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 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.33KNew |
$170K - $211K
|
8.33K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.33KNew |
$170K - $211K
|
8.33K
$233K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
8.32KNew |
$170K - $211K
|
8.32K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.31KNew |
$170K - $210K
|
8.31K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
8.31KNew |
$170K - $210K
|
8.31K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
8.14KNew |
$166K - $206K
|
8.14K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
8.05KNew |
$164K - $204K
|
8.05K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.04KNew |
$164K - $203K
|
8.04K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7.99K+ 2.1% |
$163K - $202K
|
388K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
7.77K+ 2.52% |
$159K - $197K
|
316K
$8.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.66K+ 76.37% |
$156K - $194K
|
17.7K
$495K
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
7.36K+ 1.85% |
$150K - $186K
|
406K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.34K+ 32.95% |
$150K - $186K
|
29.6K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
7.27K+ 54.4% |
$148K - $184K
|
20.6K
$577K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.1K+ 24.99% |
$145K - $180K
|
35.5K
$993K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6.87K+ 6.36% |
$140K - $174K
|
115K
$3.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
6.86K+ 1.29% |
$140K - $174K
|
539K
$15.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
6.84K+ 11.6% |
$140K - $173K
|
65.8K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.81K+ 70.62% |
$139K - $172K
|
16.5K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.71K+ 12.34% |
$137K - $170K
|
61.1K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.7K+ 91.18% |
$137K - $169K
|
14K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6.56K+ 73.62% |
$134K - $166K
|
15.5K
$433K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.36K+ 8.54% |
$130K - $161K
|
80.8K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.17K+ 25.17% |
$126K - $156K
|
30.7K
$858K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6.15K+ 8.22% |
$126K - $156K
|
81K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.13K+ 59.76% |
$125K - $155K
|
16.4K
$458K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.09K+ 3.35% |
$124K - $154K
|
188K
$5.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.01KNew |
$123K - $152K
|
6.01K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.98K+ 2.15% |
$122K - $151K
|
284K
$7.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
5.96K+ 0.82% |
$122K - $151K
|
735K
$20.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.77K+ 5.86% |
$118K - $146K
|
104K
$2.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.75K+ 3.18% |
$117K - $145K
|
186K
$5.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.75K+ 1.56% |
$117K - $145K
|
375K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.73K+ 6.65% |
$117K - $145K
|
91.9K
$2.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
5.67K+ 13.03% |
$116K - $144K
|
49.2K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
5.62K+ 175.63% |
$115K - $142K
|
8.82K
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
5.52K+ 0.9% |
$113K - $140K
|
621K
$17.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.41K+ 1.54% |
$110K - $137K
|
356K
$9.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.23K+ 6.69% |
$107K - $132K
|
83.4K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.18K+ 3.24% |
$106K - $131K
|
165K
$4.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.13K+ 29.63% |
$105K - $130K
|
22.4K
$628K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5.12K+ 1.1% |
$105K - $130K
|
471K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.11K+ 17.01% |
$104K - $129K
|
35.2K
$984K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.1K+ 21.93% |
$104K - $129K
|
28.4K
$794K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.01K+ 3.83% |
$102K - $127K
|
136K
$3.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
4.99K+ 32.09% |
$102K - $126K
|
20.5K
$574K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.98K+ 3.91% |
$102K - $126K
|
132K
$3.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.97K+ 17.89% |
$101K - $126K
|
32.7K
$915K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.88K+ 10.11% |
$99.6K - $123K
|
53.2K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4.7K+ 3.73% |
$96K - $119K
|
131K
$3.66M
|