Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
91.3KNew |
$2.96M - $3.89M
|
91.3K
$3.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
76.2KNew |
$2.47M - $3.24M
|
76.2K
$3.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
57K+ 8.87% |
$1.85M - $2.43M
|
699K
$30.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
55.5KNew |
$1.8M - $2.37M
|
55.5K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
43.3KNew |
$1.4M - $1.84M
|
43.3K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
23.5K+ 13.04% |
$763K - $1M
|
204K
$8.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
16.9K+ 32.79% |
$547K - $718K
|
68.3K
$2.98M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
13.3K+ 77.85% |
$430K - $565K
|
30.3K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
10.8K+ 22.74% |
$350K - $460K
|
58.3K
$2.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
9.76KNew |
$316K - $416K
|
9.76K
$426K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
8.8K+ 8.99% |
$285K - $375K
|
107K
$4.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
8.45K+ 2.29% |
$274K - $360K
|
378K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
5.55KNew |
$180K - $236K
|
5.55K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.45K+ 13.13% |
$177K - $232K
|
47K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.38K+ 4.09% |
$174K - $229K
|
137K
$5.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.3KNew |
$172K - $226K
|
5.3K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.3K+ 4.68% |
$172K - $226K
|
119K
$5.18M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
5.15KNew |
$167K - $219K
|
5.15K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.12KNew |
$166K - $218K
|
5.12K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.77KNew |
$154K - $203K
|
4.77K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.75KNew |
$154K - $202K
|
4.75K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.29K+ 15310.71% |
$139K - $183K
|
4.32K
$188K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.13K+ 31.24% |
$134K - $176K
|
17.3K
$756K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.69K+ 0.32% |
$120K - $157K
|
1.16M
$50.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
3.58K+ 11.04% |
$116K - $152K
|
36K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
3.47K+ 4.34% |
$112K - $148K
|
83.4K
$3.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.41K+ 59.32% |
$111K - $145K
|
9.17K
$400K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.05K+ 37.78% |
$98.9K - $130K
|
11.1K
$486K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.04K+ 148.2% |
$98.6K - $130K
|
5.09K
$222K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 0.49% |
$98.4K - $129K
|
617K
$26.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.59K+ 2.37% |
$83.8K - $110K
|
112K
$4.88M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.46K+ 20.15% |
$79.8K - $105K
|
14.7K
$641K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.23K+ 7.24% |
$72.1K - $94.8K
|
32.9K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.06K+ 2.81% |
$66.9K - $87.9K
|
75.6K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$57.2K - $75.2K
|
1.77K
$77.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.58KNew |
$51.1K - $67.2K
|
1.58K
$68.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.57K+ 116.88% |
$50.9K - $67K
|
2.92K
$127K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 0.98% |
$49K - $64.4K
|
156K
$6.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.33K+ 0.88% |
$43.1K - $56.6K
|
153K
$6.69M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.3K+ 5.18% |
$42.3K - $55.5K
|
26.5K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
983+ 5.37% |
$31.9K - $41.9K
|
19.3K
$843K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
971+ 16.32% |
$31.5K - $41.4K
|
6.92K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
935+ 4.23% |
$30.3K - $39.8K
|
23.1K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
928New |
$30.1K - $39.5K
|
928
$40.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
913+ 6.89% |
$29.6K - $38.9K
|
14.2K
$619K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
869+ 5.16% |
$28.2K - $37K
|
17.7K
$772K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
816+ 0.57% |
$26.4K - $34.8K
|
144K
$6.29M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
814+ 6.19% |
$26.4K - $34.7K
|
14K
$610K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
569New |
$18.4K - $24.2K
|
569
$24.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
450New |
$14.6K - $19.2K
|
450
$19.6K
|