Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
311K+ 734.8% |
$13.2M - $14.2M
|
354K
$16.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
164K+ 2767.51% |
$6.95M - $7.51M
|
170K
$7.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
111KNew |
$4.7M - $5.08M
|
111K
$5.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
93.6K+ 6.91% |
$3.96M - $4.28M
|
1.45M
$66.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
69.8K+ 161.31% |
$2.95M - $3.19M
|
113K
$5.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
39.7KNew |
$1.68M - $1.81M
|
39.7K
$1.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
26.8K+ 7.08% |
$1.13M - $1.22M
|
405K
$18.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
25.9K+ 3.38% |
$1.09M - $1.18M
|
791K
$36.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.1K+ 17.65% |
$1.02M - $1.1M
|
161K
$7.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
21.7K+ 24.34% |
$915K - $990K
|
111K
$5.05M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
20.4KNew |
$862K - $932K
|
20.4K
$930K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
19KNew |
$801K - $866K
|
19K
$865K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$663K - $717K
|
15.7K
$716K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13.7KNew |
$580K - $627K
|
13.7K
$626K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 25.57% |
$533K - $576K
|
61.9K
$2.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.3KNew |
$521K - $563K
|
12.3K
$562K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
9.63K+ 32.59% |
$407K - $440K
|
39.2K
$1.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.49K+ 6.07% |
$401K - $434K
|
166K
$7.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.76KNew |
$328K - $355K
|
7.76K
$354K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.14KNew |
$217K - $235K
|
5.14K
$234K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
4.62KNew |
$196K - $211K
|
4.62K
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
4.59KNew |
$194K - $210K
|
4.59K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.4KNew |
$186K - $201K
|
4.4K
$201K
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.02K+ 3.07% |
$170K - $184K
|
135K
$6.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.8K+ 52.72% |
$118K - $128K
|
8.1K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.43K+ 3.02% |
$103K - $111K
|
83K
$3.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.06KNew |
$86.9K - $94K
|
2.06K
$93.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2K+ 6.08% |
$84.6K - $91.5K
|
34.9K
$1.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.96K+ 26.75% |
$82.9K - $89.6K
|
9.29K
$424K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.69KNew |
$71.4K - $77.2K
|
1.69K
$77.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.67K+ 11.4% |
$70.8K - $76.5K
|
16.4K
$746K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1.53K+ 10.96% |
$64.7K - $70K
|
15.5K
$708K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.44K+ 22.73% |
$60.9K - $65.8K
|
7.78K
$355K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 6.49% |
$46.7K - $50.5K
|
18.1K
$827K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
985+ 0.78% |
$41.6K - $45K
|
127K
$5.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
785+ 4.97% |
$33.2K - $35.9K
|
16.6K
$757K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
725+ 2.44% |
$30.7K - $33.1K
|
30.4K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
599+ 1.38% |
$25.3K - $27.4K
|
44K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
590+ 1.07% |
$24.9K - $27K
|
55.8K
$2.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
580+ 80.56% |
$24.5K - $26.5K
|
1.3K
$59.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
371+ 3.74% |
$15.7K - $17K
|
10.3K
$470K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
346New |
$14.6K - $15.8K
|
346
$15.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
292+ 1390.48% |
$12.3K - $13.3K
|
313
$14.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
245New |
$10.4K - $11.2K
|
245
$11.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
193New |
$8.16K - $8.82K
|
193
$8.81K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
166+ 0.82% |
$7.02K - $7.59K
|
20.5K
$936K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
131+ 0.68% |
$5.54K - $5.99K
|
19.4K
$887K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
120New |
$5.07K - $5.49K
|
120
$5.48K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
116+ 0.3% |
$4.9K - $5.3K
|
38.7K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 56.18% |
$4.23K - $4.57K
|
278
$12.7K
|