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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-21.7K- 50.02% |
$704K - $925K
|
21.7K
$971K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.9K- 12.15% |
$1.2M - $1.57M
|
267K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-48.8K- 50.71% |
$1.58M - $2.08M
|
47.4K
$2.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-52.1K- 88.34% |
$1.69M - $2.22M
|
6.87K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-53.2K- 46.52% |
$1.72M - $2.26M
|
61.1K
$2.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-70.7K- 5.42% |
$2.29M - $3.01M
|
1.23M
$55.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.5K- 28.85% |
$2.74M - $3.6M
|
208K
$9.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-86.7K- 99.27% |
$2.81M - $3.69M
|
640
$28.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-109K- 88.52% |
$3.55M - $4.66M
|
14.2K
$634K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-113K- 12.88% |
$3.67M - $4.82M
|
765K
$34.2M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-153K- 10.34% |
$4.96M - $6.51M
|
1.33M
$59.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-199K- 7.9% |
$6.46M - $8.5M
|
2.33M
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-287K- 63.82% |
$9.29M - $12.2M
|
163K
$7.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-845K- 54.79% |
$27.4M - $36M
|
697K
$31.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05M- 41.01% |
$34M - $44.7M
|
1.51M
$67.5M
|