Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-265K- 46.61% |
$8.91M - $9.88M
|
304K
$11M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-179K- 96.68% |
$6.01M - $6.66M
|
6.14K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11.9K- 5.9% |
$398K - $442K
|
189K
$6.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.51K- 39.01% |
$219K - $242K
|
10.2K
$368K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-5.64K- 2.83% |
$189K - $210K
|
193K
$6.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.5K- 4.62% |
$151K - $168K
|
92.9K
$3.36M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-3.08K- 20.16% |
$104K - $115K
|
12.2K
$442K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.78K- 6.27% |
$93.2K - $103K
|
41.5K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-2.11K- 16.63% |
$70.7K - $78.3K
|
10.6K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.59K- 1.6% |
$53.3K - $59.1K
|
97.9K
$3.54M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.11K- 3.47% |
$37.3K - $41.3K
|
30.9K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-921- 1.67% |
$30.9K - $34.3K
|
54.1K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-692- 4.39% |
$23.2K - $25.8K
|
15.1K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-582- 4.46% |
$19.5K - $21.7K
|
12.5K
$451K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-522- 3.2% |
$17.5K - $19.4K
|
15.8K
$571K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-392- 1.19% |
$13.2K - $14.6K
|
32.4K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-332- 2.06% |
$11.1K - $12.4K
|
15.8K
$572K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-192- 2.5% |
$6.45K - $7.15K
|
7.49K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-164- 0.59% |
$5.51K - $6.1K
|
27.7K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-109- 0.94% |
$3.66K - $4.06K
|
11.5K
$417K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-91- 41.55% |
$3.05K - $3.39K
|
128
$4.63K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-88- 0.51% |
$2.95K - $3.28K
|
17K
$616K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-15- 36.59% |
$504 - $558
|
26
$940
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 11.29% |
$235 - $261
|
55
$1.99K
|
|
| Q4 2024 | |||||||
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-5.97M- 98.37% |
$202M - $229M
|
98.7K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-365K- 97.09% |
$12.4M - $14M
|
10.9K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-330K- 10.38% |
$11.2M - $12.7M
|
2.85M
$103M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-247K- 16.16% |
$8.39M - $9.48M
|
1.28M
$46.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-217K- 19.56% |
$7.36M - $8.33M
|
892K
$32.3M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-198K- 73.24% |
$6.73M - $7.62M
|
72.5K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-143K- 26.64% |
$4.84M - $5.48M
|
393K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.9K- 3.21% |
$1.49M - $1.68M
|
1.32M
$47.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42.6K- 13.28% |
$1.45M - $1.64M
|
278K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-34.5K- 57.08% |
$1.17M - $1.32M
|
25.9K
$937K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-34.3K- 29.91% |
$1.17M - $1.32M
|
80.5K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-30.6K- 12.45% |
$1.04M - $1.18M
|
215K
$7.79M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.8K- 11.58% |
$809K - $914K
|
182K
$6.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-23.3K- 6.06% |
$792K - $895K
|
362K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-22K- 39.99% |
$745K - $843K
|
33K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-21.9K- 21.89% |
$743K - $840K
|
78.1K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-21.4K- 22.45% |
$727K - $822K
|
74K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-19K- 84.57% |
$646K - $730K
|
3.47K
$126K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.9K- 8.26% |
$574K - $649K
|
188K
$6.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.1K- 6.19% |
$546K - $617K
|
244K
$8.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.8K- 1.41% |
$503K - $568K
|
1.04M
$37.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.1K- 3.25% |
$477K - $539K
|
418K
$15.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 22.05% |
$456K - $515K
|
47.5K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-12.3K- 11.56% |
$418K - $473K
|
94.4K
$3.41M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-10.6K- 35.38% |
$359K - $406K
|
19.3K
$699K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-10K- 6.93% |
$341K - $386K
|
135K
$4.88M
|
|