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 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 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-14.1K- 42.88% |
$289K - $358K
|
18.8K
$484K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-15.1K- 3.28% |
$309K - $383K
|
446K
$11.5M
|
|
|
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 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-18.6K- 11.99% |
$380K - $470K
|
136K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.8K- 17.73% |
$404K - $501K
|
91.8K
$2.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-22.5K- 39.41% |
$459K - $568K
|
34.5K
$887K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-23.4K- 24.36% |
$478K - $592K
|
72.6K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-26.4K- 8.68% |
$540K - $669K
|
278K
$7.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-27.3K- 2.58% |
$557K - $690K
|
1.03M
$26.5M
|
|
|
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 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-46.7K- 41.08% |
$953K - $1.18M
|
67K
$1.72M
|
|
|
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
|