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 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.51K+ 2.2% |
$51.2K - $63.5K
|
117K
$3.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.51K+ 2.33% |
$51.2K - $63.4K
|
110K
$3.09M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 4.11% |
$50.2K - $62.2K
|
62.2K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.44K+ 6.94% |
$49.8K - $61.7K
|
37.6K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.44K+ 14.37% |
$49.8K - $61.7K
|
19.4K
$543K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.42K+ 24.21% |
$49.3K - $61.1K
|
12.4K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.34K+ 2.46% |
$47.9K - $59.3K
|
97.8K
$2.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.33K+ 6.17% |
$47.5K - $58.8K
|
40K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
2.32K+ 4.72% |
$47.3K - $58.6K
|
51.4K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2.28K+ 6.91% |
$46.6K - $57.7K
|
35.3K
$988K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.26K+ 1.13% |
$46.2K - $57.3K
|
203K
$5.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.22K+ 7.35% |
$45.4K - $56.2K
|
32.4K
$908K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.17KNew |
$44.3K - $54.8K
|
2.17K
$60.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.15K+ 5.29% |
$43.9K - $54.4K
|
42.9K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.14K+ 22.06% |
$43.7K - $54.1K
|
11.8K
$331K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.09K+ 2.09% |
$42.6K - $52.8K
|
102K
$2.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.06K+ 13.7% |
$42.1K - $52.2K
|
17.1K
$479K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 3.34% |
$41.9K - $51.9K
|
63.5K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.02K+ 67.46% |
$41.2K - $51K
|
5.01K
$140K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.89K+ 7.02% |
$38.6K - $47.9K
|
28.9K
$807K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.86K+ 14.72% |
$37.9K - $47K
|
14.5K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.84K+ 0.6% |
$37.6K - $46.6K
|
310K
$8.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.84K+ 0.93% |
$37.6K - $46.6K
|
200K
$5.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.83K+ 5.09% |
$37.3K - $46.2K
|
37.7K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.81K+ 3.52% |
$36.9K - $45.7K
|
53.1K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
1.77K+ 12.94% |
$36.1K - $44.8K
|
15.4K
$432K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.73K+ 9.65% |
$35.2K - $43.7K
|
19.6K
$549K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.71K+ 10.78% |
$35K - $43.3K
|
17.6K
$492K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.71K+ 7.69% |
$34.8K - $43.1K
|
23.9K
$668K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.67K+ 1.17% |
$34K - $42.1K
|
144K
$4.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
1.65K+ 2.38% |
$33.7K - $41.7K
|
71K
$1.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.57K+ 2.62% |
$32K - $39.6K
|
61.3K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.54K+ 17.2% |
$31.5K - $39K
|
10.5K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.54K+ 6.7% |
$31.4K - $38.9K
|
24.5K
$685K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1.54K+ 20.3% |
$31.4K - $38.9K
|
9.1K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.53K+ 7.65% |
$31.3K - $38.8K
|
21.6K
$603K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.5K+ 3.14% |
$30.7K - $38K
|
49.3K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.49K+ 12.99% |
$30.5K - $37.8K
|
13K
$363K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 3.4% |
$29.5K - $36.5K
|
43.9K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.44K+ 5.26% |
$29.3K - $36.3K
|
28.7K
$804K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.36K+ 21.37% |
$27.8K - $34.4K
|
7.73K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.33K+ 2.84% |
$27.2K - $33.6K
|
48.2K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.32K+ 7.46% |
$26.9K - $33.3K
|
19K
$531K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
1.31K+ 3.27% |
$26.8K - $33.1K
|
41.4K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.31K+ 0.17% |
$26.7K - $33.1K
|
763K
$21.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.3K+ 7.61% |
$26.5K - $32.8K
|
18.3K
$513K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.28K+ 6.26% |
$26.1K - $32.4K
|
21.7K
$608K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.28K+ 23.2% |
$26.1K - $32.3K
|
6.78K
$190K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.25K+ 14.44% |
$25.5K - $31.5K
|
9.88K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.23K+ 6.88% |
$25.1K - $31.1K
|
19.1K
$535K
|