Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Intl Small (SCHC)

SCHC Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q1 2023. 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
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
1.37M
+ 2046.17%
$43.2M - $47.8M
1.44M $51.2M
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
380K
+ 1.03%
$12M - $13.3M
37.4M $1.34B
Apr 19, 2023 Q1 2023
Capital Advisors Inc

BUY
 -
370K
+ 115.08%
$11.7M - $12.9M
692K $24.7M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
350K
+ 61.59%
$11M - $12.2M
919K $32.8M
May 15, 2023 Q1 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
281K
New
$8.85M - $9.81M
281K $10M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
278K
+ 34.32%
$8.76M - $9.71M
1.09M $38.8M
Apr 20, 2023 Q1 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
130K
New
$4.1M - $4.54M
130K $4.64M
Apr 27, 2023 Q1 2023
Glassy Mountain Advisors, Inc.

BUY
 -
107K
New
$3.39M - $3.75M
107K $3.84M
May 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
61K
New
$1.93M - $2.13M
61K $2.18M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
49.6K
+ 1.03%
$1.56M - $1.73M
4.86M $174M
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
44.3K
+ 65.85%
$1.4M - $1.55M
111K $3.98M
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
43K
+ 19.12%
$1.36M - $1.5M
268K $9.57M
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

BUY
 -
36.8K
+ 22.21%
$1.16M - $1.29M
203K $7.24M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
35.1K
+ 1.3%
$1.11M - $1.23M
2.74M $97.8M
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
34.3K
+ 13.66%
$1.08M - $1.2M
285K $10.2M
May 28, 2024 Q1 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
29.5K
+ 4.97%
$930K - $1.03M
623K $22.2M
Apr 18, 2023 Q1 2023
Tap Consulting, LLC

BUY
 -
26.8K
+ 57.77%
$847K - $938K
73.3K $2.62M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
23.6K
New
$746K - $826K
23.6K $844K
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
21.6K
+ 250.74%
$680K - $753K
30.2K $1.08M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
21.2K
+ 2.0%
$670K - $742K
1.08M $38.7M
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
20.8K
+ 5.39%
$655K - $725K
406K $14.5M
Apr 13, 2023 Q1 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
20K
New
$631K - $699K
20K $714K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
18.4K
New
$580K - $643K
18.4K $657K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
17.4K
+ 21.52%
$550K - $609K
98.5K $3.52M
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
16.8K
+ 50.22%
$530K - $587K
50.3K $1.79M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
16.5K
+ 11.64%
$520K - $576K
158K $5.64M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
15.7K
+ 38.83%
$495K - $548K
56.1K $2M
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
14.7K
+ 4.55%
$463K - $512K
337K $12M
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
13K
+ 6.76%
$409K - $453K
205K $7.31M
May 11, 2023 Q1 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
11K
New
$348K - $386K
11K $394K
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
10.7K
+ 43.85%
$337K - $374K
35.1K $1.25M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
10.5K
New
$332K - $368K
10.5K $376K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
10.1K
New
$320K - $354K
10.1K $362K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
9.64K
+ 5.95%
$304K - $337K
172K $6.13M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
9.64K
+ 1.15%
$304K - $337K
848K $30.2M
May 10, 2023 Q1 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
9.53K
New
$301K - $333K
9.53K $340K
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
9.25K
+ 68.98%
$292K - $323K
22.6K $808K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
8.67K
+ 10.1%
$273K - $303K
94.5K $3.37M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
8.44K
+ 5.77%
$266K - $295K
155K $5.52M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
8.37K
+ 7.11%
$264K - $293K
126K $4.5M
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
8.14K
New
$257K - $284K
8.14K $291K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
7.81K
New
$246K - $273K
7.81K $279K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
7.67K
+ 8.5%
$242K - $268K
97.9K $3.49M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
7.63K
New
$241K - $266K
7.63K $272K
May 09, 2023 Q1 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
6.94K
+ 5.92%
$219K - $242K
124K $4.43M
May 09, 2023 Q1 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
6.9K
New
$218K - $241K
6.9K $246K
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
6.79K
+ 8.89%
$214K - $237K
83.1K $2.97M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
6.72K
New
$212K - $235K
6.72K $240K
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
6.62K
New
$209K - $231K
6.62K $236K

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