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
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3K- 9.59% |
$102K - $115K
|
28.3K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.46K- 33.86% |
$117K - $133K
|
6.76K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.56K- 14.9% |
$121K - $137K
|
20.3K
$742K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.69K- 11.79% |
$125K - $142K
|
27.6K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.01K- 8.31% |
$136K - $154K
|
44.3K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.89K- 23.04% |
$166K - $187K
|
16.3K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.24K- 7.18% |
$178K - $201K
|
67.8K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.74K- 15.17% |
$229K - $259K
|
37.7K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.81K- 8.46% |
$231K - $261K
|
73.8K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.1K- 5.03% |
$241K - $272K
|
134K
$4.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.23K- 11.92% |
$245K - $277K
|
53.4K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.42K- 7.82% |
$252K - $285K
|
87.4K
$3.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.16K- 5.16% |
$311K - $351K
|
168K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.28K- 32.43% |
$315K - $356K
|
19.3K
$705K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.54K- 4.12% |
$324K - $366K
|
222K
$8.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-10K- 5.73% |
$339K - $384K
|
165K
$6M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-10K- 6.93% |
$341K - $386K
|
135K
$4.92M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-10.6K- 35.38% |
$359K - $406K
|
19.3K
$705K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-12.3K- 11.56% |
$418K - $473K
|
94.4K
$3.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 22.05% |
$456K - $515K
|
47.5K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.1K- 3.25% |
$477K - $539K
|
418K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.8K- 1.41% |
$503K - $568K
|
1.04M
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.1K- 6.19% |
$546K - $617K
|
244K
$8.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.9K- 8.26% |
$574K - $649K
|
188K
$6.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-19K- 84.57% |
$646K - $730K
|
3.47K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-21.4K- 22.45% |
$727K - $822K
|
74K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-21.9K- 21.89% |
$743K - $840K
|
78.1K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-22K- 39.99% |
$745K - $843K
|
33K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-23.3K- 6.06% |
$792K - $895K
|
362K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.8K- 11.58% |
$809K - $914K
|
182K
$6.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-30.6K- 12.45% |
$1.04M - $1.18M
|
215K
$7.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-34.3K- 29.91% |
$1.17M - $1.32M
|
80.5K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-34.5K- 57.08% |
$1.17M - $1.32M
|
25.9K
$945K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42.6K- 13.28% |
$1.45M - $1.64M
|
278K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.9K- 3.21% |
$1.49M - $1.68M
|
1.32M
$48.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-143K- 26.64% |
$4.84M - $5.48M
|
393K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-198K- 73.24% |
$6.73M - $7.62M
|
72.5K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-217K- 19.56% |
$7.36M - $8.33M
|
892K
$32.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-247K- 16.16% |
$8.39M - $9.48M
|
1.28M
$46.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-273K- 89.27% |
$9.26M - $10.5M
|
32.8K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-330K- 10.38% |
$11.2M - $12.7M
|
2.85M
$104M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-365K- 97.09% |
$12.4M - $14M
|
10.9K
$399K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-5.97M- 98.37% |
$202M - $229M
|
98.7K
$3.6M
|