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 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-34.3K- 29.91% |
$1.17M - $1.32M
|
80.5K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-34.5K- 57.08% |
$1.17M - $1.32M
|
25.9K
$933K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-143K- 26.64% |
$4.84M - $5.48M
|
393K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-198K- 73.24% |
$6.73M - $7.62M
|
72.5K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-217K- 19.56% |
$7.36M - $8.33M
|
892K
$32.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-247K- 16.16% |
$8.39M - $9.48M
|
1.28M
$46.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-273K- 89.27% |
$9.26M - $10.5M
|
32.8K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-330K- 10.38% |
$11.2M - $12.7M
|
2.85M
$103M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-365K- 97.09% |
$12.4M - $14M
|
10.9K
$394K
|