Latest Institutional Purchases of Schwab Strategic Tr Intl Small (SCHC)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Small (SCHC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.37K+ 246.1% |
$214K - $237K
|
8.96K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.32K+ 4.06% |
$212K - $235K
|
162K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
6KNew |
$201K - $223K
|
6K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.96KNew |
$200K - $222K
|
5.96K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.95KNew |
$200K - $221K
|
5.95K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
5.82KNew |
$195K - $217K
|
5.82K
$234K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.76KNew |
$193K - $214K
|
5.76K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.67KNew |
$190K - $211K
|
5.67K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.62KNew |
$189K - $209K
|
5.62K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.94K+ 2.75% |
$166K - $184K
|
185K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.84K+ 8.61% |
$163K - $180K
|
61.1K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.59K+ 4.52% |
$154K - $171K
|
106K
$4.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.51K+ 5.16% |
$151K - $168K
|
91.9K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.28K+ 7.94% |
$144K - $159K
|
58.2K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.17K+ 13.0% |
$140K - $155K
|
36.2K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.12K+ 15.6% |
$138K - $153K
|
30.5K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.82K+ 11.33% |
$128K - $142K
|
37.5K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.68K+ 2.43% |
$123K - $137K
|
155K
$6.21M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
3.6K+ 27.76% |
$121K - $134K
|
16.6K
$665K
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
3.58K+ 1.27% |
$120K - $133K
|
285K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.34K+ 1.72% |
$112K - $124K
|
197K
$7.92M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.28K+ 50.05% |
$110K - $122K
|
9.84K
$395K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.11K+ 7.5% |
$104K - $116K
|
44.6K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.06K+ 11.08% |
$103K - $114K
|
30.7K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.71K+ 10.91% |
$91.1K - $101K
|
27.6K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.41K+ 24.01% |
$81K - $89.8K
|
12.5K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.31K+ 87.6% |
$77.6K - $86K
|
4.95K
$199K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.18K+ 19.76% |
$73.1K - $81.1K
|
13.2K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 10.57% |
$68.7K - $76.1K
|
21.4K
$858K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.02K+ 20.54% |
$67.6K - $75K
|
11.8K
$475K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.88K+ 18.41% |
$62.9K - $69.8K
|
12.1K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.84K+ 4.98% |
$61.6K - $68.3K
|
38.7K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.81K+ 9.74% |
$60.8K - $67.4K
|
20.4K
$819K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.72K+ 0.91% |
$57.8K - $64.1K
|
191K
$7.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.65K+ 9.3% |
$55.3K - $61.3K
|
19.4K
$777K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.61K+ 3.02% |
$54.1K - $60K
|
55K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.55K+ 16.84% |
$52K - $57.7K
|
10.8K
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.49KNew |
$49.9K - $55.3K
|
1.49K
$59.6K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.43K+ 5.18% |
$48.1K - $53.3K
|
29.1K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
1.42K+ 5.79% |
$47.6K - $52.7K
|
25.9K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.25K+ 7.33% |
$42K - $46.6K
|
18.3K
$735K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.22K+ 2.88% |
$41.1K - $45.6K
|
43.7K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 7.14% |
$40.5K - $44.9K
|
18.1K
$726K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.2K+ 4.64% |
$40.4K - $44.8K
|
27.1K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.11K+ 2.51% |
$37.2K - $41.2K
|
45.2K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 7.66% |
$33.8K - $37.5K
|
14.2K
$568K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
970+ 4.01% |
$32.6K - $36.1K
|
25.2K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
937+ 3.37% |
$31.5K - $34.9K
|
28.8K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
892New |
$29.9K - $33.2K
|
892
$35.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
837+ 1.97% |
$28.1K - $31.2K
|
43.3K
$1.74M
|