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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
412+ 5.18% |
$14K - $15.8K
|
8.36K
$305K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
403New |
$13.7K - $15.5K
|
403
$14.7K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
384+ 2.15% |
$13K - $14.7K
|
18.3K
$666K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
350New |
$11.9K - $13.4K
|
350
$12.8K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
345New |
$11.7K - $13.2K
|
345
$12.6K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
322+ 1.35% |
$10.9K - $12.4K
|
24.2K
$883K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
288New |
$9.77K - $11.1K
|
288
$10.5K
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
284+ 2.84% |
$9.64K - $10.9K
|
10.3K
$375K
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
277+ 0.46% |
$9.4K - $10.6K
|
60.9K
$2.22M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
261New |
$8.86K - $10K
|
261
$9.52K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
260+ 2.91% |
$8.82K - $9.98K
|
9.2K
$336K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
243+ 0.18% |
$8.24K - $9.32K
|
134K
$4.9M
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
222+ 3.35% |
$7.53K - $8.52K
|
6.84K
$249K
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
215+ 0.81% |
$7.29K - $8.25K
|
26.7K
$974K
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
207+ 0.19% |
$7.02K - $7.94K
|
112K
$4.07M
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
200+ 1.02% |
$6.79K - $7.67K
|
19.8K
$721K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
199+ 17.21% |
$6.75K - $7.64K
|
1.36K
$49.4K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
189+ 2.57% |
$6.41K - $7.25K
|
7.55K
$275K
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
184+ 1.18% |
$6.24K - $7.06K
|
15.7K
$574K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
179New |
$6.07K - $6.87K
|
179
$6.53K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
164New |
$5.56K - $6.29K
|
164
$5.98K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
144+ 1.9% |
$4.89K - $5.53K
|
7.71K
$281K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
142+ 3.36% |
$4.82K - $5.45K
|
4.37K
$159K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
130+ 0.81% |
$4.41K - $4.99K
|
16.1K
$588K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
123+ 186.36% |
$4.17K - $4.72K
|
189
$6.89K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
123New |
$4.17K - $4.72K
|
123
$4.48K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
123+ 0.54% |
$4.17K - $4.72K
|
22.9K
$835K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
120New |
$4.07K - $4.6K
|
120
$4.38K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
119New |
$4.04K - $4.57K
|
119
$4.34K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
108+ 675.0% |
$3.66K - $4.14K
|
124
$4.52K
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
108New |
$3.66K - $4.14K
|
108
$3.94K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
92+ 4.06% |
$3.12K - $3.53K
|
2.36K
$85.9K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
69New |
$2.34K - $2.65K
|
69
$2.52K
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
63New |
$2.14K - $2.42K
|
63
$2.3K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
51New |
$1.73K - $1.96K
|
51
$1.86K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50+ 32.47% |
$1.7K - $1.92K
|
204
$7.44K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
50+ 15.77% |
$1.7K - $1.92K
|
367
$13.4K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
50New |
$1.7K - $1.92K
|
50
$1.82K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
44+ 1.73% |
$1.49K - $1.69K
|
2.59K
$94.5K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 2.89% |
$1.29K - $1.46K
|
1.35K
$49.3K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
35+ 3.35% |
$1.19K - $1.34K
|
1.08K
$39.4K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
31+ 1.31% |
$1.05K - $1.19K
|
2.4K
$87.5K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
29+ 2900.0% |
$984 - $1.11K
|
30
$1.09K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24+ 1.18% |
$814 - $921
|
2.05K
$74.8K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
24+ 0.19% |
$814 - $921
|
12.7K
$462K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 0.17% |
$645 - $729
|
11.2K
$410K
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
17New |
$577 - $652
|
17
$620
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
17New |
$577 - $652
|
17
$620
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17+ 3.41% |
$577 - $652
|
516
$18.8K
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
16New |
$543 - $614
|
16
$583
|