Latest Institutional Purchases of Schwab Strategic Tr Intl Small (SCHC)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Small (SCHC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
240K+ 5.38% |
$8.29M - $9.35M
|
4.71M
$162M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
229K+ 546.11% |
$7.9M - $8.9M
|
271K
$9.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
133KNew |
$4.58M - $5.16M
|
133K
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
80.6K+ 564.65% |
$2.78M - $3.13M
|
94.8K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
54.9KNew |
$1.89M - $2.14M
|
54.9K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.5K+ 17.0% |
$1.6M - $1.81M
|
320K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.8K+ 34.03% |
$1.51M - $1.7M
|
172K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.4K+ 89.43% |
$1.08M - $1.22M
|
66.5K
$2.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
30.9KNew |
$1.07M - $1.2M
|
30.9K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30.1K+ 11.06% |
$1.04M - $1.17M
|
303K
$10.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
26.3K+ 8.98% |
$906K - $1.02M
|
319K
$11M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
25.5KNew |
$880K - $993K
|
25.5K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25K+ 170.86% |
$863K - $972K
|
39.7K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24.9KNew |
$858K - $968K
|
24.9K
$857K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.2K+ 1.85% |
$766K - $863K
|
1.22M
$42.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
21.5K+ 6.24% |
$742K - $836K
|
366K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
18.3K+ 22.56% |
$631K - $712K
|
99.5K
$3.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
18.1KNew |
$626K - $705K
|
18.1K
$625K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.4K+ 3.02% |
$565K - $637K
|
560K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14.2KNew |
$489K - $552K
|
14.2K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.2KNew |
$489K - $552K
|
14.2K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.2K+ 4.54% |
$489K - $551K
|
326K
$11.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
13.8K+ 20.37% |
$478K - $538K
|
81.8K
$2.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
13.6K+ 4.67% |
$470K - $530K
|
306K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
13.5K+ 1.23% |
$464K - $523K
|
1.11M
$38.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12KNew |
$414K - $467K
|
12K
$414K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
10.4K+ 5.84% |
$360K - $406K
|
189K
$6.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.89K+ 6.96% |
$341K - $384K
|
152K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.57K+ 4.38% |
$330K - $372K
|
228K
$7.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
9.18K+ 5.84% |
$316K - $357K
|
166K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.06K+ 46.31% |
$312K - $352K
|
28.6K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.81K+ 1090.1% |
$304K - $342K
|
9.62K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.81KNew |
$304K - $342K
|
8.81K
$303K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8.55K+ 12.97% |
$295K - $332K
|
74.4K
$2.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.47K+ 3.8% |
$292K - $329K
|
231K
$7.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
8.12K+ 23.25% |
$280K - $316K
|
43K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.13K+ 0.68% |
$246K - $277K
|
1.05M
$36.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.1K+ 191.17% |
$245K - $276K
|
10.8K
$373K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.09KNew |
$244K - $276K
|
7.09K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.06KNew |
$243K - $274K
|
7.06K
$243K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.92K+ 2.89% |
$239K - $269K
|
246K
$8.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6.81K+ 4.93% |
$235K - $265K
|
145K
$4.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.8KNew |
$234K - $264K
|
6.8K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.35K+ 100.81% |
$219K - $247K
|
12.6K
$435K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
6.3KNew |
$217K - $245K
|
6.3K
$217K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.26KNew |
$216K - $243K
|
6.26K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.1K+ 2.61% |
$210K - $237K
|
240K
$8.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5.99K+ 6.37% |
$207K - $233K
|
100K
$3.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.72K+ 4.69% |
$197K - $222K
|
128K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.7K+ 3.23% |
$197K - $222K
|
182K
$6.27M
|