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 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
36New |
$1.21K - $1.34K
|
36
$1.45K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 0.1% |
$1.07K - $1.19K
|
33.1K
$1.33M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30New |
$1.01K - $1.12K
|
30
$1.21K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
29+ 1450.0% |
$974 - $1.08K
|
31
$1.25K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
25New |
$839 - $931
|
25
$1.01K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
23New |
$772 - $856
|
23
$925
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
16New |
$537 - $596
|
16
$643
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 38.1% |
$537 - $596
|
58
$2.33K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 5.39% |
$369 - $409
|
215
$8.65K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$336 - $372
|
10
$402
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 0.3% |
$269 - $298
|
2.68K
$108K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7New |
$235 - $261
|
7
$281
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$168 - $186
|
73.6K
$2.96M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4New |
$134 - $149
|
4
$161
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2New |
$67.1 - $74.4
|
2
$80.4
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1New |
$33.6 - $37.2
|
1
$40.2
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.82% |
$33.6 - $37.2
|
121
$4.87K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2- 1.22% |
$67.1 - $74.4
|
162
$6.51K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 11.29% |
$235 - $261
|
55
$2.21K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-15- 36.59% |
$504 - $558
|
26
$1.05K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-27- 1.29% |
$906 - $1K
|
2.07K
$83.4K
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-29- 17.68% |
$974 - $1.08K
|
135
$5.43K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 4.26% |
$1.21K - $1.34K
|
809
$32.5K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-55- 12.59% |
$1.85K - $2.05K
|
382
$15.4K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-65- 6.44% |
$2.18K - $2.42K
|
945
$38K
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-80- 0.29% |
$2.69K - $2.98K
|
27.7K
$1.11M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-81- 50.0% |
$2.72K - $3.01K
|
81
$3.26K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-85- 0.47% |
$2.85K - $3.16K
|
18.2K
$731K
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-88- 0.51% |
$2.95K - $3.28K
|
17K
$685K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-89- 0.36% |
$2.99K - $3.31K
|
24.4K
$979K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-91- 41.55% |
$3.05K - $3.39K
|
128
$5.15K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-100- 0.5% |
$3.36K - $3.72K
|
19.9K
$800K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-109- 0.94% |
$3.66K - $4.06K
|
11.5K
$464K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-112- 1.17% |
$3.76K - $4.17K
|
9.48K
$381K
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-121- 48.02% |
$4.06K - $4.5K
|
131
$5.27K
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-123- 1.09% |
$4.13K - $4.58K
|
11.1K
$447K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-124- 0.89% |
$4.16K - $4.62K
|
13.8K
$556K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-126- 0.59% |
$4.23K - $4.69K
|
21.2K
$854K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-133- 0.89% |
$4.46K - $4.95K
|
14.9K
$598K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-164- 4.27% |
$5.51K - $6.1K
|
3.68K
$148K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-164- 0.59% |
$5.51K - $6.1K
|
27.7K
$1.11M
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-189- 1.01% |
$6.34K - $7.03K
|
18.4K
$742K
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-192- 2.5% |
$6.45K - $7.15K
|
7.49K
$301K
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-194- 0.46% |
$6.51K - $7.22K
|
41.6K
$1.67M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-239- 37.46% |
$8.02K - $8.9K
|
399
$16K
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-250- 0.52% |
$8.39K - $9.31K
|
47.5K
$1.91M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-265- 2.07% |
$8.9K - $9.86K
|
12.5K
$504K
|