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 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-253- 71.07% |
$8.27K - $8.75K
|
103
$3.98K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-205- 63.47% |
$6.7K - $7.09K
|
118
$4.56K
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-150- 96.15% |
$4.9K - $5.19K
|
6
$232
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-105- 13.04% |
$3.43K - $3.63K
|
700
$27K
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-87- 1.4% |
$2.84K - $3.01K
|
6.11K
$236K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-31- 17.13% |
$1.01K - $1.07K
|
150
$5.79K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-7- 0.72% |
$229 - $242
|
972
$37.5K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-726- 5.65% |
$22.9K - $25.4K
|
12.1K
$468K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-554- 69.77% |
$17.5K - $19.4K
|
240
$9.27K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-509- 82.1% |
$16.1K - $17.8K
|
111
$4.29K
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-500- 3.16% |
$15.8K - $17.5K
|
15.3K
$591K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-463Closed |
$14.6K - $16.2K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-231- 10.97% |
$7.29K - $8.07K
|
1.87K
$72.4K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-129- 81.65% |
$4.07K - $4.51K
|
29
$1.12K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-96- 24.06% |
$3.03K - $3.35K
|
303
$11.7K
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-93- 29.06% |
$2.93K - $3.25K
|
227
$8.77K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-64- 0.16% |
$2.02K - $2.24K
|
40.7K
$1.57M
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-49- 0.08% |
$1.55K - $1.71K
|
59.9K
$2.31M
|
|
Q4 2022 | |||||||
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-18.9K- 96.16% |
$516K - $623K
|
755
$29.2K
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-14.2KClosed |
$388K - $468K
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-13- 20.0% |
$355 - $429
|
52
$2.01K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-18.5K- 25.17% |
$509K - $635K
|
55.1K
$2.13M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-8.77K- 38.59% |
$241K - $300K
|
13.9K
$539K
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.03K- 1.9% |
$111K - $138K
|
208K
$8.05M
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-616- 33.68% |
$16.9K - $21.1K
|
1.21K
$46.8K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 37.25% |
$522 - $651
|
32
$1.24K
|
|
Q2 2022 | |||||||
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-232KClosed |
$7.19M - $8.92M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-173K- 79.13% |
$5.36M - $6.66M
|
45.6K
$1.76M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-121K- 94.53% |
$3.76M - $4.67M
|
7.03K
$271K
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-22.8KClosed |
$707K - $878K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-19KClosed |
$588K - $729K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
SELL
|
- |
-15.6KClosed |
$484K - $601K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-12.5KClosed |
$386K - $479K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-10.6KClosed |
$327K - $406K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-7.17KClosed |
$222K - $276K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.05KClosed |
$187K - $233K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-6.03KClosed |
$187K - $232K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-6KClosed |
$186K - $231K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.79KClosed |
$180K - $223K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.77KClosed |
$179K - $222K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.7KClosed |
$177K - $219K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-5.36KClosed |
$166K - $206K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-5.32KClosed |
$165K - $205K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-5.29KClosed |
$164K - $204K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.05KClosed |
$63.5K - $78.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-390Closed |
$12.1K - $15K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-373Closed |
$11.6K - $14.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-154- 78.17% |
$4.77K - $5.93K
|
43
$1.66K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-135Closed |
$4.19K - $5.2K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-86- 1.32% |
$2.67K - $3.31K
|
6.44K
$249K
|