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 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.07KNew |
$193K - $233K
|
7.07K
$243K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
6.39KNew |
$175K - $211K
|
6.39K
$220K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
2.87KNew |
$78.5K - $94.8K
|
2.87K
$98.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.5KNew |
$68.2K - $82.3K
|
2.5K
$85.8K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
936New |
$25.6K - $30.9K
|
936
$32.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
899New |
$24.6K - $29.6K
|
899
$30.9K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
632New |
$17.3K - $20.8K
|
632
$21.7K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
621New |
$17K - $20.5K
|
621
$21.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
327New |
$8.93K - $10.8K
|
327
$11.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
200New |
$5.46K - $6.6K
|
200
$6.88K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
168+ 46.15% |
$4.59K - $5.54K
|
532
$18.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
157+ 11.48% |
$4.29K - $5.18K
|
1.53K
$52.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
128New |
$3.5K - $4.22K
|
128
$4.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$2.73K - $3.3K
|
100
$3.44K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
77New |
$2.1K - $2.54K
|
77
$2.65K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
58New |
$1.58K - $1.91K
|
58
$1.99K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
58New |
$1.58K - $1.91K
|
58
$1.99K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
39New |
$1.07K - $1.29K
|
39
$1.34K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15New |
$410 - $495
|
15
$516
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
211KNew |
$5.8M - $7.24M
|
211K
$7.26M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
49.1KNew |
$1.35M - $1.68M
|
49.1K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
38.6K+ 4.04% |
$1.06M - $1.32M
|
992K
$34.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5KNew |
$344K - $430K
|
12.5K
$431K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
9.42KNew |
$259K - $323K
|
9.42K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
8.3KNew |
$228K - $284K
|
8.3K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
7.78K+ 43.24% |
$214K - $266K
|
25.8K
$886K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.39KNew |
$93.1K - $116K
|
3.39K
$117K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.02K+ 7.17% |
$82.9K - $103K
|
45.1K
$1.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.83K+ 36.5% |
$77.7K - $96.9K
|
10.6K
$364K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.55K+ 336.96% |
$42.6K - $53.1K
|
2.01K
$69.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
675New |
$18.5K - $23.1K
|
675
$23.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
315+ 1.88% |
$8.65K - $10.8K
|
17.1K
$588K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
300New |
$8.24K - $10.3K
|
300
$10.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
257New |
$7.06K - $8.81K
|
257
$8.84K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
250+ 37.43% |
$6.87K - $8.57K
|
918
$31.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
228New |
$6.26K - $7.81K
|
228
$7.84K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
38New |
$1.04K - $1.3K
|
38
$1.31K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
19New |
$522 - $651
|
19
$653
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
153KNew |
$4.75M - $5.9M
|
153K
$5.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
24.7KNew |
$766K - $951K
|
24.7K
$850K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 42.13% |
$438K - $544K
|
47.6K
$1.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
13.7K+ 25.52% |
$424K - $527K
|
67.3K
$2.31M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
10.5KNew |
$325K - $403K
|
10.5K
$360K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.27K+ 16.36% |
$225K - $280K
|
51.7K
$1.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.04KNew |
$156K - $194K
|
5.04K
$173K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.31KNew |
$40.6K - $50.4K
|
1.31K
$45K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
910New |
$28.2K - $35K
|
910
$31.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
811+ 8.11% |
$25.1K - $31.2K
|
10.8K
$371K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
199New |
$6.17K - $7.66K
|
199
$6.84K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
166+ 0.78% |
$5.15K - $6.39K
|
21.4K
$737K
|
|