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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
812+ 0.46% |
$27.3K - $30.2K
|
177K
$7.11M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
699+ 8.36% |
$23.5K - $26K
|
9.06K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
690+ 4.11% |
$23.2K - $25.7K
|
17.5K
$701K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
689+ 4.27% |
$23.1K - $25.6K
|
16.8K
$675K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
688New |
$23.1K - $25.6K
|
688
$27.6K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
663+ 8.55% |
$22.3K - $24.7K
|
8.42K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
654New |
$22K - $24.3K
|
654
$26.2K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
607+ 4.84% |
$20.4K - $22.6K
|
13.2K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
587New |
$19.7K - $21.8K
|
587
$23.6K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
585New |
$19.6K - $21.8K
|
585
$23.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
561+ 3.23% |
$18.8K - $20.9K
|
17.9K
$720K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
491+ 2.09% |
$16.5K - $18.3K
|
24K
$962K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
455+ 6.12% |
$15.3K - $16.9K
|
7.89K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
437+ 3.27% |
$14.7K - $16.3K
|
13.8K
$554K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
427+ 0.09% |
$14.3K - $15.9K
|
475K
$19M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
426+ 6.23% |
$14.3K - $15.9K
|
7.27K
$292K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
422+ 2.6% |
$14.2K - $15.7K
|
16.6K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
395+ 3.51% |
$13.3K - $14.7K
|
11.6K
$467K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
394+ 1.3% |
$13.2K - $14.7K
|
30.7K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
385+ 3.39% |
$12.9K - $14.3K
|
11.7K
$471K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
383+ 3.96% |
$12.9K - $14.3K
|
10K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
358+ 3.15% |
$12K - $13.3K
|
11.7K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
335+ 16.49% |
$11.2K - $12.5K
|
2.37K
$95K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
328New |
$11K - $12.2K
|
328
$13.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
324+ 65.32% |
$10.9K - $12.1K
|
820
$32.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
264+ 910.34% |
$8.86K - $9.83K
|
293
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
254+ 2.64% |
$8.53K - $9.45K
|
9.87K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
254New |
$8.53K - $9.45K
|
254
$10.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
233+ 0.69% |
$7.82K - $8.67K
|
34.1K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
199New |
$6.68K - $7.41K
|
199
$7.99K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
197New |
$6.61K - $7.33K
|
197
$7.91K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
195+ 16.93% |
$6.55K - $7.26K
|
1.35K
$54.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
180+ 1.7% |
$6.04K - $6.7K
|
10.7K
$431K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
180+ 2.06% |
$6.04K - $6.7K
|
8.93K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
174+ 0.65% |
$5.84K - $6.48K
|
26.9K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
171+ 1.06% |
$5.74K - $6.36K
|
16.3K
$655K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
147+ 0.19% |
$4.93K - $5.47K
|
78.3K
$3.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
146+ 77.66% |
$4.9K - $5.43K
|
334
$13.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122New |
$4.1K - $4.54K
|
122
$4.9K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
111+ 127.59% |
$3.73K - $4.13K
|
198
$7.95K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
99+ 0.88% |
$3.32K - $3.68K
|
11.4K
$456K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
93+ 0.59% |
$3.12K - $3.46K
|
15.8K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
87+ 0.56% |
$2.92K - $3.24K
|
15.5K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
80+ 0.08% |
$2.69K - $2.98K
|
101K
$4.06M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
60New |
$2.01K - $2.23K
|
60
$2.41K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
53+ 84.13% |
$1.78K - $1.97K
|
116
$4.66K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
51+ 0.23% |
$1.71K - $1.9K
|
22.1K
$888K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
42+ 0.11% |
$1.41K - $1.56K
|
36.9K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
36New |
$1.21K - $1.34K
|
36
$1.44K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 0.1% |
$1.07K - $1.19K
|
33.1K
$1.33M
|