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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2+ 0.02% |
$64.8 - $85.2
|
10.6K
$479K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.08% |
$64.8 - $85.2
|
2.4K
$109K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1New |
$32.4 - $42.6
|
1
$45.4
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.3% |
$32.4 - $42.6
|
330
$15K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$32.4 - $42.6
|
6.26K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.32% |
$32.4 - $42.6
|
313
$14.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.3K+ 48.54% |
$615K - $681K
|
56K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.6K+ 11.77% |
$491K - $545K
|
139K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10.1KNew |
$338K - $375K
|
10.1K
$457K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
9.09K+ 8.01% |
$305K - $338K
|
122K
$5.56M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
7.64K+ 10.54% |
$256K - $284K
|
80.1K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
6KNew |
$201K - $223K
|
6K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
5.82KNew |
$195K - $217K
|
5.82K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.62KNew |
$189K - $209K
|
5.62K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.28K+ 50.05% |
$110K - $122K
|
9.84K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.31K+ 87.6% |
$77.6K - $86K
|
4.95K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.84K+ 4.98% |
$61.6K - $68.3K
|
38.7K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.55K+ 16.84% |
$52K - $57.7K
|
10.8K
$488K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.49KNew |
$49.9K - $55.3K
|
1.49K
$67.3K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
688New |
$23.1K - $25.6K
|
688
$31.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
654New |
$22K - $24.3K
|
654
$29.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
587New |
$19.7K - $21.8K
|
587
$26.6K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
585New |
$19.6K - $21.8K
|
585
$26.5K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
358+ 3.15% |
$12K - $13.3K
|
11.7K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
328New |
$11K - $12.2K
|
328
$14.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
264+ 910.34% |
$8.86K - $9.83K
|
293
$13.3K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
254New |
$8.53K - $9.45K
|
254
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
180+ 1.7% |
$6.04K - $6.7K
|
10.7K
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
174+ 0.65% |
$5.84K - $6.48K
|
26.9K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
146+ 77.66% |
$4.9K - $5.43K
|
334
$15.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122New |
$4.1K - $4.54K
|
122
$5.53K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
111+ 127.59% |
$3.73K - $4.13K
|
198
$8.98K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
99+ 0.88% |
$3.32K - $3.68K
|
11.4K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
60New |
$2.01K - $2.23K
|
60
$2.72K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
53+ 84.13% |
$1.78K - $1.97K
|
116
$5.26K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
36New |
$1.21K - $1.34K
|
36
$1.63K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30New |
$1.01K - $1.12K
|
30
$1.36K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
29+ 1450.0% |
$974 - $1.08K
|
31
$1.41K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
25New |
$839 - $931
|
25
$1.13K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
23New |
$772 - $856
|
23
$1.04K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 38.1% |
$537 - $596
|
58
$2.63K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
16New |
$537 - $596
|
16
$726
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$336 - $372
|
10
$454
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7New |
$235 - $261
|
7
$317
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4New |
$134 - $149
|
4
$181
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2New |
$67.1 - $74.4
|
2
$90.7
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1New |
$33.6 - $37.2
|
1
$45.4
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|