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
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-638- 2.06% |
$21.6K - $24.5K
|
30.3K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-746- 6.21% |
$25.3K - $28.6K
|
11.3K
$406K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-982- 0.17% |
$33.3K - $37.7K
|
584K
$21M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.02K- 5.79% |
$34.7K - $39.3K
|
16.7K
$600K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 2.56% |
$36.3K - $41.1K
|
40.7K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.11K- 8.89% |
$37.6K - $42.5K
|
11.3K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 4.09% |
$40.3K - $45.6K
|
27.8K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.2K- 7.2% |
$40.6K - $46K
|
15.4K
$556K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.2K- 7.2% |
$40.6K - $46K
|
15.5K
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.24K- 11.83% |
$41.9K - $47.4K
|
9.21K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 0.93% |
$45.9K - $51.9K
|
144K
$5.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.37K- 8.94% |
$46.5K - $52.6K
|
14K
$503K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.4K- 7.57% |
$47.6K - $53.8K
|
17.1K
$617K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.6K- 12.59% |
$54.2K - $61.3K
|
11.1K
$399K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.63K- 6.58% |
$55.3K - $62.6K
|
23.2K
$834K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.66K- 9.76% |
$56.2K - $63.5K
|
15.3K
$551K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.66K- 5.03% |
$56.5K - $63.8K
|
31.4K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.7K- 0.97% |
$57.7K - $65.2K
|
174K
$6.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.71K- 18.22% |
$58.1K - $65.7K
|
7.68K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.71K- 2.51% |
$58.1K - $65.7K
|
66.6K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.77K- 39.92% |
$60.1K - $68K
|
2.67K
$96K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.82K- 3.73% |
$61.9K - $69.9K
|
47.1K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.15K- 3.4% |
$72.9K - $82.5K
|
61.2K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.28K- 12.03% |
$77.5K - $87.6K
|
16.7K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.43K- 6.78% |
$82.5K - $93.3K
|
33.4K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.44K- 5.36% |
$82.6K - $93.4K
|
43K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.47K- 48.38% |
$83.9K - $94.9K
|
2.64K
$95K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.87K- 20.15% |
$97.4K - $110K
|
11.4K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.97K- 6.18% |
$101K - $114K
|
45.2K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.46K- 33.86% |
$117K - $133K
|
6.76K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.56K- 14.9% |
$121K - $137K
|
20.3K
$733K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.69K- 11.79% |
$125K - $142K
|
27.6K
$995K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.01K- 8.31% |
$136K - $154K
|
44.3K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.89K- 23.04% |
$166K - $187K
|
16.3K
$588K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.1K- 5.03% |
$241K - $272K
|
134K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.23K- 11.92% |
$245K - $277K
|
53.4K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.16K- 5.16% |
$311K - $351K
|
168K
$6.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.54K- 4.12% |
$324K - $366K
|
222K
$7.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-10K- 5.73% |
$339K - $384K
|
165K
$5.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-10K- 6.93% |
$341K - $386K
|
135K
$4.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-12.3K- 11.56% |
$418K - $473K
|
94.4K
$3.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 22.05% |
$456K - $515K
|
47.5K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.8K- 1.41% |
$503K - $568K
|
1.04M
$37.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.9K- 8.26% |
$574K - $649K
|
188K
$6.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-19K- 84.57% |
$646K - $730K
|
3.47K
$125K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-21.9K- 21.89% |
$743K - $840K
|
78.1K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-22K- 39.99% |
$745K - $843K
|
33K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-23.3K- 6.06% |
$792K - $895K
|
362K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.8K- 11.58% |
$809K - $914K
|
182K
$6.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-30.6K- 12.45% |
$1.04M - $1.18M
|
215K
$7.76M
|