Latest Institutional Purchases of Schwab Strategic Tr Intl Small (SCHC)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Small (SCHC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
17.7K+ 4.37% |
$786K - $816K
|
422K
$19M
|
|
|
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
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.27K+ 6.17% |
$56.2K - $58.4K
|
21.8K
$981K
|
|
|
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
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
361+ 5.22% |
$16K - $16.6K
|
7.28K
$328K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
326+ 0.58% |
$14.5K - $15K
|
56.1K
$2.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
292+ 3.51% |
$13K - $13.5K
|
8.62K
$388K
|
|
|
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
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
14+ 0.13% |
$622 - $646
|
10.6K
$476K
|
|
| Q3 2025 | |||||||
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
311K+ 734.8% |
$13.2M - $14.2M
|
354K
$15.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
205K+ 6.0% |
$8.68M - $9.39M
|
3.63M
$163M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126K+ 160.41% |
$5.31M - $5.74M
|
204K
$9.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
114KNew |
$4.82M - $5.21M
|
114K
$5.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
111KNew |
$4.7M - $5.08M
|
111K
$5.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
93.6K+ 6.91% |
$3.96M - $4.28M
|
1.45M
$65.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
91.6KNew |
$3.87M - $4.19M
|
91.6K
$4.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
82.1K+ 69.21% |
$3.47M - $3.75M
|
201K
$9.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
73.5K+ 3.16% |
$3.11M - $3.36M
|
2.4M
$108M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.4K+ 11.8% |
$3.06M - $3.31M
|
686K
$30.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
69.8K+ 161.31% |
$2.95M - $3.19M
|
113K
$5.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
67.7K+ 511.93% |
$2.86M - $3.09M
|
80.9K
$3.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
63.7K+ 19.18% |
$2.69M - $2.91M
|
396K
$17.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
57.2K+ 35.15% |
$2.42M - $2.62M
|
220K
$9.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
39.7KNew |
$1.68M - $1.81M
|
39.7K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.2KNew |
$1.49M - $1.61M
|
35.2K
$1.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.2K+ 4.19% |
$1.24M - $1.34M
|
728K
$32.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
25.9K+ 3.38% |
$1.09M - $1.18M
|
791K
$35.6M
|
|
|
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
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
24.6K+ 11.85% |
$1.04M - $1.13M
|
232K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.1K+ 17.65% |
$1.02M - $1.1M
|
161K
$7.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22.3K+ 222880.0% |
$942K - $1.02M
|
22.3K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
22.1KNew |
$935K - $1.01M
|
22.1K
$996K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
21.7K+ 24.34% |
$915K - $990K
|
111K
$4.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.5K+ 9.81% |
$865K - $935K
|
229K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
20.4KNew |
$862K - $932K
|
20.4K
$918K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
19KNew |
$801K - $866K
|
19K
$854K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.6K+ 2.67% |
$787K - $851K
|
716K
$32.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
17.4KNew |
$734K - $793K
|
17.4K
$782K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
17.1KNew |
$722K - $781K
|
17.1K
$769K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2K+ 7.59% |
$684K - $740K
|
229K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$663K - $717K
|
15.7K
$707K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 19.92% |
$603K - $652K
|
85.9K
$3.87M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14K+ 23.57% |
$594K - $642K
|
73.7K
$3.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13.7KNew |
$580K - $627K
|
13.7K
$617K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
13.7K+ 56.24% |
$579K - $626K
|
38.1K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 25.57% |
$533K - $576K
|
61.9K
$2.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.3KNew |
$521K - $563K
|
12.3K
$555K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.2K+ 16.16% |
$514K - $556K
|
87.4K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.9K+ 23.99% |
$502K - $542K
|
61.3K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.2K+ 5.01% |
$473K - $511K
|
235K
$10.6M
|
|