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 |
---|---|---|---|---|---|---|---|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25+ 1.74% |
$853 - $918
|
1.47K
$56.6K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
22New |
$751 - $808
|
22
$850
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.46% |
$580 - $624
|
3.72K
$144K
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
17+ 0.1% |
$580 - $624
|
16.7K
$646K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.15% |
$512 - $551
|
9.79K
$378K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15+ 0.11% |
$512 - $551
|
13.1K
$506K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 12.61% |
$512 - $551
|
134
$5.18K
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
13+ 13.4% |
$444 - $477
|
110
$4.25K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 3.21% |
$307 - $330
|
289
$11.2K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6+ 2.67% |
$205 - $220
|
231
$8.92K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5New |
$171 - $184
|
5
$193
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$34.1 - $36.7
|
1.42K
$54.9K
|
|
Aug 15, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
694K+ 82.45% |
$23M - $24.9M
|
1.53M
$59.3M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
383K+ 0.99% |
$12.7M - $13.8M
|
39.2M
$1.51B
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.5K+ 713.2% |
$1.84M - $1.99M
|
63.3K
$2.44M
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
34.3K+ 24.38% |
$1.14M - $1.23M
|
175K
$6.75M
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
24.8K+ 39.04% |
$823K - $889K
|
88.3K
$3.41M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.6K+ 8.31% |
$451K - $487K
|
177K
$6.84M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$358K - $387K
|
10.8K
$417K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10K+ 95.37% |
$333K - $360K
|
20.6K
$794K
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
6.98KNew |
$232K - $250K
|
6.98K
$270K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.2K+ 85.25% |
$206K - $222K
|
13.5K
$521K
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.09KNew |
$202K - $218K
|
6.09K
$235K
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.62KNew |
$187K - $202K
|
5.62K
$217K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.51KNew |
$117K - $126K
|
3.51K
$136K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.9K+ 2.33% |
$96.1K - $104K
|
127K
$4.91M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.2KNew |
$73.1K - $78.9K
|
2.2K
$85K
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
630+ 6.54% |
$20.9K - $22.6K
|
10.3K
$397K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
580New |
$19.3K - $20.8K
|
580
$22.4K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
550New |
$18.3K - $19.7K
|
550
$21.2K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
515+ 695.95% |
$17.1K - $18.5K
|
589
$22.7K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
482New |
$16K - $17.3K
|
482
$18.6K
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
305+ 3.43% |
$10.1K - $10.9K
|
9.2K
$355K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
259New |
$8.6K - $9.29K
|
259
$10K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
122New |
$4.05K - $4.37K
|
122
$4.71K
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 1.28% |
$2.56K - $2.76K
|
6.07K
$234K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
69New |
$2.29K - $2.47K
|
69
$2.66K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
57New |
$1.89K - $2.04K
|
57
$2.2K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
56+ 2.84% |
$1.86K - $2.01K
|
2.03K
$78.4K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
53+ 378.57% |
$1.76K - $1.9K
|
67
$2.59K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49New |
$1.63K - $1.76K
|
49
$1.89K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
47New |
$1.56K - $1.69K
|
47
$1.82K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
39New |
$1.29K - $1.4K
|
39
$1.51K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29New |
$963 - $1.04K
|
29
$1.12K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
8+ 1.86% |
$266 - $287
|
437
$16.9K
|
|
Q4 2023 | |||||||
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
150KNew |
$4.51M - $5.27M
|
150K
$5.8M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35KNew |
$1.05M - $1.23M
|
35K
$1.35M
|