Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q4 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL SMALL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
13KNew |
$443K - $501K
|
13K
$476K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12.6KNew |
$426K - $482K
|
12.6K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.4K+ 24.27% |
$387K - $438K
|
58.5K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.3K+ 2.43% |
$382K - $432K
|
474K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
11.1KNew |
$376K - $425K
|
11.1K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11K+ 65.83% |
$372K - $421K
|
27.6K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10.6K+ 52.66% |
$360K - $408K
|
30.8K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
8.84K+ 0.58% |
$300K - $339K
|
1.54M
$56.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
8.28KNew |
$281K - $318K
|
8.28K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.77K+ 71.81% |
$264K - $298K
|
18.6K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
7.43KNew |
$252K - $285K
|
7.43K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
6.98KNew |
$237K - $268K
|
6.98K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.69K+ 73.74% |
$227K - $257K
|
15.8K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.45K+ 3.83% |
$219K - $248K
|
175K
$6.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
6.45KNew |
$219K - $247K
|
6.45K
$235K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
6.39KNew |
$217K - $245K
|
6.39K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.14K+ 12.25% |
$208K - $235K
|
56.2K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.57K+ 7.43% |
$189K - $214K
|
80.5K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.45K+ 11.01% |
$185K - $209K
|
55K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.13K+ 25.96% |
$174K - $197K
|
24.9K
$907K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.89K+ 4.5% |
$166K - $188K
|
113K
$4.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
4.73K+ 10.99% |
$160K - $181K
|
47.8K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.73K+ 20.67% |
$160K - $181K
|
27.6K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.71K+ 23.86% |
$160K - $181K
|
24.4K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.35K+ 6.54% |
$147K - $167K
|
70.8K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.34K+ 39.85% |
$147K - $167K
|
15.2K
$556K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.31K+ 2.33% |
$146K - $165K
|
189K
$6.9M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.27KNew |
$145K - $164K
|
4.27K
$156K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4.02K+ 514.34% |
$136K - $154K
|
4.8K
$175K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
3.79KNew |
$129K - $145K
|
3.79K
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.77K+ 5.06% |
$128K - $144K
|
78.2K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.72K+ 29.4% |
$126K - $143K
|
16.4K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.7K+ 2.43% |
$126K - $142K
|
156K
$5.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.39K+ 3.45% |
$115K - $130K
|
101K
$3.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.22KNew |
$109K - $124K
|
3.22K
$118K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.06K+ 3.82% |
$104K - $118K
|
83.2K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.78K+ 8.98% |
$94.3K - $107K
|
33.7K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 0.45% |
$94.3K - $107K
|
619K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.74K+ 25.81% |
$93.1K - $105K
|
13.4K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.52K+ 3.87% |
$85.3K - $96.5K
|
67.4K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.52KNew |
$85.3K - $96.5K
|
2.52K
$91.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.39K+ 29.19% |
$81K - $91.6K
|
10.6K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.33K+ 5.95% |
$79K - $89.4K
|
41.5K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.21K+ 7.17% |
$75K - $84.8K
|
33K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.17K+ 3.73% |
$73.7K - $83.3K
|
60.5K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.16K+ 5.81% |
$73.4K - $83K
|
39.4K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.1K+ 50.12% |
$71.3K - $80.7K
|
6.3K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.06K+ 1.26% |
$70K - $79.2K
|
165K
$6.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.06K+ 30.84% |
$70K - $79.1K
|
8.75K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.97K+ 5.25% |
$67K - $75.7K
|
39.6K
$1.44M
|