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 07, 2020
Q1 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.77KClosed |
$140K - $236K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Retirement Planning Group
|
SELL
|
- |
-11.9KClosed |
$246K - $415K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-39Closed |
$807 - $1.36K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-535Closed |
$11.1K - $18.7K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.03KClosed |
$62.7K - $106K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-79Closed |
$1.64K - $2.76K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6.31KClosed |
$131K - $220K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-9.14KClosed |
$189K - $319K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-211Closed |
$4.37K - $7.36K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-7.46KClosed |
$154K - $260K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-278KClosed |
$5.76M - $9.72M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-203Closed |
$6.33K - $7.03K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.72KClosed |
$210K - $233K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-2.03KClosed |
$63.2K - $70.2K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-37Closed |
$1.15K - $1.28K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-18.8KClosed |
$587K - $652K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-254Closed |
$7.92K - $8.8K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-105KClosed |
$3.28M - $3.64M
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-11.9KClosed |
$370K - $411K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Estate Counselors, LLC
|
SELL
|
- |
-10.5KClosed |
$329K - $365K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-11Closed |
$343 - $381
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
First Merchants Corp
|
SELL
|
- |
-10.2KClosed |
$318K - $353K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-121Closed |
$3.78K - $4.19K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Red Cedar Capital, LLC
|
BUY
|
- |
50+ 2.83% |
$1.56K - $1.73K
|
1.82K
$78.7K
|
|
|
Jan 23, 2020
Q4 2019
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-6.74KClosed |
$210K - $234K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-870Closed |
$27.1K - $30.1K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-165Closed |
$5.15K - $5.72K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Nkcfo LLC
|
SELL
|
- |
-35KClosed |
$1.09M - $1.21M
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-6.96KClosed |
$217K - $241K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Diligent Investors, LLC
|
SELL
|
- |
-10.7KClosed |
$334K - $371K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.64KClosed |
$211K - $215K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-17.1KClosed |
$543K - $554K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-21Closed |
$666 - $680
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-646Closed |
$20.5K - $20.9K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-432Closed |
$13.7K - $14K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.45KClosed |
$45.8K - $46.8K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-7.28KClosed |
$231K - $236K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-300Closed |
$9.52K - $9.71K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-567Closed |
$18K - $18.4K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-42.6KClosed |
$1.35M - $1.38M
|
0
$0
|
|
| Q2 2019 | |||||||
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-34Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.55KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.6KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7.1KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7.24KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-9.08KClosed |
N/A
|
0
$0
|
|