Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL SMALL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.39M+ 68.34% |
$45M - $59.2M
|
3.42M
$150M
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
392KNew |
$12.7M - $16.7M
|
392K
$17.1M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
307KNew |
$9.96M - $13.1M
|
307K
$13.4M
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
295K+ 129.31% |
$9.55M - $12.5M
|
522K
$22.9M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
278K+ 23.89% |
$9M - $11.8M
|
1.44M
$63M
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
244KNew |
$7.9M - $10.4M
|
244K
$10.7M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
155K+ 33.88% |
$5.03M - $6.62M
|
614K
$26.8M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
131K+ 170.52% |
$4.25M - $5.58M
|
208K
$9.09M
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
131KNew |
$4.24M - $5.58M
|
131K
$5.73M
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
130K+ 7.26% |
$4.22M - $5.55M
|
1.93M
$84.2M
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
91.3KNew |
$2.96M - $3.89M
|
91.3K
$3.99M
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
84KNew |
$2.72M - $3.58M
|
84K
$3.67M
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
76.2KNew |
$2.47M - $3.24M
|
76.2K
$3.33M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
57K+ 8.87% |
$1.85M - $2.43M
|
699K
$30.6M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
55.5KNew |
$1.8M - $2.37M
|
55.5K
$2.43M
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
43.3KNew |
$1.4M - $1.84M
|
43.3K
$1.89M
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
41.4KNew |
$1.34M - $1.76M
|
41.4K
$1.81M
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
40.5K+ 16.07% |
$1.31M - $1.73M
|
293K
$12.8M
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
36.4K+ 156.71% |
$1.18M - $1.55M
|
59.6K
$2.61M
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
32.6K+ 48.26% |
$1.06M - $1.39M
|
100K
$4.38M
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
30.8K+ 52.96% |
$998K - $1.31M
|
89K
$3.89M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
28.9KNew |
$936K - $1.23M
|
28.9K
$1.26M
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
28.4KNew |
$921K - $1.21M
|
28.4K
$1.24M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26K+ 13.2% |
$844K - $1.11M
|
223K
$9.77M
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
23.5K+ 13.04% |
$763K - $1M
|
204K
$8.93M
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
22.6KNew |
$733K - $963K
|
22.6K
$989K
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$669K - $879K
|
20.6K
$902K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.8K+ 61.51% |
$608K - $799K
|
49.3K
$2.15M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
16.9K+ 32.79% |
$547K - $718K
|
68.3K
$2.99M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.5K+ 112.41% |
$503K - $661K
|
29.3K
$1.28M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.4K+ 9.47% |
$497K - $654K
|
177K
$7.76M
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
13.3K+ 77.85% |
$430K - $565K
|
30.3K
$1.33M
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.1K+ 7.24% |
$393K - $517K
|
180K
$7.86M
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11.8KNew |
$381K - $501K
|
11.8K
$515K
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
11.7K+ 7.72% |
$378K - $497K
|
163K
$7.12M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
11.5K+ 3.59% |
$373K - $490K
|
332K
$14.5M
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
10.8K+ 22.74% |
$350K - $460K
|
58.3K
$2.55M
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.7K+ 125.1% |
$346K - $455K
|
19.2K
$841K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 17.25% |
$342K - $449K
|
71.6K
$3.13M
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.86KNew |
$320K - $420K
|
9.86K
$431K
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
9.76KNew |
$316K - $416K
|
9.76K
$427K
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.72KNew |
$315K - $414K
|
9.72K
$425K
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
8.8K+ 8.99% |
$285K - $375K
|
107K
$4.67M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
8.45K+ 2.29% |
$274K - $360K
|
378K
$16.5M
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.56K+ 2.06% |
$245K - $322K
|
374K
$16.4M
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
6.39K+ 4.57% |
$207K - $272K
|
146K
$6.39M
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.35K+ 3.9% |
$206K - $271K
|
169K
$7.41M
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.9K+ 8.71% |
$191K - $251K
|
73.7K
$3.22M
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
5.55KNew |
$180K - $236K
|
5.55K
$243K
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.51KNew |
$179K - $235K
|
5.51K
$241K
|