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 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
13.4KNew |
$274K - $340K
|
13.4K
$376K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
13.4KNew |
$273K - $339K
|
13.4K
$375K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
13.3KNew |
$272K - $337K
|
13.3K
$373K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 82.34% |
$272K - $337K
|
29.5K
$824K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$270K - $335K
|
13.2K
$371K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.1K+ 61.95% |
$267K - $331K
|
34.2K
$956K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
13K+ 3.2% |
$265K - $328K
|
418K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.4K+ 37.62% |
$254K - $315K
|
45.5K
$1.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
12.2K+ 18.91% |
$248K - $307K
|
76.4K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.1KNew |
$248K - $307K
|
12.1K
$339K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11.9KNew |
$242K - $300K
|
11.9K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
11.7K+ 6.3% |
$239K - $296K
|
198K
$5.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
11.7KNew |
$238K - $295K
|
11.7K
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.6KNew |
$237K - $294K
|
11.6K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11.5KNew |
$235K - $291K
|
11.5K
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11.4K+ 4.91% |
$234K - $289K
|
244K
$6.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$232K - $287K
|
11.4K
$318K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
11K+ 366433.34% |
$224K - $278K
|
11K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
11K+ 6.07% |
$224K - $278K
|
192K
$5.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10.9K+ 20.7% |
$223K - $277K
|
63.8K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
10.4K+ 10.01% |
$213K - $264K
|
115K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
10.4K+ 8.62% |
$211K - $262K
|
131K
$3.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.3KNew |
$211K - $262K
|
10.3K
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.3KNew |
$210K - $261K
|
10.3K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
10.3KNew |
$210K - $260K
|
10.3K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
10.1KNew |
$207K - $256K
|
10.1K
$283K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.89KNew |
$202K - $250K
|
9.89K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9.87K+ 8.93% |
$201K - $250K
|
120K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
9.85KNew |
$201K - $249K
|
9.85K
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9.53K+ 11.55% |
$195K - $241K
|
92.1K
$2.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.43K+ 9.38% |
$193K - $239K
|
110K
$3.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
9.42K+ 94.46% |
$192K - $238K
|
19.4K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.35K+ 1476.3% |
$191K - $236K
|
9.98K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
9.34K+ 1.37% |
$191K - $236K
|
691K
$19.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
9.33KNew |
$191K - $236K
|
9.33K
$261K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.3KNew |
$190K - $235K
|
9.3K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
9.25K+ 1.34% |
$189K - $234K
|
697K
$19.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.11K+ 15.73% |
$186K - $230K
|
67K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.95K+ 96.53% |
$183K - $227K
|
18.2K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
8.91KNew |
$182K - $225K
|
8.91K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.78KNew |
$179K - $222K
|
8.78K
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
8.7KNew |
$178K - $220K
|
8.7K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
8.66K+ 12.6% |
$177K - $219K
|
77.4K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.58KNew |
$175K - $217K
|
8.58K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.58KNew |
$175K - $217K
|
8.58K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.5KNew |
$173K - $215K
|
8.5K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
8.47KNew |
$173K - $214K
|
8.47K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
8.46KNew |
$173K - $214K
|
8.46K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.41KNew |
$172K - $213K
|
8.41K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8.37KNew |
$171K - $212K
|
8.37K
$234K
|