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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
482New |
$16K - $17.3K
|
482
$17.4K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
259New |
$8.6K - $9.29K
|
259
$9.37K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
122New |
$4.05K - $4.37K
|
122
$4.41K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
57New |
$1.89K - $2.04K
|
57
$2.06K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
47New |
$1.56K - $1.69K
|
47
$1.7K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
39New |
$1.29K - $1.4K
|
39
$1.41K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
150KNew |
$4.51M - $5.27M
|
150K
$5.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35KNew |
$1.05M - $1.23M
|
35K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.68KNew |
$260K - $304K
|
8.68K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.22KNew |
$247K - $288K
|
8.22K
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.07K+ 34.19% |
$212K - $248K
|
27.8K
$1M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$60K - $70.1K
|
2K
$72.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.23KNew |
$36.9K - $43.1K
|
1.23K
$44.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.19KNew |
$35.8K - $41.8K
|
1.19K
$43.1K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300New |
$9K - $10.5K
|
300
$10.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
214New |
$6.42K - $7.5K
|
214
$7.74K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
205New |
$6.15K - $7.19K
|
205
$7.41K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
166+ 2075.0% |
$4.98K - $5.82K
|
174
$6.29K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
139New |
$4.17K - $4.87K
|
139
$5.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
107+ 10.54% |
$3.21K - $3.75K
|
1.12K
$40.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
69New |
$2.07K - $2.42K
|
69
$2.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
43New |
$1.29K - $1.51K
|
43
$1.55K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
41+ 0.59% |
$1.23K - $1.44K
|
6.98K
$252K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
22New |
$660 - $771
|
22
$796
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
18+ 0.15% |
$540 - $631
|
12.2K
$440K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
56KNew |
$1.79M - $1.99M
|
56K
$2.02M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.9K+ 47.12% |
$830K - $921K
|
80.9K
$2.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
6.75KNew |
$216K - $240K
|
6.75K
$244K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
941New |
$30.1K - $33.4K
|
941
$34K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
375New |
$12K - $13.3K
|
375
$13.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
165New |
$5.28K - $5.86K
|
165
$5.97K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
132+ 0.32% |
$4.22K - $4.69K
|
41.3K
$1.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
87New |
$2.78K - $3.09K
|
87
$3.15K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
78New |
$2.5K - $2.77K
|
78
$2.82K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
62New |
$1.98K - $2.2K
|
62
$2.24K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
54+ 0.55% |
$1.73K - $1.92K
|
9.93K
$359K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
42New |
$1.34K - $1.49K
|
42
$1.52K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
38New |
$1.22K - $1.35K
|
38
$1.37K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
34New |
$1.09K - $1.21K
|
34
$1.23K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
23New |
$736 - $817
|
23
$832
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18New |
$576 - $639
|
18
$651
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
21.5KNew |
$701K - $742K
|
21.5K
$776K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
7.99K+ 22.4% |
$261K - $276K
|
43.7K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.1KNew |
$101K - $107K
|
3.1K
$112K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.2KNew |
$71.8K - $76K
|
2.2K
$79.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.15K+ 14.37% |
$37.5K - $39.7K
|
9.15K
$331K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.13KNew |
$36.8K - $38.9K
|
1.13K
$40.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
653New |
$21.3K - $22.6K
|
653
$23.6K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
500New |
$16.3K - $17.3K
|
500
$18.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
343New |
$11.2K - $11.9K
|
343
$12.4K
|
|