Latest Institutional Purchases of Schwab Strategic Tr Intl Small (SCHC)

SCHC Quotes by TradingView

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 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
345
New
$11.7K - $13.2K
345 $12.5K
Jan 22, 2025 Q4 2024
Mc Lean Asset Management Corp

BUY
 -
322
+ 1.35%
$10.9K - $12.4K
24.2K $876K
Feb 10, 2025 Q4 2024
Curio Wealth, LLC

Annapolis, MD
BUY
 -
288
New
$9.77K - $11.1K
288 $10.4K
Jan 22, 2025 Q4 2024
Summit Financial Strategies, Inc.

BUY
 -
284
+ 2.84%
$9.64K - $10.9K
10.3K $372K
Feb 13, 2025 Q4 2024
Elm Partners Management LLC

BUY
 -
277
+ 0.46%
$9.4K - $10.6K
60.9K $2.2M
Feb 06, 2025 Q4 2024
Promus Capital, LLC

Chicago, IL
BUY
 -
261
New
$8.86K - $10K
261 $9.44K
Feb 12, 2025 Q4 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
260
+ 2.91%
$8.82K - $9.98K
9.2K $333K
Feb 14, 2025 Q4 2024
Coldstream Capital Management Inc

BUY
 -
243
+ 0.18%
$8.24K - $9.32K
134K $4.86M
Feb 04, 2025 Q4 2024
White Lighthouse Investment Management Inc.

BUY
 -
222
+ 3.35%
$7.53K - $8.52K
6.84K $247K
Jan 30, 2025 Q4 2024
Ltg Capital LLC

BUY
 -
215
+ 0.81%
$7.29K - $8.25K
26.7K $966K
Feb 03, 2025 Q4 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
200
+ 1.02%
$6.79K - $7.67K
19.8K $715K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
199
+ 17.21%
$6.75K - $7.64K
1.36K $49K
Mar 18, 2025 Q4 2024
Cwc Advisors, Llc.

Lake Oswego, OR
BUY
 -
196
+ 1.08%
$6.65K - $7.52K
18.3K $663K
Jan 29, 2025 Q4 2024
Tranquility Partners, LLC

BUY
 -
189
+ 2.57%
$6.41K - $7.25K
7.55K $273K
Jan 14, 2025 Q4 2024
Omega Financial Group, LLC

BUY
 -
184
+ 1.18%
$6.24K - $7.06K
15.7K $569K
Jan 24, 2025 Q4 2024
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
179
New
$6.07K - $6.87K
179 $6.47K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
164
New
$5.56K - $6.29K
164 $5.93K
Feb 13, 2025 Q4 2024
Merriman Wealth Management, LLC

BUY
 -
144
+ 1.9%
$4.89K - $5.53K
7.71K $279K
Feb 03, 2025 Q4 2024
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
142
+ 3.36%
$4.82K - $5.45K
4.37K $158K
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
130
+ 0.81%
$4.41K - $4.99K
16.1K $584K
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
123
+ 186.36%
$4.17K - $4.72K
189 $6.83K
Jan 29, 2025 Q4 2024
Index Fund Advisors, Inc.

BUY
 -
123
+ 0.54%
$4.17K - $4.72K
22.9K $828K
Jan 13, 2025 Q4 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
123
New
$4.17K - $4.72K
123 $4.45K
Jan 03, 2025 Q4 2024
Modus Advisors, LLC

BUY
 -
120
New
$4.07K - $4.6K
120 $4.34K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
119
New
$4.04K - $4.57K
119 $4.3K
Jan 31, 2025 Q4 2024
Human Investing LLC

BUY
 -
108
New
$3.66K - $4.14K
108 $3.91K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
108
+ 675.0%
$3.66K - $4.14K
124 $4.48K
Mar 07, 2025 Q4 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
103
New
$3.49K - $3.95K
103 $3.72K
Jan 28, 2025 Q4 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
92
+ 4.06%
$3.12K - $3.53K
2.36K $85.2K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
69
New
$2.34K - $2.65K
69 $2.5K
Feb 13, 2025 Q4 2024
Bridge Generations Wealth Management LLC

South Miami, FL
BUY
 -
63
New
$2.14K - $2.42K
63 $2.28K
Feb 13, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
51
New
$1.73K - $1.96K
51 $1.84K
Feb 12, 2025 Q4 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
50
+ 15.77%
$1.7K - $1.92K
367 $13.3K
Feb 07, 2025 Q4 2024
Pillar Financial Advisors, LLC

Louisville, KY
BUY
 -
50
New
$1.7K - $1.92K
50 $1.81K
Jan 28, 2025 Q4 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
50
+ 32.47%
$1.7K - $1.92K
204 $7.38K
Feb 05, 2025 Q4 2024
Duncker Streett & CO Inc

BUY
 -
44
+ 1.73%
$1.49K - $1.69K
2.59K $93.8K
Jan 30, 2025 Q4 2024
Jfs Wealth Advisors, LLC

BUY
 -
38
+ 2.89%
$1.29K - $1.46K
1.35K $48.9K
Feb 12, 2025 Q4 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
35
+ 3.35%
$1.19K - $1.34K
1.08K $39.1K
Jan 02, 2025 Q4 2024
Versant Capital Management, Inc

BUY
 -
31
+ 1.31%
$1.05K - $1.19K
2.4K $86.7K
Jan 30, 2025 Q4 2024
Salomon & Ludwin, LLC

BUY
 -
29
+ 2900.0%
$984 - $1.11K
30 $1.08K
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
24
+ 1.18%
$814 - $921
2.05K $74.2K
Feb 11, 2025 Q4 2024
Hardin Capital Partners, LLC

Greenville, SC
BUY
 -
24
+ 0.19%
$814 - $921
12.7K $458K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
19
+ 0.17%
$645 - $729
11.2K $407K
Feb 11, 2025 Q4 2024
Graney & King, LLC

Latham, NY
BUY
 -
17
New
$577 - $652
17 $615
Feb 05, 2025 Q4 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
17
+ 3.41%
$577 - $652
516 $18.7K
Jan 29, 2025 Q4 2024
Keener Financial Planning LLC

Keller, TX
BUY
 -
17
New
$577 - $652
17 $615
Feb 12, 2025 Q4 2024
Nbz Investment Advisors LLC

Knoxville, TN
BUY
 -
16
New
$543 - $614
16 $579
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
13
+ 325.0%
$441 - $499
17 $615
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
12
New
$407 - $460
12 $434

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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