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 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.21K+ 14.02% |
$24.7K - $30.7K
|
9.86K
$276K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 3.66% |
$24.1K - $29.8K
|
33.4K
$935K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.16KNew |
$23.6K - $29.3K
|
1.16K
$32.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.13K+ 5.74% |
$23.2K - $28.7K
|
20.9K
$585K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 1.61% |
$23.2K - $28.7K
|
71.7K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.13K+ 5.86% |
$23.1K - $28.6K
|
20.5K
$572K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12K+ 3.16% |
$22.9K - $28.4K
|
36.7K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.1KNew |
$22.4K - $27.8K
|
1.1K
$30.7K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.09K+ 1.39% |
$22.3K - $27.6K
|
79.2K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.08K+ 10.54% |
$22K - $27.2K
|
11.3K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.07K+ 1.04% |
$21.9K - $27.1K
|
104K
$2.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.07K+ 1.97% |
$21.8K - $27.1K
|
55.3K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.07K+ 8.52% |
$21.8K - $27K
|
13.6K
$380K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.04KNew |
$21.3K - $26.4K
|
1.04K
$29.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
BUY
|
- |
1.03K+ 0.77% |
$21K - $26.1K
|
135K
$3.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
990+ 7.44% |
$20.2K - $25K
|
14.3K
$400K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
984+ 4.32% |
$20.1K - $24.9K
|
23.8K
$665K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
950+ 1.91% |
$19.4K - $24K
|
50.8K
$1.42M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
940+ 0.74% |
$19.2K - $23.8K
|
127K
$3.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
937+ 1.4% |
$19.1K - $23.7K
|
67.9K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
932+ 3.94% |
$19K - $23.6K
|
24.6K
$688K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
926+ 3.57% |
$18.9K - $23.4K
|
26.9K
$753K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
917+ 5.78% |
$18.7K - $23.2K
|
16.8K
$469K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
906+ 8.35% |
$18.5K - $22.9K
|
11.8K
$329K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
897+ 2.05% |
$18.3K - $22.7K
|
44.7K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
888+ 21.01% |
$18.1K - $22.5K
|
5.11K
$143K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
876+ 8.68% |
$17.9K - $22.2K
|
11K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
870New |
$17.8K - $22K
|
870
$24.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
863+ 3.72% |
$17.6K - $21.8K
|
24K
$673K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
858+ 59.42% |
$17.5K - $21.7K
|
2.3K
$64.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
843+ 1.75% |
$17.2K - $21.3K
|
49.1K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
843+ 45.99% |
$17.2K - $21.3K
|
2.68K
$74.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
840+ 2.7% |
$17.2K - $21.3K
|
32K
$895K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
832+ 0.22% |
$17K - $21K
|
384K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
BUY
|
- |
826+ 1.29% |
$16.9K - $20.9K
|
64.9K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
811+ 0.75% |
$16.6K - $20.5K
|
109K
$3.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
797+ 3.37% |
$16.3K - $20.2K
|
24.5K
$685K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
704+ 2.8% |
$14.4K - $17.8K
|
25.9K
$723K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
700+ 31.14% |
$14.3K - $17.7K
|
2.95K
$82.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
694+ 0.98% |
$14.2K - $17.6K
|
71.5K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
689+ 1.27% |
$14.1K - $17.4K
|
54.8K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
681+ 1.73% |
$13.9K - $17.2K
|
40.1K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
676New |
$13.8K - $17.1K
|
676
$18.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
662+ 1.78% |
$13.5K - $16.7K
|
37.9K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
648New |
$13.2K - $16.4K
|
648
$18.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
642+ 5.67% |
$13.1K - $16.2K
|
12K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
629New |
$12.8K - $15.9K
|
629
$17.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
614+ 3.43% |
$12.5K - $15.5K
|
18.5K
$517K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
610New |
$12.5K - $15.4K
|
610
$17.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
602+ 4.45% |
$12.3K - $15.2K
|
14.1K
$396K
|