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 |
---|---|---|---|---|---|---|---|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 1.28% |
$2.56K - $2.76K
|
6.07K
$216K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-187- 14.71% |
$6.21K - $6.71K
|
1.08K
$38.6K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190K+ 48.24% |
$6.32M - $6.82M
|
585K
$20.8M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-42.1K- 23.76% |
$1.4M - $1.51M
|
135K
$4.81M
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
8+ 1.86% |
$266 - $287
|
437
$15.5K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
550New |
$18.3K - $19.7K
|
550
$19.6K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.67K- 2.19% |
$288K - $311K
|
387K
$13.8M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.4K+ 881.99% |
$79.6K - $86K
|
2.67K
$95K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-431- 0.22% |
$14.3K - $15.5K
|
195K
$6.95M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15.3K+ 21.75% |
$507K - $547K
|
85.5K
$3.04M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.18K- 15.38% |
$205K - $222K
|
34K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
814+ 213.65% |
$27K - $29.2K
|
1.2K
$42.5K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.02KNew |
$299K - $323K
|
9.02K
$321K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
25.1K+ 8.8% |
$832K - $899K
|
310K
$11M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-987- 2.88% |
$32.8K - $35.4K
|
33.3K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.04K- 1.34% |
$67.6K - $73K
|
150K
$5.32M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1K+ 11.23% |
$33.2K - $35.9K
|
9.92K
$353K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
53+ 378.57% |
$1.76K - $1.9K
|
67
$2.38K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.5K+ 67.56% |
$946K - $1.02M
|
70.7K
$2.51M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.06K- 2.11% |
$68.5K - $74K
|
95.6K
$3.4M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.55K+ 14.31% |
$84.8K - $91.6K
|
20.4K
$726K
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.64MNew |
$54.6M - $59M
|
1.64M
$58.5M
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
69New |
$2.29K - $2.47K
|
69
$2.46K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
39New |
$1.29K - $1.4K
|
39
$1.39K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.44K- 54.85% |
$313K - $338K
|
7.77K
$276K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-716- 73.74% |
$23.8K - $25.7K
|
255
$9.07K
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.71K+ 32.38% |
$156K - $169K
|
19.3K
$685K
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
630+ 6.54% |
$20.9K - $22.6K
|
10.3K
$365K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.13KNew |
$270K - $292K
|
8.13K
$289K
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 1.96% |
$33.2 - $35.9
|
50
$1.78K
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.06K+ 19.87% |
$102K - $110K
|
18.5K
$658K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.42M- 99.55% |
$80.4M - $86.9M
|
11K
$393K
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.0% |
$232 - $251
|
233K
$8.29M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-274- 4.78% |
$9.1K - $9.83K
|
5.46K
$194K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
978+ 10.49% |
$32.5K - $35.1K
|
10.3K
$367K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-369K- 44.79% |
$12.2M - $13.2M
|
454K
$16.2M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.6K+ 8.31% |
$451K - $487K
|
177K
$6.3M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-255K- 65.16% |
$8.48M - $9.16M
|
137K
$4.86M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.3K- 16.58% |
$672K - $726K
|
102K
$3.63M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.25K+ 951.61% |
$108K - $116K
|
3.59K
$128K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-171- 79.17% |
$5.68K - $6.13K
|
45
$1.6K
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.6K+ 11.09% |
$53.2K - $57.4K
|
16K
$570K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.06K- 1.65% |
$101K - $110K
|
182K
$6.47M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
67K+ 817.62% |
$2.22M - $2.4M
|
75.2K
$2.68M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.1K- 22.52% |
$1.3M - $1.4M
|
135K
$4.79M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
410+ 1.82% |
$13.6K - $14.7K
|
22.9K
$816K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.75K+ 24.59% |
$125K - $135K
|
19K
$677K
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
40.5K+ 134.52% |
$1.35M - $1.45M
|
70.7K
$2.51M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
95+ 0.13% |
$3.15K - $3.41K
|
73.8K
$2.62M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
150+ 1.95% |
$4.98K - $5.38K
|
7.85K
$279K
|