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 |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.43K- 9.07% |
$103K - $120K
|
34.3K
$1.22M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2K- 1.45% |
$60.1K - $70.2K
|
136K
$4.84M
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.92K- 14.64% |
$57.6K - $67.3K
|
11.2K
$398K
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 18.15% |
$43.6K - $50.9K
|
6.55K
$233K
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.25K- 8.8% |
$37.4K - $43.7K
|
12.9K
$460K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.19K- 27.95% |
$35.8K - $41.8K
|
3.08K
$109K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 7.93% |
$30K - $35.1K
|
11.6K
$413K
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-940- 1.53% |
$28.2K - $32.9K
|
60.7K
$2.16M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-907- 12.16% |
$27.2K - $31.8K
|
6.55K
$233K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-582- 95.41% |
$17.5K - $20.4K
|
28
$996
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-444- 98.45% |
$13.3K - $15.6K
|
7
$249
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-443- 24.73% |
$13.3K - $15.5K
|
1.35K
$48K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-439- 78.39% |
$13.2K - $15.4K
|
121
$4.31K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-415- 17.73% |
$12.5K - $14.5K
|
1.93K
$68.5K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-388- 17.97% |
$11.6K - $13.6K
|
1.77K
$63K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-354- 11.78% |
$10.6K - $12.4K
|
2.65K
$94.3K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-354- 11.78% |
$10.6K - $12.4K
|
2.65K
$94.3K
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-285- 3.42% |
$8.55K - $9.99K
|
8.06K
$287K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-205- 82.0% |
$6.15K - $7.19K
|
45
$1.6K
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-200- 2.99% |
$6K - $7.01K
|
6.5K
$231K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-19- 0.07% |
$570 - $666
|
27.8K
$990K
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.04% |
$90 - $105
|
6.8K
$242K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-17.9K- 1.9% |
$572K - $634K
|
920K
$32.7M
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.91K- 17.8% |
$125K - $139K
|
18.1K
$643K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.61K- 14.38% |
$51.5K - $57.2K
|
9.58K
$341K
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-829- 8.77% |
$26.5K - $29.4K
|
8.63K
$307K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-532- 9.62% |
$17K - $18.9K
|
5K
$178K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-510- 5.52% |
$16.3K - $18.1K
|
8.73K
$311K
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-464- 95.87% |
$14.8K - $16.5K
|
20
$712
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-322- 0.97% |
$10.3K - $11.4K
|
32.8K
$1.17M
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-175- 79.19% |
$5.6K - $6.21K
|
46
$1.64K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-167- 98.82% |
$5.34K - $5.93K
|
2
$71.2
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-147- 1.52% |
$4.7K - $5.22K
|
9.51K
$338K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-129- 0.81% |
$4.13K - $4.58K
|
15.8K
$563K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-226K- 11.87% |
$7.39M - $7.82M
|
1.68M
$59.7M
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.32K- 2.95% |
$43.2K - $45.7K
|
43.5K
$1.55M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.32K- 2.95% |
$43.2K - $45.7K
|
43.5K
$1.55M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.19K- 31.81% |
$38.7K - $41K
|
2.54K
$90.4K
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-629- 82.55% |
$20.5K - $21.8K
|
133
$4.73K
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-253- 71.07% |
$8.27K - $8.75K
|
103
$3.66K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-205- 63.47% |
$6.7K - $7.09K
|
118
$4.2K
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-150- 96.15% |
$4.9K - $5.19K
|
6
$213
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-150- 0.45% |
$4.9K - $5.19K
|
32.9K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-105- 13.04% |
$3.43K - $3.63K
|
700
$24.9K
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-87- 1.4% |
$2.84K - $3.01K
|
6.11K
$217K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-31- 17.13% |
$1.01K - $1.07K
|
150
$5.34K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-7- 0.72% |
$229 - $242
|
972
$34.6K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-726- 5.65% |
$22.9K - $25.4K
|
12.1K
$431K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-554- 69.77% |
$17.5K - $19.4K
|
240
$8.54K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-509- 82.1% |
$16.1K - $17.8K
|
111
$3.95K
|