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 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
277+ 57.11% |
$9.55K - $10.8K
|
762
$26.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
274+ 148.11% |
$9.45K - $10.7K
|
459
$15.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
270+ 11.48% |
$9.31K - $10.5K
|
2.62K
$90.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
269+ 0.72% |
$9.28K - $10.5K
|
37.6K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
252New |
$8.69K - $9.8K
|
252
$8.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
247+ 1.09% |
$8.52K - $9.6K
|
22.8K
$785K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
243+ 1.09% |
$8.38K - $9.45K
|
22.5K
$775K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
240+ 5.29% |
$8.28K - $9.33K
|
4.78K
$165K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
236New |
$8.14K - $9.17K
|
236
$8.13K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
219+ 0.78% |
$7.55K - $8.51K
|
28.3K
$973K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
218+ 1.3% |
$7.52K - $8.47K
|
17K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
204New |
$7.03K - $7.93K
|
204
$7.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
195+ 1.19% |
$6.72K - $7.58K
|
16.6K
$573K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
182New |
$6.28K - $7.07K
|
182
$6.27K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
182+ 0.09% |
$6.28K - $7.07K
|
200K
$6.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
178+ 0.95% |
$6.14K - $6.92K
|
18.9K
$651K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
177+ 15.57% |
$6.1K - $6.88K
|
1.31K
$45.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
165New |
$5.69K - $6.41K
|
165
$5.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
164New |
$5.65K - $6.37K
|
164
$5.65K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
159+ 1.83% |
$5.48K - $6.18K
|
8.84K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
150+ 1.17% |
$5.17K - $5.83K
|
12.9K
$445K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
149+ 0.23% |
$5.14K - $5.79K
|
64.9K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
144+ 202.82% |
$4.97K - $5.6K
|
215
$7.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
128+ 8.23% |
$4.41K - $4.98K
|
1.68K
$58K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
126+ 0.07% |
$4.34K - $4.9K
|
179K
$6.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122New |
$4.21K - $4.74K
|
122
$4.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
119New |
$4.1K - $4.63K
|
119
$4.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
108+ 0.48% |
$3.72K - $4.2K
|
22.8K
$784K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
108+ 142.11% |
$3.72K - $4.2K
|
184
$6.34K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
101+ 1.72% |
$3.48K - $3.93K
|
5.96K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
95+ 0.77% |
$3.28K - $3.69K
|
12.5K
$429K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
87New |
$3K - $3.38K
|
87
$3K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
84+ 0.14% |
$2.9K - $3.27K
|
60.4K
$2.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
83+ 1.69% |
$2.86K - $3.23K
|
4.99K
$172K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
63+ 6.24% |
$2.17K - $2.45K
|
1.07K
$36.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
57+ 0.26% |
$1.97K - $2.22K
|
21.9K
$755K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
55+ 0.12% |
$1.9K - $2.14K
|
45.4K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
47New |
$1.62K - $1.83K
|
47
$1.62K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
45+ 0.21% |
$1.55K - $1.75K
|
21.4K
$737K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
39New |
$1.34K - $1.52K
|
39
$1.34K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36+ 0.33% |
$1.24K - $1.4K
|
10.9K
$375K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
32+ 0.1% |
$1.1K - $1.24K
|
32K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
29New |
$1K - $1.13K
|
29
$998
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
27+ 0.16% |
$931 - $1.05K
|
17.1K
$588K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26+ 1.94% |
$896 - $1.01K
|
1.37K
$47.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25New |
$862 - $972
|
25
$861
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
22+ 0.11% |
$759 - $855
|
20.8K
$716K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
20+ 0.3% |
$690 - $777
|
6.62K
$228K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
20+ 14.93% |
$690 - $777
|
154
$5.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16New |
$552 - $622
|
16
$551
|