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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-105- 13.04% |
$3.43K - $3.63K
|
700
$26.7K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
193New |
$6.31K - $6.67K
|
193
$7.36K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
653New |
$21.3K - $22.6K
|
653
$24.9K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
85New |
$2.78K - $2.94K
|
85
$3.24K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
123New |
$4.02K - $4.25K
|
123
$4.69K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-31- 17.13% |
$1.01K - $1.07K
|
150
$5.72K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
77New |
$2.52K - $2.66K
|
77
$2.94K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.2KNew |
$71.8K - $76K
|
2.2K
$83.9K
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-629- 82.55% |
$20.5K - $21.8K
|
133
$5.07K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.1KNew |
$101K - $107K
|
3.1K
$118K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
343New |
$11.2K - $11.9K
|
343
$13.1K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.19K- 31.81% |
$38.7K - $41K
|
2.54K
$97K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
112New |
$3.66K - $3.87K
|
112
$4.27K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.36% |
$32.7 - $34.6
|
277
$10.6K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
194+ 10.35% |
$6.34K - $6.71K
|
2.07K
$78.9K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-226K- 11.87% |
$7.39M - $7.82M
|
1.68M
$64M
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-150- 96.15% |
$4.9K - $5.19K
|
6
$229
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-205- 63.47% |
$6.7K - $7.09K
|
118
$4.5K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
183+ 10.18% |
$5.98K - $6.33K
|
1.98K
$75.5K
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
21.5KNew |
$701K - $742K
|
21.5K
$819K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
7.99K+ 22.4% |
$261K - $276K
|
43.7K
$1.67M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.13KNew |
$36.8K - $38.9K
|
1.13K
$42.9K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-7- 0.72% |
$229 - $242
|
972
$37.1K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.5% |
$2.81K - $2.97K
|
17.5K
$666K
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$32.7 - $34.6
|
6.25K
$238K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.15K+ 14.37% |
$37.5K - $39.7K
|
9.15K
$349K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$6.53K - $6.92K
|
200
$7.63K
|
|
Q1 2023 | |||||||
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-463Closed |
$14.6K - $16.2K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
149+ 2.09% |
$4.7K - $5.2K
|
7.29K
$278K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-726- 5.65% |
$22.9K - $25.4K
|
12.1K
$462K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
47.3K+ 525.76% |
$1.49M - $1.65M
|
56.2K
$2.15M
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.15K+ 0.32% |
$67.8K - $75.1K
|
677K
$25.8M
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-93- 29.06% |
$2.93K - $3.25K
|
227
$8.66K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.06KNew |
$33.5K - $37.1K
|
1.06K
$40.5K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4.07KNew |
$128K - $142K
|
4.07K
$155K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-231- 10.97% |
$7.29K - $8.07K
|
1.87K
$71.5K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
223New |
$7.03K - $7.79K
|
223
$8.51K
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.9KNew |
$218K - $241K
|
6.9K
$263K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34New |
$1.07K - $1.19K
|
34
$1.3K
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-49- 0.08% |
$1.55K - $1.71K
|
59.9K
$2.28M
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-500- 3.16% |
$15.8K - $17.5K
|
15.3K
$584K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-554- 69.77% |
$17.5K - $19.4K
|
240
$9.16K
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23.6KNew |
$746K - $826K
|
23.6K
$902K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.26KNew |
$134K - $149K
|
4.26K
$163K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.12KNew |
$35.4K - $39.2K
|
1.12K
$42.8K
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
107KNew |
$3.39M - $3.75M
|
107K
$4.1M
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-96- 24.06% |
$3.03K - $3.35K
|
303
$11.6K
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
130KNew |
$4.1M - $4.54M
|
130K
$4.96M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-64- 0.16% |
$2.02K - $2.24K
|
40.7K
$1.55M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-509- 82.1% |
$16.1K - $17.8K
|
111
$4.23K
|