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 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
8.28KNew |
$281K - $318K
|
8.28K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.04% |
$136 - $153
|
9.59K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.06K+ 30.84% |
$70K - $79.1K
|
8.75K
$321K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.56K- 14.9% |
$121K - $137K
|
20.3K
$747K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
403New |
$13.7K - $15.5K
|
403
$14.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 0.45% |
$94.3K - $107K
|
619K
$22.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.45K+ 3.83% |
$219K - $248K
|
175K
$6.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.89K+ 4.5% |
$166K - $188K
|
113K
$4.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.37K- 8.94% |
$46.5K - $52.6K
|
14K
$513K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
877+ 15.68% |
$29.8K - $33.7K
|
6.47K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-273K- 89.27% |
$9.26M - $10.5M
|
32.8K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.3K+ 0.73% |
$44.1K - $49.8K
|
180K
$6.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
26.8K+ 8.41% |
$910K - $1.03M
|
346K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
26.5K+ 16.71% |
$899K - $1.02M
|
185K
$6.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.69K+ 73.74% |
$227K - $257K
|
15.8K
$579K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.31K+ 2.33% |
$146K - $165K
|
189K
$6.95M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.4K- 7.57% |
$47.6K - $53.8K
|
17.1K
$629K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-206- 1.7% |
$6.99K - $7.9K
|
11.9K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
524+ 1.92% |
$17.8K - $20.1K
|
27.9K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.2K- 7.2% |
$40.6K - $46K
|
15.5K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 4.09% |
$40.3K - $45.6K
|
27.8K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.6K- 12.59% |
$54.2K - $61.3K
|
11.1K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.73K+ 20.67% |
$160K - $181K
|
27.6K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
184+ 1.18% |
$6.24K - $7.06K
|
15.7K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-370- 4.16% |
$12.6K - $14.2K
|
8.53K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
21.9KNew |
$742K - $839K
|
21.9K
$804K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
29K+ 25.56% |
$983K - $1.11M
|
142K
$5.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
123New |
$4.17K - $4.72K
|
123
$4.52K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.77K+ 5.06% |
$128K - $144K
|
78.2K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-540- 1.21% |
$18.3K - $20.7K
|
44.1K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19.6K+ 23.97% |
$666K - $753K
|
101K
$3.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
42.5KNew |
$1.44M - $1.63M
|
42.5K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-90- 0.17% |
$3.05K - $3.45K
|
53.4K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.89K- 23.04% |
$166K - $187K
|
16.3K
$599K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 1.61% |
$746 - $844
|
1.35K
$49.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2+ 1.27% |
$67.9 - $76.7
|
159
$5.84K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
69New |
$2.34K - $2.65K
|
69
$2.53K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.66K- 9.76% |
$56.2K - $63.5K
|
15.3K
$562K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.2% |
$136 - $153
|
2.03K
$74.6K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
120New |
$4.07K - $4.6K
|
120
$4.41K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
31+ 1.31% |
$1.05K - $1.19K
|
2.4K
$88.1K
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
11+ 0.1% |
$379 - $428
|
11.2K
$413K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
25.5KNew |
$880K - $993K
|
25.5K
$938K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
252New |
$8.69K - $9.8K
|
252
$9.26K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
300+ 3.75% |
$10.3K - $11.7K
|
8.3K
$305K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-35- 34.65% |
$1.21K - $1.36K
|
66
$2.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-130- 86.67% |
$4.48K - $5.05K
|
20
$735
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-376- 86.04% |
$13K - $14.6K
|
61
$2.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.92K+ 3103.19% |
$101K - $113K
|
3.01K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$345 - $389
|
10
$367
|
|