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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.8K+ 34.03% |
$1.51M - $1.7M
|
172K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.57K+ 4.38% |
$330K - $372K
|
228K
$8.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
47New |
$1.62K - $1.83K
|
47
$1.75K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
5.61K+ 11.36% |
$193K - $218K
|
54.9K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-902- 11.65% |
$31.1K - $35.1K
|
6.84K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6K+ 15.85% |
$89.6K - $101K
|
19K
$707K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
164New |
$5.65K - $6.37K
|
164
$6.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Latigo Investments, LLC
|
SELL
|
- |
-52.5K- 48.82% |
$1.81M - $2.04M
|
55K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-166- 71.86% |
$5.72K - $6.45K
|
65
$2.42K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6+ 5.45% |
$207 - $233
|
116
$4.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-19- 5.54% |
$655 - $739
|
324
$12.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.64K- 29.17% |
$90.9K - $102K
|
6.4K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14.2KNew |
$489K - $552K
|
14.2K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.81K+ 1090.1% |
$304K - $342K
|
9.62K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.1% |
$34.5 - $38.9
|
1.05K
$39K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
487+ 2.88% |
$16.8K - $18.9K
|
17.4K
$647K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
6.3KNew |
$217K - $245K
|
6.3K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
22+ 0.11% |
$759 - $855
|
20.8K
$774K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.3KNew |
$183K - $206K
|
5.3K
$197K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
236New |
$8.14K - $9.17K
|
236
$8.78K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25New |
$862 - $972
|
25
$931
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11+ 1.9% |
$379 - $428
|
591
$22K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1K- 15.32% |
$34.6K - $39K
|
5.55K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.38KNew |
$186K - $209K
|
5.38K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$91.5K - $103K
|
2.66K
$98.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
101+ 1.72% |
$3.48K - $3.93K
|
5.96K
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-518- 3.89% |
$17.9K - $20.1K
|
12.8K
$476K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
150+ 1.17% |
$5.17K - $5.83K
|
12.9K
$481K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
182New |
$6.28K - $7.07K
|
182
$6.77K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
165New |
$5.69K - $6.41K
|
165
$6.14K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-400- 30.3% |
$13.8K - $15.5K
|
920
$34.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-134- 1.59% |
$4.62K - $5.21K
|
8.29K
$309K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
32+ 0.1% |
$1.1K - $1.24K
|
32K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 39.83% |
$1.62K - $1.83K
|
71
$2.64K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
29New |
$1K - $1.13K
|
29
$1.08K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-154- 1.87% |
$5.31K - $5.99K
|
8.1K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$34.5 - $38.9
|
835
$31.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
144+ 202.82% |
$4.97K - $5.6K
|
215
$8K
|
|
|
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
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.8KNew |
$234K - $264K
|
6.8K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-728- 11.99% |
$25.1K - $28.3K
|
5.34K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 2.65% |
$1.1K - $1.24K
|
1.18K
$43.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 48.78% |
$1.38K - $1.55K
|
42
$1.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122New |
$4.21K - $4.74K
|
122
$4.54K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.81KNew |
$304K - $342K
|
8.81K
$328K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
87New |
$3K - $3.38K
|
87
$3.24K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
39New |
$1.34K - $1.52K
|
39
$1.45K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 11.11% |
$3.45K - $3.89K
|
800
$29.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.74K- 12.33% |
$59.9K - $67.5K
|
12.4K
$460K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.22% |
$34.5 - $38.9
|
457
$17K
|