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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.51KNew |
$179K - $235K
|
5.51K
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.45K+ 13.13% |
$177K - $232K
|
47K
$2.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.38K+ 4.09% |
$174K - $229K
|
137K
$6.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.32KNew |
$172K - $226K
|
5.32K
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.3KNew |
$172K - $226K
|
5.3K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.3K+ 4.68% |
$172K - $226K
|
119K
$5.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5.24K+ 27.47% |
$170K - $223K
|
24.3K
$1.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
5.15KNew |
$167K - $219K
|
5.15K
$234K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.14KNew |
$167K - $219K
|
5.14K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
5.13KNew |
$166K - $218K
|
5.13K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.12KNew |
$166K - $218K
|
5.12K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
4.92KNew |
$159K - $209K
|
4.92K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.92K+ 2.53% |
$159K - $209K
|
199K
$9.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.87K+ 10.92% |
$158K - $207K
|
49.5K
$2.24M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
4.8KNew |
$156K - $205K
|
4.8K
$218K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.79K+ 6.33% |
$155K - $204K
|
80.5K
$3.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.77KNew |
$154K - $203K
|
4.77K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.75KNew |
$154K - $202K
|
4.75K
$216K
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
4.73KNew |
$153K - $201K
|
4.73K
$214K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.42K+ 12.95% |
$143K - $188K
|
38.5K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.29K+ 15310.71% |
$139K - $183K
|
4.32K
$196K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.22K+ 16.64% |
$137K - $180K
|
29.5K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.21K+ 11.2% |
$136K - $179K
|
41.8K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.13K+ 31.24% |
$134K - $176K
|
17.3K
$786K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.84K+ 3.45% |
$124K - $164K
|
115K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.74K+ 5.01% |
$121K - $159K
|
78.3K
$3.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.71K+ 26.19% |
$120K - $158K
|
17.9K
$810K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.69K+ 0.32% |
$120K - $157K
|
1.16M
$52.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
3.58K+ 11.04% |
$116K - $152K
|
36K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
3.47K+ 4.34% |
$112K - $148K
|
83.4K
$3.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.42KNew |
$111K - $146K
|
3.42K
$155K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.41K+ 59.32% |
$111K - $145K
|
9.17K
$416K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.2K+ 10.43% |
$104K - $136K
|
33.9K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.05K+ 37.78% |
$98.9K - $130K
|
11.1K
$504K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.04K+ 148.2% |
$98.6K - $130K
|
5.09K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 0.49% |
$98.4K - $129K
|
617K
$28M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.92K+ 900.31% |
$94.5K - $124K
|
3.24K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.87K+ 1.53% |
$93K - $122K
|
190K
$8.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.72K+ 6.86% |
$88.1K - $116K
|
42.4K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.59K+ 2.37% |
$83.8K - $110K
|
112K
$5.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.58K+ 0.94% |
$83.6K - $110K
|
276K
$12.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.46K+ 20.15% |
$79.8K - $105K
|
14.7K
$666K
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.41K+ 13.46% |
$78.2K - $103K
|
20.3K
$923K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.34K+ 0.68% |
$75.7K - $99.4K
|
346K
$15.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.31KNew |
$74.8K - $98.3K
|
2.31K
$105K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.23K+ 7.24% |
$72.1K - $94.8K
|
32.9K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.06K+ 2.81% |
$66.9K - $87.9K
|
75.6K
$3.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
2.01K+ 1.11% |
$65.2K - $85.7K
|
183K
$8.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.01K+ 67.9% |
$65K - $85.5K
|
4.96K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.98K+ 95.24% |
$64.2K - $84.4K
|
4.06K
$184K
|