Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.9K- 12.15% |
$1.2M - $1.57M
|
267K
$11.6M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-19K- 1.38% |
$616K - $809K
|
1.35M
$58.7M
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-15K- 7.85% |
$486K - $639K
|
176K
$7.63M
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11.7K- 6.16% |
$378K - $497K
|
178K
$7.7M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.6K- 46.29% |
$376K - $494K
|
13.5K
$583K
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-11.6K- 46.29% |
$376K - $494K
|
13.5K
$583K
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-11.2K- 11.4% |
$364K - $478K
|
87.3K
$3.79M
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.11K- 15.76% |
$295K - $388K
|
48.7K
$2.11M
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-7.49K- 2.62% |
$243K - $319K
|
278K
$12.1M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.37K- 71.11% |
$207K - $271K
|
2.59K
$112K
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-5.68K- 45.55% |
$184K - $242K
|
6.79K
$294K
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.83K- 14.45% |
$157K - $206K
|
28.6K
$1.24M
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.37K- 7.78% |
$109K - $143K
|
39.9K
$1.73M
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.2K- 3.9% |
$104K - $136K
|
78.8K
$3.42M
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.14K- 3.38% |
$102K - $134K
|
89.8K
$3.89M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.96K- 33.56% |
$95.8K - $126K
|
5.85K
$254K
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.59K- 29.03% |
$84K - $110K
|
6.34K
$275K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.95K- 7.02% |
$63.1K - $82.9K
|
25.8K
$1.12M
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.63K- 7.22% |
$52.9K - $69.5K
|
21K
$910K
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.19K- 6.42% |
$38.7K - $50.9K
|
17.4K
$754K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.16K- 3.77% |
$37.7K - $49.5K
|
29.7K
$1.29M
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-996- 3.46% |
$32.3K - $42.4K
|
27.8K
$1.2M
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-900- 5.65% |
$29.2K - $38.3K
|
15K
$652K
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-887- 0.51% |
$28.7K - $37.8K
|
173K
$7.51M
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-859- 1.9% |
$27.8K - $36.6K
|
44.3K
$1.92M
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-684- 1.64% |
$22.2K - $29.1K
|
40.9K
$1.77M
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-635- 2.02% |
$20.6K - $27K
|
30.8K
$1.34M
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-613- 6.71% |
$19.9K - $26.1K
|
8.52K
$369K
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-601- 2.84% |
$19.5K - $25.6K
|
20.5K
$891K
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-600- 5.49% |
$19.4K - $25.6K
|
10.3K
$448K
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-571- 0.37% |
$18.5K - $24.3K
|
155K
$6.7M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-550- 3.65% |
$17.8K - $23.4K
|
14.5K
$630K
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-489- 2.14% |
$15.8K - $20.8K
|
22.3K
$967K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-358- 14.08% |
$11.6K - $15.2K
|
2.19K
$94.7K
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-268- 0.61% |
$8.69K - $11.4K
|
43.4K
$1.88M
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-257- 3.17% |
$8.33K - $10.9K
|
7.86K
$341K
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-210- 97.67% |
$6.81K - $8.94K
|
5
$217
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-200- 3.26% |
$6.48K - $8.52K
|
5.94K
$257K
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-146- 1.95% |
$4.73K - $6.22K
|
7.34K
$318K
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-127- 0.13% |
$4.12K - $5.41K
|
101K
$4.38M
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-120- 1.04% |
$3.89K - $5.11K
|
11.4K
$495K
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-111- 1.96% |
$3.6K - $4.73K
|
5.56K
$241K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-90- 0.49% |
$2.92K - $3.83K
|
18.4K
$797K
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-69- 0.32% |
$2.24K - $2.94K
|
21.8K
$945K
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-45- 0.53% |
$1.46K - $1.92K
|
8.37K
$363K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-43- 0.12% |
$1.39K - $1.83K
|
34.4K
$1.49M
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-15- 0.24% |
$486 - $639
|
6.35K
$275K
|
|
Q1 2025 | |||||||
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.42M- 48.66% |
$81.4M - $90.2M
|
2.56M
$111M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-325K- 11.4% |
$10.9M - $12.1M
|
2.53M
$110M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-129K- 13.9% |
$4.32M - $4.78M
|
797K
$34.5M
|