Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-273K- 89.27% |
$9.26M - $10.5M
|
32.8K
$1.13M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.89K- 23.04% |
$166K - $187K
|
16.3K
$562K
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.01K- 8.31% |
$136K - $154K
|
44.3K
$1.53M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.56K- 14.9% |
$121K - $137K
|
20.3K
$701K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.28K- 12.03% |
$77.5K - $87.6K
|
16.7K
$575K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.66K- 9.76% |
$56.2K - $63.5K
|
15.3K
$527K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.6K- 12.59% |
$54.2K - $61.3K
|
11.1K
$382K
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.4K- 7.57% |
$47.6K - $53.8K
|
17.1K
$590K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.37K- 8.94% |
$46.5K - $52.6K
|
14K
$481K
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.2K- 7.2% |
$40.6K - $46K
|
15.5K
$532K
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 4.09% |
$40.3K - $45.6K
|
27.8K
$958K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-982- 0.17% |
$33.3K - $37.7K
|
584K
$20.1M
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-540- 1.21% |
$18.3K - $20.7K
|
44.1K
$1.52M
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-370- 4.16% |
$12.6K - $14.2K
|
8.53K
$294K
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-206- 1.7% |
$6.99K - $7.9K
|
11.9K
$411K
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-90- 0.17% |
$3.05K - $3.45K
|
53.4K
$1.84M
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-25- 21.37% |
$848 - $959
|
92
$3.17K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 1.61% |
$746 - $844
|
1.35K
$46.3K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-818K- 34.84% |
$28.2M - $31.8M
|
1.53M
$52.7M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-455K- 95.76% |
$15.7M - $17.7M
|
20.2K
$695K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-314K- 8.99% |
$10.8M - $12.2M
|
3.18M
$110M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-295K- 86.9% |
$10.2M - $11.5M
|
44.5K
$1.53M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-240K- 42.74% |
$8.26M - $9.31M
|
321K
$11.1M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-238K- 15.87% |
$8.2M - $9.25M
|
1.26M
$43.4M
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-218K- 28.89% |
$7.5M - $8.46M
|
536K
$18.4M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-215K- 12.5% |
$7.43M - $8.37M
|
1.51M
$51.9M
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-178K- 60.75% |
$6.13M - $6.91M
|
115K
$3.95M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-170K- 11.05% |
$5.86M - $6.61M
|
1.37M
$47.1M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-93.2K- 37.19% |
$3.21M - $3.62M
|
157K
$5.42M
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-77.9K- 4.85% |
$2.69M - $3.03M
|
1.53M
$52.7M
|
|
Nov 13, 2024
Q3 2024
|
Latigo Investments, LLC
|
SELL
|
- |
-52.5K- 48.82% |
$1.81M - $2.04M
|
55K
$1.89M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.1K- 19.03% |
$1.66M - $1.87M
|
205K
$7.05M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.3K- 15.1% |
$1.6M - $1.8M
|
260K
$8.96M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.7K- 31.58% |
$1.02M - $1.15M
|
64.3K
$2.22M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.3K- 1.89% |
$907K - $1.02M
|
1.37M
$47.1M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22.7K- 27.27% |
$783K - $883K
|
60.6K
$2.09M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-21.5K- 12.19% |
$741K - $836K
|
155K
$5.33M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-20.6K- 36.5% |
$711K - $801K
|
35.9K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.1K- 45.23% |
$590K - $665K
|
20.7K
$714K
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-17K- 13.22% |
$585K - $660K
|
111K
$3.84M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-15K- 6.78% |
$517K - $582K
|
206K
$7.09M
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-14.6K- 3.66% |
$505K - $569K
|
385K
$13.3M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.3K- 2.17% |
$354K - $400K
|
463K
$15.9M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.86K- 18.45% |
$305K - $344K
|
39.1K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8K- 4.52% |
$276K - $311K
|
169K
$5.83M
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-6.37K- 20.59% |
$219K - $247K
|
24.6K
$846K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.08K- 3.69% |
$210K - $236K
|
159K
$5.47M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.93K- 0.67% |
$204K - $230K
|
874K
$30.1M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.57K- 10.23% |
$192K - $217K
|
48.9K
$1.68M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.07K- 29.7% |
$175K - $197K
|
12K
$413K
|