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
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
212New |
$6.87K - $9.03K
|
212
$9.61K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
211New |
$6.84K - $8.99K
|
211
$9.57K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
210+ 1.72% |
$6.81K - $8.94K
|
12.4K
$563K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
183+ 0.33% |
$5.93K - $7.79K
|
55.2K
$2.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
180+ 1.21% |
$5.83K - $7.67K
|
15.1K
$683K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
172+ 0.66% |
$5.57K - $7.33K
|
26.1K
$1.18M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
166+ 95.4% |
$5.38K - $7.07K
|
340
$15.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
148+ 28.68% |
$4.8K - $6.3K
|
664
$30.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
137New |
$4.44K - $5.83K
|
137
$6.21K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
129+ 0.18% |
$4.18K - $5.49K
|
70.2K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
123+ 0.22% |
$3.99K - $5.24K
|
56.1K
$2.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
107+ 150.7% |
$3.47K - $4.56K
|
178
$8.07K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
103New |
$3.34K - $4.39K
|
103
$4.67K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 156.25% |
$3.24K - $4.26K
|
164
$7.44K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
87+ 0.75% |
$2.82K - $3.71K
|
11.7K
$532K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
86+ 1.69% |
$2.79K - $3.66K
|
5.18K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
57+ 0.03% |
$1.85K - $2.43K
|
185K
$8.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 2.7% |
$1.81K - $2.39K
|
2.13K
$96.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
56+ 0.26% |
$1.81K - $2.39K
|
21.4K
$972K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
54+ 0.45% |
$1.75K - $2.3K
|
12.1K
$549K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
49+ 0.16% |
$1.59K - $2.09K
|
30.9K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
43+ 0.19% |
$1.39K - $1.83K
|
22.1K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 226.32% |
$1.39K - $1.83K
|
62
$2.81K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
42+ 0.19% |
$1.36K - $1.79K
|
22K
$997K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
40+ 0.2% |
$1.3K - $1.7K
|
19.6K
$890K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
40New |
$1.3K - $1.7K
|
40
$1.81K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
37New |
$1.2K - $1.58K
|
37
$1.68K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
37New |
$1.2K - $1.58K
|
37
$1.68K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 4.15% |
$1.1K - $1.45K
|
854
$38.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
23New |
$745 - $980
|
23
$1.04K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 1.63% |
$713 - $937
|
1.37K
$62.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21New |
$681 - $894
|
21
$952
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
20+ 0.07% |
$648 - $852
|
29.1K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
20+ 0.13% |
$648 - $852
|
15.8K
$717K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$551 - $724
|
15.8K
$717K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13+ 0.2% |
$421 - $554
|
6.48K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13New |
$421 - $554
|
13
$590
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12New |
$389 - $511
|
12
$544
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$324 - $426
|
10
$454
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9+ 0.05% |
$292 - $383
|
18.3K
$829K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
9+ 0.21% |
$292 - $383
|
4.38K
$198K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.21% |
$259 - $341
|
3.8K
$172K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
7+ 0.06% |
$227 - $298
|
11.1K
$503K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
7+ 0.04% |
$227 - $298
|
19.3K
$877K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
5New |
$162 - $213
|
5
$227
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 2.51% |
$162 - $213
|
204
$9.25K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.12% |
$97.2 - $128
|
2.6K
$118K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$97.2 - $128
|
1.36K
$61.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.03% |
$64.8 - $85.2
|
5.72K
$259K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2New |
$64.8 - $85.2
|
2
$90.7
|