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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-550- 3.65% |
$17.8K - $23.4K
|
14.5K
$635K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-571- 0.37% |
$18.5K - $24.3K
|
155K
$6.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-576- 3.88% |
$18.7K - $24.5K
|
14.3K
$624K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-600- 5.49% |
$19.4K - $25.6K
|
10.3K
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-601- 2.84% |
$19.5K - $25.6K
|
20.5K
$899K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-613- 6.71% |
$19.9K - $26.1K
|
8.52K
$373K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-635- 2.02% |
$20.6K - $27K
|
30.8K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-670- 12.44% |
$21.7K - $28.5K
|
4.72K
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-684- 1.64% |
$22.2K - $29.1K
|
40.9K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-708- 29.91% |
$22.9K - $30.2K
|
1.66K
$72.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-730- 8.89% |
$23.7K - $31.1K
|
7.48K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-749- 5.98% |
$24.3K - $31.9K
|
11.8K
$515K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-847- 5.46% |
$27.5K - $36.1K
|
14.7K
$642K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-859- 1.9% |
$27.8K - $36.6K
|
44.3K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-873- 10.16% |
$28.3K - $37.2K
|
7.72K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-887- 0.51% |
$28.7K - $37.8K
|
173K
$7.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-900- 5.65% |
$29.2K - $38.3K
|
15K
$658K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-900- 14.08% |
$29.2K - $38.3K
|
5.49K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-924- 5.55% |
$29.9K - $39.4K
|
15.7K
$688K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-962- 1.76% |
$31.2K - $41K
|
53.8K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-996- 3.46% |
$32.3K - $42.4K
|
27.8K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 12.68% |
$32.4K - $42.6K
|
6.89K
$301K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 0.6% |
$34.2K - $44.9K
|
176K
$7.71M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.16K- 3.77% |
$37.7K - $49.5K
|
29.7K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.19K- 6.42% |
$38.7K - $50.9K
|
17.4K
$761K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.21K- 3.28% |
$39.2K - $51.4K
|
35.7K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.22K- 25.77% |
$39.5K - $51.9K
|
3.51K
$153K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.28K- 12.96% |
$41.5K - $54.5K
|
8.59K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.63K- 7.22% |
$52.9K - $69.5K
|
21K
$918K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.95K- 7.02% |
$63.1K - $82.9K
|
25.8K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.99K- 16.82% |
$64.5K - $84.7K
|
9.84K
$430K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 1.12% |
$69.3K - $91.1K
|
188K
$8.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.17K- 3.81% |
$70.2K - $92.2K
|
54.7K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.59K- 29.03% |
$84K - $110K
|
6.34K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.67K- 8.07% |
$86.4K - $114K
|
30.4K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.74K- 11.42% |
$88.7K - $117K
|
21.2K
$929K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-2.74K- 27.28% |
$88.8K - $117K
|
7.31K
$320K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.8K- 15.46% |
$90.7K - $119K
|
15.3K
$669K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-2.92K- 2.62% |
$94.5K - $124K
|
109K
$4.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.96K- 33.56% |
$95.8K - $126K
|
5.85K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.08K- 0.75% |
$100K - $131K
|
408K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.09K- 2.43% |
$100K - $132K
|
124K
$5.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.1K- 16.47% |
$100K - $132K
|
15.7K
$687K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.14K- 3.38% |
$102K - $134K
|
89.8K
$3.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.2K- 3.9% |
$104K - $136K
|
78.8K
$3.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.37K- 7.78% |
$109K - $143K
|
39.9K
$1.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.46K- 3.26% |
$112K - $147K
|
103K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.83K- 10.57% |
$124K - $163K
|
32.4K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.88K- 0.82% |
$126K - $165K
|
471K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.99K- 66.9% |
$129K - $170K
|
1.97K
$86.3K
|