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 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 38.1% |
$537 - $596
|
58
$2.51K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.58K+ 11.19% |
$255K - $282K
|
75.3K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.17K+ 13.0% |
$140K - $155K
|
36.2K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-276- 5.52% |
$9.27K - $10.3K
|
4.73K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
11.1K+ 7.9% |
$372K - $412K
|
151K
$6.55M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 7.66% |
$33.8K - $37.5K
|
14.2K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63.6K- 29.44% |
$2.13M - $2.37M
|
152K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
585New |
$19.6K - $21.8K
|
585
$25.4K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.34K- 67.75% |
$45K - $49.9K
|
638
$27.7K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.84K+ 8.61% |
$163K - $180K
|
61.1K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.3K+ 8.63% |
$447K - $496K
|
168K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-239- 37.46% |
$8.02K - $8.9K
|
399
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.34K+ 1.72% |
$112K - $124K
|
197K
$8.56M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-6.51K- 25.44% |
$219K - $242K
|
19.1K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
121K+ 1867.31% |
$4.06M - $4.5M
|
127K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-72.7K- 5.88% |
$2.44M - $2.7M
|
1.16M
$50.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$411K - $455K
|
12.2K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
76.8KNew |
$2.58M - $2.86M
|
76.8K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.66K- 0.88% |
$55.6K - $61.6K
|
187K
$8.1M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 97.57% |
$33.7K - $37.3K
|
25
$1.08K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
358+ 3.15% |
$12K - $13.3K
|
11.7K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.6K- 19.64% |
$154K - $171K
|
18.8K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-622- 3.23% |
$20.9K - $23.2K
|
18.7K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-90.7K- 42.33% |
$3.04M - $3.38M
|
124K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-27- 1.29% |
$906 - $1K
|
2.07K
$89.9K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
17.1K+ 126.52% |
$573K - $635K
|
30.5K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.27K- 1.74% |
$244K - $271K
|
411K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-121- 48.02% |
$4.06K - $4.5K
|
131
$5.68K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.47KNew |
$217K - $241K
|
6.47K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-39.4K- 10.02% |
$1.32M - $1.47M
|
354K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.3K+ 13.75% |
$1.82M - $2.02M
|
449K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.5K+ 7.2% |
$421K - $467K
|
187K
$8.1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-164- 4.27% |
$5.51K - $6.1K
|
3.68K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.31K+ 87.6% |
$77.6K - $86K
|
4.95K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22.6K+ 7.03% |
$759K - $841K
|
344K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.71K+ 10.91% |
$91.1K - $101K
|
27.6K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.95K- 30.83% |
$99K - $110K
|
6.62K
$287K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
254+ 2.64% |
$8.53K - $9.45K
|
9.87K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
60New |
$2.01K - $2.23K
|
60
$2.6K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-14.8K- 20.09% |
$498K - $552K
|
58.9K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-20.2K- 14.99% |
$677K - $750K
|
114K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.32K+ 4.06% |
$212K - $235K
|
162K
$7.03M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-100- 0.5% |
$3.36K - $3.72K
|
19.9K
$862K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-126- 0.59% |
$4.23K - $4.69K
|
21.2K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.3KNew |
$613K - $680K
|
18.3K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.81K+ 9.74% |
$60.8K - $67.4K
|
20.4K
$884K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
16New |
$537 - $596
|
16
$694
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-49.3K- 67.98% |
$1.65M - $1.83M
|
23.2K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
87+ 0.56% |
$2.92K - $3.24K
|
15.5K
$673K
|