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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-20.2K- 14.99% |
$677K - $750K
|
114K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-20.3K- 26.0% |
$682K - $756K
|
57.8K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-20.9K- 18.69% |
$700K - $776K
|
90.8K
$3.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25.2K- 97.7% |
$845K - $937K
|
594
$23.9K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-36.1K- 2.56% |
$1.21M - $1.34M
|
1.37M
$55.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.2K- 38.95% |
$1.22M - $1.35M
|
56.8K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-39.4K- 10.02% |
$1.32M - $1.47M
|
354K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-46.3K- 12.61% |
$1.55M - $1.72M
|
321K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-49.3K- 67.98% |
$1.65M - $1.83M
|
23.2K
$934K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58.2K- 20.89% |
$1.95M - $2.17M
|
220K
$8.86M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-58.7K- 3.82% |
$1.97M - $2.19M
|
1.48M
$59.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-59.3K- 37.55% |
$1.99M - $2.21M
|
98.6K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63.6K- 29.44% |
$2.13M - $2.37M
|
152K
$6.13M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-72.7K- 5.88% |
$2.44M - $2.7M
|
1.16M
$46.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-76.4K- 40.7% |
$2.57M - $2.84M
|
111K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-85.8K- 47.12% |
$2.88M - $3.19M
|
96.2K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-90.7K- 42.33% |
$3.04M - $3.38M
|
124K
$4.97M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-113K- 27.37% |
$3.8M - $4.21M
|
300K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-129K- 13.9% |
$4.32M - $4.78M
|
797K
$32M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-179K- 96.68% |
$6.01M - $6.66M
|
6.14K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-193K- 89.5% |
$6.47M - $7.18M
|
22.6K
$910K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-265K- 46.61% |
$8.91M - $9.88M
|
304K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-325K- 11.4% |
$10.9M - $12.1M
|
2.53M
$102M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.42M- 48.66% |
$81.4M - $90.2M
|
2.56M
$103M
|