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, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
103KNew |
$3.5M - $3.96M
|
103K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
632+ 3.05% |
$21.4K - $24.2K
|
21.4K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
616New |
$20.9K - $23.6K
|
616
$22.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
144+ 1.9% |
$4.89K - $5.53K
|
7.71K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
277+ 0.46% |
$9.4K - $10.6K
|
60.9K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-448- 6.4% |
$15.2K - $17.2K
|
6.56K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35Closed |
$1.19K - $1.34K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3K- 9.59% |
$102K - $115K
|
28.3K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-97- 0.13% |
$3.29K - $3.72K
|
76.9K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
51New |
$1.73K - $1.96K
|
51
$1.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
94.9KNew |
$3.22M - $3.64M
|
94.9K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-653- 7.01% |
$22.2K - $25.1K
|
8.66K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
412+ 5.18% |
$14K - $15.8K
|
8.36K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.42K- 7.82% |
$252K - $285K
|
87.4K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.68K+ 6.96% |
$56.9K - $64.3K
|
25.8K
$959K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.17K+ 3.73% |
$73.7K - $83.3K
|
60.5K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 2.94% |
$204 - $230
|
210
$7.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
403K+ 31.99% |
$13.7M - $15.5M
|
1.66M
$61.9M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
120K+ 2813.16% |
$4.07M - $4.61M
|
124K
$4.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42.6K- 13.28% |
$1.45M - $1.64M
|
278K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.06K- 29.12% |
$69.7K - $78.9K
|
5K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
63New |
$2.14K - $2.42K
|
63
$2.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
437New |
$14.8K - $16.8K
|
437
$16.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.92K- 3.56% |
$99.1K - $112K
|
79.1K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-21.4K- 22.45% |
$727K - $822K
|
74K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.14K+ 12.25% |
$208K - $235K
|
56.2K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
677+ 7.61% |
$23K - $26K
|
9.57K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.4K+ 10.25% |
$47.4K - $53.6K
|
15K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16K+ 9.87% |
$543K - $614K
|
178K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-709- 0.37% |
$24.1K - $27.2K
|
189K
$7.02M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-481- 1.7% |
$16.3K - $18.5K
|
27.8K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-131- 2.63% |
$4.44K - $5.03K
|
4.85K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 5.33% |
$44.9K - $50.8K
|
23.5K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-135- 73.37% |
$4.58K - $5.18K
|
49
$1.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.2K- 7.2% |
$40.6K - $46K
|
15.4K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4.02K+ 514.34% |
$136K - $154K
|
4.8K
$179K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.7K- 0.97% |
$57.7K - $65.2K
|
174K
$6.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 0.93% |
$45.9K - $51.9K
|
144K
$5.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
350New |
$11.9K - $13.4K
|
350
$13K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
16New |
$543 - $614
|
16
$596
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.39K+ 29.19% |
$81K - $91.6K
|
10.6K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
6.45KNew |
$219K - $247K
|
6.45K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
50+ 15.77% |
$1.7K - $1.92K
|
367
$13.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-143K- 26.64% |
$4.84M - $5.48M
|
393K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
260+ 2.91% |
$8.82K - $9.98K
|
9.2K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.47K- 48.38% |
$83.9K - $94.9K
|
2.64K
$98.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.13K+ 25.96% |
$174K - $197K
|
24.9K
$926K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24+ 1.18% |
$814 - $921
|
2.05K
$76.4K
|