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 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.01K- 9.04% |
$130K - $171K
|
40.4K
$1.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-4.04K- 29.96% |
$131K - $172K
|
9.43K
$413K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-4.25K- 16.91% |
$138K - $181K
|
20.9K
$913K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.27K- 2.28% |
$138K - $182K
|
183K
$7.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.47K- 2.89% |
$145K - $190K
|
150K
$6.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.83K- 14.45% |
$157K - $206K
|
28.6K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.35K- 7.08% |
$173K - $228K
|
70.2K
$3.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-5.68K- 45.55% |
$184K - $242K
|
6.79K
$297K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.37K- 71.11% |
$207K - $271K
|
2.59K
$113K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.75K- 13.48% |
$219K - $288K
|
43.4K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6.83K- 11.91% |
$221K - $291K
|
50.6K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.05K- 3.2% |
$228K - $300K
|
213K
$9.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-7.14K- 5.36% |
$231K - $304K
|
126K
$5.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-7.44K- 16.76% |
$241K - $317K
|
37K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-7.49K- 2.62% |
$243K - $319K
|
278K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.11K- 15.76% |
$295K - $388K
|
48.7K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.53K- 46.73% |
$309K - $406K
|
10.9K
$475K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.62K- 1.21% |
$312K - $410K
|
787K
$34.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-9.7K- 5.02% |
$314K - $413K
|
184K
$8.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-11.1K- 17.73% |
$360K - $473K
|
51.6K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-11.2K- 11.4% |
$364K - $478K
|
87.3K
$3.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.6K- 7.45% |
$375K - $493K
|
144K
$6.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.6K- 46.29% |
$376K - $494K
|
13.5K
$588K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-11.6K- 46.29% |
$376K - $494K
|
13.5K
$588K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11.7K- 6.16% |
$378K - $497K
|
178K
$7.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 10.1% |
$394K - $518K
|
108K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.1K- 9.24% |
$456K - $600K
|
138K
$6.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-14.8K- 71.05% |
$479K - $629K
|
6.02K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-15K- 7.85% |
$486K - $639K
|
176K
$7.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-16K- 54.93% |
$517K - $679K
|
13.1K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16.1K- 4.55% |
$522K - $686K
|
338K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17.2K- 77.41% |
$557K - $732K
|
5.01K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.5K- 22.89% |
$600K - $789K
|
62.4K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-19K- 1.38% |
$616K - $809K
|
1.35M
$59.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-19.9K- 4.81% |
$644K - $847K
|
393K
$17.2M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-21.7K- 50.02% |
$704K - $925K
|
21.7K
$949K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.9K- 12.15% |
$1.2M - $1.57M
|
267K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-48.8K- 50.71% |
$1.58M - $2.08M
|
47.4K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-52.1K- 88.34% |
$1.69M - $2.22M
|
6.87K
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-53.2K- 46.52% |
$1.72M - $2.26M
|
61.1K
$2.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-70.7K- 5.42% |
$2.29M - $3.01M
|
1.23M
$53.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.5K- 28.85% |
$2.74M - $3.6M
|
208K
$9.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-86.7K- 99.27% |
$2.81M - $3.69M
|
640
$28K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-109K- 88.52% |
$3.55M - $4.66M
|
14.2K
$620K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-113K- 12.88% |
$3.67M - $4.82M
|
765K
$33.5M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-153K- 10.34% |
$4.96M - $6.51M
|
1.33M
$58M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-199K- 7.9% |
$6.46M - $8.5M
|
2.33M
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-287K- 63.82% |
$9.29M - $12.2M
|
163K
$7.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-845K- 54.79% |
$27.4M - $36M
|
697K
$30.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05M- 41.01% |
$34M - $44.7M
|
1.51M
$66M
|