Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-22.4K- 16.95% |
$520K - $607K
|
110K
$2.82M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.6K- 11.95% |
$524K - $612K
|
167K
$4.28M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-23.6K- 5.51% |
$547K - $639K
|
405K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.3K- 9.18% |
$562K - $656K
|
240K
$6.16M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-24.7K- 10.59% |
$573K - $669K
|
209K
$5.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-25.4K- 6.22% |
$588K - $686K
|
383K
$9.83M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.6K- 1.06% |
$592K - $691K
|
2.38M
$61.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.5K- 4.53% |
$614K - $717K
|
559K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-27.6K- 31.6% |
$638K - $745K
|
59.6K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-28.3K- 15.49% |
$655K - $764K
|
154K
$3.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-28.9K- 3.73% |
$670K - $782K
|
747K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-30.3K- 3.42% |
$703K - $820K
|
856K
$22M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-30.5K- 38.68% |
$707K - $825K
|
48.4K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-34.9K- 19.31% |
$809K - $945K
|
146K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-35.4K- 4.63% |
$820K - $957K
|
729K
$18.7M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-36.1K- 10.89% |
$837K - $977K
|
296K
$7.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36.1K- 43.3% |
$837K - $977K
|
47.3K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-36.7K- 3.36% |
$851K - $993K
|
1.06M
$27.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-37.4K- 23.61% |
$866K - $1.01M
|
121K
$3.11M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.3K- 16.38% |
$910K - $1.06M
|
201K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.2K- 3.82% |
$930K - $1.09M
|
1.01M
$25.9M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-40.8K- 31.72% |
$944K - $1.1M
|
87.7K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-41.2K- 50.28% |
$954K - $1.11M
|
40.7K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-41.2K- 30.04% |
$955K - $1.12M
|
96K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-44.3K- 80.95% |
$1.03M - $1.2M
|
10.4K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-44.4K- 68.9% |
$1.03M - $1.2M
|
20K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-45.7K- 84.14% |
$1.06M - $1.24M
|
8.63K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-50.5K- 15.41% |
$1.17M - $1.36M
|
277K
$7.11M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-50.5K- 10.41% |
$1.17M - $1.36M
|
434K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-51.7K- 21.83% |
$1.2M - $1.4M
|
185K
$4.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-55K- 47.13% |
$1.27M - $1.49M
|
61.7K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-57.4K- 18.99% |
$1.33M - $1.55M
|
245K
$6.29M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.1K- 66.3% |
$1.39M - $1.62M
|
30.5K
$784K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-72.3K- 2.53% |
$1.67M - $1.95M
|
2.78M
$71.5M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-72.6K- 28.09% |
$1.68M - $1.96M
|
186K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-75.7K- 82.65% |
$1.75M - $2.05M
|
15.9K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-76.6K- 2.62% |
$1.77M - $2.07M
|
2.84M
$73M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-78.1K- 58.64% |
$1.81M - $2.11M
|
55.1K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-85.7K- 3.57% |
$1.99M - $2.32M
|
2.31M
$59.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-92.5K- 84.11% |
$2.14M - $2.5M
|
17.5K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-94K- 14.61% |
$2.18M - $2.54M
|
549K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-106K- 27.65% |
$2.46M - $2.87M
|
278K
$7.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-115K- 87.16% |
$2.67M - $3.11M
|
17K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-123K- 87.81% |
$2.86M - $3.34M
|
17.1K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-134K- 23.43% |
$3.11M - $3.63M
|
438K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-134K- 93.6% |
$3.11M - $3.63M
|
9.19K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-160K- 8.48% |
$3.7M - $4.32M
|
1.73M
$44.3M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-171K- 31.09% |
$3.96M - $4.63M
|
379K
$9.74M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-193K- 14.52% |
$4.47M - $5.22M
|
1.14M
$29.2M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-327K- 98.32% |
$7.57M - $8.84M
|
5.6K
$144K
|