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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-300- 59.52% |
$10.2K - $11K
|
204
$7.88K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.37K- 0.94% |
$286K - $307K
|
880K
$34M
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-15.3K- 13.92% |
$522K - $562K
|
94.6K
$3.65M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
129New |
$4.4K - $4.74K
|
129
$4.98K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.22K- 2.71% |
$41.5K - $44.6K
|
43.7K
$1.69M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
218+ 5.05% |
$7.44K - $8K
|
4.54K
$175K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.13K+ 5.37% |
$38.7K - $41.6K
|
22.3K
$860K
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
239+ 1.97% |
$8.15K - $8.77K
|
12.4K
$477K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-37.8K- 31.2% |
$1.29M - $1.39M
|
83.3K
$3.22M
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-18- 0.16% |
$614 - $661
|
11.3K
$437K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
97New |
$3.31K - $3.56K
|
97
$3.75K
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.19K+ 66.99% |
$245K - $264K
|
17.9K
$692K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-141K- 3.87% |
$4.81M - $5.17M
|
3.5M
$135M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
54.6K+ 53.95% |
$1.86M - $2.01M
|
156K
$6.02M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.82K+ 2.37% |
$96.2K - $104K
|
122K
$4.71M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.41K+ 4.64% |
$48.1K - $51.7K
|
31.7K
$1.23M
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
10.4K+ 42.19% |
$353K - $380K
|
34.9K
$1.35M
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
13.7K+ 6.25% |
$469K - $504K
|
234K
$9.02M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.25K+ 168.48% |
$111K - $119K
|
5.17K
$200K
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-665- 3.6% |
$22.7K - $24.4K
|
17.8K
$688K
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
118+ 0.52% |
$4.03K - $4.33K
|
22.7K
$876K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.86K- 2.09% |
$132K - $142K
|
181K
$7M
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.55K- 1.41% |
$86.9K - $93.5K
|
178K
$6.86M
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-52- 0.08% |
$1.77K - $1.91K
|
68.4K
$2.64M
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-6.91K- 6.85% |
$236K - $254K
|
94K
$3.63M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
41.3K+ 17.85% |
$1.41M - $1.52M
|
273K
$10.5M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.22K+ 20.65% |
$280K - $302K
|
48K
$1.85M
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
234K+ 27.1% |
$7.97M - $8.58M
|
1.1M
$42.3M
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
56.3K+ 16.36% |
$1.92M - $2.07M
|
400K
$15.4M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
74.5K+ 3.28% |
$2.54M - $2.73M
|
2.35M
$90.6M
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-327- 3.63% |
$11.2K - $12K
|
8.68K
$335K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
36.2K+ 11.66% |
$1.23M - $1.33M
|
346K
$13.4M
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
14KNew |
$477K - $513K
|
14K
$540K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-458- 1.97% |
$15.6K - $16.8K
|
22.8K
$882K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.09K- 4.11% |
$37K - $39.8K
|
25.3K
$978K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
563+ 31.49% |
$19.2K - $20.7K
|
2.35K
$90.8K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-435- 85.13% |
$14.8K - $16K
|
76
$2.94K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-251- 56.03% |
$8.56K - $9.21K
|
197
$7.61K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.37K- 65.93% |
$320K - $344K
|
4.84K
$187K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-223- 1.78% |
$7.61K - $8.19K
|
12.3K
$476K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 36.78% |
$45K - $48.4K
|
4.91K
$189K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-50.6K- 25.85% |
$1.73M - $1.86M
|
145K
$5.61M
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
14.5KNew |
$495K - $533K
|
14.5K
$560K
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.91% |
$36K - $38.7K
|
35.1K
$1.36M
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-112K- 27.65% |
$3.82M - $4.11M
|
293K
$11.3M
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.03K- 2.31% |
$103K - $111K
|
128K
$4.96M
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-298- 0.76% |
$10.2K - $10.9K
|
39.1K
$1.51M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.15% |
$512 - $551
|
9.79K
$378K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71New |
$2.42K - $2.61K
|
71
$2.74K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.38K+ 33.25% |
$46.9K - $50.5K
|
5.51K
$213K
|