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 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.09K- 6.5% |
$104K - $115K
|
44.4K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-85.8K- 47.12% |
$2.88M - $3.19M
|
96.2K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10.1KNew |
$338K - $375K
|
10.1K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.5K- 4.42% |
$117K - $130K
|
75.6K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-10.8K- 51.82% |
$362K - $401K
|
10K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$168 - $186
|
73.6K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-46.3K- 12.61% |
$1.55M - $1.72M
|
321K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-319- 5.9% |
$10.7K - $11.9K
|
5.09K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.35K+ 14.33% |
$314K - $348K
|
74.6K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.6K+ 11.77% |
$491K - $545K
|
139K
$6.03M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 10.57% |
$68.7K - $76.1K
|
21.4K
$927K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
491+ 2.09% |
$16.5K - $18.3K
|
24K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 0.3% |
$269 - $298
|
2.68K
$116K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.55K+ 16.84% |
$52K - $57.7K
|
10.8K
$466K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-133- 0.89% |
$4.46K - $4.95K
|
14.9K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-393- 63.8% |
$13.2K - $14.6K
|
223
$9.67K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.28K+ 50.05% |
$110K - $122K
|
9.84K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
82.6K+ 1721.22% |
$2.77M - $3.07M
|
87.4K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
51.1K+ 14.1% |
$1.71M - $1.9M
|
413K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-13.8K- 1.55% |
$463K - $513K
|
878K
$38.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
812+ 0.46% |
$27.3K - $30.2K
|
177K
$7.68M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14K- 14.74% |
$470K - $521K
|
81K
$3.51M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
426+ 6.23% |
$14.3K - $15.9K
|
7.27K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-4.13K- 85.08% |
$139K - $154K
|
724
$31.4K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.82K- 4.59% |
$60.9K - $67.6K
|
37.8K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-65- 6.44% |
$2.18K - $2.42K
|
945
$41K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15.5K- 16.44% |
$521K - $577K
|
78.9K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
30.4K+ 13.71% |
$1.02M - $1.13M
|
252K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.42M- 48.66% |
$81.4M - $90.2M
|
2.56M
$111M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.12K+ 15.6% |
$138K - $153K
|
30.5K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.34K- 53.05% |
$112K - $124K
|
2.96K
$128K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.02K+ 20.54% |
$67.6K - $75K
|
11.8K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
254New |
$8.53K - $9.45K
|
254
$11K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.06K- 24.82% |
$69.3K - $76.8K
|
6.25K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-287- 99.65% |
$9.63K - $10.7K
|
1
$43.4
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
1.42K+ 5.79% |
$47.6K - $52.7K
|
25.9K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
3.6K+ 27.76% |
$121K - $134K
|
16.6K
$718K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-85- 0.47% |
$2.85K - $3.16K
|
18.2K
$788K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
383+ 3.96% |
$12.9K - $14.3K
|
10K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
36New |
$1.21K - $1.34K
|
36
$1.56K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
171+ 1.06% |
$5.74K - $6.36K
|
16.3K
$707K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-325K- 11.4% |
$10.9M - $12.1M
|
2.53M
$110M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.4K+ 9.19% |
$549K - $609K
|
194K
$8.43M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
455+ 6.12% |
$15.3K - $16.9K
|
7.89K
$342K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.71K- 6.35% |
$125K - $138K
|
54.7K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.11K+ 7.5% |
$104K - $116K
|
44.6K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
750K+ 58.53% |
$25.2M - $27.9M
|
2.03M
$88.1M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.43K+ 5.18% |
$48.1K - $53.3K
|
29.1K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
9.54K+ 5.27% |
$320K - $355K
|
191K
$8.26M
|