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 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
172+ 0.66% |
$5.57K - $7.33K
|
26.1K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
137New |
$4.44K - $5.83K
|
137
$5.99K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
129+ 0.18% |
$4.18K - $5.49K
|
70.2K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
123+ 0.22% |
$3.99K - $5.24K
|
56.1K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
107+ 150.7% |
$3.47K - $4.56K
|
178
$7.79K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
103New |
$3.34K - $4.39K
|
103
$4.51K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 156.25% |
$3.24K - $4.26K
|
164
$7.17K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
87+ 0.75% |
$2.82K - $3.71K
|
11.7K
$513K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
86+ 1.69% |
$2.79K - $3.66K
|
5.18K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
57+ 0.03% |
$1.85K - $2.43K
|
185K
$8.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
56+ 0.26% |
$1.81K - $2.39K
|
21.4K
$938K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 2.7% |
$1.81K - $2.39K
|
2.13K
$93.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
54+ 0.45% |
$1.75K - $2.3K
|
12.1K
$530K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
49+ 0.16% |
$1.59K - $2.09K
|
30.9K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 226.32% |
$1.39K - $1.83K
|
62
$2.71K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
43+ 0.19% |
$1.39K - $1.83K
|
22.1K
$967K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
42+ 0.19% |
$1.36K - $1.79K
|
22K
$962K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
40New |
$1.3K - $1.7K
|
40
$1.75K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
40+ 0.2% |
$1.3K - $1.7K
|
19.6K
$859K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
37New |
$1.2K - $1.58K
|
37
$1.62K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 4.15% |
$1.1K - $1.45K
|
854
$37.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
23New |
$745 - $980
|
23
$1.01K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 1.63% |
$713 - $937
|
1.37K
$59.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21New |
$681 - $894
|
21
$919
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
20+ 0.13% |
$648 - $852
|
15.8K
$691K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
20+ 0.07% |
$648 - $852
|
29.1K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$551 - $724
|
15.8K
$692K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13New |
$421 - $554
|
13
$569
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13+ 0.2% |
$421 - $554
|
6.48K
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12New |
$389 - $511
|
12
$525
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$324 - $426
|
10
$437
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
9+ 0.21% |
$292 - $383
|
4.38K
$191K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9+ 0.05% |
$292 - $383
|
18.3K
$799K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.21% |
$259 - $341
|
3.8K
$166K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
7+ 0.04% |
$227 - $298
|
19.3K
$846K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
7+ 0.06% |
$227 - $298
|
11.1K
$485K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 2.51% |
$162 - $213
|
204
$8.92K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
5New |
$162 - $213
|
5
$219
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$97.2 - $128
|
1.36K
$59.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.12% |
$97.2 - $128
|
2.6K
$114K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.08% |
$64.8 - $85.2
|
2.4K
$105K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2+ 0.02% |
$64.8 - $85.2
|
10.6K
$462K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2New |
$64.8 - $85.2
|
2
$87.5
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.32% |
$32.4 - $42.6
|
313
$13.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.3% |
$32.4 - $42.6
|
330
$14.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1New |
$32.4 - $42.6
|
1
$43.7
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$32.4 - $42.6
|
6.26K
$274K
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2- 0.01% |
$64.8 - $85.2
|
27.1K
$1.19M
|