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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.1K+ 2.61% |
$210K - $237K
|
240K
$8.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.22K- 2.91% |
$146K - $164K
|
141K
$4.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-831- 8.54% |
$28.7K - $32.3K
|
8.9K
$303K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
150+ 1.17% |
$5.17K - $5.83K
|
12.9K
$440K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
177+ 15.57% |
$6.1K - $6.88K
|
1.31K
$44.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
10.4K+ 5.84% |
$360K - $406K
|
189K
$6.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.29% |
$103 - $117
|
1.05K
$35.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-3.66K- 4.1% |
$126K - $142K
|
85.6K
$2.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
182New |
$6.28K - $7.07K
|
182
$6.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-451- 0.95% |
$15.6K - $17.5K
|
47K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.3K- 2.17% |
$354K - $400K
|
463K
$15.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-400- 30.3% |
$13.8K - $15.5K
|
920
$31.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-178K- 60.75% |
$6.13M - $6.91M
|
115K
$3.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
6+ 0.07% |
$207 - $233
|
9.2K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-93.2K- 37.19% |
$3.21M - $3.62M
|
157K
$5.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.22K- 2.7% |
$76.6K - $86.3K
|
80.1K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-976- 12.74% |
$33.7K - $37.9K
|
6.69K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-54- 0.33% |
$1.86K - $2.1K
|
16.2K
$551K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36+ 0.33% |
$1.24K - $1.4K
|
10.9K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
165New |
$5.69K - $6.41K
|
165
$5.62K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
27+ 0.16% |
$931 - $1.05K
|
17.1K
$582K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-134- 1.59% |
$4.62K - $5.21K
|
8.29K
$283K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
32+ 0.1% |
$1.1K - $1.24K
|
32K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-93- 0.82% |
$3.21K - $3.61K
|
11.2K
$383K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 1.85% |
$380K - $428K
|
585K
$19.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
18.1KNew |
$626K - $705K
|
18.1K
$618K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-67- 0.43% |
$2.31K - $2.6K
|
15.5K
$529K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
108+ 0.48% |
$3.72K - $4.2K
|
22.8K
$776K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22.7K- 27.27% |
$783K - $883K
|
60.6K
$2.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-800- 2.49% |
$27.6K - $31.1K
|
31.3K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-170K- 11.05% |
$5.86M - $6.61M
|
1.37M
$46.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 39.83% |
$1.62K - $1.83K
|
71
$2.42K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.86K+ 2.7% |
$98.5K - $111K
|
109K
$3.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.61K- 3.47% |
$55.3K - $62.4K
|
44.6K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
133KNew |
$4.58M - $5.16M
|
133K
$4.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
126+ 0.07% |
$4.34K - $4.9K
|
179K
$6.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
318New |
$11K - $12.4K
|
318
$10.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
270+ 11.48% |
$9.31K - $10.5K
|
2.62K
$89.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
3.73K+ 2.33% |
$128K - $145K
|
163K
$5.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
29New |
$1K - $1.13K
|
29
$988
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.98K+ 1.19% |
$68.3K - $77K
|
168K
$5.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
594+ 3.84% |
$20.5K - $23.1K
|
16.1K
$547K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-887- 2.97% |
$30.6K - $34.5K
|
29K
$989K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
274+ 148.11% |
$9.45K - $10.7K
|
459
$15.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 4.13% |
$36K - $40.6K
|
26.4K
$898K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-154- 1.87% |
$5.31K - $5.99K
|
8.1K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.19K- 3.81% |
$75.3K - $84.9K
|
55.2K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$34.5 - $38.9
|
835
$28.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-687- 2.7% |
$23.7K - $26.7K
|
24.8K
$845K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-635- 1.5% |
$21.9K - $24.7K
|
41.8K
$1.42M
|