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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
92.3KNew |
$3.1M - $3.44M
|
92.3K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
654New |
$22K - $24.3K
|
654
$28.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-29- 17.68% |
$974 - $1.08K
|
135
$5.85K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
22.1KNew |
$740K - $821K
|
22.1K
$956K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
892New |
$29.9K - $33.2K
|
892
$38.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
385+ 3.39% |
$12.9K - $14.3K
|
11.7K
$509K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
75.2K+ 93.9% |
$2.53M - $2.8M
|
155K
$6.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 0.74% |
$385K - $427K
|
1.54M
$66.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 0.1% |
$1.07K - $1.19K
|
33.1K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
25New |
$839 - $931
|
25
$1.08K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-275- 11.67% |
$9.23K - $10.2K
|
2.08K
$90.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
5.82KNew |
$195K - $217K
|
5.82K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
147+ 0.19% |
$4.93K - $5.47K
|
78.3K
$3.4M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30New |
$1.01K - $1.12K
|
30
$1.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
93+ 0.59% |
$3.12K - $3.46K
|
15.8K
$684K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-112- 1.17% |
$3.76K - $4.17K
|
9.48K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.94K+ 2.75% |
$166K - $184K
|
185K
$8.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8.85K+ 28.75% |
$297K - $330K
|
39.7K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-124- 0.89% |
$4.16K - $4.62K
|
13.8K
$600K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
95.9K+ 112.64% |
$3.22M - $3.57M
|
181K
$7.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-81- 50.0% |
$2.72K - $3.01K
|
81
$3.51K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
561+ 3.23% |
$18.8K - $20.9K
|
17.9K
$777K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
427+ 0.09% |
$14.3K - $15.9K
|
475K
$20.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
146+ 77.66% |
$4.9K - $5.43K
|
334
$14.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25.2K- 97.7% |
$845K - $937K
|
594
$25.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.76K- 5.91% |
$160K - $177K
|
75.8K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-755- 16.37% |
$25.3K - $28.1K
|
3.86K
$167K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 7.14% |
$40.5K - $44.9K
|
18.1K
$784K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
328New |
$11K - $12.2K
|
328
$14.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
23New |
$772 - $856
|
23
$997
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
437+ 3.27% |
$14.7K - $16.3K
|
13.8K
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.84K+ 4.98% |
$61.6K - $68.3K
|
38.7K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.06K+ 11.08% |
$103K - $114K
|
30.7K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
233+ 0.69% |
$7.82K - $8.67K
|
34.1K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
690+ 4.11% |
$23.2K - $25.7K
|
17.5K
$758K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-598- 2.31% |
$20.1K - $22.3K
|
25.3K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
197New |
$6.61K - $7.33K
|
197
$8.54K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.28K- 6.13% |
$110K - $122K
|
50.1K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
587New |
$19.7K - $21.8K
|
587
$25.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.19K- 3.09% |
$174K - $193K
|
163K
$7.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.49KNew |
$49.9K - $55.3K
|
1.49K
$64.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-941- 7.88% |
$31.6K - $35K
|
11K
$477K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-677- 5.8% |
$22.7K - $25.2K
|
11K
$477K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
335+ 16.49% |
$11.2K - $12.5K
|
2.37K
$103K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-332- 2.06% |
$11.1K - $12.4K
|
15.8K
$686K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-109- 0.94% |
$3.66K - $4.06K
|
11.5K
$500K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 11.29% |
$235 - $261
|
55
$2.38K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-91- 41.55% |
$3.05K - $3.39K
|
128
$5.55K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
9.09K+ 8.01% |
$305K - $338K
|
122K
$5.31M
|