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, 2021
Q2 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-54KClosed |
N/A
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.56K- 77.24% |
N/A
|
459
$16.3K
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-535Closed |
N/A
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-307Closed |
N/A
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-160- 95.81% |
N/A
|
7
$249
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-76Closed |
N/A
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-62Closed |
N/A
|
0
$0
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-51Closed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9.64KClosed |
N/A
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.63KClosed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.5KClosed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.7KClosed |
N/A
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.16KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-814Closed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-357Closed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-57.1KClosed |
N/A
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-970Closed |
N/A
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-236Closed |
N/A
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-223Closed |
N/A
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
South State Corp
|
SELL
|
- |
-161Closed |
N/A
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-103- 0.99% |
N/A
|
10.3K
$366K
|
|
Feb 08, 2021
Q4 2020
|
Redw Wealth LLC
|
SELL
|
- |
-62- 0.52% |
N/A
|
11.9K
$422K
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.8KClosed |
N/A
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.83K- 97.96% |
N/A
|
80
$2.85K
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.73KClosed |
N/A
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.32KClosed |
N/A
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-253Closed |
N/A
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-127Closed |
N/A
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-122Closed |
N/A
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Jul 21, 2020
Q2 2020
|
Spinnaker Trust
|
SELL
|
- |
-285KClosed |
N/A
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-90.5KClosed |
N/A
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-71.7KClosed |
N/A
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-32.2KClosed |
N/A
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-21.6KClosed |
N/A
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8.63KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-8.31KClosed |
N/A
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.7K- 86.69% |
N/A
|
261
$9.29K
|