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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-818K- 34.84% |
$28.2M - $31.8M
|
1.53M
$52.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-455K- 95.76% |
$15.7M - $17.7M
|
20.2K
$687K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-314K- 8.99% |
$10.8M - $12.2M
|
3.18M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-295K- 86.9% |
$10.2M - $11.5M
|
44.5K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-240K- 42.74% |
$8.26M - $9.31M
|
321K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-238K- 15.87% |
$8.2M - $9.25M
|
1.26M
$43M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-218K- 28.89% |
$7.5M - $8.46M
|
536K
$18.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-215K- 12.5% |
$7.43M - $8.37M
|
1.51M
$51.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-178K- 60.75% |
$6.13M - $6.91M
|
115K
$3.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-170K- 11.05% |
$5.86M - $6.61M
|
1.37M
$46.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-109K- 85.13% |
$3.75M - $4.22M
|
19K
$647K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-93.2K- 37.19% |
$3.21M - $3.62M
|
157K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-77.9K- 4.85% |
$2.69M - $3.03M
|
1.53M
$52.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Latigo Investments, LLC
|
SELL
|
- |
-52.5K- 48.82% |
$1.81M - $2.04M
|
55K
$1.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.1K- 19.03% |
$1.66M - $1.87M
|
205K
$6.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.3K- 15.1% |
$1.6M - $1.8M
|
260K
$8.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.7K- 31.58% |
$1.02M - $1.15M
|
64.3K
$2.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.3K- 1.89% |
$907K - $1.02M
|
1.37M
$46.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22.7K- 27.27% |
$783K - $883K
|
60.6K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-22.1K- 3.47% |
$763K - $860K
|
616K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-21.5K- 12.19% |
$741K - $836K
|
155K
$5.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-20.6K- 36.5% |
$711K - $801K
|
35.9K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.1K- 45.23% |
$590K - $665K
|
20.7K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-17K- 13.22% |
$585K - $660K
|
111K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-15K- 6.78% |
$517K - $582K
|
206K
$7.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-14.6K- 3.66% |
$505K - $569K
|
385K
$13.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 1.85% |
$380K - $428K
|
585K
$19.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.3K- 2.17% |
$354K - $400K
|
463K
$15.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.86K- 18.45% |
$305K - $344K
|
39.1K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8K- 4.52% |
$276K - $311K
|
169K
$5.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-6.37K- 20.59% |
$219K - $247K
|
24.6K
$837K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.26K- 27.31% |
$216K - $243K
|
16.6K
$567K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.08K- 3.69% |
$210K - $236K
|
159K
$5.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.93K- 0.67% |
$204K - $230K
|
874K
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.57K- 10.23% |
$192K - $217K
|
48.9K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.4K- 10.06% |
$186K - $210K
|
48.3K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.07K- 29.7% |
$175K - $197K
|
12K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.71K- 1.36% |
$162K - $183K
|
342K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.39K- 5.08% |
$151K - $171K
|
82K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 6.68% |
$150K - $169K
|
60.9K
$2.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.22K- 2.91% |
$146K - $164K
|
141K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.09K- 25.17% |
$141K - $159K
|
12.1K
$414K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.89K- 2.15% |
$134K - $151K
|
177K
$6.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-3.66K- 4.1% |
$126K - $142K
|
85.6K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.42K- 11.31% |
$118K - $133K
|
26.9K
$915K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.93K- 1.65% |
$101K - $114K
|
175K
$5.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.64K- 29.17% |
$90.9K - $102K
|
6.4K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.56K- 9.68% |
$88.3K - $99.5K
|
23.9K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.4K- 28.92% |
$82.9K - $93.4K
|
5.91K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 2.89% |
$82.8K - $93.3K
|
80.6K
$2.75M
|