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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.83K+ 10.14% |
$77.5K - $83.7K
|
19.9K
$896K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.91K+ 169.72% |
$80.8K - $87.4K
|
3.04K
$137K
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-332- 2.33% |
$14K - $15.2K
|
13.9K
$627K
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-414- 0.29% |
$17.5K - $18.9K
|
143K
$6.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
205K+ 6.0% |
$8.68M - $9.39M
|
3.63M
$163M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-61- 1.64% |
$2.58K - $2.79K
|
3.67K
$165K
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-12.7K- 45.92% |
$537K - $580K
|
15K
$674K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.55K+ 1.65% |
$193K - $208K
|
281K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.06K+ 20.73% |
$44.6K - $48.3K
|
6.15K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
91.6KNew |
$3.87M - $4.19M
|
91.6K
$4.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-331- 91.44% |
$14K - $15.1K
|
31
$1.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-19.4K- 5.76% |
$821K - $888K
|
318K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-48- 0.18% |
$2.03K - $2.19K
|
26.4K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.2K- 11.43% |
$557K - $602K
|
102K
$4.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
47+ 0.91% |
$1.99K - $2.15K
|
5.23K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4.49KNew |
$190K - $205K
|
4.49K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
82.1K+ 69.21% |
$3.47M - $3.75M
|
201K
$9.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
425+ 3.68% |
$18K - $19.4K
|
12K
$539K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.3K+ 4.51% |
$55K - $59.5K
|
30.2K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-177- 12.93% |
$7.48K - $8.09K
|
1.19K
$53.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.9K+ 23.99% |
$502K - $542K
|
61.3K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.1K- 44.71% |
$555K - $600K
|
16.2K
$731K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.39KNew |
$58.8K - $63.6K
|
1.39K
$62.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
300+ 1.48% |
$12.7K - $13.7K
|
20.6K
$927K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.05% |
$42.3 - $45.7
|
1.95K
$87.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
224+ 30.94% |
$9.47K - $10.2K
|
948
$42.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.2K+ 16.16% |
$514K - $556K
|
87.4K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.94K- 2.76% |
$82.1K - $88.7K
|
68.3K
$3.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.21K+ 19.64% |
$178K - $192K
|
25.7K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-2.11K- 10.08% |
$89K - $96.2K
|
18.8K
$846K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-3.87K- 6.03% |
$164K - $177K
|
60.4K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
986+ 8.14% |
$41.7K - $45.1K
|
13.1K
$590K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-88- 2.84% |
$3.72K - $4.02K
|
3.01K
$136K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.84K- 16.94% |
$77.8K - $84.2K
|
9.03K
$407K
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
85+ 1.16% |
$3.59K - $3.89K
|
7.39K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
902+ 4.94% |
$38.1K - $41.2K
|
19.2K
$864K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.82K- 20.67% |
$119K - $129K
|
10.8K
$487K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
383+ 59.84% |
$16.2K - $17.5K
|
1.02K
$46.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
4.6KNew |
$194K - $210K
|
4.6K
$207K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-15.8K- 12.74% |
$669K - $723K
|
108K
$4.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22.3K+ 222880.0% |
$942K - $1.02M
|
22.3K
$1M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
17.4KNew |
$734K - $793K
|
17.4K
$782K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
13.7K+ 56.24% |
$579K - $626K
|
38.1K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
17.1KNew |
$722K - $781K
|
17.1K
$769K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
8New |
$338 - $366
|
8
$360
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-297- 1.89% |
$12.6K - $13.6K
|
15.4K
$694K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
354+ 10.92% |
$15K - $16.2K
|
3.6K
$162K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.9K- 2.78% |
$925K - $1M
|
765K
$34.5M
|
|