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 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.57K+ 5.7% |
$51K - $67K
|
29.2K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.57K+ 116.88% |
$50.9K - $67K
|
2.92K
$128K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 0.98% |
$49K - $64.4K
|
156K
$6.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.4KNew |
$45.4K - $59.7K
|
1.4K
$61.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.33K+ 0.88% |
$43.1K - $56.6K
|
153K
$6.71M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.3K+ 5.18% |
$42.3K - $55.5K
|
26.5K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
988+ 8.08% |
$32K - $42.1K
|
13.2K
$578K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
983+ 5.37% |
$31.9K - $41.9K
|
19.3K
$844K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
971+ 16.32% |
$31.5K - $41.4K
|
6.92K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
944New |
$30.6K - $40.2K
|
944
$41.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
936New |
$30.3K - $39.9K
|
936
$40.9K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
935+ 4.23% |
$30.3K - $39.8K
|
23.1K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
928New |
$30.1K - $39.5K
|
928
$40.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
913+ 6.89% |
$29.6K - $38.9K
|
14.2K
$620K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
869+ 5.16% |
$28.2K - $37K
|
17.7K
$774K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
816+ 0.57% |
$26.4K - $34.8K
|
144K
$6.31M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
814+ 6.19% |
$26.4K - $34.7K
|
14K
$611K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
800New |
$25.9K - $34.1K
|
800
$35K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
796+ 7.41% |
$25.8K - $33.9K
|
11.5K
$505K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
761+ 0.97% |
$24.7K - $32.4K
|
79.1K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
759+ 2.86% |
$24.6K - $32.3K
|
27.3K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
693+ 351.78% |
$22.5K - $29.5K
|
890
$38.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
665+ 1209.09% |
$21.6K - $28.3K
|
720
$31.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
609+ 9.75% |
$19.7K - $25.9K
|
6.86K
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
600+ 4.68% |
$19.4K - $25.6K
|
13.4K
$587K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
569New |
$18.4K - $24.2K
|
569
$24.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
527New |
$17.1K - $22.4K
|
527
$23.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
500+ 2.53% |
$16.2K - $21.3K
|
20.3K
$887K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
467New |
$15.1K - $19.9K
|
467
$20.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
450New |
$14.6K - $19.2K
|
450
$19.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
416New |
$13.5K - $17.7K
|
416
$18.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
415New |
$13.5K - $17.7K
|
415
$18.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
378New |
$12.3K - $16.1K
|
378
$16.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
360+ 1.81% |
$11.7K - $15.3K
|
20.2K
$886K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
353+ 2076.47% |
$11.4K - $15K
|
370
$16.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
340New |
$11K - $14.5K
|
340
$14.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
340+ 3.55% |
$11K - $14.5K
|
9.93K
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
324+ 1.67% |
$10.5K - $13.8K
|
19.7K
$861K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
303New |
$9.82K - $12.9K
|
303
$13.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
298+ 1.8% |
$9.66K - $12.7K
|
16.9K
$738K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
287+ 28700.0% |
$9.3K - $12.2K
|
288
$12.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
256+ 3.87% |
$8.3K - $10.9K
|
6.87K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
244+ 1.15% |
$7.91K - $10.4K
|
21.5K
$940K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
221+ 12.8% |
$7.16K - $9.41K
|
1.95K
$85.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
215+ 2.55% |
$6.97K - $9.16K
|
8.63K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
212New |
$6.87K - $9.03K
|
212
$9.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
211New |
$6.84K - $8.99K
|
211
$9.23K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
210+ 1.72% |
$6.81K - $8.94K
|
12.4K
$543K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
183+ 0.33% |
$5.93K - $7.79K
|
55.2K
$2.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
180+ 1.21% |
$5.83K - $7.67K
|
15.1K
$659K
|