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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-284- 1.49% |
$9.69K - $10.4K
|
18.7K
$724K
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-281- 0.78% |
$9.59K - $10.3K
|
35.7K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-275- 80.65% |
$9.38K - $10.1K
|
66
$2.55K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-255- 1.88% |
$8.7K - $9.36K
|
13.3K
$514K
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-255- 0.55% |
$8.7K - $9.36K
|
46.2K
$1.79M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-253- 9.47% |
$8.63K - $9.29K
|
2.42K
$93.4K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-251- 56.03% |
$8.56K - $9.21K
|
197
$7.61K
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-250- 3.1% |
$8.53K - $9.18K
|
7.81K
$301K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-223- 1.78% |
$7.61K - $8.19K
|
12.3K
$476K
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-184- 0.59% |
$6.28K - $6.75K
|
30.9K
$1.19M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-164- 1.0% |
$5.6K - $6.02K
|
16.2K
$627K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-153- 40.69% |
$5.22K - $5.62K
|
223
$8.61K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-150- 0.9% |
$5.12K - $5.51K
|
16.4K
$635K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-150- 1.91% |
$5.12K - $5.51K
|
7.7K
$297K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-150- 1.16% |
$5.12K - $5.51K
|
12.8K
$494K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-143- 77.3% |
$4.88K - $5.25K
|
42
$1.62K
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-130- 2.17% |
$4.44K - $4.77K
|
5.86K
$226K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-127- 0.13% |
$4.33K - $4.66K
|
95.5K
$3.69M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-126- 0.71% |
$4.3K - $4.63K
|
17.5K
$676K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-125- 0.11% |
$4.27K - $4.59K
|
112K
$4.31M
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-121- 1.04% |
$4.13K - $4.44K
|
11.5K
$444K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-106- 9.23% |
$3.62K - $3.89K
|
1.04K
$40.2K
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-101- 0.59% |
$3.45K - $3.71K
|
17.1K
$661K
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-88- 0.9% |
$3K - $3.23K
|
9.73K
$376K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 14.01% |
$2.7K - $2.9K
|
485
$18.7K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-79- 18.29% |
$2.7K - $2.9K
|
353
$13.6K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-75- 8.49% |
$2.56K - $2.75K
|
808
$31.2K
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-74- 0.96% |
$2.52K - $2.72K
|
7.66K
$296K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-71- 1.12% |
$2.42K - $2.61K
|
6.3K
$243K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-60- 2.26% |
$2.05K - $2.2K
|
2.59K
$100K
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-56- 0.28% |
$1.91K - $2.06K
|
20K
$774K
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-52- 0.32% |
$1.77K - $1.91K
|
16.4K
$634K
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-52- 0.08% |
$1.77K - $1.91K
|
68.4K
$2.64M
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-24- 0.16% |
$819 - $881
|
15.1K
$584K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-18- 0.2% |
$614 - $661
|
9.04K
$349K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-18- 0.16% |
$614 - $661
|
11.3K
$437K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13Closed |
$444 - $477
|
0
$0
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-11- 0.03% |
$375 - $404
|
32.5K
$1.25M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.64% |
$341 - $367
|
1.56K
$60.1K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9- 0.04% |
$307 - $330
|
21.9K
$844K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8- 4.57% |
$273 - $294
|
167
$6.45K
|
|
Q1 2024 | |||||||
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-391K- 36.57% |
$13M - $14M
|
678K
$26.2M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.5K- 12.1% |
$546K - $590K
|
120K
$4.62M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.67K- 2.19% |
$288K - $311K
|
387K
$15M
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.1K- 30.15% |
$203K - $219K
|
14.1K
$546K
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-5.64K- 50.0% |
$187K - $202K
|
5.64K
$218K
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-5.27K- 34.52% |
$175K - $189K
|
9.99K
$386K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.76K- 13.94% |
$125K - $135K
|
23.2K
$896K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.05K- 18.05% |
$101K - $109K
|
13.9K
$535K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.83K- 26.89% |
$60.7K - $65.6K
|
4.97K
$192K
|