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 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
5.61K+ 11.36% |
$193K - $218K
|
54.9K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.38KNew |
$186K - $209K
|
5.38K
$185K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.3KNew |
$183K - $206K
|
5.3K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.78K+ 50.26% |
$165K - $186K
|
14.3K
$492K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.7K+ 110.72% |
$162K - $183K
|
8.94K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.46K+ 9.77% |
$154K - $173K
|
50.1K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.29K+ 2.72% |
$148K - $167K
|
162K
$5.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.2K+ 25.57% |
$145K - $163K
|
20.6K
$710K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.19KNew |
$145K - $163K
|
4.19K
$144K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.87K+ 2.87% |
$133K - $150K
|
138K
$4.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
3.73K+ 2.33% |
$128K - $145K
|
163K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.94K+ 0.68% |
$101K - $114K
|
432K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.92K+ 3103.19% |
$101K - $113K
|
3.01K
$104K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.86K+ 2.7% |
$98.5K - $111K
|
109K
$3.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$91.5K - $103K
|
2.66K
$91.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.62K+ 1.68% |
$90.2K - $102K
|
159K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6K+ 15.85% |
$89.6K - $101K
|
19K
$654K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
2.56K+ 16.96% |
$88.4K - $99.6K
|
17.7K
$609K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.55K+ 6.52% |
$87.9K - $99.1K
|
41.7K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.35K+ 7.66% |
$81.2K - $91.5K
|
33.1K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.24K+ 12.81% |
$77.3K - $87.1K
|
19.7K
$680K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.2K+ 7.63% |
$75.7K - $85.4K
|
31K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.15K+ 15.48% |
$74K - $83.4K
|
16K
$551K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.05K+ 9.87% |
$70.8K - $79.8K
|
22.9K
$788K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.02K+ 83.58% |
$69.7K - $78.6K
|
4.44K
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.98K+ 1.19% |
$68.3K - $77K
|
168K
$5.8M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.98K+ 683.39% |
$68.1K - $76.8K
|
2.26K
$77.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.88K+ 21.52% |
$64.9K - $73.2K
|
10.6K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.81K+ 12.98% |
$62.5K - $70.5K
|
15.8K
$543K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.74K+ 27.05% |
$60.1K - $67.7K
|
8.18K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.67K+ 1.5% |
$57.6K - $65K
|
113K
$3.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.57K+ 10.8% |
$54K - $60.9K
|
16.1K
$553K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.23K+ 5.43% |
$42.4K - $47.8K
|
23.9K
$823K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 4.13% |
$36K - $40.6K
|
26.4K
$908K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
914+ 0.5% |
$31.5K - $35.5K
|
185K
$6.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
851+ 10.44% |
$29.3K - $33.1K
|
9K
$310K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
781+ 3.04% |
$26.9K - $30.4K
|
26.5K
$912K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
746+ 1130.3% |
$25.7K - $29K
|
812
$28K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
686+ 0.7% |
$23.7K - $26.7K
|
98K
$3.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
594+ 3.84% |
$20.5K - $23.1K
|
16.1K
$553K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
588+ 1.45% |
$20.3K - $22.9K
|
41.1K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
557+ 94.57% |
$19.2K - $21.7K
|
1.15K
$39.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
487+ 2.88% |
$16.8K - $18.9K
|
17.4K
$598K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
428+ 2.21% |
$14.8K - $16.6K
|
19.8K
$680K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
397+ 3.45% |
$13.7K - $15.4K
|
11.9K
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
366+ 1.2% |
$12.6K - $14.2K
|
30.8K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
350+ 79.73% |
$12.1K - $13.6K
|
789
$27.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
326+ 0.31% |
$11.2K - $12.7K
|
107K
$3.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
318New |
$11K - $12.4K
|
318
$10.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
300+ 3.75% |
$10.3K - $11.7K
|
8.3K
$286K
|