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
|
Index Fund Advisors, Inc.
|
BUY
|
- |
123+ 0.54% |
$4.17K - $4.72K
|
22.9K
$817K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
123New |
$4.17K - $4.72K
|
123
$4.39K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
120New |
$4.07K - $4.6K
|
120
$4.28K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
119New |
$4.04K - $4.57K
|
119
$4.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
108+ 675.0% |
$3.66K - $4.14K
|
124
$4.42K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
108New |
$3.66K - $4.14K
|
108
$3.85K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
92+ 4.06% |
$3.12K - $3.53K
|
2.36K
$84.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
69New |
$2.34K - $2.65K
|
69
$2.46K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
50New |
$1.7K - $1.92K
|
50
$1.78K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50+ 32.47% |
$1.7K - $1.92K
|
204
$7.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
44+ 1.73% |
$1.49K - $1.69K
|
2.59K
$92.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 2.89% |
$1.29K - $1.46K
|
1.35K
$48.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
31+ 1.31% |
$1.05K - $1.19K
|
2.4K
$85.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
29+ 2900.0% |
$984 - $1.11K
|
30
$1.07K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 0.17% |
$645 - $729
|
11.2K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17+ 3.41% |
$577 - $652
|
516
$18.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
17New |
$577 - $652
|
17
$607
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
13+ 325.0% |
$441 - $499
|
17
$607
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 2.97% |
$305 - $345
|
312
$11.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6New |
$204 - $230
|
6
$214
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.04% |
$204 - $230
|
15.8K
$564K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 2.17% |
$136 - $153
|
188
$6.71K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.2% |
$136 - $153
|
2.03K
$72.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.04% |
$136 - $153
|
9.59K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.85% |
$102 - $115
|
356
$12.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 1.39% |
$102 - $115
|
219
$7.81K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 3.9% |
$102 - $115
|
80
$2.85K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2+ 1.27% |
$67.9 - $76.7
|
159
$5.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 0.05% |
$33.9 - $38.4
|
2.1K
$75K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-5- 0.01% |
$170 - $192
|
41.8K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7- 0.01% |
$238 - $269
|
99.4K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-15- 0.08% |
$509 - $576
|
19.2K
$686K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 1.61% |
$746 - $844
|
1.35K
$48K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-25- 21.37% |
$848 - $959
|
92
$3.28K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-51- 0.45% |
$1.73K - $1.96K
|
11.2K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-54- 0.94% |
$1.83K - $2.07K
|
5.72K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-60- 0.95% |
$2.04K - $2.3K
|
6.26K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-90- 0.37% |
$3.05K - $3.45K
|
24.5K
$873K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-90- 0.17% |
$3.05K - $3.45K
|
53.4K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-97- 0.86% |
$3.29K - $3.72K
|
11.2K
$401K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-137- 0.51% |
$4.65K - $5.26K
|
26.7K
$953K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-206- 1.7% |
$6.99K - $7.9K
|
11.9K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-296- 82.22% |
$10K - $11.4K
|
64
$2.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-364- 49.06% |
$12.4K - $14K
|
378
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-367- 3.09% |
$12.5K - $14.1K
|
11.5K
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-370- 4.16% |
$12.6K - $14.2K
|
8.53K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-521- 45.46% |
$17.7K - $20K
|
625
$22.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-540- 1.21% |
$18.3K - $20.7K
|
44.1K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-623- 2.79% |
$21.1K - $23.9K
|
21.7K
$773K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-638- 2.06% |
$21.6K - $24.5K
|
30.3K
$1.08M
|