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 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.35K+ 6.94% |
$101K - $118K
|
67K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.31K+ 1.03% |
$99.9K - $117K
|
423K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.28K+ 7.7% |
$99.2K - $116K
|
59.9K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 7.54% |
$97.1K - $113K
|
59.8K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.11K+ 1.69% |
$95.2K - $111K
|
247K
$6.34M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
4.07K+ 40.15% |
$94.2K - $110K
|
14.2K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
3.97K+ 21.79% |
$91.9K - $107K
|
22.2K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.95K+ 9.45% |
$91.5K - $107K
|
45.8K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
3.9K+ 1.19% |
$90.2K - $105K
|
332K
$8.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.75K+ 5.46% |
$86.9K - $101K
|
72.5K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
3.7K+ 2.67% |
$85.8K - $100K
|
143K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.7K+ 0.41% |
$85.6K - $99.9K
|
904K
$23.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.64K+ 26.09% |
$84.3K - $98.5K
|
17.6K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.57K+ 2.0% |
$82.6K - $96.5K
|
182K
$4.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.55K+ 1.63% |
$82.1K - $95.9K
|
221K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.52K+ 0.79% |
$81.5K - $95.2K
|
449K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.47K+ 3.79% |
$80.4K - $93.8K
|
95K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.33KNew |
$77.2K - $90.1K
|
3.33K
$85.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.3K+ 6.54% |
$76.4K - $89.2K
|
53.8K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
3.24K+ 7.2% |
$75.1K - $87.7K
|
48.3K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.23K+ 10.8% |
$74.9K - $87.4K
|
33.2K
$852K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.22K+ 2.65% |
$74.5K - $87K
|
125K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.19K+ 30.52% |
$73.8K - $86.1K
|
13.6K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.18K+ 10.34% |
$73.6K - $86K
|
33.9K
$872K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.17K+ 29.27% |
$73.5K - $85.8K
|
14K
$360K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.1K+ 2.47% |
$71.9K - $83.9K
|
129K
$3.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
3.1K+ 1.23% |
$71.7K - $83.7K
|
255K
$6.55M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3KNew |
$69.5K - $81.1K
|
3K
$77K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.93K+ 3.86% |
$67.9K - $79.3K
|
78.9K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.88K+ 6.35% |
$66.7K - $77.9K
|
48.3K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.87K+ 4.36% |
$66.5K - $77.7K
|
68.8K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86K+ 1.96% |
$66.3K - $77.4K
|
149K
$3.82M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.83K+ 3.06% |
$65.5K - $76.5K
|
95.4K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.81K+ 4.4% |
$65K - $75.9K
|
66.6K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.78K+ 56.93% |
$64.4K - $75.2K
|
7.66K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.74K+ 61.16% |
$63.5K - $74.1K
|
7.22K
$185K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.73K+ 6.53% |
$63.3K - $73.9K
|
44.6K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.72K+ 17.9% |
$62.9K - $73.5K
|
17.9K
$460K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.66K+ 14.31% |
$61.5K - $71.8K
|
21.2K
$545K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.64K+ 19.46% |
$61.2K - $71.4K
|
16.2K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.64K+ 0.81% |
$61K - $71.3K
|
330K
$8.47M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
2.62K+ 3.46% |
$60.6K - $70.7K
|
78.1K
$2.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.57K+ 2.52% |
$59.4K - $69.4K
|
104K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.55K+ 5.49% |
$59K - $68.9K
|
48.9K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.54K+ 14.98% |
$58.9K - $68.8K
|
19.5K
$501K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 17.3% |
$58.2K - $67.9K
|
17K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.42K+ 17.65% |
$56.1K - $65.5K
|
16.2K
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.41K+ 1.57% |
$55.9K - $65.2K
|
156K
$4.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.41K+ 11.47% |
$55.7K - $65.1K
|
23.4K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.4K+ 3.05% |
$55.6K - $64.9K
|
81K
$2.08M
|