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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.04% |
$204 - $230
|
15.8K
$581K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.3K+ 2.43% |
$382K - $432K
|
474K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
106KNew |
$3.59M - $4.06M
|
106K
$3.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50.8K+ 5.82% |
$1.73M - $1.95M
|
925K
$34M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.16K+ 5.81% |
$73.4K - $83K
|
39.4K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
454+ 0.29% |
$15.4K - $17.4K
|
158K
$5.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
179New |
$6.07K - $6.87K
|
179
$6.57K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 2.17% |
$136 - $153
|
188
$6.91K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-30.6K- 12.45% |
$1.04M - $1.18M
|
215K
$7.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
712+ 4.43% |
$24.2K - $27.3K
|
16.8K
$617K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.23K- 11.92% |
$245K - $277K
|
53.4K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
41.7K+ 3.05% |
$1.41M - $1.6M
|
1.41M
$51.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 1.39% |
$102 - $115
|
219
$8.04K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-10K- 6.93% |
$341K - $386K
|
135K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.8K- 1.41% |
$503K - $568K
|
1.04M
$38.1M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
670+ 3.13% |
$22.7K - $25.7K
|
22.1K
$811K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
3.79KNew |
$129K - $145K
|
3.79K
$139K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
693+ 3.36% |
$23.5K - $26.6K
|
21.3K
$783K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
612+ 3.94% |
$20.8K - $23.5K
|
16.1K
$593K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
37.6K+ 59.09% |
$1.28M - $1.44M
|
101K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-90- 0.37% |
$3.05K - $3.45K
|
24.5K
$899K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
345New |
$11.7K - $13.2K
|
345
$12.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.69K- 11.79% |
$125K - $142K
|
27.6K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
572+ 3.47% |
$19.4K - $21.9K
|
17.1K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7- 0.01% |
$238 - $269
|
99.4K
$3.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-5- 0.01% |
$170 - $192
|
41.8K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
282KNew |
$9.57M - $10.8M
|
282K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.71K- 18.22% |
$58.1K - $65.7K
|
7.68K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
108+ 675.0% |
$3.66K - $4.14K
|
124
$4.55K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
284+ 2.84% |
$9.64K - $10.9K
|
10.3K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
322+ 1.35% |
$10.9K - $12.4K
|
24.2K
$890K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.63K- 6.58% |
$55.3K - $62.6K
|
23.2K
$851K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.43K- 6.78% |
$82.5K - $93.3K
|
33.4K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
56KNew |
$1.9M - $2.15M
|
56K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 18.36% |
$795K - $899K
|
151K
$5.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-54- 0.94% |
$1.83K - $2.07K
|
5.72K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.66K- 5.03% |
$56.5K - $63.8K
|
31.4K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-21.9K- 21.89% |
$743K - $840K
|
78.1K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
848+ 0.88% |
$28.8K - $32.5K
|
97.5K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.06K+ 3.82% |
$104K - $118K
|
83.2K
$3.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-521- 45.46% |
$17.7K - $20K
|
625
$23K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
7.43KNew |
$252K - $285K
|
7.43K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-367- 3.09% |
$12.5K - $14.1K
|
11.5K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.6K+ 5.29% |
$1.01M - $1.14M
|
590K
$21.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-15- 0.08% |
$509 - $576
|
19.2K
$706K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
38.5K+ 28.99% |
$1.31M - $1.48M
|
171K
$6.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
607+ 23.16% |
$20.6K - $23.3K
|
3.23K
$119K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.01K- 8.31% |
$136K - $154K
|
44.3K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-25- 21.37% |
$848 - $959
|
92
$3.38K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.28K- 12.03% |
$77.5K - $87.6K
|
16.7K
$613K
|