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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$32.7 - $34.6
|
6.25K
$214K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$6.53K - $6.92K
|
200
$6.86K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.15K+ 14.37% |
$37.5K - $39.7K
|
9.15K
$314K
|
|
| 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
$250K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.15K+ 0.32% |
$67.8K - $75.1K
|
677K
$23.2M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
47.3K+ 525.76% |
$1.49M - $1.65M
|
56.2K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-726- 5.65% |
$22.9K - $25.4K
|
12.1K
$416K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-93- 29.06% |
$2.93K - $3.25K
|
227
$7.78K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4.07KNew |
$128K - $142K
|
4.07K
$140K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.06KNew |
$33.5K - $37.1K
|
1.06K
$36.4K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-231- 10.97% |
$7.29K - $8.07K
|
1.87K
$64.3K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
223New |
$7.03K - $7.79K
|
223
$7.65K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.9KNew |
$218K - $241K
|
6.9K
$237K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-49- 0.08% |
$1.55K - $1.71K
|
59.9K
$2.05M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-500- 3.16% |
$15.8K - $17.5K
|
15.3K
$525K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34New |
$1.07K - $1.19K
|
34
$1.17K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-554- 69.77% |
$17.5K - $19.4K
|
240
$8.23K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23.6KNew |
$746K - $826K
|
23.6K
$811K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.12KNew |
$35.4K - $39.2K
|
1.12K
$38.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.26KNew |
$134K - $149K
|
4.26K
$146K
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
107KNew |
$3.39M - $3.75M
|
107K
$3.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
130KNew |
$4.1M - $4.54M
|
130K
$4.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-96- 24.06% |
$3.03K - $3.35K
|
303
$10.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-64- 0.16% |
$2.02K - $2.24K
|
40.7K
$1.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-129- 81.65% |
$4.07K - $4.51K
|
29
$994
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12+ 11.65% |
$378 - $419
|
115
$3.94K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
168+ 46.15% |
$4.59K - $5.54K
|
532
$18.2K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
936New |
$25.6K - $30.9K
|
936
$32.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
899New |
$24.6K - $29.6K
|
899
$30.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.07KNew |
$193K - $233K
|
7.07K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-14.2KClosed |
$388K - $468K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
9.03KNew |
$247K - $298K
|
9.03K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$2.73K - $3.3K
|
100
$3.43K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-13- 20.0% |
$355 - $429
|
52
$1.78K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
6.39KNew |
$175K - $211K
|
6.39K
$219K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
621New |
$17K - $20.5K
|
621
$21.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
327New |
$8.93K - $10.8K
|
327
$11.2K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
632New |
$17.3K - $20.8K
|
632
$21.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.97KNew |
$218K - $263K
|
7.97K
$273K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.5KNew |
$68.2K - $82.3K
|
2.5K
$85.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
77New |
$2.1K - $2.54K
|
77
$2.64K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
22.8KNew |
$622K - $751K
|
22.8K
$781K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
58New |
$1.58K - $1.91K
|
58
$1.99K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
157+ 11.48% |
$4.29K - $5.18K
|
1.53K
$52.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15New |
$410 - $495
|
15
$514
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
2.87KNew |
$78.5K - $94.8K
|
2.87K
$98.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
128New |
$3.5K - $4.22K
|
128
$4.39K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
39New |
$1.07K - $1.29K
|
39
$1.34K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
200New |
$5.46K - $6.6K
|
200
$6.86K
|
|