Purchases and Sales Made in Q4 2025 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q4 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL SMALL.
| 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 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
17.5K+ 8.72% |
$778K - $807K
|
218K
$9.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
9.24KNew |
$410K - $426K
|
9.24K
$416K
|
|
|
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 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
2.2KNew |
$97.7K - $101K
|
2.2K
$99K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.15K+ 6.99% |
$95.6K - $99.3K
|
33K
$1.48M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.74KNew |
$77.4K - $80.3K
|
1.74K
$78.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.44KNew |
$63.9K - $66.4K
|
1.44K
$64.8K
|
|
|
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 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
338New |
$15K - $15.6K
|
338
$15.2K
|
|
|
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
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
SELL
|
- |
-9- 64.29% |
$400 - $415
|
5
$225
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-67- 0.36% |
$2.98K - $3.09K
|
18.3K
$825K
|
|
|
Jan 20, 2026
Q4 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-88- 0.03% |
$3.91K - $4.06K
|
267K
$12M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-100- 0.33% |
$4.44K - $4.61K
|
30.3K
$1.37M
|
|
|
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 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-158- 1.1% |
$7.02K - $7.29K
|
14.2K
$640K
|
|
|
Jan 20, 2026
Q4 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-218- 0.66% |
$9.69K - $10.1K
|
32.7K
$1.47M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-230- 1.41% |
$10.2K - $10.6K
|
16.1K
$726K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-277- 13.47% |
$12.3K - $12.8K
|
1.78K
$80.1K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-331- 0.99% |
$14.7K - $15.3K
|
33K
$1.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-416- 18.05% |
$18.5K - $19.2K
|
1.89K
$85.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-472- 3.48% |
$21K - $21.8K
|
13.1K
$589K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-485- 0.32% |
$21.5K - $22.4K
|
151K
$6.81M
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-495- 8.59% |
$22K - $22.8K
|
5.27K
$237K
|
|