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 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
120New |
$5.07K - $5.49K
|
120
$5.48K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
120+ 5.49% |
$5.07K - $5.49K
|
2.31K
$105K
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
83+ 3.2% |
$3.51K - $3.79K
|
2.67K
$122K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
74+ 176.19% |
$3.13K - $3.38K
|
116
$5.29K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
65+ 0.18% |
$2.75K - $2.97K
|
35.7K
$1.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
29New |
$1.23K - $1.33K
|
29
$1.32K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
26+ 0.51% |
$1.1K - $1.19K
|
5.17K
$236K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
24New |
$1.01K - $1.1K
|
24
$1.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 1.39% |
$972 - $1.05K
|
1.68K
$76.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
20+ 2000.0% |
$846 - $914
|
21
$958
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
19New |
$803 - $868
|
19
$867
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
17+ 283.33% |
$719 - $777
|
23
$1.05K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13+ 6.37% |
$550 - $594
|
217
$9.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 20.97% |
$550 - $594
|
75
$3.42K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
11+ 0.27% |
$465 - $503
|
4.07K
$186K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
11+ 0.02% |
$465 - $503
|
68.3K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
9+ 180.0% |
$381 - $411
|
14
$639
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
7New |
$296 - $320
|
7
$319
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
7New |
$296 - $320
|
7
$319
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6New |
$254 - $274
|
6
$274
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$84.6 - $91.4
|
22.3K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.01% |
$42.3 - $45.7
|
6.92K
$316K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 3.33% |
$42.3 - $45.7
|
29
$1.32K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-20- 0.42% |
$846 - $914
|
4.71K
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-21- 22.83% |
$888 - $960
|
71
$3.24K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 5.52% |
$1.52K - $1.65K
|
616
$28.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-37- 0.13% |
$1.56K - $1.69K
|
28.6K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-38- 0.56% |
$1.61K - $1.74K
|
6.75K
$308K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-41- 0.21% |
$1.73K - $1.87K
|
19.2K
$876K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-67- 0.85% |
$2.83K - $3.06K
|
7.79K
$356K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-75- 0.64% |
$3.17K - $3.43K
|
11.7K
$534K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-80- 26.4% |
$3.38K - $3.66K
|
223
$10.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-86- 0.51% |
$3.64K - $3.93K
|
16.8K
$766K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-92- 0.47% |
$3.89K - $4.21K
|
19.5K
$892K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-93- 1.67% |
$3.93K - $4.25K
|
5.46K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-95- 14.53% |
$4.02K - $4.34K
|
559
$25.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-99- 1.07% |
$4.19K - $4.53K
|
9.15K
$418K
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-117- 2.11% |
$4.95K - $5.35K
|
5.43K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-134- 1.14% |
$5.67K - $6.13K
|
11.6K
$529K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-148- 2.11% |
$6.26K - $6.77K
|
6.85K
$313K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-175- 1.65% |
$7.4K - $8K
|
10.5K
$477K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-185- 0.55% |
$7.82K - $8.46K
|
33.7K
$1.54M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-205- 0.13% |
$8.67K - $9.37K
|
153K
$6.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-216- 1.94% |
$9.13K - $9.87K
|
10.9K
$498K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-240- 0.43% |
$10.1K - $11K
|
55.3K
$2.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-242- 3.3% |
$10.2K - $11.1K
|
7.1K
$324K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-250- 1.66% |
$10.6K - $11.4K
|
14.8K
$675K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-264- 90.1% |
$11.2K - $12.1K
|
29
$1.32K
|