Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q4 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL SMALL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
365K+ 3333.0% |
$12.4M - $14M
|
376K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
282KNew |
$9.57M - $10.8M
|
282K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
273K+ 5.8% |
$9.27M - $10.5M
|
4.98M
$178M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
199KNew |
$6.75M - $7.63M
|
199K
$7.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
106KNew |
$3.59M - $4.06M
|
106K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
93.3K+ 29.13% |
$3.17M - $3.58M
|
414K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65.2KNew |
$2.21M - $2.5M
|
65.2K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
64.2KNew |
$2.18M - $2.46M
|
64.2K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
56KNew |
$1.9M - $2.15M
|
56K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50.8K+ 5.82% |
$1.73M - $1.95M
|
925K
$33M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
42.5KNew |
$1.44M - $1.63M
|
42.5K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
41.7K+ 3.05% |
$1.41M - $1.6M
|
1.41M
$50.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
38.5K+ 28.99% |
$1.31M - $1.48M
|
171K
$6.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
37.6K+ 59.09% |
$1.28M - $1.44M
|
101K
$3.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.6K+ 5.29% |
$1.01M - $1.14M
|
590K
$21M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
29K+ 25.56% |
$983K - $1.11M
|
142K
$5.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
26.8K+ 8.41% |
$910K - $1.03M
|
346K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
26.5K+ 16.71% |
$899K - $1.02M
|
185K
$6.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
25.6KNew |
$869K - $983K
|
25.6K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 18.36% |
$795K - $899K
|
151K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
23.2K+ 9.68% |
$787K - $890K
|
263K
$9.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
21.9KNew |
$742K - $839K
|
21.9K
$781K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19.6K+ 23.97% |
$666K - $753K
|
101K
$3.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.8KNew |
$637K - $721K
|
18.8K
$670K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.6K+ 6.15% |
$632K - $715K
|
321K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
13KNew |
$443K - $501K
|
13K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12.6KNew |
$426K - $482K
|
12.6K
$448K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.4K+ 24.27% |
$387K - $438K
|
58.5K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.3K+ 2.43% |
$382K - $432K
|
474K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11K+ 65.83% |
$372K - $421K
|
27.6K
$986K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10.6K+ 52.66% |
$360K - $408K
|
30.8K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
8.28KNew |
$281K - $318K
|
8.28K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
7.43KNew |
$252K - $285K
|
7.43K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.69K+ 73.74% |
$227K - $257K
|
15.8K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.45K+ 3.83% |
$219K - $248K
|
175K
$6.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.45K+ 11.01% |
$185K - $209K
|
55K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.89K+ 4.5% |
$166K - $188K
|
113K
$4.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.73K+ 20.67% |
$160K - $181K
|
27.6K
$985K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.34K+ 39.85% |
$147K - $167K
|
15.2K
$544K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.31K+ 2.33% |
$146K - $165K
|
189K
$6.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
3.79KNew |
$129K - $145K
|
3.79K
$135K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.77K+ 5.06% |
$128K - $144K
|
78.2K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.72K+ 29.4% |
$126K - $143K
|
16.4K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.39K+ 3.45% |
$115K - $130K
|
101K
$3.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.06K+ 3.82% |
$104K - $118K
|
83.2K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.78K+ 8.98% |
$94.3K - $107K
|
33.7K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 0.45% |
$94.3K - $107K
|
619K
$22.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.21K+ 7.17% |
$75K - $84.8K
|
33K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.16K+ 5.81% |
$73.4K - $83K
|
39.4K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.06K+ 1.26% |
$70K - $79.2K
|
165K
$5.9M
|