Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
311K+ 734.8% |
$13.2M - $14.2M
|
354K
$15.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
164K+ 2767.51% |
$6.95M - $7.51M
|
170K
$7.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
111KNew |
$4.7M - $5.08M
|
111K
$4.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
93.6K+ 6.91% |
$3.96M - $4.28M
|
1.45M
$64.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
73.5K+ 3.16% |
$3.11M - $3.36M
|
2.4M
$107M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.4K+ 11.8% |
$3.06M - $3.31M
|
686K
$30.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
69.8K+ 161.31% |
$2.95M - $3.19M
|
113K
$5.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
39.7KNew |
$1.68M - $1.81M
|
39.7K
$1.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
26.8K+ 7.08% |
$1.13M - $1.22M
|
405K
$18.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
25.9K+ 3.38% |
$1.09M - $1.18M
|
791K
$35.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.1K+ 17.65% |
$1.02M - $1.1M
|
161K
$7.19M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
21.7K+ 24.34% |
$915K - $990K
|
111K
$4.95M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
20.4KNew |
$862K - $932K
|
20.4K
$911K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
19KNew |
$801K - $866K
|
19K
$848K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.6K+ 2.67% |
$787K - $851K
|
716K
$32M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$663K - $717K
|
15.7K
$702K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13.7KNew |
$580K - $627K
|
13.7K
$613K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 25.57% |
$533K - $576K
|
61.9K
$2.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.3KNew |
$521K - $563K
|
12.3K
$551K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
9.63K+ 32.59% |
$407K - $440K
|
39.2K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.49K+ 6.07% |
$401K - $434K
|
166K
$7.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.34KNew |
$395K - $427K
|
9.34K
$418K
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8.89KNew |
$376K - $406K
|
8.89K
$398K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.76KNew |
$328K - $355K
|
7.76K
$347K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.14KNew |
$217K - $235K
|
5.14K
$230K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.98K+ 11.93% |
$211K - $228K
|
46.7K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
4.62KNew |
$196K - $211K
|
4.62K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
4.59KNew |
$194K - $210K
|
4.59K
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.4KNew |
$186K - $201K
|
4.4K
$197K
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.02K+ 3.07% |
$170K - $184K
|
135K
$6.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.8K+ 52.72% |
$118K - $128K
|
8.1K
$362K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.43K+ 3.02% |
$103K - $111K
|
83K
$3.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.06KNew |
$86.9K - $94K
|
2.06K
$91.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2K+ 6.08% |
$84.6K - $91.5K
|
34.9K
$1.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.96K+ 26.75% |
$82.9K - $89.6K
|
9.29K
$415K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.89K+ 14.05% |
$79.7K - $86.2K
|
15.3K
$684K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.69KNew |
$71.4K - $77.2K
|
1.69K
$75.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.67K+ 11.4% |
$70.8K - $76.5K
|
16.4K
$731K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.55K+ 8.75% |
$65.4K - $70.8K
|
19.2K
$861K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1.53K+ 10.96% |
$64.7K - $70K
|
15.5K
$693K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.44K+ 22.73% |
$60.9K - $65.8K
|
7.78K
$348K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 6.49% |
$46.7K - $50.5K
|
18.1K
$810K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
985+ 0.78% |
$41.6K - $45K
|
127K
$5.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
952+ 618.18% |
$40.3K - $43.5K
|
1.11K
$49.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
785+ 4.97% |
$33.2K - $35.9K
|
16.6K
$742K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
725+ 2.44% |
$30.7K - $33.1K
|
30.4K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
599+ 1.38% |
$25.3K - $27.4K
|
44K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
590+ 1.07% |
$24.9K - $27K
|
55.8K
$2.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
580+ 80.56% |
$24.5K - $26.5K
|
1.3K
$58.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
371+ 3.74% |
$15.7K - $17K
|
10.3K
$460K
|