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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.45K+ 13.13% |
$177K - $232K
|
47K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.38K+ 4.09% |
$174K - $229K
|
137K
$5.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.32KNew |
$172K - $226K
|
5.32K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.3KNew |
$172K - $226K
|
5.3K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.3K+ 4.68% |
$172K - $226K
|
119K
$5.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5.24K+ 27.47% |
$170K - $223K
|
24.3K
$1.06M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
5.15KNew |
$167K - $219K
|
5.15K
$225K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.14KNew |
$167K - $219K
|
5.14K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
5.13KNew |
$166K - $218K
|
5.13K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.12KNew |
$166K - $218K
|
5.12K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
4.92KNew |
$159K - $209K
|
4.92K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.92K+ 2.53% |
$159K - $209K
|
199K
$8.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.87K+ 10.92% |
$158K - $207K
|
49.5K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.79K+ 6.33% |
$155K - $204K
|
80.5K
$3.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.77KNew |
$154K - $203K
|
4.77K
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.75KNew |
$154K - $202K
|
4.75K
$208K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.42K+ 12.95% |
$143K - $188K
|
38.5K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.29K+ 15310.71% |
$139K - $183K
|
4.32K
$189K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.22K+ 16.64% |
$137K - $180K
|
29.5K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.21K+ 11.2% |
$136K - $179K
|
41.8K
$1.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.13K+ 31.24% |
$134K - $176K
|
17.3K
$758K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.84K+ 3.45% |
$124K - $164K
|
115K
$5.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.74K+ 5.01% |
$121K - $159K
|
78.3K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.71K+ 26.19% |
$120K - $158K
|
17.9K
$781K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.69K+ 0.32% |
$120K - $157K
|
1.16M
$50.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
3.58K+ 11.04% |
$116K - $152K
|
36K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
3.47K+ 4.34% |
$112K - $148K
|
83.4K
$3.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.42KNew |
$111K - $146K
|
3.42K
$150K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.41K+ 59.32% |
$111K - $145K
|
9.17K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.2K+ 10.43% |
$104K - $136K
|
33.9K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.05K+ 37.78% |
$98.9K - $130K
|
11.1K
$487K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.04K+ 148.2% |
$98.6K - $130K
|
5.09K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 0.49% |
$98.4K - $129K
|
617K
$27M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.92K+ 900.31% |
$94.5K - $124K
|
3.24K
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.87K+ 1.53% |
$93K - $122K
|
190K
$8.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.72K+ 6.86% |
$88.1K - $116K
|
42.4K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.59K+ 2.37% |
$83.8K - $110K
|
112K
$4.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.58K+ 0.94% |
$83.6K - $110K
|
276K
$12.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.46K+ 20.15% |
$79.8K - $105K
|
14.7K
$642K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.34K+ 0.68% |
$75.7K - $99.4K
|
346K
$15.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.31KNew |
$74.8K - $98.3K
|
2.31K
$101K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.23K+ 7.24% |
$72.1K - $94.8K
|
32.9K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.06K+ 2.81% |
$66.9K - $87.9K
|
75.6K
$3.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
2.01K+ 1.11% |
$65.2K - $85.7K
|
183K
$8M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.01K+ 67.9% |
$65K - $85.5K
|
4.96K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.98K+ 95.24% |
$64.2K - $84.4K
|
4.06K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.97K+ 2.14% |
$63.7K - $83.7K
|
93.9K
$4.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.89K+ 40.32% |
$61.2K - $80.4K
|
6.57K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$57.2K - $75.2K
|
1.77K
$77.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.58KNew |
$51.1K - $67.2K
|
1.58K
$69K
|