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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-49- 0.08% |
$1.55K - $1.71K
|
59.9K
$2.62M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34New |
$1.07K - $1.19K
|
34
$1.49K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-554- 69.77% |
$17.5K - $19.4K
|
240
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23.6KNew |
$746K - $826K
|
23.6K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.12KNew |
$35.4K - $39.2K
|
1.12K
$49K
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
107KNew |
$3.39M - $3.75M
|
107K
$4.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-64- 0.16% |
$2.02K - $2.24K
|
40.7K
$1.78M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12+ 11.65% |
$378 - $419
|
115
$5.03K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
168+ 46.15% |
$4.59K - $5.54K
|
532
$23.3K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
936New |
$25.6K - $30.9K
|
936
$40.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.07KNew |
$193K - $233K
|
7.07K
$309K
|
|
|
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
$395K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
632New |
$17.3K - $20.8K
|
632
$27.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
621New |
$17K - $20.5K
|
621
$27.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
6.39KNew |
$175K - $211K
|
6.39K
$279K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.97KNew |
$218K - $263K
|
7.97K
$349K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.5KNew |
$68.2K - $82.3K
|
2.5K
$109K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
77New |
$2.1K - $2.54K
|
77
$3.37K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
58New |
$1.58K - $1.91K
|
58
$2.54K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
157+ 11.48% |
$4.29K - $5.18K
|
1.53K
$66.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15New |
$410 - $495
|
15
$656
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
128New |
$3.5K - $4.22K
|
128
$5.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
39New |
$1.07K - $1.29K
|
39
$1.71K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
200New |
$5.46K - $6.6K
|
200
$8.75K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-18.9K- 96.16% |
$516K - $623K
|
755
$33K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
38New |
$1.04K - $1.3K
|
38
$1.66K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
250+ 37.43% |
$6.87K - $8.57K
|
918
$40.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
38.6K+ 4.04% |
$1.06M - $1.32M
|
992K
$43.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.03K- 1.9% |
$111K - $138K
|
208K
$9.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
7.78K+ 43.24% |
$214K - $266K
|
25.8K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-8.77K- 38.59% |
$241K - $300K
|
13.9K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
8.3KNew |
$228K - $284K
|
8.3K
$363K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.55K+ 336.96% |
$42.6K - $53.1K
|
2.01K
$87.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
19New |
$522 - $651
|
19
$831
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
315+ 1.88% |
$8.65K - $10.8K
|
17.1K
$748K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
257New |
$7.06K - $8.81K
|
257
$11.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.39KNew |
$93.1K - $116K
|
3.39K
$148K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
300New |
$8.24K - $10.3K
|
300
$13.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-18.5K- 25.17% |
$509K - $635K
|
55.1K
$2.41M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.83K+ 36.5% |
$77.7K - $96.9K
|
10.6K
$463K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 37.25% |
$522 - $651
|
32
$1.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
49.1KNew |
$1.35M - $1.68M
|
49.1K
$2.15M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5KNew |
$344K - $430K
|
12.5K
$548K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
675New |
$18.5K - $23.1K
|
675
$29.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
211KNew |
$5.8M - $7.24M
|
211K
$9.24M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
228New |
$6.26K - $7.81K
|
228
$9.97K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
9.42KNew |
$259K - $323K
|
9.42K
$412K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.02K+ 7.17% |
$82.9K - $103K
|
45.1K
$1.97M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-616- 33.68% |
$16.9K - $21.1K
|
1.21K
$53.1K
|
|