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 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-2.74K- 27.28% |
$88.8K - $117K
|
7.31K
$334K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.8K- 15.46% |
$90.7K - $119K
|
15.3K
$698K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-2.92K- 2.62% |
$94.5K - $124K
|
109K
$4.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.96K- 33.56% |
$95.8K - $126K
|
5.85K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.08K- 0.75% |
$100K - $131K
|
408K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.09K- 2.43% |
$100K - $132K
|
124K
$5.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.1K- 16.47% |
$100K - $132K
|
15.7K
$717K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.14K- 3.38% |
$102K - $134K
|
89.8K
$4.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.2K- 3.9% |
$104K - $136K
|
78.8K
$3.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.37K- 7.78% |
$109K - $143K
|
39.9K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.46K- 3.26% |
$112K - $147K
|
103K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.83K- 10.57% |
$124K - $163K
|
32.4K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.88K- 0.82% |
$126K - $165K
|
471K
$21.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.99K- 66.9% |
$129K - $170K
|
1.97K
$90K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.01K- 9.04% |
$130K - $171K
|
40.4K
$1.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-4.04K- 29.96% |
$131K - $172K
|
9.43K
$430K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-4.25K- 16.91% |
$138K - $181K
|
20.9K
$953K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.27K- 2.28% |
$138K - $182K
|
183K
$8.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.47K- 2.89% |
$145K - $190K
|
150K
$6.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.83K- 14.45% |
$157K - $206K
|
28.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.35K- 7.08% |
$173K - $228K
|
70.2K
$3.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-5.68K- 45.55% |
$184K - $242K
|
6.79K
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.37K- 71.11% |
$207K - $271K
|
2.59K
$118K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.75K- 13.48% |
$219K - $288K
|
43.4K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6.83K- 11.91% |
$221K - $291K
|
50.6K
$2.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.05K- 3.2% |
$228K - $300K
|
213K
$9.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-7.14K- 5.36% |
$231K - $304K
|
126K
$5.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-7.44K- 16.76% |
$241K - $317K
|
37K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-7.49K- 2.62% |
$243K - $319K
|
278K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.11K- 15.76% |
$295K - $388K
|
48.7K
$2.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.53K- 46.73% |
$309K - $406K
|
10.9K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.62K- 1.21% |
$312K - $410K
|
787K
$35.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-9.7K- 5.02% |
$314K - $413K
|
184K
$8.38M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-10.9K- 21.31% |
$354K - $465K
|
40.3K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-11.1K- 17.73% |
$360K - $473K
|
51.6K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-11.2K- 11.4% |
$364K - $478K
|
87.3K
$3.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.6K- 7.45% |
$375K - $493K
|
144K
$6.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-11.6K- 46.29% |
$376K - $494K
|
13.5K
$614K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.6K- 46.29% |
$376K - $494K
|
13.5K
$614K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11.7K- 6.16% |
$378K - $497K
|
178K
$8.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 10.1% |
$394K - $518K
|
108K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.1K- 9.24% |
$456K - $600K
|
138K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-14.8K- 71.05% |
$479K - $629K
|
6.02K
$275K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-15K- 7.85% |
$486K - $639K
|
176K
$8.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-16K- 54.93% |
$517K - $679K
|
13.1K
$597K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16.1K- 4.55% |
$522K - $686K
|
338K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17.2K- 77.41% |
$557K - $732K
|
5.01K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.5K- 22.89% |
$600K - $789K
|
62.4K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-19K- 1.38% |
$616K - $809K
|
1.35M
$61.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-19.9K- 4.81% |
$644K - $847K
|
393K
$17.9M
|