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 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.68K+ 5.09% |
$95.6K - $118K
|
96.7K
$2.71M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.61K+ 9.54% |
$94.2K - $117K
|
53K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.53K+ 3.6% |
$92.5K - $115K
|
130K
$3.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.4K+ 23.12% |
$89.8K - $111K
|
23.4K
$656K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.4K+ 20.4% |
$89.8K - $111K
|
25.9K
$726K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.38K+ 9.43% |
$89.4K - $111K
|
50.8K
$1.42M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.37K+ 5.4% |
$89.3K - $111K
|
85.4K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.31K+ 4.24% |
$87.9K - $109K
|
106K
$2.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.24K+ 6.37% |
$86.6K - $107K
|
70.9K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.23K+ 19.3% |
$86.4K - $107K
|
26.2K
$732K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.2K+ 1.72% |
$85.7K - $106K
|
248K
$6.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.17KNew |
$85.2K - $106K
|
4.17K
$117K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.15K+ 12.33% |
$84.8K - $105K
|
37.8K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
4.12K+ 15.31% |
$84.2K - $104K
|
31K
$869K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4.08KNew |
$83.3K - $103K
|
4.08K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
4.02K+ 28.34% |
$82.1K - $102K
|
18.2K
$510K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.01K+ 4.68% |
$81.9K - $102K
|
89.7K
$2.51M
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
4K+ 2.47% |
$81.7K - $101K
|
166K
$4.64M
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
BUY
|
- |
4K+ 2.47% |
$81.7K - $101K
|
166K
$4.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.99K+ 10.46% |
$81.4K - $101K
|
42.1K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.88K+ 22.8% |
$79.1K - $98.1K
|
20.9K
$584K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.86K+ 10.03% |
$78.8K - $97.6K
|
42.3K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.79K+ 21.8% |
$77.3K - $95.8K
|
21.1K
$592K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.64K+ 3.63% |
$74.2K - $92K
|
104K
$2.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
3.63K+ 20.75% |
$74.1K - $91.8K
|
21.1K
$591K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.59K+ 0.92% |
$73.3K - $90.9K
|
393K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.57K+ 6.7% |
$72.9K - $90.3K
|
56.9K
$1.59M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
3.52KNew |
$71.9K - $89.1K
|
3.52K
$98.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.43K+ 2.8% |
$70.1K - $86.9K
|
126K
$3.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.4KNew |
$69.5K - $86.1K
|
3.4K
$95.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.39K+ 8.45% |
$69.2K - $85.7K
|
43.5K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.33K+ 13.75% |
$68.1K - $84.3K
|
27.6K
$771K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.28K+ 118.92% |
$66.9K - $82.9K
|
6.03K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
3.24K+ 2.27% |
$66.2K - $82K
|
146K
$4.08M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.18K+ 1.94% |
$65K - $80.5K
|
167K
$4.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.07K+ 505.59% |
$62.8K - $77.8K
|
3.68K
$103K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2.99K+ 0.8% |
$61K - $75.6K
|
379K
$10.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.79K+ 5.4% |
$56.9K - $70.5K
|
54.3K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.75K+ 27.18% |
$56.2K - $69.6K
|
12.9K
$360K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.75K+ 2.84% |
$56.2K - $69.6K
|
99.6K
$2.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
2.75K+ 20.83% |
$56.1K - $69.5K
|
15.9K
$446K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.7K+ 30.85% |
$55.2K - $68.4K
|
11.5K
$321K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.7K+ 13.46% |
$55.2K - $68.3K
|
22.8K
$637K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.68K+ 0.45% |
$54.8K - $67.9K
|
602K
$16.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.68K+ 1.63% |
$54.7K - $67.8K
|
167K
$4.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.67K+ 3.46% |
$54.5K - $67.5K
|
79.8K
$2.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2.58K+ 21.19% |
$52.6K - $65.1K
|
14.7K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.57K+ 6.61% |
$52.4K - $64.9K
|
41.4K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.55K+ 1.39% |
$52.1K - $64.5K
|
186K
$5.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.53K+ 4.44% |
$51.6K - $63.9K
|
59.5K
$1.66M
|