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 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-8.2K- 14.06% |
$346K - $375K
|
50.1K
$2.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-9.03K- 24.43% |
$382K - $413K
|
27.9K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-9.22K- 10.56% |
$390K - $421K
|
78.1K
$3.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10.8K- 5.82% |
$455K - $492K
|
174K
$7.95M
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-11.1K- 3.98% |
$468K - $506K
|
267K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-11.9K- 29.41% |
$501K - $542K
|
28.4K
$1.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-14.6K- 3.71% |
$616K - $666K
|
379K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-14.6K- 14.58% |
$618K - $668K
|
85.6K
$3.91M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-22K- 79.25% |
$930K - $1.01M
|
5.76K
$263K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-61.6K- 5.3% |
$2.6M - $2.81M
|
1.1M
$50.2M
|