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 |
---|---|---|---|---|---|---|---|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-417Closed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-308Closed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5.71KClosed |
N/A
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-88Closed |
N/A
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Eidelman Virant Capital
|
SELL
|
- |
-5.26KClosed |
N/A
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-279Closed |
N/A
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-276Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
May 26, 2023
Q3 2018
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-13.3KClosed |
N/A
|
0
$0
|
|
Nov 19, 2018
Q3 2018
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
Nov 15, 2018
Q3 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.15KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-116Closed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.8KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-386Closed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-26.4KClosed |
N/A
|
0
$0
|
|
Oct 09, 2018
Q3 2018
|
Friedenthal Financial
|
SELL
|
- |
-15.6KClosed |
N/A
|
0
$0
|
|
Oct 09, 2018
Q3 2018
|
Spence Asset Management
|
SELL
|
- |
-2.23KClosed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-650- 99.85% |
N/A
|
1
$38.6
|
|
Aug 13, 2018
Q2 2018
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-55Closed |
N/A
|
0
$0
|
|
Jul 26, 2018
Q2 2018
|
Regions Financial Corp
|
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|
Jul 23, 2018
Q2 2018
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-26KClosed |
N/A
|
0
$0
|
|
Q1 2018 | |||||||
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
123KNew |
N/A
|
123K
$4.77M
|
|
May 15, 2018
Q1 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-943Closed |
N/A
|
0
$0
|
|
Feb 02, 2018
Q4 2017
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.05KClosed |
N/A
|
0
$0
|