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 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-275- 11.67% |
$9.23K - $10.2K
|
2.08K
$83.7K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-276- 5.52% |
$9.27K - $10.3K
|
4.73K
$190K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-287- 99.65% |
$9.63K - $10.7K
|
1
$40.2
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-296- 1.11% |
$9.94K - $11K
|
26.4K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-319- 5.9% |
$10.7K - $11.9K
|
5.09K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-332- 2.06% |
$11.1K - $12.4K
|
15.8K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-369- 1.59% |
$12.4K - $13.7K
|
22.8K
$917K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-392- 1.19% |
$13.2K - $14.6K
|
32.4K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-393- 63.8% |
$13.2K - $14.6K
|
223
$8.97K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-413- 4.84% |
$13.9K - $15.4K
|
8.11K
$326K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-442- 1.97% |
$14.8K - $16.5K
|
21.9K
$882K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-451- 5.97% |
$15.1K - $16.8K
|
7.1K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-522- 3.2% |
$17.5K - $19.4K
|
15.8K
$635K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-531- 2.45% |
$17.8K - $19.8K
|
21.1K
$850K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-580- 98.14% |
$19.5K - $21.6K
|
11
$442
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-582- 4.46% |
$19.5K - $21.7K
|
12.5K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-598- 2.31% |
$20.1K - $22.3K
|
25.3K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-622- 3.23% |
$20.9K - $23.2K
|
18.7K
$750K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-625- 3.25% |
$21K - $23.3K
|
18.6K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-641- 0.96% |
$21.5K - $23.9K
|
65.9K
$2.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-677- 5.8% |
$22.7K - $25.2K
|
11K
$442K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-685- 21.22% |
$23K - $25.5K
|
2.54K
$102K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-692- 4.39% |
$23.2K - $25.8K
|
15.1K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-726- 1.03% |
$24.4K - $27K
|
70.1K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-727- 0.42% |
$24.4K - $27.1K
|
174K
$7M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-738- 3.46% |
$24.8K - $27.5K
|
20.6K
$827K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-755- 16.37% |
$25.3K - $28.1K
|
3.86K
$155K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-907- 5.76% |
$30.4K - $33.8K
|
14.8K
$596K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-915- 10.57% |
$30.7K - $34.1K
|
7.74K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-921- 1.67% |
$30.9K - $34.3K
|
54.1K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-941- 7.88% |
$31.6K - $35K
|
11K
$442K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-993- 10.79% |
$33.3K - $37K
|
8.21K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-994- 13.51% |
$33.4K - $37K
|
6.36K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 97.57% |
$33.7K - $37.3K
|
25
$1.01K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 0.7% |
$33.9K - $37.6K
|
143K
$5.77M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.11K- 3.47% |
$37.3K - $41.3K
|
30.9K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.15K- 11.15% |
$38.5K - $42.7K
|
9.13K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 1.43% |
$39.8K - $44.2K
|
82K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.2K- 4.31% |
$40.2K - $44.6K
|
26.6K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 20.54% |
$40.6K - $45K
|
4.68K
$188K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.22K- 3.11% |
$41.1K - $45.6K
|
38.2K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.34K- 67.75% |
$45K - $49.9K
|
638
$25.7K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-1.46K- 2.28% |
$49K - $54.4K
|
62.7K
$2.52M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.49K- 3.46% |
$50K - $55.5K
|
41.5K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.59K- 1.6% |
$53.3K - $59.1K
|
97.9K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.59K- 22.81% |
$53.4K - $59.2K
|
5.39K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.63K- 1.21% |
$54.8K - $60.7K
|
133K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.66K- 0.88% |
$55.6K - $61.6K
|
187K
$7.51M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.82K- 4.59% |
$60.9K - $67.6K
|
37.8K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.87K- 9.19% |
$62.7K - $69.6K
|
18.5K
$743K
|