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
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
675
New
$18.5K - $23.1K
675 $24.6K
Nov 09, 2022 Q3 2022
Journey Advisory Group, LLC

BUY
 -
315
+ 1.88%
$8.65K - $10.8K
17.1K $623K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
300
New
$8.24K - $10.3K
300 $10.9K
Nov 09, 2022 Q3 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
257
New
$7.06K - $8.81K
257 $9.37K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
250
+ 37.43%
$6.87K - $8.57K
918 $33.5K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
228
New
$6.26K - $7.81K
228 $8.31K
Jun 28, 2024 Q3 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
38
New
$1.04K - $1.3K
38 $1.39K
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
19
New
$522 - $651
19 $693
Q2 2022
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
153K
New
$4.75M - $5.9M
153K $5.59M
Aug 15, 2022 Q2 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
24.7K
New
$766K - $951K
24.7K $901K
Aug 04, 2022 Q2 2022
Barber Financial Group, Inc.

BUY
 -
10.5K
New
$325K - $403K
10.5K $382K
Jul 27, 2022 Q2 2022
Alpha Star Capital Management, LLC

BUY
 -
7.27K
+ 16.36%
$225K - $280K
51.7K $1.88M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
5.04K
New
$156K - $194K
5.04K $184K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
1.31K
New
$40.6K - $50.4K
1.31K $47.8K
Jul 20, 2022 Q2 2022
Founders Capital Management

BUY
 -
910
New
$28.2K - $35K
910 $33.2K
Aug 09, 2022 Q2 2022
Hancock Whitney Investment Services Inc.

New Orleans, LA
BUY
 -
811
+ 8.11%
$25.1K - $31.2K
10.8K $394K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
199
New
$6.17K - $7.66K
199 $7.26K
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
166
+ 0.78%
$5.15K - $6.39K
21.4K $781K
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

BUY
 -
72
New
$2.23K - $2.77K
72 $2.63K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

BUY
 -
49
New
$1.52K - $1.89K
49 $1.79K
Jul 20, 2022 Q2 2022
Ballast Advisors LLC

BUY
 -
31
New
$961 - $1.19K
31 $1.13K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
28
+ 36.36%
$868 - $1.08K
105 $3.83K
Aug 11, 2022 Q2 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
22
New
$682 - $847
22 $802
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
6
+ 6.67%
$186 - $231
96 $3.5K
Q1 2022
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
6.02K
New
$210K - $248K
6.02K $219K
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
3.2K
New
$112K - $132K
3.2K $117K
May 06, 2022 Q1 2022
Retirement Group, LLC

BUY
 -
176
New
$6.14K - $7.26K
176 $6.42K
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
111
New
$3.87K - $4.58K
111 $4.05K
May 04, 2022 Q1 2022
Iag Wealth Partners, LLC

BUY
 -
63
New
$2.2K - $2.6K
63 $2.3K
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
38
New
$1.33K - $1.57K
38 $1.39K
Apr 07, 2022 Q1 2022
Soa Wealth Advisors, Llc.

BUY
 -
35
New
$1.22K - $1.44K
35 $1.28K
May 03, 2022 Q1 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
3
New
$105 - $124
3 $109
Q4 2021
Jan 19, 2022 Q4 2021
Acas, LLC

BUY
 -
164K
New
$6.42M - $7.18M
164K $6M
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

BUY
 -
9.75K
New
$381K - $425K
9.75K $355K
Feb 14, 2022 Q4 2021
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
36
New
$1.41K - $1.57K
36 $1.31K
Feb 07, 2022 Q4 2021
Column Capital Advisors, LLC

BUY
 -
2
+ 6.06%
$78.1 - $87.3
35 $1.28K
Q3 2021
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
50K
New
$2.02M - $2.2M
50K $1.82M
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
6.59K
New
$266K - $291K
6.59K $240K
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

BUY
 -
189
New
$7.64K - $8.33K
189 $6.89K
Q2 2021
Aug 04, 2021 Q2 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
673
New
$27K - $29K
673 $24.5K
Jul 09, 2021 Q2 2021
John W. Brooker & Co., Cp As

BUY
 -
272
New
$10.9K - $11.7K
272 $9.92K
Aug 03, 2021 Q2 2021
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
145
New
$5.82K - $6.24K
145 $5.29K
Aug 02, 2021 Q2 2021
Key F Inancial Inc

BUY
 -
87
New
$3.49K - $3.74K
87 $3.17K
Q4 2020
May 15, 2024 Q4 2020
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
274
New
$8.6K - $10.4K
274 $9.99K
Feb 02, 2021 Q4 2020
West Financial Advisors, LLC

BUY
 -
100
New
$3.14K - $3.79K
100 $3.65K
Q3 2020
Nov 13, 2020 Q3 2020
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
150
New
$4.46K - $5.02K
150 $5.47K
Q4 2019
Jan 29, 2020 Q4 2019
Red Cedar Capital, LLC

BUY
 -
50
+ 2.83%
$1.56K - $1.73K
1.82K $66.2K
Q4 2018
Feb 14, 2019 Q4 2018
Banyan Capital Management, Inc.

Atlanta, GA
BUY
 -
38.7K
New
N/A
38.7K $1.41M
Q1 2018
May 21, 2018 Q1 2018
Summit Trail Advisors, LLC

New York, NY
BUY
 -
123K
New
N/A
123K $4.5M

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