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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
148+ 28.68% |
$4.8K - $6.3K
|
664
$29K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
371+ 4.1% |
$12K - $15.8K
|
9.43K
$412K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.03% |
$64.8 - $85.2
|
5.72K
$250K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-157- 19.41% |
$5.09K - $6.69K
|
652
$28.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.5K- 28.85% |
$2.74M - $3.6M
|
208K
$9.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-847- 5.46% |
$27.5K - $36.1K
|
14.7K
$642K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
278K+ 23.89% |
$9M - $11.8M
|
1.44M
$63M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
30.8K+ 52.96% |
$998K - $1.31M
|
89K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.4K+ 9.47% |
$497K - $654K
|
177K
$7.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.51KNew |
$179K - $235K
|
5.51K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.92K+ 2.53% |
$159K - $209K
|
199K
$8.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-49- 41.88% |
$1.59K - $2.09K
|
68
$2.97K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
129+ 0.18% |
$4.18K - $5.49K
|
70.2K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
11.7K+ 7.72% |
$378K - $497K
|
163K
$7.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
988+ 8.08% |
$32K - $42.1K
|
13.2K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.83K- 10.57% |
$124K - $163K
|
32.4K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-109K- 88.52% |
$3.55M - $4.66M
|
14.2K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
212New |
$6.87K - $9.03K
|
212
$9.27K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
28.4KNew |
$921K - $1.21M
|
28.4K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
295K+ 129.31% |
$9.55M - $12.5M
|
522K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.01K+ 67.9% |
$65K - $85.5K
|
4.96K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-153K- 10.34% |
$4.96M - $6.51M
|
1.33M
$58M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.99K- 66.9% |
$129K - $170K
|
1.97K
$86.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
11.5K+ 3.59% |
$373K - $490K
|
332K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
32.6K+ 48.26% |
$1.06M - $1.39M
|
100K
$4.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-7- 3.7% |
$227 - $298
|
182
$7.96K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
759+ 2.86% |
$24.6K - $32.3K
|
27.3K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
256+ 3.87% |
$8.3K - $10.9K
|
6.87K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.35K- 7.08% |
$173K - $228K
|
70.2K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-87- 33.33% |
$2.82K - $3.71K
|
174
$7.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
244KNew |
$7.9M - $10.4M
|
244K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.87K+ 1.53% |
$93K - $122K
|
190K
$8.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-287K- 63.82% |
$9.29M - $12.2M
|
163K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
5.13KNew |
$166K - $218K
|
5.13K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.09K- 2.43% |
$100K - $132K
|
124K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
944New |
$30.6K - $40.2K
|
944
$41.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.74K+ 5.01% |
$121K - $159K
|
78.3K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-72- 0.39% |
$2.33K - $3.07K
|
18.6K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-14.8K- 71.05% |
$479K - $629K
|
6.02K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.08K- 0.75% |
$100K - $131K
|
408K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 2.7% |
$1.81K - $2.39K
|
2.13K
$93.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.72KNew |
$315K - $414K
|
9.72K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.1K+ 7.24% |
$393K - $517K
|
180K
$7.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
307KNew |
$9.96M - $13.1M
|
307K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.17K- 3.81% |
$70.2K - $92.2K
|
54.7K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
796+ 7.41% |
$25.8K - $33.9K
|
11.5K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
172+ 0.66% |
$5.57K - $7.33K
|
26.1K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-730- 8.89% |
$23.7K - $31.1K
|
7.48K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.22K- 25.77% |
$39.5K - $51.9K
|
3.51K
$153K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.47K- 2.89% |
$145K - $190K
|
150K
$6.58M
|