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
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.06K- 24.82% |
$69.3K - $76.8K
|
6.25K
$251K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-2.11K- 16.63% |
$70.7K - $78.3K
|
10.6K
$424K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.43K- 15.93% |
$81.5K - $90.4K
|
12.8K
$515K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.59K- 1.93% |
$86.8K - $96.2K
|
131K
$5.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.65K- 23.6% |
$89.1K - $98.8K
|
8.59K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.78K- 6.27% |
$93.2K - $103K
|
41.5K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.95K- 30.83% |
$99K - $110K
|
6.62K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.08K- 5.09% |
$103K - $115K
|
57.4K
$2.31M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-3.08K- 20.16% |
$104K - $115K
|
12.2K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.09K- 6.5% |
$104K - $115K
|
44.4K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-3.19K- 19.14% |
$107K - $119K
|
13.5K
$542K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.28K- 6.13% |
$110K - $122K
|
50.1K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.32K- 14.48% |
$111K - $123K
|
19.6K
$788K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.34K- 53.05% |
$112K - $124K
|
2.96K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.42K- 2.16% |
$115K - $127K
|
155K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.5K- 4.42% |
$117K - $130K
|
75.6K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.61K- 22.82% |
$121K - $134K
|
12.2K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.71K- 6.35% |
$125K - $138K
|
54.7K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-4.13K- 85.08% |
$139K - $154K
|
724
$29.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.5K- 4.62% |
$151K - $168K
|
92.9K
$3.74M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-4.58K- 3.95% |
$154K - $171K
|
111K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.6K- 19.64% |
$154K - $171K
|
18.8K
$756K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.74K- 0.77% |
$159K - $176K
|
614K
$24.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.76K- 5.91% |
$160K - $177K
|
75.8K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-5.1K- 19.68% |
$171K - $190K
|
20.8K
$836K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.19K- 3.09% |
$174K - $193K
|
163K
$6.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-5.64K- 2.83% |
$189K - $210K
|
193K
$7.77M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.26K- 15.36% |
$210K - $233K
|
34.5K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.4K- 8.65% |
$215K - $238K
|
67.6K
$2.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.51K- 39.01% |
$219K - $242K
|
10.2K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-6.51K- 25.44% |
$219K - $242K
|
19.1K
$768K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.89K- 44.65% |
$231K - $256K
|
8.54K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6.96K- 8.64% |
$234K - $259K
|
73.5K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.27K- 1.74% |
$244K - $271K
|
411K
$16.5M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9.19K- 11.94% |
$309K - $342K
|
67.8K
$2.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-9.93K- 54.11% |
$333K - $369K
|
8.42K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-10.8K- 51.82% |
$362K - $401K
|
10K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 0.74% |
$385K - $427K
|
1.54M
$62M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-11.7K- 42.31% |
$392K - $435K
|
15.9K
$641K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11.9K- 5.9% |
$398K - $442K
|
189K
$7.61M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-13.5K- 40.96% |
$453K - $503K
|
19.5K
$783K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-13.8K- 1.55% |
$463K - $513K
|
878K
$35.3M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14K- 14.74% |
$470K - $521K
|
81K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-14.8K- 20.09% |
$498K - $552K
|
58.9K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15.5K- 16.44% |
$521K - $577K
|
78.9K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-16.1K- 35.72% |
$542K - $601K
|
29K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-16.3K- 9.5% |
$546K - $606K
|
155K
$6.24M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-16.7K- 27.38% |
$562K - $623K
|
44.4K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-17.1K- 55.85% |
$573K - $635K
|
13.5K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.7K- 1.49% |
$662K - $734K
|
1.3M
$52.4M
|