Latest Institutional Transactions on Schwab Strategic Tr Intl Small (SCHC)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Small (SCHC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
243+ 1.09% |
$8.38K - $9.45K
|
22.5K
$767K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
11+ 0.1% |
$379 - $428
|
11.2K
$383K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.08K- 3.69% |
$210K - $236K
|
159K
$5.41M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
25.5KNew |
$880K - $993K
|
25.5K
$870K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-736- 7.65% |
$25.4K - $28.6K
|
8.89K
$303K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-35- 34.65% |
$1.21K - $1.36K
|
66
$2.25K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.74K+ 27.05% |
$60.1K - $67.7K
|
8.18K
$279K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-663- 2.45% |
$22.9K - $25.8K
|
26.4K
$901K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
300+ 3.75% |
$10.3K - $11.7K
|
8.3K
$283K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-989- 0.73% |
$34.1K - $38.4K
|
134K
$4.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
252New |
$8.69K - $9.8K
|
252
$8.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25K+ 170.86% |
$863K - $972K
|
39.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.4K+ 89.43% |
$1.08M - $1.22M
|
66.5K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 0.66% |
$40.4K - $45.6K
|
175K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
219+ 0.78% |
$7.55K - $8.51K
|
28.3K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-901- 1.52% |
$31.1K - $35K
|
58.3K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-121- 0.18% |
$4.17K - $4.7K
|
68.3K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.78K+ 50.26% |
$165K - $186K
|
14.3K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
195+ 1.19% |
$6.72K - $7.58K
|
16.6K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.02K+ 83.58% |
$69.7K - $78.6K
|
4.44K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-17K- 13.22% |
$585K - $660K
|
111K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
557+ 94.57% |
$19.2K - $21.7K
|
1.15K
$39K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-19- 0.49% |
$655 - $739
|
3.85K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.92K+ 3103.19% |
$101K - $113K
|
3.01K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.06K+ 46.31% |
$312K - $352K
|
28.6K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
21.5K+ 6.24% |
$742K - $836K
|
366K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.4K- 28.92% |
$82.9K - $93.4K
|
5.91K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-77.9K- 4.85% |
$2.69M - $3.03M
|
1.53M
$52.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24.9KNew |
$858K - $968K
|
24.9K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 6.68% |
$150K - $169K
|
60.9K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$345 - $389
|
10
$341
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-130- 0.14% |
$4.48K - $5.05K
|
95.4K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.39K- 5.08% |
$151K - $171K
|
82K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-295K- 86.9% |
$10.2M - $11.5M
|
44.5K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-376- 86.04% |
$13K - $14.6K
|
61
$2.08K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.94K+ 0.68% |
$101K - $114K
|
432K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-238K- 15.87% |
$8.2M - $9.25M
|
1.26M
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-130- 86.67% |
$4.48K - $5.05K
|
20
$681
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.37K- 12.25% |
$81.6K - $92K
|
17K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.06KNew |
$243K - $274K
|
7.06K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.2K+ 4.54% |
$489K - $551K
|
326K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.5K- 13.86% |
$51.7K - $58.2K
|
9.31K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-56- 2.76% |
$1.93K - $2.18K
|
1.97K
$67.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.57K+ 4.38% |
$330K - $372K
|
228K
$7.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.2% |
$34.5 - $38.9
|
499
$17K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
54.9KNew |
$1.89M - $2.14M
|
54.9K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.7K- 31.58% |
$1.02M - $1.15M
|
64.3K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.3K- 15.1% |
$1.6M - $1.8M
|
260K
$8.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.8K+ 34.03% |
$1.51M - $1.7M
|
172K
$5.88M
|