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, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5Closed |
$155 - $192
|
0
$0
|
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-390Closed |
$12.1K - $15K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.04KNew |
$156K - $194K
|
5.04K
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-154- 78.17% |
$4.77K - $5.93K
|
43
$1.88K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
24.7KNew |
$766K - $951K
|
24.7K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-5.36KClosed |
$166K - $206K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 42.13% |
$438K - $544K
|
47.6K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-10.6KClosed |
$327K - $406K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
166+ 0.78% |
$5.15K - $6.39K
|
21.4K
$937K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-7.17KClosed |
$222K - $276K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
22New |
$682 - $847
|
22
$962
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
811+ 8.11% |
$25.1K - $31.2K
|
10.8K
$473K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-12.5KClosed |
$386K - $479K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-173K- 79.13% |
$5.36M - $6.66M
|
45.6K
$2M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
6+ 6.67% |
$186 - $231
|
96
$4.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-373Closed |
$11.6K - $14.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-11- 0.83% |
$341 - $423
|
1.32K
$57.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-135Closed |
$4.19K - $5.2K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-7- 0.06% |
$217 - $269
|
12.2K
$535K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
10.5KNew |
$325K - $403K
|
10.5K
$458K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-5.29KClosed |
$164K - $204K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.05KClosed |
$63.5K - $78.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-5.32KClosed |
$165K - $205K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-52Closed |
$1.61K - $2K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
SELL
|
- |
-15.6KClosed |
$484K - $601K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28+ 36.36% |
$868 - $1.08K
|
105
$4.59K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.31KNew |
$40.6K - $50.4K
|
1.31K
$57.3K
|
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-6.03KClosed |
$187K - $232K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-22.8KClosed |
$707K - $878K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.27K+ 16.36% |
$225K - $280K
|
51.7K
$2.26M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.77KClosed |
$179K - $222K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-14- 8.75% |
$434 - $539
|
146
$6.39K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
199New |
$6.17K - $7.66K
|
199
$8.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-47- 73.44% |
$1.46K - $1.81K
|
17
$744
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-232KClosed |
$7.19M - $8.92M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-121K- 94.53% |
$3.76M - $4.67M
|
7.03K
$307K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
72New |
$2.23K - $2.77K
|
72
$3.15K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
31New |
$961 - $1.19K
|
31
$1.36K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
910New |
$28.2K - $35K
|
910
$39.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.7KClosed |
$177K - $219K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.79KClosed |
$180K - $223K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
153KNew |
$4.75M - $5.9M
|
153K
$6.71M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-59Closed |
$1.83K - $2.27K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
49New |
$1.52K - $1.89K
|
49
$2.14K
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-6KClosed |
$186K - $231K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.02KNew |
$210K - $248K
|
6.02K
$263K
|
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-22Closed |
$768 - $907
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-940Closed |
$32.8K - $38.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-4.89KClosed |
$171K - $202K
|
0
$0
|
|