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 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5- 0.01% |
$162 - $213
|
73.6K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-7- 3.7% |
$227 - $298
|
182
$7.96K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 0.06% |
$324 - $426
|
16.3K
$713K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-13- 1.46% |
$421 - $554
|
879
$38.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-15- 0.24% |
$486 - $639
|
6.35K
$278K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16- 64.0% |
$519 - $681
|
9
$394
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-20- 5.24% |
$648 - $852
|
362
$15.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-43- 0.12% |
$1.39K - $1.83K
|
34.4K
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-45- 0.53% |
$1.46K - $1.92K
|
8.37K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-49- 41.88% |
$1.59K - $2.09K
|
68
$2.97K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-50- 1.36% |
$1.62K - $2.13K
|
3.63K
$159K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-55- 0.07% |
$1.78K - $2.34K
|
78.8K
$3.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-69- 0.32% |
$2.24K - $2.94K
|
21.8K
$954K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-70- 0.08% |
$2.27K - $2.98K
|
90.7K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-72- 0.39% |
$2.33K - $3.07K
|
18.6K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-87- 33.33% |
$2.82K - $3.71K
|
174
$7.61K
|
|
|
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
$804K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-100- 1.41% |
$3.24K - $4.26K
|
7K
$306K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-110- 0.6% |
$3.57K - $4.68K
|
18.1K
$791K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-111- 1.96% |
$3.6K - $4.73K
|
5.56K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-111- 0.7% |
$3.6K - $4.73K
|
15.7K
$687K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-120- 1.04% |
$3.89K - $5.11K
|
11.4K
$499K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-127- 0.13% |
$4.12K - $5.41K
|
101K
$4.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-130- 3.37% |
$4.21K - $5.54K
|
3.73K
$163K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-133- 0.18% |
$4.31K - $5.66K
|
75.2K
$3.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-138- 0.45% |
$4.47K - $5.88K
|
30.4K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-146- 1.95% |
$4.73K - $6.22K
|
7.34K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-151- 1.41% |
$4.89K - $6.43K
|
10.6K
$462K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-193- 1.55% |
$6.26K - $8.22K
|
12.3K
$536K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-198- 1.43% |
$6.42K - $8.43K
|
13.6K
$597K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-200- 3.26% |
$6.48K - $8.52K
|
5.94K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-210- 97.67% |
$6.81K - $8.94K
|
5
$219
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-217- 8.11% |
$7.03K - $9.24K
|
2.46K
$108K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-229- 16.9% |
$7.42K - $9.75K
|
1.13K
$49.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-232- 2.45% |
$7.52K - $9.88K
|
9.25K
$405K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-237- 1.15% |
$7.68K - $10.1K
|
20.3K
$890K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-240- 0.36% |
$7.78K - $10.2K
|
65.7K
$2.87M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-241- 0.63% |
$7.81K - $10.3K
|
37.9K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-257- 3.17% |
$8.33K - $10.9K
|
7.86K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-268- 0.61% |
$8.69K - $11.4K
|
43.4K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-358- 14.08% |
$11.6K - $15.2K
|
2.19K
$95.6K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-395- 5.43% |
$12.8K - $16.8K
|
6.87K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-416- 1.1% |
$13.5K - $17.7K
|
37.3K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-416- 5.37% |
$13.5K - $17.7K
|
7.33K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-417- 0.45% |
$13.5K - $17.8K
|
91.9K
$4.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-431- 3.92% |
$14K - $18.4K
|
10.6K
$462K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-461- 2.64% |
$14.9K - $19.6K
|
17K
$744K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-488- 4.39% |
$15.8K - $20.8K
|
10.6K
$465K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-489- 2.14% |
$15.8K - $20.8K
|
22.3K
$976K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-516- 4.4% |
$16.7K - $22K
|
11.2K
$491K
|