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 |
---|---|---|---|---|---|---|---|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-502Closed |
$11.6K - $15.6K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-242Closed |
$5.57K - $7.54K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-278KClosed |
$5.76M - $9.72M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-20.5KClosed |
$425K - $716K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Edge Capital Group, LLC
|
SELL
|
- |
-14.3KClosed |
$295K - $498K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Retirement Planning Group
|
SELL
|
- |
-11.9KClosed |
$246K - $415K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-9.14KClosed |
$189K - $319K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-9.03KClosed |
$187K - $315K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-8.18KClosed |
$169K - $286K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-7.46KClosed |
$154K - $260K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.77KClosed |
$140K - $236K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6.31KClosed |
$131K - $220K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.92KClosed |
$123K - $207K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.03KClosed |
$62.7K - $106K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.24KClosed |
$25.6K - $43.2K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Covington Capital Management
|
SELL
|
- |
-566Closed |
$11.7K - $19.8K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-535Closed |
$11.1K - $18.7K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-211Closed |
$4.37K - $7.36K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-127Closed |
$2.63K - $4.43K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-79Closed |
$1.64K - $2.76K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-39Closed |
$807 - $1.36K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-18Closed |
$373 - $628
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-8Closed |
$166 - $279
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6- 26.09% |
$124 - $209
|
17
$623
|
|
Q4 2019 | |||||||
Feb 06, 2020
Q4 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-105KClosed |
$3.28M - $3.64M
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Nkcfo LLC
|
SELL
|
- |
-35KClosed |
$1.09M - $1.21M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-18.8KClosed |
$587K - $652K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-11.9KClosed |
$370K - $411K
|
0
$0
|
|
Jan 13, 2020
Q4 2019
|
Diligent Investors, LLC
|
SELL
|
- |
-10.7KClosed |
$334K - $371K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Estate Counselors, LLC
|
SELL
|
- |
-10.5KClosed |
$329K - $365K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
First Merchants Corp
|
SELL
|
- |
-10.2KClosed |
$318K - $353K
|
0
$0
|
|
Jan 14, 2020
Q4 2019
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-6.96KClosed |
$217K - $241K
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-6.74KClosed |
$210K - $234K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.72KClosed |
$210K - $233K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-2.03KClosed |
$63.2K - $70.2K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-870Closed |
$27.1K - $30.1K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-254Closed |
$7.92K - $8.8K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-203Closed |
$6.33K - $7.03K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-165Closed |
$5.15K - $5.72K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-121Closed |
$3.78K - $4.19K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-37Closed |
$1.15K - $1.28K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-11Closed |
$343 - $381
|
0
$0
|
|
Q3 2019 | |||||||
Oct 21, 2019
Q3 2019
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-42.6KClosed |
$1.35M - $1.38M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-17.1KClosed |
$543K - $554K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-7.28KClosed |
$231K - $236K
|
0
$0
|
|
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.64KClosed |
$211K - $215K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.45KClosed |
$45.8K - $46.8K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-646Closed |
$20.5K - $20.9K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-567Closed |
$18K - $18.4K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-432Closed |
$13.7K - $14K
|
0
$0
|