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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-365K- 97.09% |
$12.4M - $14M
|
10.9K
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-330K- 10.38% |
$11.2M - $12.7M
|
2.85M
$104M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-273K- 89.27% |
$9.26M - $10.5M
|
32.8K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-247K- 16.16% |
$8.39M - $9.48M
|
1.28M
$46.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-217K- 19.56% |
$7.36M - $8.33M
|
892K
$32.6M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-198K- 73.24% |
$6.73M - $7.62M
|
72.5K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-143K- 26.64% |
$4.84M - $5.48M
|
393K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.9K- 3.21% |
$1.49M - $1.68M
|
1.32M
$48.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42.6K- 13.28% |
$1.45M - $1.64M
|
278K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-34.5K- 57.08% |
$1.17M - $1.32M
|
25.9K
$947K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-34.3K- 29.91% |
$1.17M - $1.32M
|
80.5K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-30.6K- 12.45% |
$1.04M - $1.18M
|
215K
$7.87M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.8K- 11.58% |
$809K - $914K
|
182K
$6.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-23.3K- 6.06% |
$792K - $895K
|
362K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-22K- 39.99% |
$745K - $843K
|
33K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-21.9K- 21.89% |
$743K - $840K
|
78.1K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-21.4K- 22.45% |
$727K - $822K
|
74K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-19K- 84.57% |
$646K - $730K
|
3.47K
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.9K- 8.26% |
$574K - $649K
|
188K
$6.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.1K- 6.19% |
$546K - $617K
|
244K
$8.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.8K- 1.41% |
$503K - $568K
|
1.04M
$37.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.1K- 3.25% |
$477K - $539K
|
418K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 22.05% |
$456K - $515K
|
47.5K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-12.3K- 11.56% |
$418K - $473K
|
94.4K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-10K- 6.93% |
$341K - $386K
|
135K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-10K- 5.73% |
$339K - $384K
|
165K
$6.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.54K- 4.12% |
$324K - $366K
|
222K
$8.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.28K- 32.43% |
$315K - $356K
|
19.3K
$707K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.16K- 5.16% |
$311K - $351K
|
168K
$6.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.42K- 7.82% |
$252K - $285K
|
87.4K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.23K- 11.92% |
$245K - $277K
|
53.4K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.1K- 5.03% |
$241K - $272K
|
134K
$4.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.81K- 8.46% |
$231K - $261K
|
73.8K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.74K- 15.17% |
$229K - $259K
|
37.7K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.24K- 7.18% |
$178K - $201K
|
67.8K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.89K- 23.04% |
$166K - $187K
|
16.3K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.01K- 8.31% |
$136K - $154K
|
44.3K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.69K- 11.79% |
$125K - $142K
|
27.6K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.56K- 14.9% |
$121K - $137K
|
20.3K
$744K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.46K- 33.86% |
$117K - $133K
|
6.76K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3K- 9.59% |
$102K - $115K
|
28.3K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.97K- 6.18% |
$101K - $114K
|
45.2K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.92K- 3.56% |
$99.1K - $112K
|
79.1K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.87K- 20.15% |
$97.4K - $110K
|
11.4K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.47K- 48.38% |
$83.9K - $94.9K
|
2.64K
$96.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.44K- 5.36% |
$82.6K - $93.4K
|
43K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.43K- 6.78% |
$82.5K - $93.3K
|
33.4K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.28K- 12.03% |
$77.5K - $87.6K
|
16.7K
$610K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.15K- 3.4% |
$72.9K - $82.5K
|
61.2K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.06K- 29.12% |
$69.7K - $78.9K
|
5K
$183K
|