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 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.2KNew |
$73.1K - $78.9K
|
2.2K
$85K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$166 - $179
|
11.6K
$450K
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
34.3K+ 24.38% |
$1.14M - $1.23M
|
175K
$6.75M
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-64- 0.67% |
$2.12K - $2.3K
|
9.48K
$366K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-707- 5.94% |
$23.5K - $25.4K
|
11.2K
$432K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.76K- 13.94% |
$125K - $135K
|
23.2K
$896K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-267- 95.36% |
$8.86K - $9.57K
|
13
$502
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
6.98KNew |
$232K - $250K
|
6.98K
$270K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
482New |
$16K - $17.3K
|
482
$18.6K
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.73K- 5.78% |
$57.5K - $62.1K
|
28.2K
$1.09M
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10K+ 95.37% |
$333K - $360K
|
20.6K
$794K
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-125- 85.62% |
$4.15K - $4.48K
|
21
$811
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.5K- 12.1% |
$546K - $590K
|
120K
$4.62M
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-14- 2.98% |
$465 - $502
|
456
$17.6K
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.09KNew |
$202K - $218K
|
6.09K
$235K
|
|
Q4 2023 | |||||||
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.34KNew |
$40.2K - $47K
|
1.34K
$51.8K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.05KNew |
$31.4K - $36.7K
|
1.05K
$40.4K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300New |
$9K - $10.5K
|
300
$11.6K
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.04% |
$90 - $105
|
6.8K
$263K
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.41K+ 35.25% |
$162K - $190K
|
20.8K
$802K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.19K- 27.95% |
$35.8K - $41.8K
|
3.08K
$119K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
107+ 10.54% |
$3.21K - $3.75K
|
1.12K
$43.3K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-439- 78.39% |
$13.2K - $15.4K
|
121
$4.67K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.22KNew |
$247K - $288K
|
8.22K
$318K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.68KNew |
$260K - $304K
|
8.68K
$335K
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19.3KNew |
$580K - $677K
|
19.3K
$746K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.19KNew |
$35.8K - $41.8K
|
1.19K
$46.1K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35KNew |
$1.05M - $1.23M
|
35K
$1.35M
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-443- 24.73% |
$13.3K - $15.5K
|
1.35K
$52.1K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
790New |
$23.7K - $27.7K
|
790
$30.5K
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.88K- 42.21% |
$146K - $171K
|
6.68K
$258K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.21KNew |
$126K - $148K
|
4.21K
$163K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
376+ 596.83% |
$11.3K - $13.2K
|
439
$17K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-907- 12.16% |
$27.2K - $31.8K
|
6.55K
$253K
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$60K - $70.1K
|
2K
$77.2K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.23KNew |
$36.9K - $43.1K
|
1.23K
$47.5K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.71% |
$900 - $1.05K
|
1.14K
$43.9K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 7.93% |
$30K - $35.1K
|
11.6K
$449K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-205- 82.0% |
$6.15K - $7.19K
|
45
$1.74K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
18+ 0.15% |
$540 - $631
|
12.2K
$470K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
41+ 0.59% |
$1.23K - $1.44K
|
6.98K
$269K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
205New |
$6.15K - $7.19K
|
205
$7.92K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
166+ 2075.0% |
$4.98K - $5.82K
|
174
$6.72K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
43New |
$1.29K - $1.51K
|
43
$1.66K
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 18.15% |
$43.6K - $50.9K
|
6.55K
$253K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
34+ 1.35% |
$1.02K - $1.19K
|
2.55K
$98.3K
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
214New |
$6.42K - $7.5K
|
214
$8.26K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
69New |
$2.07K - $2.42K
|
69
$2.66K
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-940- 1.53% |
$28.2K - $32.9K
|
60.7K
$2.34M
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
150KNew |
$4.51M - $5.27M
|
150K
$5.8M
|