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 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
95+ 0.13% |
$3.15K - $3.41K
|
73.8K
$2.63M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
150+ 1.95% |
$4.98K - $5.38K
|
7.85K
$279K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
56+ 2.84% |
$1.86K - $2.01K
|
2.03K
$72.3K
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
BUY
|
- |
115+ 0.46% |
$3.82K - $4.12K
|
25.3K
$900K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.2KNew |
$73K - $78.9K
|
2.2K
$78.3K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.37M- 99.74% |
$112M - $121M
|
8.76K
$312K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-236- 0.9% |
$7.84K - $8.46K
|
25.9K
$922K
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
24.8K+ 39.04% |
$823K - $889K
|
88.3K
$3.15M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.34K+ 172.59% |
$77.8K - $84K
|
3.7K
$132K
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-21K- 54.91% |
$696K - $752K
|
17.2K
$613K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.09K+ 2.44% |
$202K - $218K
|
256K
$9.12M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.85K- 1.78% |
$94.5K - $102K
|
157K
$5.58M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.5K+ 713.2% |
$1.84M - $1.99M
|
63.3K
$2.25M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.9K+ 2.33% |
$96.1K - $104K
|
127K
$4.52M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-885- 2.03% |
$29.4K - $31.7K
|
42.7K
$1.52M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.51KNew |
$117K - $126K
|
3.51K
$125K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-9.23K- 20.44% |
$306K - $331K
|
35.9K
$1.28M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.76K- 23.99% |
$91.8K - $99.1K
|
8.76K
$312K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.79KNew |
$59.4K - $64.1K
|
1.79K
$63.7K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.83K- 26.89% |
$60.7K - $65.6K
|
4.97K
$177K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
516+ 140.6% |
$17.1K - $18.5K
|
883
$31.4K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
259New |
$8.6K - $9.29K
|
259
$9.22K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
543+ 1.52% |
$18K - $19.5K
|
36.4K
$1.3M
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-37- 0.05% |
$1.23K - $1.33K
|
68.4K
$2.44M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.94K- 0.22% |
$131K - $141K
|
1.82M
$64.9M
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
47New |
$1.56K - $1.69K
|
47
$1.67K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
56+ 0.02% |
$1.86K - $2.01K
|
343K
$12.2M
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-111- 0.49% |
$3.69K - $3.98K
|
22.6K
$803K
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.89K- 4.29% |
$95.9K - $104K
|
64.4K
$2.29M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 36351.28% |
$471K - $508K
|
14.2K
$506K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.09K- 2.37% |
$69.2K - $74.8K
|
85.8K
$3.06M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.01K- 2.11% |
$99.9K - $108K
|
140K
$4.97M
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
288+ 1.38% |
$9.56K - $10.3K
|
21.1K
$752K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.02K- 41.38% |
$134K - $144K
|
5.7K
$203K
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 1.53% |
$598 - $645
|
1.16K
$41.2K
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
18+ 0.2% |
$598 - $645
|
9.05K
$322K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-278K- 20.18% |
$9.23M - $9.97M
|
1.1M
$39.2M
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
11K+ 3.3% |
$364K - $394K
|
344K
$12.2M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.02K- 12.12% |
$33.7K - $36.4K
|
7.36K
$262K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.25K+ 68.82% |
$41.5K - $44.8K
|
3.06K
$109K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.53K+ 1.07% |
$50.9K - $55K
|
145K
$5.17M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.86KNew |
$128K - $138K
|
3.86K
$137K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
136K+ 3.18% |
$4.51M - $4.88M
|
4.42M
$157M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-127- 0.42% |
$4.22K - $4.55K
|
30.3K
$1.08M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.03K- 20.18% |
$134K - $144K
|
15.9K
$567K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
791K+ 53.37% |
$26.3M - $28.4M
|
2.27M
$80.9M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.64K- 1.71% |
$121K - $130K
|
209K
$7.43M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-34.2K- 2.38% |
$1.14M - $1.23M
|
1.41M
$50.1M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
66New |
$2.19K - $2.37K
|
66
$2.35K
|