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 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 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
17.7K+ 4.37% |
$786K - $816K
|
422K
$19M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.04K+ 4.25% |
$313K - $325K
|
173K
$7.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
5.85K+ 5.13% |
$260K - $270K
|
120K
$5.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.98K+ 54.32% |
$221K - $230K
|
14.2K
$637K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.8K+ 0.35% |
$169K - $175K
|
1.1M
$49.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.75K+ 2.04% |
$122K - $127K
|
138K
$6.2M
|
|
|
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
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.49K+ 7.39% |
$111K - $115K
|
36.2K
$1.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.15K+ 6.99% |
$95.6K - $99.3K
|
33K
$1.48M
|
|
|
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 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
962+ 5.0% |
$42.7K - $44.4K
|
20.2K
$910K
|
|
|
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 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
805+ 1.46% |
$35.8K - $37.1K
|
56.1K
$2.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
733+ 2.1% |
$32.6K - $33.8K
|
35.7K
$1.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
684New |
$30.4K - $31.5K
|
684
$30.8K
|
|
|
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 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
135+ 1.74% |
$6K - $6.23K
|
7.91K
$356K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
126+ 2.46% |
$5.6K - $5.81K
|
5.25K
$236K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 90.52% |
$4.67K - $4.84K
|
221
$9.95K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41+ 3.03% |
$1.82K - $1.89K
|
1.4K
$62.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
33+ 1.37% |
$1.47K - $1.52K
|
2.43K
$110K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17+ 0.25% |
$755 - $784
|
6.82K
$307K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
14+ 0.13% |
$622 - $646
|
10.6K
$476K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.3% |
$222 - $231
|
1.69K
$76K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2025 | |||||||
|
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 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
|
|
|
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
|
|