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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.76K- 13.94% |
$125K - $135K
|
23.2K
$826K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.64K- 1.71% |
$121K - $130K
|
209K
$7.42M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.32K- 4.88% |
$110K - $119K
|
64.8K
$2.31M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.27K- 3.26% |
$109K - $117K
|
97.2K
$3.46M
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.15K- 20.16% |
$105K - $113K
|
12.5K
$444K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.08K- 6.41% |
$102K - $110K
|
44.9K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.06K- 1.65% |
$101K - $110K
|
182K
$6.47M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.05K- 18.05% |
$101K - $109K
|
13.9K
$493K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.01K- 2.11% |
$99.9K - $108K
|
140K
$4.97M
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.92K- 5.04% |
$96.9K - $105K
|
55.1K
$1.96M
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.89K- 4.29% |
$95.9K - $104K
|
64.4K
$2.29M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.85K- 1.78% |
$94.5K - $102K
|
157K
$5.58M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.76K- 23.99% |
$91.8K - $99.1K
|
8.76K
$312K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.7K- 9.27% |
$89.6K - $96.8K
|
26.4K
$940K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.4K- 1.69% |
$79.6K - $86K
|
139K
$4.95M
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-2.22K- 2.09% |
$73.7K - $79.6K
|
104K
$3.7M
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.21K- 11.37% |
$73.2K - $79.1K
|
17.2K
$612K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.09K- 2.37% |
$69.2K - $74.8K
|
85.8K
$3.05M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.06K- 2.11% |
$68.5K - $74K
|
95.6K
$3.4M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.04K- 1.34% |
$67.6K - $73K
|
150K
$5.32M
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.83K- 26.89% |
$60.7K - $65.6K
|
4.97K
$177K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.82K- 2.21% |
$60.5K - $65.4K
|
80.7K
$2.87M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.77K- 13.5% |
$58.7K - $63.4K
|
11.3K
$403K
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.73K- 5.78% |
$57.5K - $62.1K
|
28.2K
$1M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.64K- 65.89% |
$54.5K - $58.9K
|
850
$30.2K
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.57K- 1.18% |
$52.1K - $56.3K
|
131K
$4.68M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.55K- 17.1% |
$51.5K - $55.6K
|
7.52K
$267K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.36K- 0.73% |
$45.2K - $48.8K
|
185K
$6.58M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 0.69% |
$39.3K - $42.5K
|
172K
$6.11M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.14K- 14.0% |
$37.7K - $40.8K
|
6.99K
$249K
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.14K- 5.34% |
$37.7K - $40.7K
|
20.1K
$715K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.02K- 12.12% |
$33.7K - $36.4K
|
7.36K
$262K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-987- 2.88% |
$32.8K - $35.4K
|
33.3K
$1.19M
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-986- 7.29% |
$32.7K - $35.4K
|
12.5K
$446K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-933- 8.27% |
$31K - $33.5K
|
10.4K
$368K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-910- 12.51% |
$30.2K - $32.6K
|
6.37K
$227K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-885- 2.03% |
$29.4K - $31.7K
|
42.7K
$1.52M
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-724- 1.66% |
$24K - $26K
|
42.8K
$1.52M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-716- 73.74% |
$23.8K - $25.7K
|
255
$9.07K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-707- 5.94% |
$23.5K - $25.4K
|
11.2K
$398K
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-700- 1.9% |
$23.2K - $25.1K
|
36.2K
$1.29M
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-675- 3.66% |
$22.4K - $24.2K
|
17.8K
$632K
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-638- 0.83% |
$21.2K - $22.9K
|
76.1K
$2.71M
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-586- 4.8% |
$19.5K - $21K
|
11.6K
$413K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-582- 0.32% |
$19.3K - $20.9K
|
179K
$6.38M
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-511- 2.97% |
$17K - $18.3K
|
16.7K
$595K
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-487- 1.5% |
$16.2K - $17.5K
|
31.9K
$1.13M
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-457- 1.92% |
$15.2K - $16.4K
|
23.3K
$829K
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-447- 1.41% |
$14.8K - $16K
|
31.4K
$1.12M
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-434- 0.64% |
$14.4K - $15.6K
|
67.7K
$2.41M
|