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 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
200+ 1.02% |
$6.79K - $7.67K
|
19.8K
$726K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.46K- 33.86% |
$117K - $133K
|
6.76K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
64.2KNew |
$2.18M - $2.46M
|
64.2K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-19K- 84.57% |
$646K - $730K
|
3.47K
$128K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10.6K+ 52.66% |
$360K - $408K
|
30.8K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 22.05% |
$456K - $515K
|
47.5K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-34.5K- 57.08% |
$1.17M - $1.32M
|
25.9K
$952K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
142+ 3.36% |
$4.82K - $5.45K
|
4.37K
$160K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
971+ 10.98% |
$32.9K - $37.3K
|
9.81K
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
23.2K+ 9.68% |
$787K - $890K
|
263K
$9.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
108New |
$3.66K - $4.14K
|
108
$3.97K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.11K- 8.89% |
$37.6K - $42.5K
|
11.3K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.72K+ 29.4% |
$126K - $143K
|
16.4K
$601K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
841+ 11.26% |
$28.5K - $32.3K
|
8.31K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-34.3K- 29.91% |
$1.17M - $1.32M
|
80.5K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
820+ 4.6% |
$27.8K - $31.5K
|
18.6K
$684K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-296- 82.22% |
$10K - $11.4K
|
64
$2.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.45K+ 11.01% |
$185K - $209K
|
55K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.06K+ 1.26% |
$70K - $79.2K
|
165K
$6.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.24K- 11.83% |
$41.9K - $47.4K
|
9.21K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 2.97% |
$305 - $345
|
312
$11.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
29+ 2900.0% |
$984 - $1.11K
|
30
$1.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 0.17% |
$645 - $729
|
11.2K
$413K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.34K+ 39.85% |
$147K - $167K
|
15.2K
$560K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
215+ 0.81% |
$7.29K - $8.25K
|
26.7K
$981K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 2.89% |
$1.29K - $1.46K
|
1.35K
$49.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.1K- 5.03% |
$241K - $272K
|
134K
$4.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
199+ 17.21% |
$6.75K - $7.64K
|
1.36K
$49.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6New |
$204 - $230
|
6
$220
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-638- 2.06% |
$21.6K - $24.5K
|
30.3K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.49K+ 23.79% |
$50.6K - $57.2K
|
7.75K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
13KNew |
$443K - $501K
|
13K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
123+ 0.54% |
$4.17K - $4.72K
|
22.9K
$841K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
17New |
$577 - $652
|
17
$624
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-10K- 5.73% |
$339K - $384K
|
165K
$6.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
650+ 3.81% |
$22.1K - $24.9K
|
17.7K
$651K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.61K+ 4.99% |
$54.6K - $61.7K
|
33.9K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.85% |
$102 - $115
|
356
$13.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.78K+ 8.98% |
$94.3K - $107K
|
33.7K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
25.6KNew |
$869K - $983K
|
25.6K
$941K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
189+ 2.57% |
$6.41K - $7.25K
|
7.55K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-97- 0.86% |
$3.29K - $3.72K
|
11.2K
$413K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 3.9% |
$102 - $115
|
80
$2.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
164New |
$5.56K - $6.29K
|
164
$6.02K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
92+ 4.06% |
$3.12K - $3.53K
|
2.36K
$86.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
771+ 1.85% |
$26.2K - $29.6K
|
42.4K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.8K+ 5.14% |
$61K - $69K
|
36.8K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.37K+ 3.33% |
$46.5K - $52.5K
|
42.5K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50+ 32.47% |
$1.7K - $1.92K
|
204
$7.49K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-330K- 10.38% |
$11.2M - $12.7M
|
2.85M
$105M
|