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 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.16KNew |
$23.6K - $29.3K
|
1.16K
$29.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.07K+ 1.04% |
$21.9K - $27.1K
|
104K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
984+ 4.32% |
$20.1K - $24.9K
|
23.8K
$610K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
937+ 1.4% |
$19.1K - $23.7K
|
67.9K
$1.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
843+ 1.75% |
$17.2K - $21.3K
|
49.1K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
843+ 45.99% |
$17.2K - $21.3K
|
2.68K
$68.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
840+ 2.7% |
$17.2K - $21.3K
|
32K
$821K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
676New |
$13.8K - $17.1K
|
676
$17.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
662+ 1.78% |
$13.5K - $16.7K
|
37.9K
$974K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
426+ 1.05% |
$8.7K - $10.8K
|
40.8K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
341+ 0.95% |
$6.96K - $8.63K
|
36.3K
$933K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
328+ 2.26% |
$6.7K - $8.3K
|
14.9K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
325+ 4.25% |
$6.64K - $8.22K
|
7.98K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
310+ 1.59% |
$6.33K - $7.84K
|
19.8K
$509K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
273+ 1.5% |
$5.57K - $6.91K
|
18.5K
$475K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
184+ 2.0% |
$3.76K - $4.66K
|
9.38K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
152+ 21.11% |
$3.1K - $3.85K
|
872
$22.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
148+ 6.73% |
$3.02K - $3.74K
|
2.35K
$60.3K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
120+ 0.43% |
$2.45K - $3.04K
|
28.2K
$725K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
97+ 0.22% |
$1.98K - $2.45K
|
44.6K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
56+ 0.33% |
$1.14K - $1.42K
|
17.1K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 0.28% |
$1.14K - $1.42K
|
20.1K
$517K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
37+ 0.33% |
$756 - $936
|
11.4K
$293K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.31% |
$613 - $759
|
9.65K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 0.34% |
$572 - $708
|
8.38K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
28+ 0.21% |
$572 - $708
|
13.5K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
27+ 0.17% |
$551 - $683
|
16.2K
$417K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
25+ 0.09% |
$511 - $633
|
29K
$745K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12+ 0.94% |
$245 - $304
|
1.29K
$33K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$40.8 - $50.6
|
11K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.1% |
$20.4 - $25.3
|
1K
$25.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$20.4 - $25.3
|
8.62K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$102 - $127
|
21.5K
$552K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.07% |
$143 - $177
|
9.93K
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-50- 0.47% |
$1.02K - $1.27K
|
10.6K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-50- 0.53% |
$1.02K - $1.27K
|
9.37K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-50- 0.25% |
$1.02K - $1.27K
|
19.6K
$504K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-80- 0.55% |
$1.63K - $2.02K
|
14.4K
$371K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-118- 4.54% |
$2.41K - $2.99K
|
2.48K
$63.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-145- 0.77% |
$2.96K - $3.67K
|
18.8K
$483K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-218- 4.84% |
$4.45K - $5.52K
|
4.29K
$110K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-264- 1.75% |
$5.39K - $6.68K
|
14.8K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-335- 3.87% |
$6.84K - $8.48K
|
8.33K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-350- 35.07% |
$7.15K - $8.86K
|
648
$16.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-366- 6.58% |
$7.47K - $9.26K
|
5.2K
$133K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-396- 0.95% |
$8.09K - $10K
|
41.3K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-400- 2.45% |
$8.17K - $10.1K
|
15.9K
$409K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-412- 0.43% |
$8.41K - $10.4K
|
95.3K
$2.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-420- 1.55% |
$8.58K - $10.6K
|
26.7K
$687K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-500- 12.5% |
$10.2K - $12.7K
|
3.5K
$89.9K
|