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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.79K- 31.22% |
$124K - $128K
|
6.14K
$276K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.04K+ 4.25% |
$313K - $325K
|
173K
$7.78M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-277- 13.47% |
$12.3K - $12.8K
|
1.78K
$80.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
805+ 1.46% |
$35.8K - $37.1K
|
56.1K
$2.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
135+ 1.74% |
$6K - $6.23K
|
7.91K
$356K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
962+ 5.0% |
$42.7K - $44.4K
|
20.2K
$910K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.98K+ 54.32% |
$221K - $230K
|
14.2K
$637K
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2.38K- 8.38% |
$106K - $110K
|
26K
$1.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-485- 0.32% |
$21.5K - $22.4K
|
151K
$6.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-674- 1.89% |
$29.9K - $31.1K
|
34.9K
$1.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
49.1K+ 6.74% |
$2.18M - $2.26M
|
777K
$35M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-957- 4.95% |
$42.5K - $44.1K
|
18.4K
$828K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.18K- 11.41% |
$96.8K - $100K
|
16.9K
$762K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
826+ 9.29% |
$36.7K - $38.1K
|
9.72K
$438K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-158- 1.1% |
$7.02K - $7.29K
|
14.2K
$640K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.49K+ 7.39% |
$111K - $115K
|
36.2K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.57K+ 3.37% |
$114K - $119K
|
78.8K
$3.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-664- 1.46% |
$29.5K - $30.6K
|
44.8K
$2.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.29K- 42.45% |
$146K - $152K
|
4.47K
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.74K- 14.15% |
$255K - $265K
|
34.8K
$1.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.39K- 3.39% |
$151K - $156K
|
96.5K
$4.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-888- 4.44% |
$39.5K - $41K
|
19.1K
$861K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-722- 23.54% |
$32.1K - $33.3K
|
2.35K
$106K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-305K- 86.22% |
$13.6M - $14.1M
|
48.7K
$2.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.8K+ 0.35% |
$169K - $175K
|
1.1M
$49.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41+ 3.03% |
$1.82K - $1.89K
|
1.4K
$62.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
126+ 2.46% |
$5.6K - $5.81K
|
5.25K
$236K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-600- 44.48% |
$26.7K - $27.7K
|
749
$33.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.75K+ 2.04% |
$122K - $127K
|
138K
$6.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.15K+ 6.99% |
$95.6K - $99.3K
|
33K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
733+ 2.1% |
$32.6K - $33.8K
|
35.7K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-37.4K- 33.63% |
$1.66M - $1.72M
|
73.8K
$3.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-125- 0.49% |
$5.55K - $5.77K
|
25.2K
$1.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.3% |
$222 - $231
|
1.69K
$76K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17+ 0.25% |
$755 - $784
|
6.82K
$307K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
5.85K+ 5.13% |
$260K - $270K
|
120K
$5.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-3.2K- 1.94% |
$142K - $148K
|
162K
$7.28M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-331- 0.99% |
$14.7K - $15.3K
|
33K
$1.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.09K- 1.37% |
$93K - $96.6K
|
151K
$6.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.31K- 0.87% |
$103K - $106K
|
262K
$11.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
33+ 1.37% |
$1.47K - $1.52K
|
2.43K
$110K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.31K+ 1.59% |
$58K - $60.2K
|
83.2K
$3.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
600+ 0.57% |
$26.7K - $27.7K
|
105K
$4.75M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-100- 0.33% |
$4.44K - $4.61K
|
30.3K
$1.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.27K+ 6.17% |
$56.2K - $58.4K
|
21.8K
$981K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-8.4K- 21.4% |
$373K - $387K
|
30.9K
$1.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
14+ 0.13% |
$622 - $646
|
10.6K
$476K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
361+ 5.22% |
$16K - $16.6K
|
7.28K
$328K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
17.7K+ 4.37% |
$786K - $816K
|
422K
$19M
|
|