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 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
103New |
$3.34K - $4.39K
|
103
$4.47K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2+ 0.02% |
$64.8 - $85.2
|
10.6K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
5.55KNew |
$180K - $236K
|
5.55K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-111- 1.96% |
$3.6K - $4.73K
|
5.56K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
340+ 3.55% |
$11K - $14.5K
|
9.93K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-200- 3.26% |
$6.48K - $8.52K
|
5.94K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-257- 3.17% |
$8.33K - $10.9K
|
7.86K
$341K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.3K+ 4.68% |
$172K - $226K
|
119K
$5.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.23K+ 7.24% |
$72.1K - $94.8K
|
32.9K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
3.58K+ 11.04% |
$116K - $152K
|
36K
$1.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.37K- 7.78% |
$109K - $143K
|
39.9K
$1.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.45K+ 13.13% |
$177K - $232K
|
47K
$2.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.08% |
$64.8 - $85.2
|
2.4K
$104K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
8.8K+ 8.99% |
$285K - $375K
|
107K
$4.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 1.63% |
$713 - $937
|
1.37K
$59.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
5.15KNew |
$167K - $219K
|
5.15K
$223K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.46K+ 20.15% |
$79.8K - $105K
|
14.7K
$636K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.3K+ 5.18% |
$42.3K - $55.5K
|
26.5K
$1.15M
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
7.64K+ 10.54% |
$256K - $284K
|
80.1K
$3.47M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-213- 58.04% |
$7.15K - $7.93K
|
154
$6.68K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
25.1KNew |
$844K - $935K
|
25.1K
$1.09M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
158K+ 52.57% |
$5.3M - $5.88M
|
458K
$19.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 4.26% |
$1.21K - $1.34K
|
809
$35.1K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.88K+ 18.41% |
$62.9K - $69.8K
|
12.1K
$523K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
131K+ 7.84% |
$4.38M - $4.86M
|
1.79M
$77.8M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1New |
$33.6 - $37.2
|
1
$43.4
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4New |
$134 - $149
|
4
$173
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.08K- 5.09% |
$103K - $115K
|
57.4K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-13.5K- 40.96% |
$453K - $503K
|
19.5K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-5.1K- 19.68% |
$171K - $190K
|
20.8K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.2K- 38.95% |
$1.22M - $1.35M
|
56.8K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
49K+ 20.08% |
$1.64M - $1.82M
|
293K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.14K+ 315.35% |
$273K - $303K
|
10.7K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-89- 0.36% |
$2.99K - $3.31K
|
24.4K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.2K- 4.31% |
$40.2K - $44.6K
|
26.6K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-726- 1.03% |
$24.4K - $27K
|
70.1K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
699+ 8.36% |
$23.5K - $26K
|
9.06K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
180+ 1.7% |
$6.04K - $6.7K
|
10.7K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.96KNew |
$200K - $222K
|
5.96K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.4K- 8.65% |
$215K - $238K
|
67.6K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-20.9K- 18.69% |
$700K - $776K
|
90.8K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-58.7K- 3.82% |
$1.97M - $2.19M
|
1.48M
$64.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$336 - $372
|
10
$434
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.42K- 2.16% |
$115K - $127K
|
155K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.2KNew |
$745K - $826K
|
22.2K
$962K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.59K+ 4.52% |
$154K - $171K
|
106K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.28K+ 7.94% |
$144K - $159K
|
58.2K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
6KNew |
$201K - $223K
|
6K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.7K- 1.49% |
$662K - $734K
|
1.3M
$56.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.3K+ 48.54% |
$615K - $681K
|
56K
$2.43M
|
|