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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.81K- 8.46% |
$231K - $261K
|
73.8K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.5K+ 3.02% |
$1.54M - $1.75M
|
1.55M
$57.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.7K+ 2.43% |
$126K - $142K
|
156K
$5.72M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
11.1KNew |
$376K - $425K
|
11.1K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
35+ 3.35% |
$1.19K - $1.34K
|
1.08K
$39.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.54K- 4.12% |
$324K - $366K
|
222K
$8.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-365K- 97.09% |
$12.4M - $14M
|
10.9K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
80.1KNew |
$2.72M - $3.07M
|
80.1K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
18.9KNew |
$640K - $724K
|
18.9K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
72.6K+ 182.93% |
$2.46M - $2.78M
|
112K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23.6KNew |
$802K - $907K
|
23.6K
$868K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 0.2% |
$136 - $153
|
1.98K
$72.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.8K+ 14.68% |
$842K - $953K
|
194K
$7.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-600- 0.39% |
$20.4K - $23K
|
154K
$5.67M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-198K- 73.24% |
$6.73M - $7.62M
|
72.5K
$2.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
436New |
$14.8K - $16.7K
|
436
$16K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
492+ 8.33% |
$16.7K - $18.9K
|
6.4K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
11+ 3.46% |
$373 - $422
|
329
$12.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.52K+ 3.87% |
$85.3K - $96.5K
|
67.4K
$2.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-63- 5.87% |
$2.14K - $2.42K
|
1.01K
$37.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.9K- 8.26% |
$574K - $649K
|
188K
$6.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
15.7KNew |
$532K - $602K
|
15.7K
$576K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
19.3KNew |
$654K - $740K
|
19.3K
$708K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
17New |
$577 - $652
|
17
$624
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-515- 0.6% |
$17.5K - $19.8K
|
85.1K
$3.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
24+ 0.19% |
$814 - $921
|
12.7K
$465K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.97K+ 5.25% |
$67K - $75.7K
|
39.6K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.71K- 2.51% |
$58.1K - $65.7K
|
66.6K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-247K- 16.16% |
$8.39M - $9.48M
|
1.28M
$47.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
4.73K+ 10.99% |
$160K - $181K
|
47.8K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2New |
$67.9 - $76.7
|
2
$73.5
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-22K- 39.99% |
$745K - $843K
|
33K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.77K+ 71.81% |
$264K - $298K
|
18.6K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-596- 0.38% |
$20.2K - $22.9K
|
158K
$5.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.04% |
$373 - $422
|
26.4K
$969K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.57K+ 7.43% |
$189K - $214K
|
80.5K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-266- 34.91% |
$9.03K - $10.2K
|
496
$18.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.33K+ 5.95% |
$79K - $89.4K
|
41.5K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.1K+ 1.07% |
$444K - $502K
|
1.23M
$45.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-440- 95.86% |
$14.9K - $16.9K
|
19
$698
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
36.9KNew |
$1.25M - $1.41M
|
36.9K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
288New |
$9.77K - $11.1K
|
288
$10.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-532- 31.59% |
$18.1K - $20.4K
|
1.15K
$42.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-46- 0.15% |
$1.56K - $1.77K
|
30.5K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 8.85% |
$499K - $565K
|
181K
$6.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-167- 3.49% |
$5.67K - $6.41K
|
4.61K
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
199KNew |
$6.75M - $7.63M
|
199K
$7.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
50New |
$1.7K - $1.92K
|
50
$1.84K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.21K+ 17.11% |
$41.2K - $46.5K
|
8.3K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.87K- 20.15% |
$97.4K - $110K
|
11.4K
$418K
|