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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-17K- 13.22% |
$585K - $660K
|
111K
$3.93M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-15K- 6.78% |
$517K - $582K
|
206K
$7.27M
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-14.6K- 3.66% |
$505K - $569K
|
385K
$13.6M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.3K- 2.17% |
$354K - $400K
|
463K
$16.3M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.86K- 18.45% |
$305K - $344K
|
39.1K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8K- 4.52% |
$276K - $311K
|
169K
$5.97M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.08K- 3.69% |
$210K - $236K
|
159K
$5.61M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.93K- 0.67% |
$204K - $230K
|
874K
$30.9M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.57K- 10.23% |
$192K - $217K
|
48.9K
$1.73M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.07K- 29.7% |
$175K - $197K
|
12K
$424K
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.71K- 1.36% |
$162K - $183K
|
342K
$12.1M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.39K- 5.08% |
$151K - $171K
|
82K
$2.89M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 6.68% |
$150K - $169K
|
60.9K
$2.15M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.22K- 2.91% |
$146K - $164K
|
141K
$4.98M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.89K- 2.15% |
$134K - $151K
|
177K
$6.26M
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-3.66K- 4.1% |
$126K - $142K
|
85.6K
$3.02M
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.42K- 11.31% |
$118K - $133K
|
26.9K
$948K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.93K- 1.65% |
$101K - $114K
|
175K
$6.17M
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.64K- 29.17% |
$90.9K - $102K
|
6.4K
$226K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.4K- 28.92% |
$82.9K - $93.4K
|
5.91K
$209K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 2.89% |
$82.8K - $93.3K
|
80.6K
$2.84M
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.37K- 12.25% |
$81.6K - $92K
|
17K
$599K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.21K- 6.72% |
$76K - $85.7K
|
30.6K
$1.08M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.19K- 3.81% |
$75.3K - $84.9K
|
55.2K
$1.95M
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.15K- 22.6% |
$74.1K - $83.6K
|
7.36K
$260K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.95K- 5.57% |
$67.1K - $75.6K
|
33K
$1.17M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.88K- 4.3% |
$64.8K - $73.1K
|
41.8K
$1.48M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.74K- 12.33% |
$59.9K - $67.5K
|
12.4K
$436K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.68K- 2.19% |
$57.9K - $65.2K
|
74.9K
$2.65M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.58K- 32.6% |
$54.4K - $61.4K
|
3.27K
$115K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.5K- 13.86% |
$51.7K - $58.2K
|
9.31K
$329K
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.49K- 19.09% |
$51.4K - $57.9K
|
6.32K
$223K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.41K- 1.88% |
$48.7K - $54.9K
|
73.6K
$2.6M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.3K- 11.1% |
$45K - $50.7K
|
10.4K
$369K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 0.66% |
$40.4K - $45.6K
|
175K
$6.19M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.06K- 74.67% |
$36.6K - $41.2K
|
360
$12.7K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.01K- 6.9% |
$34.8K - $39.2K
|
13.6K
$481K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1K- 15.32% |
$34.6K - $39K
|
5.55K
$196K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-996- 0.56% |
$34.3K - $38.7K
|
176K
$6.21M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-989- 0.73% |
$34.1K - $38.4K
|
134K
$4.74M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-902- 11.65% |
$31.1K - $35.1K
|
6.84K
$242K
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-901- 1.52% |
$31.1K - $35K
|
58.3K
$2.06M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-751- 1.17% |
$25.9K - $29.2K
|
63.3K
$2.24M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-736- 7.65% |
$25.4K - $28.6K
|
8.89K
$314K
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-728- 11.99% |
$25.1K - $28.3K
|
5.34K
$189K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-725- 8.85% |
$25K - $28.2K
|
7.47K
$264K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-669- 0.46% |
$23.1K - $26K
|
146K
$5.15M
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-666- 1.87% |
$23K - $25.9K
|
35K
$1.24M
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-663- 2.45% |
$22.9K - $25.8K
|
26.4K
$934K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-577- 42.49% |
$19.9K - $22.4K
|
781
$27.6K
|