Latest Institutional Transactions on Schwab Strategic Tr Intl Small (SCHC)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Small (SCHC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.36K+ 13.62% |
$99.8K - $108K
|
19.7K
$887K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-40- 0.52% |
$1.69K - $1.83K
|
7.68K
$346K
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
378+ 6.0% |
$16K - $17.3K
|
6.68K
$301K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.09K- 22.04% |
$46.1K - $49.9K
|
3.86K
$174K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2K+ 1.95% |
$84.5K - $91.4K
|
105K
$4.71M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
820+ 14.34% |
$34.7K - $37.5K
|
6.54K
$294K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.25K+ 11.15% |
$138K - $149K
|
32.4K
$1.46M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.3K- 3.01% |
$519K - $561K
|
395K
$17.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.54K- 2.52% |
$65.2K - $70.5K
|
59.6K
$2.68M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-55- 0.58% |
$2.33K - $2.51K
|
9.37K
$422K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-621- 1.66% |
$26.3K - $28.4K
|
36.7K
$1.65M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
680New |
$28.8K - $31.1K
|
680
$30.6K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
57.2K+ 35.15% |
$2.42M - $2.62M
|
220K
$9.91M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.03K+ 84.62% |
$171K - $184K
|
8.8K
$396K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 7.94% |
$1.27K - $1.37K
|
348
$15.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-984- 0.55% |
$41.6K - $45K
|
179K
$8.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.63K+ 68.24% |
$280K - $303K
|
16.4K
$737K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-32.2M- 98.13% |
$1.36B - $1.47B
|
613K
$27.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-589- 8.59% |
$24.9K - $26.9K
|
6.27K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.2K- 2.54% |
$262K - $283K
|
238K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
100+ 2.03% |
$4.23K - $4.57K
|
5.02K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-7.11K- 9.34% |
$301K - $325K
|
69K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
1.22K+ 2.44% |
$51.5K - $55.7K
|
51.1K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-73.7K- 23.98% |
$3.11M - $3.37M
|
234K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
67.7K+ 511.93% |
$2.86M - $3.09M
|
80.9K
$3.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 20.0% |
$84.6 - $91.4
|
12
$540
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.86K- 10.39% |
$78.5K - $84.8K
|
16K
$721K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.04% |
$296 - $320
|
18.4K
$828K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.14K+ 42.73% |
$90.6K - $97.9K
|
7.16K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
323+ 2.06% |
$13.7K - $14.8K
|
16K
$722K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-139K- 10.5% |
$5.89M - $6.37M
|
1.19M
$53.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 0.65% |
$51.8K - $56K
|
187K
$8.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.32K+ 4.72% |
$140K - $152K
|
73.5K
$3.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 12.73% |
$650K - $703K
|
105K
$4.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-497- 7.23% |
$21K - $22.7K
|
6.38K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.3KNew |
$55K - $59.4K
|
1.3K
$58.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
24.6K+ 11.85% |
$1.04M - $1.13M
|
232K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.5K+ 46.64% |
$1.08M - $1.17M
|
80.1K
$3.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.5K+ 9.81% |
$865K - $935K
|
229K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.2KNew |
$1.49M - $1.61M
|
35.2K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-86- 0.01% |
$3.64K - $3.93K
|
1.23M
$55.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
824+ 0.43% |
$34.8K - $37.7K
|
191K
$8.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
204New |
$8.63K - $9.32K
|
204
$9.19K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
4.18K+ 2.29% |
$177K - $191K
|
187K
$8.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126K+ 160.41% |
$5.31M - $5.74M
|
204K
$9.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
88+ 0.71% |
$3.72K - $4.02K
|
12.5K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
471New |
$19.9K - $21.5K
|
471
$21.2K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.3K+ 8.41% |
$97.2K - $105K
|
29.6K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
22.1KNew |
$935K - $1.01M
|
22.1K
$996K
|
|