Latest Institutional Transactions on Schwab Strategic Tr Intl Small (SCHC)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Small (SCHC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-684- 1.64% |
$22.2K - $29.1K
|
40.9K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
9+ 0.21% |
$292 - $383
|
4.38K
$190K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
928New |
$30.1K - $39.5K
|
928
$40.2K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11.7K- 6.16% |
$378K - $497K
|
178K
$7.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
10.8K+ 22.74% |
$350K - $460K
|
58.3K
$2.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-127- 0.13% |
$4.12K - $5.41K
|
101K
$4.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.19K- 6.42% |
$38.7K - $50.9K
|
17.4K
$754K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.38K+ 4.09% |
$174K - $229K
|
137K
$5.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$551 - $724
|
15.8K
$686K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-996- 3.46% |
$32.3K - $42.4K
|
27.8K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-550- 3.65% |
$17.8K - $23.4K
|
14.5K
$630K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.3KNew |
$172K - $226K
|
5.3K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
183+ 0.33% |
$5.93K - $7.79K
|
55.2K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-900- 5.65% |
$29.2K - $38.3K
|
15K
$652K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
816+ 0.57% |
$26.4K - $34.8K
|
144K
$6.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.59K- 29.03% |
$84K - $110K
|
6.34K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-11.2K- 11.4% |
$364K - $478K
|
87.3K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.6K- 46.29% |
$376K - $494K
|
13.5K
$583K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
55.5KNew |
$1.8M - $2.37M
|
55.5K
$2.41M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
13.3K+ 77.85% |
$430K - $565K
|
30.3K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
43.3KNew |
$1.4M - $1.84M
|
43.3K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-600- 5.49% |
$19.4K - $25.6K
|
10.3K
$448K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-5.68K- 45.55% |
$184K - $242K
|
6.79K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-11.6K- 46.29% |
$376K - $494K
|
13.5K
$583K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.58KNew |
$51.1K - $67.2K
|
1.58K
$68.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
57K+ 8.87% |
$1.85M - $2.43M
|
699K
$30.3M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-7.49K- 2.62% |
$243K - $319K
|
278K
$12.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 0.49% |
$98.4K - $129K
|
617K
$26.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.37K- 71.11% |
$207K - $271K
|
2.59K
$112K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-210- 97.67% |
$6.81K - $8.94K
|
5
$217
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.32% |
$32.4 - $42.6
|
313
$13.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-268- 0.61% |
$8.69K - $11.4K
|
43.4K
$1.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13New |
$421 - $554
|
13
$564
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.63K- 7.22% |
$52.9K - $69.5K
|
21K
$910K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
814+ 6.19% |
$26.4K - $34.7K
|
14K
$606K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
983+ 5.37% |
$31.9K - $41.9K
|
19.3K
$837K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-613- 6.71% |
$19.9K - $26.1K
|
8.52K
$369K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-358- 14.08% |
$11.6K - $15.2K
|
2.19K
$94.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.2K- 3.9% |
$104K - $136K
|
78.8K
$3.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.11K- 15.76% |
$295K - $388K
|
48.7K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.83K- 14.45% |
$157K - $206K
|
28.6K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.59K+ 2.37% |
$83.8K - $110K
|
112K
$4.85M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
5New |
$162 - $213
|
5
$217
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.96K- 33.56% |
$95.8K - $126K
|
5.85K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
324+ 1.67% |
$10.5K - $13.8K
|
19.7K
$854K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-601- 2.84% |
$19.5K - $25.6K
|
20.5K
$891K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-90- 0.49% |
$2.92K - $3.83K
|
18.4K
$797K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
869+ 5.16% |
$28.2K - $37K
|
17.7K
$767K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
8.45K+ 2.29% |
$274K - $360K
|
378K
$16.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 226.32% |
$1.39K - $1.83K
|
62
$2.69K
|