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 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-364- 49.06% |
$12.4K - $14K
|
378
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-367- 3.09% |
$12.5K - $14.1K
|
11.5K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-370- 4.16% |
$12.6K - $14.2K
|
8.53K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-440- 95.86% |
$14.9K - $16.9K
|
19
$693
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-448- 6.4% |
$15.2K - $17.2K
|
6.56K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-481- 1.7% |
$16.3K - $18.5K
|
27.8K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-515- 0.6% |
$17.5K - $19.8K
|
85.1K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-521- 45.46% |
$17.7K - $20K
|
625
$22.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-532- 31.59% |
$18.1K - $20.4K
|
1.15K
$42K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-540- 1.21% |
$18.3K - $20.7K
|
44.1K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-596- 0.38% |
$20.2K - $22.9K
|
158K
$5.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-600- 0.39% |
$20.4K - $23K
|
154K
$5.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-623- 2.79% |
$21.1K - $23.9K
|
21.7K
$790K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-638- 2.06% |
$21.6K - $24.5K
|
30.3K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-653- 7.01% |
$22.2K - $25.1K
|
8.66K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-695- 85.59% |
$23.6K - $26.7K
|
117
$4.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-709- 0.37% |
$24.1K - $27.2K
|
189K
$6.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-746- 6.21% |
$25.3K - $28.6K
|
11.3K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-927- 2.81% |
$31.5K - $35.6K
|
32.1K
$1.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-982- 0.17% |
$33.3K - $37.7K
|
584K
$21.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.02K- 5.79% |
$34.7K - $39.3K
|
16.7K
$607K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 2.56% |
$36.3K - $41.1K
|
40.7K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.11K- 8.89% |
$37.6K - $42.5K
|
11.3K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.14K- 7.98% |
$38.7K - $43.7K
|
13.2K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 4.09% |
$40.3K - $45.6K
|
27.8K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.2K- 7.2% |
$40.6K - $46K
|
15.5K
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.2K- 7.2% |
$40.6K - $46K
|
15.4K
$563K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.24K- 11.83% |
$41.9K - $47.4K
|
9.21K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 5.33% |
$44.9K - $50.8K
|
23.5K
$857K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 0.93% |
$45.9K - $51.9K
|
144K
$5.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.37K- 8.94% |
$46.5K - $52.6K
|
14K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.4K- 7.57% |
$47.6K - $53.8K
|
17.1K
$624K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.6K- 12.59% |
$54.2K - $61.3K
|
11.1K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.63K- 6.58% |
$55.3K - $62.6K
|
23.2K
$845K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.66K- 9.76% |
$56.2K - $63.5K
|
15.3K
$558K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.66K- 5.03% |
$56.5K - $63.8K
|
31.4K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.7K- 0.97% |
$57.7K - $65.2K
|
174K
$6.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.71K- 18.22% |
$58.1K - $65.7K
|
7.68K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.71K- 2.51% |
$58.1K - $65.7K
|
66.6K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.77K- 39.92% |
$60.1K - $68K
|
2.67K
$97.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.82K- 3.73% |
$61.9K - $69.9K
|
47.1K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.06K- 29.12% |
$69.7K - $78.9K
|
5K
$182K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.15K- 3.4% |
$72.9K - $82.5K
|
61.2K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.28K- 12.03% |
$77.5K - $87.6K
|
16.7K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.43K- 6.78% |
$82.5K - $93.3K
|
33.4K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.44K- 5.36% |
$82.6K - $93.4K
|
43K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.47K- 48.38% |
$83.9K - $94.9K
|
2.64K
$96.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.87K- 20.15% |
$97.4K - $110K
|
11.4K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.92K- 3.56% |
$99.1K - $112K
|
79.1K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.97K- 6.18% |
$101K - $114K
|
45.2K
$1.65M
|