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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-300- 59.52% |
$10.2K - $11K
|
204
$7.2K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-300- 23.08% |
$10.2K - $11K
|
1K
$35.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-275- 80.65% |
$9.38K - $10.1K
|
66
$2.33K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-251- 56.03% |
$8.56K - $9.21K
|
197
$6.96K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-223- 1.78% |
$7.61K - $8.19K
|
12.3K
$435K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-153- 40.69% |
$5.22K - $5.62K
|
223
$7.87K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-143- 77.3% |
$4.88K - $5.25K
|
42
$1.48K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-79- 18.29% |
$2.7K - $2.9K
|
353
$12.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-60- 2.26% |
$2.05K - $2.2K
|
2.59K
$91.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13Closed |
$444 - $477
|
0
$0
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-391K- 36.57% |
$13M - $14M
|
678K
$24M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.5K- 12.1% |
$546K - $590K
|
120K
$4.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-5.64K- 50.0% |
$187K - $202K
|
5.64K
$199K
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-5.27K- 34.52% |
$175K - $189K
|
9.99K
$353K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.76K- 13.94% |
$125K - $135K
|
23.2K
$820K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.73K- 5.78% |
$57.5K - $62.1K
|
28.2K
$997K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.64K- 65.89% |
$54.5K - $58.9K
|
850
$30K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-707- 5.94% |
$23.5K - $25.4K
|
11.2K
$395K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-267- 95.36% |
$8.86K - $9.57K
|
13
$459
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-185- 50.0% |
$6.14K - $6.63K
|
185
$6.53K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-184- 81.78% |
$6.11K - $6.6K
|
41
$1.45K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-171- 79.17% |
$5.68K - $6.13K
|
45
$1.59K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-125- 85.62% |
$4.15K - $4.48K
|
21
$742
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-83- 0.96% |
$2.76K - $2.98K
|
8.54K
$302K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-51- 17.0% |
$1.69K - $1.83K
|
249
$8.79K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-42- 60.0% |
$1.39K - $1.51K
|
28
$989
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 1.53% |
$598 - $645
|
1.16K
$40.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$166 - $179
|
11.6K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 1.96% |
$33.2 - $35.9
|
50
$1.77K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-21.4K- 69.02% |
$643K - $751K
|
9.61K
$339K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-8.47K- 50.59% |
$254K - $297K
|
8.27K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.88K- 42.21% |
$146K - $171K
|
6.68K
$236K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.43K- 9.07% |
$103K - $120K
|
34.3K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 18.15% |
$43.6K - $50.9K
|
6.55K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.19K- 27.95% |
$35.8K - $41.8K
|
3.08K
$109K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 7.93% |
$30K - $35.1K
|
11.6K
$410K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-940- 1.53% |
$28.2K - $32.9K
|
60.7K
$2.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-582- 95.41% |
$17.5K - $20.4K
|
28
$989
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-444- 98.45% |
$13.3K - $15.6K
|
7
$247
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-443- 24.73% |
$13.3K - $15.5K
|
1.35K
$47.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-439- 78.39% |
$13.2K - $15.4K
|
121
$4.27K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-354- 11.78% |
$10.6K - $12.4K
|
2.65K
$93.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-205- 82.0% |
$6.15K - $7.19K
|
45
$1.59K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-200- 2.99% |
$6K - $7.01K
|
6.5K
$230K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-17.9K- 1.9% |
$572K - $634K
|
920K
$32.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.91K- 17.8% |
$125K - $139K
|
18.1K
$638K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.61K- 14.38% |
$51.5K - $57.2K
|
9.58K
$338K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-829- 8.77% |
$26.5K - $29.4K
|
8.63K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-510- 5.52% |
$16.3K - $18.1K
|
8.73K
$308K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-464- 95.87% |
$14.8K - $16.5K
|
20
$706
|
|