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
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-607- 1.07% |
$12.4K - $15.4K
|
56.1K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-776- 7.03% |
$15.8K - $19.6K
|
10.3K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
SELL
|
- |
-835- 1.6% |
$17.1K - $21.1K
|
51.4K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-924- 8.3% |
$18.9K - $23.4K
|
10.2K
$262K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-946- 1.44% |
$19.3K - $23.9K
|
64.9K
$1.67M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-946- 3.64% |
$19.3K - $23.9K
|
25.1K
$643K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-998- 8.52% |
$20.4K - $25.2K
|
10.7K
$275K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-999- 3.78% |
$20.4K - $25.3K
|
25.4K
$653K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1K- 2.62% |
$20.4K - $25.3K
|
37.1K
$954K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.34K- 4.91% |
$27.4K - $34K
|
26K
$668K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.61K- 0.5% |
$32.8K - $40.6K
|
318K
$8.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.9K- 0.3% |
$38.8K - $48.1K
|
628K
$16.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.3K- 4.78% |
$46.9K - $58.1K
|
45.8K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2.32K- 18.93% |
$47.4K - $58.7K
|
9.93K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.39K- 5.17% |
$48.8K - $60.4K
|
43.8K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.54K- 2.54% |
$51.9K - $64.3K
|
97.3K
$2.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.97K- 23.43% |
$60.7K - $75.2K
|
9.71K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-3.05K- 4.06% |
$62.2K - $77.1K
|
72.1K
$1.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-3.73K- 3.36% |
$76.2K - $94.5K
|
107K
$2.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.15K- 10.58% |
$84.7K - $105K
|
35.1K
$901K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.42K- 18.65% |
$90.2K - $112K
|
19.3K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.54K- 7.37% |
$92.8K - $115K
|
57.1K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-4.67K- 1.1% |
$95.3K - $118K
|
420K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.7K- 77.01% |
$96.1K - $119K
|
1.4K
$36.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.78K- 2.16% |
$97.6K - $121K
|
216K
$5.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.8K- 12.9% |
$98K - $121K
|
32.4K
$832K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-6.81K- 4.36% |
$139K - $172K
|
149K
$3.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.88K- 3.72% |
$140K - $174K
|
178K
$4.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.47K- 11.97% |
$153K - $189K
|
54.9K
$1.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-11.6K- 54.27% |
$237K - $293K
|
9.77K
$251K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11.7K- 5.21% |
$239K - $296K
|
213K
$5.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 5.39% |
$270K - $334K
|
232K
$5.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.7K- 35.27% |
$341K - $422K
|
30.6K
$787K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-16.9K- 28.33% |
$345K - $428K
|
42.7K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.8K- 17.73% |
$404K - $501K
|
91.8K
$2.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-28.1K- 8.81% |
$573K - $710K
|
291K
$7.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-29.8K- 43.0% |
$608K - $753K
|
39.4K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-49K- 28.54% |
$1M - $1.24M
|
123K
$3.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-58.2K- 40.54% |
$1.19M - $1.47M
|
85.4K
$2.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-87.5K- 83.7% |
$1.79M - $2.21M
|
17K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-94.8K- 32.36% |
$1.94M - $2.4M
|
198K
$5.09M
|