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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-567Closed |
$18K - $18.4K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-42.6KClosed |
$1.35M - $1.38M
|
0
$0
|
|
| Q2 2019 | |||||||
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-34Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.6KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.55KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7.1KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7.24KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-9.08KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Aspiriant, LLC
|
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
|
Apr 05, 2019
Q1 2019
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-69Closed |
N/A
|
0
$0
|
|
|
Apr 03, 2019
Q1 2019
|
Cx Institutional
|
SELL
|
- |
-37Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 27, 2019
Q4 2018
|
Burleson & Company, LLC
|
SELL
|
- |
-29.7KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.22KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-63- 2.44% |
N/A
|
2.52K
$92.7K
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
38.7KNew |
N/A
|
38.7K
$1.42M
|
|
|
Feb 14, 2019
Q4 2018
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-308Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-417Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5.71KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-88Closed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Eidelman Virant Capital
|
SELL
|
- |
-5.26KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-279Closed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-276Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
May 26, 2023
Q3 2018
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-13.3KClosed |
N/A
|
0
$0
|
|
|
Nov 19, 2018
Q3 2018
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.15KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.8KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-116Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-386Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-26.4KClosed |
N/A
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Spence Asset Management
|
SELL
|
- |
-2.23KClosed |
N/A
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Friedenthal Financial
|
SELL
|
- |
-15.6KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-650- 99.85% |
N/A
|
1
$36.7
|
|
|
Jul 26, 2018
Q2 2018
|
Regions Financial Corp
|
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-26KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
123KNew |
N/A
|
123K
$4.53M
|
|
|
May 15, 2018
Q1 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-943Closed |
N/A
|
0
$0
|
|
|
Feb 02, 2018
Q4 2017
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.05KClosed |
N/A
|
0
$0
|
|