Latest Institutional Transactions on Schwab Strategic Tr Intl Small (SCHC)

SCHC Quotes by TradingView

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 04, 2021 Q2 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
673
New
$27K - $29K
673 $23.2K
Aug 04, 2021 Q2 2021
Lee Financial CO

Dallas, TX
SELL
 -
-27
Closed
$1.08K - $1.16K
0 $0
Aug 03, 2021 Q2 2021
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
145
New
$5.82K - $6.24K
145 $4.99K
Aug 02, 2021 Q2 2021
Key F Inancial Inc

BUY
 -
87
New
$3.49K - $3.74K
87 $3K
Jul 29, 2021 Q2 2021
Danda Trouve Investment Management, Inc.

SELL
 -
-250
Closed
$10K - $10.8K
0 $0
Jul 27, 2021 Q2 2021
Litman Gregory Wealth Management LLC

SELL
 -
-535
Closed
$21.5K - $23K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-307
Closed
$12.3K - $13.2K
0 $0
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-51
Closed
$2.05K - $2.2K
0 $0
Jul 20, 2021 Q2 2021
Sugarloaf Wealth Management, LLC

SELL
 -
-1.56K
- 77.24%
$62.6K - $67.1K
459 $15.8K
Jul 15, 2021 Q2 2021
Wolff Wiese Magana LLC

SELL
 -
-62
Closed
$2.49K - $2.67K
0 $0
Q1 2021
May 24, 2021 Q1 2021
Garde Capital, Inc.

Seattle, WA
SELL
 -
-6.63K
Closed
$248K - $268K
0 $0
May 17, 2021 Q1 2021
Cbiz Investment Advisory Services, LLC

SELL
 -
-357
Closed
$13.4K - $14.4K
0 $0
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-1.02K
Closed
$38K - $41.1K
0 $0
May 14, 2021 Q1 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-3.7K
Closed
$139K - $150K
0 $0
May 13, 2021 Q1 2021
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-9.64K
Closed
$361K - $390K
0 $0
May 13, 2021 Q1 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-21
Closed
$785 - $849
0 $0
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-5.5K
Closed
$206K - $222K
0 $0
May 11, 2021 Q1 2021
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-200
Closed
$7.48K - $8.08K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-3.16K
Closed
$118K - $128K
0 $0
Apr 16, 2021 Q1 2021
Fort Pitt Capital Group, LLC

SELL
 -
-814
Closed
$30.4K - $32.9K
0 $0
Q4 2020
May 15, 2024 Q4 2020
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
274
New
$8.6K - $10.4K
274 $9.44K
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-223
Closed
$7K - $8.44K
0 $0
Feb 12, 2021 Q4 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-970
Closed
$30.4K - $36.7K
0 $0
Feb 10, 2021 Q4 2020
Verus Financial Partners, Inc.

SELL
 -
-57.1K
Closed
$1.79M - $2.16M
0 $0
Feb 10, 2021 Q4 2020
South State Corp

SELL
 -
-161
Closed
$5.05K - $6.09K
0 $0
Feb 09, 2021 Q4 2020
Spectrum Management Group, LLC

SELL
 -
-236
Closed
$7.41K - $8.93K
0 $0
Feb 08, 2021 Q4 2020
Redw Wealth LLC

SELL
 -
-62
- 0.52%
$1.95K - $2.35K
11.9K $409K
Feb 08, 2021 Q4 2020
Adams Wealth Management

SELL
 -
0
Closed
$0 - $0
0 $0
Feb 02, 2021 Q4 2020
West Financial Advisors, LLC

BUY
 -
100
New
$3.14K - $3.79K
100 $3.44K
Jan 28, 2021 Q4 2020
Northwest Wealth Management, LLC

SELL
 -
-103
- 0.99%
$3.23K - $3.9K
10.3K $354K
Jan 12, 2021 Q4 2020
Pacific Financial Group Inc

SELL
 -
-20
Closed
$628 - $757
0 $0
Q3 2020
Nov 16, 2020 Q3 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-9.8K
Closed
$291K - $328K
0 $0
Nov 13, 2020 Q3 2020
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
150
New
$4.46K - $5.02K
150 $5.17K
Nov 12, 2020 Q3 2020
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-3
Closed
$89.2 - $100
0 $0
Nov 10, 2020 Q3 2020
Burt Wealth Advisors

SELL
 -
-500
Closed
$14.9K - $16.7K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.32K
Closed
$68.8K - $77.4K
0 $0
Nov 03, 2020 Q3 2020
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-2.73K
Closed
$81.1K - $91.3K
0 $0
Oct 27, 2020 Q3 2020
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-127
Closed
$3.77K - $4.25K
0 $0
Oct 27, 2020 Q3 2020
Financial Advantage, Inc.

SELL
 -
-253
Closed
$7.52K - $8.46K
0 $0
Oct 27, 2020 Q3 2020
Marquette Asset Management, LLC

SELL
 -
-14
Closed
$416 - $468
0 $0
Oct 26, 2020 Q3 2020
Prestige Wealth Management Group LLC

SELL
 -
-31
Closed
$921 - $1.04K
0 $0
Oct 21, 2020 Q3 2020
Evensky & Katz LLC

SELL
 -
-122
Closed
$3.63K - $4.08K
0 $0
Oct 20, 2020 Q3 2020
Tci Wealth Advisors, Inc.

SELL
 -
-3.83K
- 97.96%
$114K - $128K
80 $2.76K
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.7K
- 86.69%
$39.1K - $53K
261 $8.99K
Aug 14, 2020 Q2 2020
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-8.31K
Closed
$191K - $259K
0 $0
Aug 07, 2020 Q2 2020
Trexquant Investment LP

Stamford, CT
SELL
 -
-32.2K
Closed
$741K - $1M
0 $0
Jul 31, 2020 Q2 2020
Hengehold Capital Management LLC

SELL
 -
-8.63K
Closed
$199K - $269K
0 $0
Jul 30, 2020 Q2 2020
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-242
Closed
$5.57K - $7.54K
0 $0
Jul 29, 2020 Q2 2020
Tompkins Financial Corp

SELL
 -
-502
Closed
$11.6K - $15.6K
0 $0

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