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 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-134- 1.14% |
$5.67K - $6.13K
|
11.6K
$519K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-148- 2.11% |
$6.26K - $6.77K
|
6.85K
$306K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-175- 1.65% |
$7.4K - $8K
|
10.5K
$468K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-185- 0.55% |
$7.82K - $8.46K
|
33.7K
$1.51M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-205- 0.13% |
$8.67K - $9.37K
|
153K
$6.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-216- 1.94% |
$9.13K - $9.87K
|
10.9K
$488K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-240- 0.43% |
$10.1K - $11K
|
55.3K
$2.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-242- 3.3% |
$10.2K - $11.1K
|
7.1K
$317K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-250- 1.66% |
$10.6K - $11.4K
|
14.8K
$661K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-264- 90.1% |
$11.2K - $12.1K
|
29
$1.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-284- 0.69% |
$12K - $13K
|
41.1K
$1.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-292- 6.14% |
$12.3K - $13.3K
|
4.46K
$199K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-360- 0.67% |
$15.2K - $16.5K
|
53.4K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-360- 1.83% |
$15.2K - $16.5K
|
19.3K
$865K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-384- 3.42% |
$16.2K - $17.6K
|
10.8K
$484K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-395- 1.1% |
$16.7K - $18.1K
|
35.6K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-400- 7.77% |
$16.9K - $18.3K
|
4.75K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-403- 1.75% |
$17K - $18.4K
|
22.7K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-449- 5.27% |
$19K - $20.5K
|
8.07K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-551- 2.68% |
$23.3K - $25.2K
|
20K
$894K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-564- 4.19% |
$23.8K - $25.8K
|
12.9K
$576K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-564- 4.19% |
$23.8K - $25.8K
|
12.9K
$576K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-598- 9.56% |
$25.3K - $27.3K
|
5.66K
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-620- 4.38% |
$26.2K - $28.3K
|
13.6K
$606K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-632- 1.67% |
$26.7K - $28.9K
|
37.3K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-664- 1.5% |
$28.1K - $30.4K
|
43.7K
$1.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-683- 0.47% |
$28.9K - $31.2K
|
144K
$6.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-683- 1.71% |
$28.9K - $31.2K
|
39.3K
$1.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-763- 1.89% |
$32.3K - $34.9K
|
39.6K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-776- 1.03% |
$32.8K - $35.5K
|
74.8K
$3.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-880- 4.04% |
$37.2K - $40.2K
|
20.9K
$936K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-888- 7.54% |
$37.5K - $40.6K
|
10.9K
$487K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-902- 9.56% |
$38.1K - $41.2K
|
8.53K
$381K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-916- 9.31% |
$38.7K - $41.9K
|
8.92K
$399K
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-975- 9.22% |
$41.2K - $44.6K
|
9.6K
$429K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.22K- 1.2% |
$51.5K - $55.7K
|
99.9K
$4.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.44K- 6.87% |
$61K - $65.9K
|
19.5K
$874K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.5K- 3.2% |
$63.5K - $68.7K
|
45.5K
$2.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.57K- 53.75% |
$66.3K - $71.7K
|
1.35K
$60.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.58K- 1.91% |
$66.8K - $72.3K
|
81.4K
$3.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.6K- 3.16% |
$67.6K - $73.1K
|
49K
$2.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.7K- 1.85% |
$72K - $77.8K
|
90.2K
$4.03M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.87K- 6.16% |
$78.9K - $85.3K
|
28.4K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.9K- 38.2% |
$80.2K - $86.7K
|
3.07K
$137K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.94K- 11.17% |
$82.2K - $88.9K
|
15.5K
$691K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-1.96K- 51.69% |
$83K - $89.7K
|
1.84K
$82.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.99K- 2.21% |
$84K - $90.8K
|
87.8K
$3.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.06K- 0.44% |
$86.9K - $93.9K
|
469K
$21M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.17K- 16.58% |
$91.7K - $99.2K
|
10.9K
$488K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.55K- 3.23% |
$108K - $116K
|
76.3K
$3.41M
|