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 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.8K+ 5.14% |
$61K - $69K
|
36.8K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.68K+ 6.96% |
$56.9K - $64.3K
|
25.8K
$940K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.61K+ 4.99% |
$54.6K - $61.7K
|
33.9K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.57K+ 1.13% |
$53.2K - $60.1K
|
140K
$5.11M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.49K+ 23.79% |
$50.6K - $57.2K
|
7.75K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.4K+ 10.25% |
$47.4K - $53.6K
|
15K
$547K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.38K+ 394.56% |
$46.7K - $52.8K
|
1.73K
$62.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.37K+ 3.33% |
$46.5K - $52.5K
|
42.5K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.3K+ 0.73% |
$44.1K - $49.8K
|
180K
$6.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.29K+ 4.89% |
$43.8K - $49.6K
|
27.7K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.24K+ 8.72% |
$42K - $47.5K
|
15.4K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.21K+ 17.11% |
$41.2K - $46.5K
|
8.3K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.15K+ 24.3% |
$39.1K - $44.2K
|
5.89K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 0.64% |
$37.9K - $42.9K
|
176K
$6.43M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.1K+ 0.55% |
$37.4K - $42.2K
|
201K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 5.67% |
$36.4K - $41.1K
|
20K
$729K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 11.62% |
$35.5K - $40.1K
|
10K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.04K+ 4.17% |
$35.2K - $39.8K
|
25.9K
$945K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
971+ 10.98% |
$32.9K - $37.3K
|
9.81K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
963+ 8.02% |
$32.7K - $37K
|
13K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
905New |
$30.7K - $34.7K
|
905
$33K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
877+ 15.68% |
$29.8K - $33.7K
|
6.47K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
848+ 0.88% |
$28.8K - $32.5K
|
97.5K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
841+ 11.26% |
$28.5K - $32.3K
|
8.31K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
820+ 4.6% |
$27.8K - $31.5K
|
18.6K
$679K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
814+ 5.07% |
$27.6K - $31.2K
|
16.9K
$616K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
785+ 7.67% |
$26.6K - $30.1K
|
11K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
771+ 1.85% |
$26.2K - $29.6K
|
42.4K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
712+ 4.43% |
$24.2K - $27.3K
|
16.8K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
702New |
$23.8K - $26.9K
|
702
$25.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
693+ 3.36% |
$23.5K - $26.6K
|
21.3K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
677+ 7.61% |
$23K - $26K
|
9.57K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
670+ 3.13% |
$22.7K - $25.7K
|
22.1K
$805K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
650+ 3.81% |
$22.1K - $24.9K
|
17.7K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
632+ 3.05% |
$21.4K - $24.2K
|
21.4K
$779K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
616New |
$20.9K - $23.6K
|
616
$22.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
612+ 3.94% |
$20.8K - $23.5K
|
16.1K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
607+ 23.16% |
$20.6K - $23.3K
|
3.23K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
602+ 2.64% |
$20.4K - $23.1K
|
23.4K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
574+ 0.16% |
$19.5K - $22K
|
367K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
572+ 3.47% |
$19.4K - $21.9K
|
17.1K
$622K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
524+ 1.92% |
$17.8K - $20.1K
|
27.9K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
492+ 8.33% |
$16.7K - $18.9K
|
6.4K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
469+ 2.14% |
$15.9K - $18K
|
22.4K
$816K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
464+ 5.04% |
$15.7K - $17.8K
|
9.67K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
454+ 0.29% |
$15.4K - $17.4K
|
158K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
437New |
$14.8K - $16.8K
|
437
$15.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
436New |
$14.8K - $16.7K
|
436
$15.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
435+ 2.76% |
$14.8K - $16.7K
|
16.2K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
423+ 8.48% |
$14.4K - $16.2K
|
5.41K
$197K
|