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 |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
196+ 1.08% |
$6.65K - $7.52K
|
18.3K
$674K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15K- 2.56% |
$508K - $574K
|
569K
$20.9M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
103New |
$3.49K - $3.95K
|
103
$3.78K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
12New |
$407 - $460
|
12
$441
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
6.39KNew |
$217K - $245K
|
6.39K
$235K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-5.97M- 98.37% |
$202M - $229M
|
98.7K
$3.63M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
116KNew |
$3.94M - $4.45M
|
116K
$4.26M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$67.9 - $76.7
|
2
$73.5
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-10.6K- 35.38% |
$359K - $406K
|
19.3K
$710K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-31- 0.19% |
$1.05K - $1.19K
|
16.1K
$593K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.22KNew |
$109K - $124K
|
3.22K
$118K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
25K+ 7.33% |
$850K - $961K
|
367K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.35K+ 6.54% |
$147K - $167K
|
70.8K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
243+ 0.18% |
$8.24K - $9.32K
|
134K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.57K+ 1.13% |
$53.2K - $60.1K
|
140K
$5.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
574+ 0.16% |
$19.5K - $22K
|
367K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-50- 0.07% |
$1.7K - $1.92K
|
73.6K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 5.67% |
$36.4K - $41.1K
|
20K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
602+ 2.64% |
$20.4K - $23.1K
|
23.4K
$860K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.14K- 7.98% |
$38.7K - $43.7K
|
13.2K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.52KNew |
$85.3K - $96.5K
|
2.52K
$92.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
207+ 0.19% |
$7.02K - $7.94K
|
112K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.71K+ 23.86% |
$160K - $181K
|
24.4K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.1K+ 50.12% |
$71.3K - $80.7K
|
6.3K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.74K+ 25.81% |
$93.1K - $105K
|
13.4K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
214KNew |
$7.27M - $8.22M
|
214K
$7.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.28K- 32.43% |
$315K - $356K
|
19.3K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
8.84K+ 0.58% |
$300K - $339K
|
1.54M
$56.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
123+ 186.36% |
$4.17K - $4.72K
|
189
$6.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
905New |
$30.7K - $34.7K
|
905
$33.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.7K+ 44.68% |
$975K - $1.1M
|
93.1K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.9K+ 18.62% |
$1.15M - $1.3M
|
216K
$7.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
702New |
$23.8K - $26.9K
|
702
$25.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-10- 0.26% |
$339 - $384
|
3.84K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-695- 85.59% |
$23.6K - $26.7K
|
117
$4.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-927- 2.81% |
$31.5K - $35.6K
|
32.1K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.74K- 15.17% |
$229K - $259K
|
37.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.4K+ 20.96% |
$2.32M - $2.63M
|
395K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.1K+ 0.55% |
$37.4K - $42.2K
|
201K
$7.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.24K- 7.18% |
$178K - $201K
|
67.8K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.1K- 3.25% |
$477K - $539K
|
418K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
423+ 8.48% |
$14.4K - $16.2K
|
5.41K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.1K- 6.19% |
$546K - $617K
|
244K
$8.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
6.98KNew |
$237K - $268K
|
6.98K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.9K- 3.21% |
$1.49M - $1.68M
|
1.32M
$48.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.83% |
$33.9 - $38.4
|
122
$4.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-151- 19.14% |
$5.12K - $5.79K
|
638
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.04K+ 4.17% |
$35.2K - $39.8K
|
25.9K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 0.04% |
$204 - $230
|
17K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
25.9KNew |
$879K - $994K
|
25.9K
$951K
|