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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
120New |
$5.07K - $5.49K
|
120
$5.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.1K+ 17.65% |
$1.02M - $1.1M
|
161K
$7.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-902- 9.56% |
$38.1K - $41.2K
|
8.53K
$384K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-449- 5.27% |
$19K - $20.5K
|
8.07K
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.45K- 6.05% |
$273K - $295K
|
100K
$4.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-384- 3.42% |
$16.2K - $17.6K
|
10.8K
$488K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 25.57% |
$533K - $576K
|
61.9K
$2.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-916- 9.31% |
$38.7K - $41.9K
|
8.92K
$402K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.61K- 2.03% |
$153K - $165K
|
174K
$7.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
599+ 1.38% |
$25.3K - $27.4K
|
44K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10.8K- 5.82% |
$455K - $492K
|
174K
$7.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6New |
$254 - $274
|
6
$270
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.77K- 2.95% |
$117K - $126K
|
91.1K
$4.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-92- 0.47% |
$3.89K - $4.21K
|
19.5K
$880K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.9K- 38.2% |
$80.2K - $86.7K
|
3.07K
$138K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
11+ 0.02% |
$465 - $503
|
68.3K
$3.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-400- 7.77% |
$16.9K - $18.3K
|
4.75K
$214K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-134- 1.14% |
$5.67K - $6.13K
|
11.6K
$522K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 5.52% |
$1.52K - $1.65K
|
616
$27.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
4.62KNew |
$196K - $211K
|
4.62K
$208K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-20- 0.42% |
$846 - $914
|
4.71K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-175- 1.65% |
$7.4K - $8K
|
10.5K
$471K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13+ 6.37% |
$550 - $594
|
217
$9.77K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-86- 0.51% |
$3.64K - $3.93K
|
16.8K
$756K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 20.97% |
$550 - $594
|
75
$3.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
590+ 1.07% |
$24.9K - $27K
|
55.8K
$2.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
311K+ 734.8% |
$13.2M - $14.2M
|
354K
$15.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-242- 3.3% |
$10.2K - $11.1K
|
7.1K
$320K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-240- 0.43% |
$10.1K - $11K
|
55.3K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-664- 1.5% |
$28.1K - $30.4K
|
43.7K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-95- 14.53% |
$4.02K - $4.34K
|
559
$25.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-21- 22.83% |
$888 - $960
|
71
$3.2K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
9+ 180.0% |
$381 - $411
|
14
$631
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-632- 1.67% |
$26.7K - $28.9K
|
37.3K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-38- 0.56% |
$1.61K - $1.74K
|
6.75K
$304K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-403- 1.75% |
$17K - $18.4K
|
22.7K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-360- 1.83% |
$15.2K - $16.5K
|
19.3K
$871K
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-117- 2.11% |
$4.95K - $5.35K
|
5.43K
$244K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.17K- 16.58% |
$91.7K - $99.2K
|
10.9K
$492K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
17+ 283.33% |
$719 - $777
|
23
$1.04K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
245New |
$10.4K - $11.2K
|
245
$11K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-776- 1.03% |
$32.8K - $35.5K
|
74.8K
$3.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 3.33% |
$42.3 - $45.7
|
29
$1.31K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-61.6K- 5.3% |
$2.6M - $2.81M
|
1.1M
$49.5M
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-11.1K- 3.98% |
$468K - $506K
|
267K
$12M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.49K+ 6.07% |
$401K - $434K
|
166K
$7.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.76KNew |
$328K - $355K
|
7.76K
$350K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-9.22K- 10.56% |
$390K - $421K
|
78.1K
$3.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
785+ 4.97% |
$33.2K - $35.9K
|
16.6K
$747K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-7K- 6.26% |
$296K - $320K
|
105K
$4.72M
|
|