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 |
|---|---|---|---|---|---|---|---|
|
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 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.19K+ 139.34% |
$50.3K - $54.4K
|
2.04K
$92.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 6.49% |
$46.7K - $50.5K
|
18.1K
$816K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.06K+ 20.73% |
$44.6K - $48.3K
|
6.15K
$277K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.05K+ 1.42% |
$44.4K - $47.9K
|
74.7K
$3.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.02KNew |
$43.1K - $46.6K
|
1.02K
$45.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
986+ 8.14% |
$41.7K - $45.1K
|
13.1K
$590K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
985+ 0.78% |
$41.6K - $45K
|
127K
$5.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
952+ 618.18% |
$40.3K - $43.5K
|
1.11K
$49.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
902+ 4.94% |
$38.1K - $41.2K
|
19.2K
$864K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
824+ 0.43% |
$34.8K - $37.7K
|
191K
$8.58M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
820+ 14.34% |
$34.7K - $37.5K
|
6.54K
$294K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
785+ 4.97% |
$33.2K - $35.9K
|
16.6K
$747K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
725+ 2.44% |
$30.7K - $33.1K
|
30.4K
$1.37M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
680New |
$28.8K - $31.1K
|
680
$30.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
599+ 1.38% |
$25.3K - $27.4K
|
44K
$1.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
590+ 1.07% |
$24.9K - $27K
|
55.8K
$2.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
580+ 80.56% |
$24.5K - $26.5K
|
1.3K
$58.6K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
524+ 6.26% |
$22.2K - $24K
|
8.89K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
471New |
$19.9K - $21.5K
|
471
$21.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
425+ 3.68% |
$18K - $19.4K
|
12K
$539K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
383+ 59.84% |
$16.2K - $17.5K
|
1.02K
$46.1K
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
378+ 6.0% |
$16K - $17.3K
|
6.68K
$301K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
371+ 3.74% |
$15.7K - $17K
|
10.3K
$464K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
354+ 10.92% |
$15K - $16.2K
|
3.6K
$162K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
346New |
$14.6K - $15.8K
|
346
$15.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
339+ 36.85% |
$14.3K - $15.5K
|
1.26K
$56.7K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
324New |
$13.7K - $14.8K
|
324
$14.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
323+ 2.06% |
$13.7K - $14.8K
|
16K
$722K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
300+ 1.48% |
$12.7K - $13.7K
|
20.6K
$927K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
292+ 1390.48% |
$12.3K - $13.3K
|
313
$14.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
260+ 3.96% |
$11K - $11.9K
|
6.83K
$308K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
245New |
$10.4K - $11.2K
|
245
$11K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
227+ 0.13% |
$9.6K - $10.4K
|
176K
$7.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
224+ 30.94% |
$9.47K - $10.2K
|
948
$42.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
204New |
$8.63K - $9.32K
|
204
$9.19K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
193New |
$8.16K - $8.82K
|
193
$8.69K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
166+ 0.82% |
$7.02K - $7.59K
|
20.5K
$924K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
158+ 0.09% |
$6.68K - $7.22K
|
178K
$8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
157+ 0.09% |
$6.64K - $7.18K
|
169K
$7.63M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
148+ 1.72% |
$6.26K - $6.77K
|
8.74K
$394K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
131+ 0.68% |
$5.54K - $5.99K
|
19.4K
$875K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
127+ 5.96% |
$5.37K - $5.81K
|
2.26K
$102K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
120+ 5.49% |
$5.07K - $5.49K
|
2.31K
$104K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
120New |
$5.07K - $5.49K
|
120
$5.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
116+ 0.3% |
$4.9K - $5.3K
|
38.7K
$1.74M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
102+ 1.48% |
$4.31K - $4.66K
|
6.98K
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
100+ 2.03% |
$4.23K - $4.57K
|
5.02K
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 56.18% |
$4.23K - $4.57K
|
278
$12.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
88+ 0.71% |
$3.72K - $4.02K
|
12.5K
$563K
|
|