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
|
Life Planning Partners, Inc
|
BUY
|
- |
365K+ 3333.0% |
$12.4M - $14M
|
376K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
282KNew |
$9.57M - $10.8M
|
282K
$9.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
106KNew |
$3.59M - $4.06M
|
106K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
56KNew |
$1.9M - $2.15M
|
56K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50.8K+ 5.82% |
$1.73M - $1.95M
|
925K
$32.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
42.5KNew |
$1.44M - $1.63M
|
42.5K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
41.7K+ 3.05% |
$1.41M - $1.6M
|
1.41M
$49.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
38.5K+ 28.99% |
$1.31M - $1.48M
|
171K
$6.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
37.6K+ 59.09% |
$1.28M - $1.44M
|
101K
$3.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.6K+ 5.29% |
$1.01M - $1.14M
|
590K
$20.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
29K+ 25.56% |
$983K - $1.11M
|
142K
$5.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
26.8K+ 8.41% |
$910K - $1.03M
|
346K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
26.5K+ 16.71% |
$899K - $1.02M
|
185K
$6.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
25.6KNew |
$869K - $983K
|
25.6K
$903K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 18.36% |
$795K - $899K
|
151K
$5.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
23.2K+ 9.68% |
$787K - $890K
|
263K
$9.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
21.9KNew |
$742K - $839K
|
21.9K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19.6K+ 23.97% |
$666K - $753K
|
101K
$3.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
13KNew |
$443K - $501K
|
13K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.3K+ 2.43% |
$382K - $432K
|
474K
$16.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
8.28KNew |
$281K - $318K
|
8.28K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
7.43KNew |
$252K - $285K
|
7.43K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.69K+ 73.74% |
$227K - $257K
|
15.8K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.45K+ 3.83% |
$219K - $248K
|
175K
$6.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.89K+ 4.5% |
$166K - $188K
|
113K
$4M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.73K+ 20.67% |
$160K - $181K
|
27.6K
$973K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.34K+ 39.85% |
$147K - $167K
|
15.2K
$538K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.31K+ 2.33% |
$146K - $165K
|
189K
$6.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
3.79KNew |
$129K - $145K
|
3.79K
$134K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.77K+ 5.06% |
$128K - $144K
|
78.2K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.72K+ 29.4% |
$126K - $143K
|
16.4K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.06K+ 3.82% |
$104K - $118K
|
83.2K
$2.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.78K+ 8.98% |
$94.3K - $107K
|
33.7K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 0.45% |
$94.3K - $107K
|
619K
$21.8M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.16K+ 5.81% |
$73.4K - $83K
|
39.4K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.06K+ 30.84% |
$70K - $79.1K
|
8.75K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.8K+ 5.14% |
$61K - $69K
|
36.8K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.61K+ 4.99% |
$54.6K - $61.7K
|
33.9K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.49K+ 23.79% |
$50.6K - $57.2K
|
7.75K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.37K+ 3.33% |
$46.5K - $52.5K
|
42.5K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.3K+ 0.73% |
$44.1K - $49.8K
|
180K
$6.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
971+ 10.98% |
$32.9K - $37.3K
|
9.81K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
877+ 15.68% |
$29.8K - $33.7K
|
6.47K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
848+ 0.88% |
$28.8K - $32.5K
|
97.5K
$3.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
841+ 11.26% |
$28.5K - $32.3K
|
8.31K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
820+ 4.6% |
$27.8K - $31.5K
|
18.6K
$657K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
771+ 1.85% |
$26.2K - $29.6K
|
42.4K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
712+ 4.43% |
$24.2K - $27.3K
|
16.8K
$592K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
693+ 3.36% |
$23.5K - $26.6K
|
21.3K
$752K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
670+ 3.13% |
$22.7K - $25.7K
|
22.1K
$779K
|