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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.7K+ 44.68% |
$975K - $1.1M
|
93.1K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
25.9KNew |
$879K - $994K
|
25.9K
$945K
|
|
|
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
$7.08M
|
|
|
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
$9.59M
|
|
|
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
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
16.6KNew |
$564K - $638K
|
16.6K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16K+ 9.87% |
$543K - $614K
|
178K
$6.5M
|
|
|
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
|
|
|
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
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.3K+ 2.43% |
$382K - $432K
|
474K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
11.1KNew |
$376K - $425K
|
11.1K
$404K
|
|
|
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 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10.6K+ 52.66% |
$360K - $408K
|
30.8K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
8.84K+ 0.58% |
$300K - $339K
|
1.54M
$56.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
8.28KNew |
$281K - $318K
|
8.28K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.77K+ 71.81% |
$264K - $298K
|
18.6K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
7.43KNew |
$252K - $285K
|
7.43K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
6.98KNew |
$237K - $268K
|
6.98K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.45K+ 3.83% |
$219K - $248K
|
175K
$6.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
6.45KNew |
$219K - $247K
|
6.45K
$235K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
6.39KNew |
$217K - $245K
|
6.39K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.14K+ 12.25% |
$208K - $235K
|
56.2K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.57K+ 7.43% |
$189K - $214K
|
80.5K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.13K+ 25.96% |
$174K - $197K
|
24.9K
$908K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.73K+ 20.67% |
$160K - $181K
|
27.6K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.71K+ 23.86% |
$160K - $181K
|
24.4K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.35K+ 6.54% |
$147K - $167K
|
70.8K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.34K+ 39.85% |
$147K - $167K
|
15.2K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4.02K+ 514.34% |
$136K - $154K
|
4.8K
$175K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
3.79KNew |
$129K - $145K
|
3.79K
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.77K+ 5.06% |
$128K - $144K
|
78.2K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.72K+ 29.4% |
$126K - $143K
|
16.4K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.7K+ 2.43% |
$126K - $142K
|
156K
$5.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.39K+ 3.45% |
$115K - $130K
|
101K
$3.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.22KNew |
$109K - $124K
|
3.22K
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.78K+ 8.98% |
$94.3K - $107K
|
33.7K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 0.45% |
$94.3K - $107K
|
619K
$22.6M
|