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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.87M+ 67.19% |
$38.2M - $47.3M
|
4.65M
$119M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
651KNew |
$13.3M - $16.5M
|
651K
$16.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
190KNew |
$3.89M - $4.81M
|
190K
$4.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
63.3K+ 87.37% |
$1.29M - $1.6M
|
136K
$3.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59.7K+ 6.33% |
$1.22M - $1.51M
|
1M
$25.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
33.9K+ 3.57% |
$692K - $857K
|
983K
$25.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
31K+ 15.41% |
$632K - $783K
|
232K
$5.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
30K+ 295.49% |
$613K - $760K
|
40.2K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
28.1K+ 5.12% |
$573K - $710K
|
576K
$14.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.2K+ 341.77% |
$535K - $663K
|
33.9K
$869K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.3K+ 5.18% |
$434K - $538K
|
431K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20K+ 8.83% |
$408K - $506K
|
246K
$6.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
18.3KNew |
$373K - $462K
|
18.3K
$469K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
16.4K+ 36.77% |
$335K - $415K
|
61K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
15.6KNew |
$319K - $395K
|
15.6K
$401K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
14.3K+ 14.96% |
$293K - $362K
|
110K
$2.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
13.3KNew |
$272K - $337K
|
13.3K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.1KNew |
$248K - $307K
|
12.1K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$232K - $287K
|
11.4K
$292K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
10.4K+ 10.01% |
$213K - $264K
|
115K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
10.1KNew |
$207K - $256K
|
10.1K
$260K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
8.7KNew |
$178K - $220K
|
8.7K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
8.46KNew |
$173K - $214K
|
8.46K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.41KNew |
$172K - $213K
|
8.41K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7.99K+ 2.1% |
$163K - $202K
|
388K
$9.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
6.86K+ 1.29% |
$140K - $174K
|
539K
$13.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6.15K+ 8.22% |
$126K - $156K
|
81K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.01KNew |
$123K - $152K
|
6.01K
$154K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.73K+ 6.65% |
$117K - $145K
|
91.9K
$2.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.13K+ 29.63% |
$105K - $130K
|
22.4K
$576K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.11K+ 17.01% |
$104K - $129K
|
35.2K
$903K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.17KNew |
$85.2K - $106K
|
4.17K
$107K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.01K+ 4.68% |
$81.9K - $102K
|
89.7K
$2.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.86K+ 10.03% |
$78.8K - $97.6K
|
42.3K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.59K+ 0.92% |
$73.3K - $90.9K
|
393K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.4KNew |
$69.5K - $86.1K
|
3.4K
$87.4K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2.99K+ 0.8% |
$61K - $75.6K
|
379K
$9.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.75K+ 2.84% |
$56.2K - $69.6K
|
99.6K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.68K+ 0.45% |
$54.8K - $67.9K
|
602K
$15.5M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.55K+ 1.39% |
$52.1K - $64.5K
|
186K
$4.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.22K+ 7.35% |
$45.4K - $56.2K
|
32.4K
$833K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.06K+ 13.7% |
$42.1K - $52.2K
|
17.1K
$439K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.83K+ 5.09% |
$37.3K - $46.2K
|
37.7K
$967K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.71K+ 10.78% |
$35K - $43.3K
|
17.6K
$452K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.67K+ 1.17% |
$34K - $42.1K
|
144K
$3.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.57K+ 2.62% |
$32K - $39.6K
|
61.3K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.5K+ 3.14% |
$30.7K - $38K
|
49.3K
$1.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 3.4% |
$29.5K - $36.5K
|
43.9K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.36K+ 21.37% |
$27.8K - $34.4K
|
7.73K
$198K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.23K+ 6.88% |
$25.1K - $31.1K
|
19.1K
$491K
|