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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
324+ 65.32% |
$10.9K - $12.1K
|
820
$35.5K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.59K- 22.81% |
$53.4K - $59.2K
|
5.39K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.62KNew |
$189K - $209K
|
5.62K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-3.19K- 19.14% |
$107K - $119K
|
13.5K
$584K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-189- 1.01% |
$6.34K - $7.03K
|
18.4K
$800K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-76.4K- 40.7% |
$2.57M - $2.84M
|
111K
$4.83M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9.19K- 11.94% |
$309K - $342K
|
67.8K
$2.94M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
36.5K+ 35.33% |
$1.22M - $1.36M
|
140K
$6.06M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-80- 0.29% |
$2.69K - $2.98K
|
27.7K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.49K- 3.46% |
$50K - $55.5K
|
41.5K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-442- 1.97% |
$14.8K - $16.5K
|
21.9K
$951K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-129K- 13.9% |
$4.32M - $4.78M
|
797K
$34.5M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.22K- 3.11% |
$41.1K - $45.6K
|
38.2K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-1.46K- 2.28% |
$49K - $54.4K
|
62.7K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-915- 10.57% |
$30.7K - $34.1K
|
7.74K
$336K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.2K+ 4.64% |
$40.4K - $44.8K
|
27.1K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.82% |
$33.6 - $37.2
|
121
$5.25K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58.2K- 20.89% |
$1.95M - $2.17M
|
220K
$9.55M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.41K+ 24.01% |
$81K - $89.8K
|
12.5K
$540K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
422+ 2.6% |
$14.2K - $15.7K
|
16.6K
$721K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.89K- 44.65% |
$231K - $256K
|
8.54K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.82K+ 11.33% |
$128K - $142K
|
37.5K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.61K- 22.82% |
$121K - $134K
|
12.2K
$529K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-580- 98.14% |
$19.5K - $21.6K
|
11
$477
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19.8K+ 83.74% |
$664K - $737K
|
43.4K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.43K- 15.93% |
$81.5K - $90.4K
|
12.8K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
395+ 3.51% |
$13.3K - $14.7K
|
11.6K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-641- 0.96% |
$21.5K - $23.9K
|
65.9K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.63K- 1.21% |
$54.8K - $60.7K
|
133K
$5.78M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-296- 1.11% |
$9.94K - $11K
|
26.4K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-993- 10.79% |
$33.3K - $37K
|
8.21K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 20.54% |
$40.6K - $45K
|
4.68K
$203K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-265- 2.07% |
$8.9K - $9.86K
|
12.5K
$543K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
29+ 1450.0% |
$974 - $1.08K
|
31
$1.34K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-55- 12.59% |
$1.85K - $2.05K
|
382
$16.6K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7New |
$235 - $261
|
7
$303
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-907- 5.76% |
$30.4K - $33.8K
|
14.8K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
53+ 84.13% |
$1.78K - $1.97K
|
116
$5.03K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-16.1K- 35.72% |
$542K - $601K
|
29K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-16.7K- 27.38% |
$562K - $623K
|
44.4K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
111+ 127.59% |
$3.73K - $4.13K
|
198
$8.58K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
174+ 0.65% |
$5.84K - $6.48K
|
26.9K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.32K- 14.48% |
$111K - $123K
|
19.6K
$849K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.65K- 23.6% |
$89.1K - $98.8K
|
8.59K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.51K+ 5.16% |
$151K - $168K
|
91.9K
$3.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-738- 3.46% |
$24.8K - $27.5K
|
20.6K
$892K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
99+ 0.88% |
$3.32K - $3.68K
|
11.4K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
42+ 0.11% |
$1.41K - $1.56K
|
36.9K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2New |
$67.1 - $74.4
|
2
$86.7
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-123- 1.09% |
$4.13K - $4.58K
|
11.1K
$482K
|