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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.15K+ 24.3% |
$39.1K - $44.2K
|
5.89K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
273K+ 5.8% |
$9.27M - $10.5M
|
4.98M
$183M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
963+ 8.02% |
$32.7K - $37K
|
13K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.82K- 3.73% |
$61.9K - $69.9K
|
47.1K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
469+ 2.14% |
$15.9K - $18K
|
22.4K
$822K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-319- 9.77% |
$10.8K - $12.2K
|
2.95K
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 0.64% |
$37.9K - $42.9K
|
176K
$6.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
814+ 5.07% |
$27.6K - $31.2K
|
16.9K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
464+ 5.04% |
$15.7K - $17.8K
|
9.67K
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.6K+ 6.15% |
$632K - $715K
|
321K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.21K+ 7.17% |
$75K - $84.8K
|
33K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.39K+ 3.45% |
$115K - $130K
|
101K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.44K- 5.36% |
$82.6K - $93.4K
|
43K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
119New |
$4.04K - $4.57K
|
119
$4.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.77K- 39.92% |
$60.1K - $68K
|
2.67K
$98K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.16K- 5.16% |
$311K - $351K
|
168K
$6.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-746- 6.21% |
$25.3K - $28.6K
|
11.3K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
13+ 325.0% |
$441 - $499
|
17
$624
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 11.62% |
$35.5K - $40.1K
|
10K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.8K- 11.58% |
$809K - $914K
|
182K
$6.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11K+ 65.83% |
$372K - $421K
|
27.6K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12.6KNew |
$426K - $482K
|
12.6K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
435+ 2.76% |
$14.8K - $16.7K
|
16.2K
$596K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-51- 0.45% |
$1.73K - $1.96K
|
11.2K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
384+ 2.15% |
$13K - $14.7K
|
18.3K
$671K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
261New |
$8.86K - $10K
|
261
$9.59K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65.2KNew |
$2.21M - $2.5M
|
65.2K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 2.56% |
$36.3K - $41.1K
|
40.7K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
130+ 0.81% |
$4.41K - $4.99K
|
16.1K
$593K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.38K+ 394.56% |
$46.7K - $52.8K
|
1.73K
$63.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.02K- 5.79% |
$34.7K - $39.3K
|
16.7K
$612K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.29K+ 4.89% |
$43.8K - $49.6K
|
27.7K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.8KNew |
$637K - $721K
|
18.8K
$690K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
44+ 1.73% |
$1.49K - $1.69K
|
2.59K
$95.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
93.3K+ 29.13% |
$3.17M - $3.58M
|
414K
$15.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.4K+ 24.27% |
$387K - $438K
|
58.5K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-12.3K- 11.56% |
$418K - $473K
|
94.4K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 0.05% |
$33.9 - $38.4
|
2.1K
$77.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17+ 3.41% |
$577 - $652
|
516
$19K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-364- 49.06% |
$12.4K - $14K
|
378
$13.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-60- 0.95% |
$2.04K - $2.3K
|
6.26K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-623- 2.79% |
$21.1K - $23.9K
|
21.7K
$796K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
785+ 7.67% |
$26.6K - $30.1K
|
11K
$405K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
222+ 3.35% |
$7.53K - $8.52K
|
6.84K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.15K- 3.4% |
$72.9K - $82.5K
|
61.2K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.97K- 6.18% |
$101K - $114K
|
45.2K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-23.3K- 6.06% |
$792K - $895K
|
362K
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-217K- 19.56% |
$7.36M - $8.33M
|
892K
$32.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-137- 0.51% |
$4.65K - $5.26K
|
26.7K
$981K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.24K+ 8.72% |
$42K - $47.5K
|
15.4K
$567K
|