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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.49K+ 7.39% |
$111K - $115K
|
36.2K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-888- 4.44% |
$39.5K - $41K
|
19.1K
$861K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.29K- 42.45% |
$146K - $152K
|
4.47K
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-664- 1.46% |
$29.5K - $30.6K
|
44.8K
$2.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.57K+ 3.37% |
$114K - $119K
|
78.8K
$3.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.74K- 14.15% |
$255K - $265K
|
34.8K
$1.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-158- 1.1% |
$7.02K - $7.29K
|
14.2K
$640K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
826+ 9.29% |
$36.7K - $38.1K
|
9.72K
$438K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.8K+ 0.35% |
$169K - $175K
|
1.1M
$49.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-305K- 86.22% |
$13.6M - $14.1M
|
48.7K
$2.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41+ 3.03% |
$1.82K - $1.89K
|
1.4K
$62.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-722- 23.54% |
$32.1K - $33.3K
|
2.35K
$106K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
126+ 2.46% |
$5.6K - $5.81K
|
5.25K
$236K
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.75K+ 2.04% |
$122K - $127K
|
138K
$6.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.15K+ 6.99% |
$95.6K - $99.3K
|
33K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
733+ 2.1% |
$32.6K - $33.8K
|
35.7K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-37.4K- 33.63% |
$1.66M - $1.72M
|
73.8K
$3.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
5.85K+ 5.13% |
$260K - $270K
|
120K
$5.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17+ 0.25% |
$755 - $784
|
6.82K
$307K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.3% |
$222 - $231
|
1.69K
$76K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-125- 0.49% |
$5.55K - $5.77K
|
25.2K
$1.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-600- 44.48% |
$26.7K - $27.7K
|
749
$33.7K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-3.2K- 1.94% |
$142K - $148K
|
162K
$7.28M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-331- 0.99% |
$14.7K - $15.3K
|
33K
$1.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.09K- 1.37% |
$93K - $96.6K
|
151K
$6.8M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-100- 0.33% |
$4.44K - $4.61K
|
30.3K
$1.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.31K- 0.87% |
$103K - $106K
|
262K
$11.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
33+ 1.37% |
$1.47K - $1.52K
|
2.43K
$110K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.31K+ 1.59% |
$58K - $60.2K
|
83.2K
$3.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
600+ 0.57% |
$26.7K - $27.7K
|
105K
$4.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
17.7K+ 4.37% |
$786K - $816K
|
422K
$19M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
361+ 5.22% |
$16K - $16.6K
|
7.28K
$328K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-8.4K- 21.4% |
$373K - $387K
|
30.9K
$1.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.27K+ 6.17% |
$56.2K - $58.4K
|
21.8K
$981K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
14+ 0.13% |
$622 - $646
|
10.6K
$476K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
292+ 3.51% |
$13K - $13.5K
|
8.62K
$388K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-497- 2.37% |
$22.1K - $22.9K
|
20.4K
$920K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
326+ 0.58% |
$14.5K - $15K
|
56.1K
$2.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.93K- 1.13% |
$85.9K - $89.1K
|
168K
$7.58M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-67- 0.36% |
$2.98K - $3.09K
|
18.3K
$825K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-230- 1.41% |
$10.2K - $10.6K
|
16.1K
$726K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-40- 0.52% |
$1.69K - $1.83K
|
7.68K
$346K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.36K+ 13.62% |
$99.8K - $108K
|
19.7K
$887K
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
378+ 6.0% |
$16K - $17.3K
|
6.68K
$301K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.09K- 22.04% |
$46.1K - $49.9K
|
3.86K
$174K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2K+ 1.95% |
$84.5K - $91.4K
|
105K
$4.71M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
820+ 14.34% |
$34.7K - $37.5K
|
6.54K
$294K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.25K+ 11.15% |
$138K - $149K
|
32.4K
$1.46M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.3K- 3.01% |
$519K - $561K
|
395K
$17.8M
|
|