Latest Institutional Purchases of Schwab Strategic Tr Intl Small (SCHC)

SCHC Quotes by TradingView

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
Oct 25, 2023 Q3 2023
Sawyer & Company, Inc

BUY
 -
941
New
$30.1K - $33.4K
941 $32.4K
Nov 14, 2023 Q3 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
375
New
$12K - $13.3K
375 $12.9K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
165
New
$5.28K - $5.86K
165 $5.67K
Oct 23, 2023 Q3 2023
Trellis Advisors, LLC

BUY
 -
132
+ 0.32%
$4.22K - $4.69K
41.3K $1.42M
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
87
New
$2.78K - $3.09K
87 $2.99K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
78
New
$2.5K - $2.77K
78 $2.68K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
62
New
$1.98K - $2.2K
62 $2.13K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
54
+ 0.55%
$1.73K - $1.92K
9.93K $341K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
42
New
$1.34K - $1.49K
42 $1.44K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
38
New
$1.22K - $1.35K
38 $1.31K
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
23
New
$736 - $817
23 $791
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
18
New
$576 - $639
18 $619
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
1
New
$32 - $35.5
1 $34.4
Q2 2023
Jul 27, 2023 Q2 2023
Carlsbad Wealth Advisory Group, Inc.

Carlsbad, CA
BUY
 -
21.5K
New
$701K - $742K
21.5K $738K
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
7.99K
+ 22.4%
$261K - $276K
43.7K $1.5M
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
3.1K
New
$101K - $107K
3.1K $107K
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
2.2K
New
$71.8K - $76K
2.2K $75.6K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
1.15K
+ 14.37%
$37.5K - $39.7K
9.15K $314K
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
1.13K
New
$36.8K - $38.9K
1.13K $38.7K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
653
New
$21.3K - $22.6K
653 $22.5K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
500
New
$16.3K - $17.3K
500 $17.2K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
343
New
$11.2K - $11.9K
343 $11.8K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
200
New
$6.53K - $6.92K
200 $6.88K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
194
+ 10.35%
$6.34K - $6.71K
2.07K $71.1K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
193
New
$6.31K - $6.67K
193 $6.64K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
183
+ 10.18%
$5.98K - $6.33K
1.98K $68.1K
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
112
New
$3.66K - $3.87K
112 $3.85K
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
86
+ 0.5%
$2.81K - $2.97K
17.5K $600K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
85
New
$2.78K - $2.94K
85 $2.92K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
77
New
$2.52K - $2.66K
77 $2.65K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1
+ 0.36%
$32.7 - $34.6
277 $9.52K
Jul 17, 2023 Q2 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
1
+ 0.02%
$32.7 - $34.6
6.25K $215K
Q1 2023
Apr 20, 2023 Q1 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
130K
New
$4.1M - $4.54M
130K $4.47M
Apr 27, 2023 Q1 2023
Glassy Mountain Advisors, Inc.

BUY
 -
107K
New
$3.39M - $3.75M
107K $3.69M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
47.3K
+ 525.76%
$1.49M - $1.65M
56.2K $1.93M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
23.6K
New
$746K - $826K
23.6K $813K
May 09, 2023 Q1 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
6.9K
New
$218K - $241K
6.9K $237K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.26K
New
$134K - $149K
4.26K $146K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
4.07K
New
$128K - $142K
4.07K $140K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
2.15K
+ 0.32%
$67.8K - $75.1K
677K $23.3M
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
1.12K
New
$35.4K - $39.2K
1.12K $38.5K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
1.06K
New
$33.5K - $37.1K
1.06K $36.5K
May 09, 2023 Q1 2023
Silicon Valley Capital Partners

BUY
 -
223
New
$7.03K - $7.79K
223 $7.67K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
149
+ 2.09%
$4.7K - $5.2K
7.29K $251K
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

BUY
 -
34
New
$1.07K - $1.19K
34 $1.17K
Apr 03, 2023 Q1 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
12
+ 11.65%
$378 - $419
115 $3.95K
Q4 2022
Feb 01, 2023 Q4 2022
Janney Capital Management LLC

BUY
 -
22.8K
New
$622K - $751K
22.8K $783K
Feb 08, 2023 Q4 2022
Trust Investment Advisors

BUY
 -
9.03K
New
$247K - $298K
9.03K $310K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
7.97K
New
$218K - $263K
7.97K $274K

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