Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL SMALL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
23.7K+ 6.86% |
$797K - $883K
|
369K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 350.03% |
$346K - $384K
|
13.3K
$484K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.72K+ 6.83% |
$326K - $362K
|
152K
$5.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.59KNew |
$322K - $357K
|
9.59K
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
9.09K+ 8.01% |
$305K - $338K
|
122K
$4.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.95K+ 21.08% |
$301K - $333K
|
51.4K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.95KNew |
$200K - $221K
|
5.95K
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.76KNew |
$193K - $214K
|
5.76K
$210K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.72K+ 0.91% |
$57.8K - $64.1K
|
191K
$6.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.65K+ 9.3% |
$55.3K - $61.3K
|
19.4K
$707K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.61K+ 3.02% |
$54.1K - $60K
|
55K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.49KNew |
$49.9K - $55.3K
|
1.49K
$54.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.11K+ 2.51% |
$37.2K - $41.2K
|
45.2K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
970+ 4.01% |
$32.6K - $36.1K
|
25.2K
$919K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
837+ 1.97% |
$28.1K - $31.2K
|
43.3K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
688New |
$23.1K - $25.6K
|
688
$25.1K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
663+ 8.55% |
$22.3K - $24.7K
|
8.42K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
587New |
$19.7K - $21.8K
|
587
$21.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
394+ 1.3% |
$13.2K - $14.7K
|
30.7K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
335+ 16.49% |
$11.2K - $12.5K
|
2.37K
$86.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
264+ 910.34% |
$8.86K - $9.83K
|
293
$10.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
199New |
$6.68K - $7.41K
|
199
$7.26K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
195+ 16.93% |
$6.55K - $7.26K
|
1.35K
$49.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
180+ 2.06% |
$6.04K - $6.7K
|
8.93K
$326K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122New |
$4.1K - $4.54K
|
122
$4.45K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
80+ 0.08% |
$2.69K - $2.98K
|
101K
$3.69M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
51+ 0.23% |
$1.71K - $1.9K
|
22.1K
$807K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 5.39% |
$369 - $409
|
215
$7.84K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 11.29% |
$235 - $261
|
55
$2.01K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-15- 36.59% |
$504 - $558
|
26
$948
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-88- 0.51% |
$2.95K - $3.28K
|
17K
$621K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-91- 41.55% |
$3.05K - $3.39K
|
128
$4.67K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-109- 0.94% |
$3.66K - $4.06K
|
11.5K
$421K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-164- 0.59% |
$5.51K - $6.1K
|
27.7K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-192- 2.5% |
$6.45K - $7.15K
|
7.49K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-332- 2.06% |
$11.1K - $12.4K
|
15.8K
$577K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-392- 1.19% |
$13.2K - $14.6K
|
32.4K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-522- 3.2% |
$17.5K - $19.4K
|
15.8K
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-582- 4.46% |
$19.5K - $21.7K
|
12.5K
$455K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-677- 5.8% |
$22.7K - $25.2K
|
11K
$401K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-692- 4.39% |
$23.2K - $25.8K
|
15.1K
$550K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-921- 1.67% |
$30.9K - $34.3K
|
54.1K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-941- 7.88% |
$31.6K - $35K
|
11K
$401K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.11K- 3.47% |
$37.3K - $41.3K
|
30.9K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 1.43% |
$39.8K - $44.2K
|
82K
$2.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.59K- 1.6% |
$53.3K - $59.1K
|
97.9K
$3.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-2.11K- 16.63% |
$70.7K - $78.3K
|
10.6K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.78K- 6.27% |
$93.2K - $103K
|
41.5K
$1.51M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-3.08K- 20.16% |
$104K - $115K
|
12.2K
$446K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.28K- 6.13% |
$110K - $122K
|
50.1K
$1.83M
|