Latest Institutional Purchases of Schwab Strategic Tr Intl Small (SCHC)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Small (SCHC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
403K+ 31.99% |
$13.7M - $15.5M
|
1.66M
$60.7M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
282KNew |
$9.57M - $10.8M
|
282K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
273K+ 5.8% |
$9.27M - $10.5M
|
4.98M
$182M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
214KNew |
$7.27M - $8.22M
|
214K
$7.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
199KNew |
$6.75M - $7.63M
|
199K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
120K+ 2813.16% |
$4.07M - $4.61M
|
124K
$4.53M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
116KNew |
$3.94M - $4.45M
|
116K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
106KNew |
$3.59M - $4.06M
|
106K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
103KNew |
$3.5M - $3.96M
|
103K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
94.9KNew |
$3.22M - $3.64M
|
94.9K
$3.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
93.3K+ 29.13% |
$3.17M - $3.58M
|
414K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
80.1KNew |
$2.72M - $3.07M
|
80.1K
$2.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
72.6K+ 182.93% |
$2.46M - $2.78M
|
112K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.4K+ 20.96% |
$2.32M - $2.63M
|
395K
$14.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65.2KNew |
$2.21M - $2.5M
|
65.2K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
64.2KNew |
$2.18M - $2.46M
|
64.2K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
56KNew |
$1.9M - $2.15M
|
56K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50.8K+ 5.82% |
$1.73M - $1.95M
|
925K
$33.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.5K+ 3.02% |
$1.54M - $1.75M
|
1.55M
$56.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
42.5KNew |
$1.44M - $1.63M
|
42.5K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
41.7K+ 3.05% |
$1.41M - $1.6M
|
1.41M
$51.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
38.5K+ 28.99% |
$1.31M - $1.48M
|
171K
$6.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
37.6K+ 59.09% |
$1.28M - $1.44M
|
101K
$3.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
36.9KNew |
$1.25M - $1.41M
|
36.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.9K+ 18.62% |
$1.15M - $1.3M
|
216K
$7.87M
|
|
|
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
$21.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
29K+ 25.56% |
$983K - $1.11M
|
142K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.7K+ 44.68% |
$975K - $1.1M
|
93.1K
$3.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
26.8K+ 8.41% |
$910K - $1.03M
|
346K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
26.5K+ 16.71% |
$899K - $1.02M
|
185K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
25.9KNew |
$879K - $994K
|
25.9K
$944K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
25.6KNew |
$869K - $983K
|
25.6K
$934K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
25K+ 7.33% |
$850K - $961K
|
367K
$13.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.8K+ 14.68% |
$842K - $953K
|
194K
$7.07M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23.6KNew |
$802K - $907K
|
23.6K
$862K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 18.36% |
$795K - $899K
|
151K
$5.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
23.2K+ 9.68% |
$787K - $890K
|
263K
$9.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
21.9KNew |
$742K - $839K
|
21.9K
$798K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19.6K+ 23.97% |
$666K - $753K
|
101K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
19.3KNew |
$654K - $740K
|
19.3K
$703K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
18.9KNew |
$640K - $724K
|
18.9K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.8KNew |
$637K - $721K
|
18.8K
$685K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.6K+ 6.15% |
$632K - $715K
|
321K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16K+ 9.87% |
$543K - $614K
|
178K
$6.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
15.7KNew |
$532K - $602K
|
15.7K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 8.85% |
$499K - $565K
|
181K
$6.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.1K+ 1.07% |
$444K - $502K
|
1.23M
$45M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
13KNew |
$443K - $501K
|
13K
$476K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12.6KNew |
$426K - $482K
|
12.6K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.4K+ 24.27% |
$387K - $438K
|
58.5K
$2.13M
|