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 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-51- 17.0% |
$1.69K - $1.83K
|
249
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 1.96% |
$33.2 - $35.9
|
50
$2.25K
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-8.47K- 50.59% |
$254K - $297K
|
8.27K
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.88K- 42.21% |
$146K - $171K
|
6.68K
$301K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.43K- 9.07% |
$103K - $120K
|
34.3K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 18.15% |
$43.6K - $50.9K
|
6.55K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.19K- 27.95% |
$35.8K - $41.8K
|
3.08K
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 7.93% |
$30K - $35.1K
|
11.6K
$523K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-444- 98.45% |
$13.3K - $15.6K
|
7
$315
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-354- 11.78% |
$10.6K - $12.4K
|
2.65K
$119K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-200- 2.99% |
$6K - $7.01K
|
6.5K
$293K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-17.9K- 1.9% |
$572K - $634K
|
920K
$41.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.61K- 14.38% |
$51.5K - $57.2K
|
9.58K
$432K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-829- 8.77% |
$26.5K - $29.4K
|
8.63K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-510- 5.52% |
$16.3K - $18.1K
|
8.73K
$393K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-464- 95.87% |
$14.8K - $16.5K
|
20
$901
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-175- 79.19% |
$5.6K - $6.21K
|
46
$2.07K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-167- 98.82% |
$5.34K - $5.93K
|
2
$90.1
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-129- 0.81% |
$4.13K - $4.58K
|
15.8K
$713K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-226K- 11.87% |
$7.39M - $7.82M
|
1.68M
$75.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.32K- 2.95% |
$43.2K - $45.7K
|
43.5K
$1.96M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.32K- 2.95% |
$43.2K - $45.7K
|
43.5K
$1.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.19K- 31.81% |
$38.7K - $41K
|
2.54K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-253- 71.07% |
$8.27K - $8.75K
|
103
$4.64K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-150- 96.15% |
$4.9K - $5.19K
|
6
$270
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-105- 13.04% |
$3.43K - $3.63K
|
700
$31.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-87- 1.4% |
$2.84K - $3.01K
|
6.11K
$275K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-31- 17.13% |
$1.01K - $1.07K
|
150
$6.76K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-7- 0.72% |
$229 - $242
|
972
$43.8K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-726- 5.65% |
$22.9K - $25.4K
|
12.1K
$546K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-554- 69.77% |
$17.5K - $19.4K
|
240
$10.8K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-500- 3.16% |
$15.8K - $17.5K
|
15.3K
$689K
|
|
|
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
$84.4K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-93- 29.06% |
$2.93K - $3.25K
|
227
$10.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-64- 0.16% |
$2.02K - $2.24K
|
40.7K
$1.84M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-49- 0.08% |
$1.55K - $1.71K
|
59.9K
$2.7M
|
|
| Q4 2022 | |||||||
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-18.9K- 96.16% |
$516K - $623K
|
755
$34K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-14.2KClosed |
$388K - $468K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-18.5K- 25.17% |
$509K - $635K
|
55.1K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-8.77K- 38.59% |
$241K - $300K
|
13.9K
$628K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.03K- 1.9% |
$111K - $138K
|
208K
$9.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 37.25% |
$522 - $651
|
32
$1.44K
|
|
| 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
$2.05M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-121K- 94.53% |
$3.76M - $4.67M
|
7.03K
$316K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-22.8KClosed |
$707K - $878K
|
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
|
|