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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
750K+ 58.53% |
$25.2M - $27.9M
|
2.03M
$81.7M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
274KNew |
$9.18M - $10.2M
|
274K
$11M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
158K+ 52.57% |
$5.3M - $5.88M
|
458K
$18.4M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
131K+ 7.84% |
$4.38M - $4.86M
|
1.79M
$72.2M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
121K+ 1867.31% |
$4.06M - $4.5M
|
127K
$5.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
121K+ 11.62% |
$4.05M - $4.49M
|
1.16M
$46.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
95.9K+ 112.64% |
$3.22M - $3.57M
|
181K
$7.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
92.3KNew |
$3.1M - $3.44M
|
92.3K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
82.6K+ 1721.22% |
$2.77M - $3.07M
|
87.4K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
76.8KNew |
$2.58M - $2.86M
|
76.8K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
75.2K+ 93.9% |
$2.53M - $2.8M
|
155K
$6.25M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.3K+ 155.74% |
$2.46M - $2.73M
|
120K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.3K+ 13.75% |
$1.82M - $2.02M
|
449K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
52.4K+ 8.88% |
$1.76M - $1.95M
|
642K
$25.8M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
51.1K+ 14.1% |
$1.71M - $1.9M
|
413K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
49K+ 20.08% |
$1.64M - $1.82M
|
293K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
36.5K+ 35.33% |
$1.22M - $1.36M
|
140K
$5.62M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
30.4K+ 13.71% |
$1.02M - $1.13M
|
252K
$10.1M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
25KNew |
$841K - $932K
|
25K
$1.01M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
25KNew |
$841K - $932K
|
25K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
23.7K+ 6.86% |
$797K - $883K
|
369K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22.6K+ 7.03% |
$759K - $841K
|
344K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.2KNew |
$745K - $826K
|
22.2K
$893K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
22.1KNew |
$740K - $821K
|
22.1K
$887K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19.8K+ 83.74% |
$664K - $737K
|
43.4K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.3K+ 48.54% |
$615K - $681K
|
56K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.3KNew |
$613K - $680K
|
18.3K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
17.1K+ 126.52% |
$573K - $635K
|
30.5K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.4K+ 9.19% |
$549K - $609K
|
194K
$7.82M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
15.9K+ 9.67% |
$534K - $593K
|
181K
$7.26M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.6K+ 11.77% |
$491K - $545K
|
139K
$5.59M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
14.6K+ 14.81% |
$491K - $544K
|
113K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.3K+ 8.63% |
$447K - $496K
|
168K
$6.74M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.5K+ 7.2% |
$421K - $467K
|
187K
$7.51M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$411K - $455K
|
12.2K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
11.1K+ 7.9% |
$372K - $412K
|
151K
$6.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 350.03% |
$346K - $384K
|
13.3K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10.1KNew |
$338K - $375K
|
10.1K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.72K+ 6.83% |
$326K - $362K
|
152K
$6.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.59KNew |
$322K - $357K
|
9.59K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
9.54K+ 5.27% |
$320K - $355K
|
191K
$7.66M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.35K+ 14.33% |
$314K - $348K
|
74.6K
$3M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
9.09K+ 8.01% |
$305K - $338K
|
122K
$4.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.95K+ 21.08% |
$301K - $333K
|
51.4K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8.85K+ 28.75% |
$297K - $330K
|
39.7K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.14K+ 315.35% |
$273K - $303K
|
10.7K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.07KNew |
$271K - $300K
|
8.07K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
7.79K+ 7.68% |
$261K - $290K
|
109K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.58K+ 11.19% |
$255K - $282K
|
75.3K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.47KNew |
$217K - $241K
|
6.47K
$260K
|