K
|
125K
$3.49M
|