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
|
Hantz Financial Services, Inc.
|
BUY
|
- |
600+ 111.73% |
$12.3K - $15.2K
|
1.14K
$31.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
598+ 3.61% |
$12.2K - $15.1K
|
17.2K
$480K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
596+ 2.37% |
$12.2K - $15.1K
|
25.7K
$720K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
582+ 29.29% |
$11.9K - $14.7K
|
2.57K
$71.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
582+ 46.49% |
$11.9K - $14.7K
|
1.83K
$51.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
566+ 3.51% |
$11.6K - $14.3K
|
16.7K
$467K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
565+ 395.1% |
$11.5K - $14.3K
|
708
$19.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
552+ 0.81% |
$11.3K - $14K
|
69.1K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
527+ 4.81% |
$10.8K - $13.3K
|
11.5K
$321K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
526New |
$10.7K - $13.3K
|
526
$14.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
500+ 0.55% |
$10.2K - $12.7K
|
91.8K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
482New |
$9.84K - $12.2K
|
482
$13.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
469+ 0.25% |
$9.58K - $11.9K
|
190K
$5.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
441+ 5.32% |
$9.01K - $11.2K
|
8.73K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
428+ 0.39% |
$8.74K - $10.8K
|
110K
$3.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
428+ 2.44% |
$8.74K - $10.8K
|
18K
$503K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
426+ 1.05% |
$8.7K - $10.8K
|
40.8K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
406+ 3.58% |
$8.29K - $10.3K
|
11.7K
$328K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
400+ 50.0% |
$8.17K - $10.1K
|
1.2K
$33.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
375New |
$7.66K - $9.49K
|
375
$10.5K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
366New |
$7.47K - $9.26K
|
366
$10.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
365+ 0.19% |
$7.45K - $9.23K
|
195K
$5.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
345+ 0.25% |
$7.04K - $8.73K
|
141K
$3.94M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
341+ 0.95% |
$6.96K - $8.63K
|
36.3K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
328+ 2.26% |
$6.7K - $8.3K
|
14.9K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
325+ 4.25% |
$6.64K - $8.22K
|
7.98K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
325+ 0.11% |
$6.64K - $8.22K
|
303K
$8.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
310+ 1.59% |
$6.33K - $7.84K
|
19.8K
$555K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
273+ 1.5% |
$5.57K - $6.91K
|
18.5K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
258+ 2.75% |
$5.27K - $6.53K
|
9.65K
$270K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
245+ 0.59% |
$5K - $6.2K
|
42.1K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
232+ 2.53% |
$4.74K - $5.87K
|
9.41K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
229+ 1.76% |
$4.68K - $5.79K
|
13.2K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
208+ 0.32% |
$4.25K - $5.26K
|
64.3K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
207+ 0.68% |
$4.23K - $5.24K
|
30.4K
$852K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
200+ 2.02% |
$4.08K - $5.06K
|
10.1K
$282K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
192+ 2.36% |
$3.92K - $4.86K
|
8.34K
$233K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
190+ 0.56% |
$3.88K - $4.81K
|
34K
$952K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
184+ 2.0% |
$3.76K - $4.66K
|
9.38K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
171+ 0.17% |
$3.49K - $4.33K
|
99.1K
$2.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
171+ 1.08% |
$3.49K - $4.33K
|
16K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
169+ 0.09% |
$3.45K - $4.28K
|
184K
$5.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
156New |
$3.19K - $3.95K
|
156
$4.36K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
155+ 0.85% |
$3.17K - $3.92K
|
18.3K
$512K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
152+ 21.11% |
$3.1K - $3.85K
|
872
$24.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
151+ 0.58% |
$3.08K - $3.82K
|
26K
$727K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
148+ 6.73% |
$3.02K - $3.74K
|
2.35K
$65.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
140+ 1.02% |
$2.86K - $3.54K
|
13.8K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
137+ 2.56% |
$2.8K - $3.47K
|
5.48K
$153K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
127New |
$2.59K - $3.21K
|
127
$3.55K
|