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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.37M- 99.74% |
$112M - $121M
|
8.76K
$312K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.42M- 99.55% |
$80.4M - $86.9M
|
11K
$393K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.17M- 89.53% |
$38.8M - $41.9M
|
137K
$4.86M
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-391K- 36.57% |
$13M - $14M
|
678K
$24.1M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-369K- 44.79% |
$12.2M - $13.2M
|
454K
$16.2M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-278K- 20.18% |
$9.23M - $9.97M
|
1.1M
$39.1M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-255K- 65.16% |
$8.48M - $9.16M
|
137K
$4.86M
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-99.6K- 99.1% |
$3.31M - $3.57M
|
908
$32.3K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.7K- 10.27% |
$2.55M - $2.75M
|
670K
$23.8M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-64.1K- 38.95% |
$2.13M - $2.3M
|
101K
$3.58M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-48.6K- 1.32% |
$1.61M - $1.74M
|
3.64M
$129M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-42.1K- 23.76% |
$1.4M - $1.51M
|
135K
$4.81M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.1K- 22.52% |
$1.3M - $1.4M
|
135K
$4.79M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-34.2K- 2.38% |
$1.14M - $1.23M
|
1.41M
$50M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-29.6K- 3.22% |
$983K - $1.06M
|
889K
$31.6M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.7K- 43.87% |
$920K - $994K
|
35.5K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-21K- 54.91% |
$696K - $752K
|
17.2K
$613K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.3K- 16.58% |
$672K - $726K
|
102K
$3.63M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.5K- 12.1% |
$546K - $590K
|
120K
$4.25M
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-16.1K- 28.75% |
$533K - $576K
|
39.8K
$1.42M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.3K- 18.71% |
$509K - $550K
|
66.6K
$2.37M
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-13K- 12.58% |
$430K - $465K
|
90.1K
$3.21M
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-12.9K- 33.21% |
$428K - $462K
|
25.9K
$922K
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-11.7K- 8.5% |
$389K - $420K
|
126K
$4.48M
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-11.6K- 54.75% |
$386K - $417K
|
9.6K
$342K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.4K- 34.21% |
$377K - $408K
|
21.9K
$778K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.5K- 8.01% |
$350K - $378K
|
121K
$4.31M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.44K- 54.85% |
$313K - $338K
|
7.77K
$276K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-9.23K- 20.44% |
$306K - $331K
|
35.9K
$1.28M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.67K- 2.19% |
$288K - $311K
|
387K
$13.8M
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-8.12K- 25.62% |
$269K - $291K
|
23.6K
$839K
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-7.38K- 40.74% |
$245K - $265K
|
10.7K
$382K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6.8K- 3.31% |
$226K - $244K
|
199K
$7.06M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.46K- 2.76% |
$215K - $232K
|
227K
$8.09M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.46K- 20.07% |
$214K - $232K
|
25.7K
$915K
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-6.24K- 9.08% |
$207K - $224K
|
62.4K
$2.22M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.18K- 27.42% |
$205K - $222K
|
16.4K
$582K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.18K- 15.38% |
$205K - $222K
|
34K
$1.21M
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.1K- 30.15% |
$203K - $219K
|
14.1K
$503K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.08K- 2.46% |
$202K - $218K
|
241K
$8.57M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.96K- 0.57% |
$198K - $214K
|
1.03M
$36.8M
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-5.78K- 11.16% |
$192K - $207K
|
46K
$1.64M
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-5.64K- 50.0% |
$187K - $202K
|
5.64K
$201K
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.48K- 0.63% |
$182K - $196K
|
862K
$30.7M
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-5.27K- 34.52% |
$175K - $189K
|
9.99K
$355K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.21K- 2.81% |
$173K - $187K
|
180K
$6.41M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.03K- 20.18% |
$134K - $144K
|
15.9K
$567K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.02K- 41.38% |
$134K - $144K
|
5.7K
$203K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.94K- 0.22% |
$131K - $141K
|
1.82M
$64.9M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.81K- 6.16% |
$126K - $137K
|
58.1K
$2.07M
|