Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Intl Small (SCHC)
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 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.9K- 9.69% |
$59.9K - $66.4K
|
17.7K
$632K
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.07K- 1.3% |
$65.4K - $72.4K
|
157K
$5.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.12K- 2.04% |
$67K - $74.2K
|
102K
$3.63M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.15K- 6.16% |
$67.7K - $75K
|
32.7K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.17K- 6.55% |
$68.6K - $75.9K
|
31K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.23K- 17.88% |
$70.3K - $77.9K
|
10.2K
$366K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.26K- 3.64% |
$71.2K - $78.9K
|
59.7K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.3K- 7.44% |
$72.7K - $80.5K
|
28.7K
$1.02M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.04K- 29.97% |
$95.9K - $106K
|
7.1K
$253K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.05K- 1.9% |
$96.1K - $106K
|
157K
$5.61M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.87K- 91.58% |
$122K - $135K
|
356
$12.7K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.9K- 10.22% |
$123K - $136K
|
34.3K
$1.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.95K- 6.94% |
$124K - $138K
|
52.9K
$1.89M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.96K- 13.78% |
$125K - $138K
|
24.8K
$885K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.97K- 5.22% |
$125K - $139K
|
72.1K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.99K- 5.19% |
$126K - $139K
|
72.8K
$2.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.06K- 3.05% |
$128K - $142K
|
129K
$4.61M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.1K- 92.33% |
$129K - $143K
|
341
$12.2K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.28K- 2.53% |
$135K - $150K
|
165K
$5.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.36K- 4.7% |
$138K - $152K
|
88.6K
$3.16M
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4.83K- 3.41% |
$152K - $169K
|
137K
$4.88M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.95K- 8.9% |
$156K - $173K
|
50.6K
$1.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-5.06K- 2.04% |
$160K - $177K
|
243K
$8.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.41K- 14.49% |
$171K - $189K
|
31.9K
$1.14M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.75K- 97.54% |
$181K - $201K
|
145
$5.18K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-6.04K- 20.71% |
$191K - $211K
|
23.1K
$825K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.13K- 22.15% |
$193K - $214K
|
21.5K
$769K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.36K- 8.14% |
$232K - $257K
|
83.1K
$2.97M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.92K- 3.57% |
$250K - $277K
|
214K
$7.64M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-8.29K- 37.6% |
$261K - $289K
|
13.7K
$491K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.57K- 0.81% |
$270K - $299K
|
1.05M
$37.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-8.61K- 31.48% |
$271K - $301K
|
18.7K
$669K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9.08K- 17.23% |
$286K - $317K
|
43.6K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.6K- 4.79% |
$333K - $369K
|
210K
$7.48M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10.7K- 6.71% |
$339K - $375K
|
149K
$5.33M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.2K- 1.07% |
$353K - $391K
|
1.04M
$37.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-11.2K- 5.84% |
$354K - $392K
|
181K
$6.47M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.5K- 7.09% |
$394K - $437K
|
164K
$5.85M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.4K- 3.81% |
$422K - $468K
|
338K
$12.1M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.5K- 1.07% |
$552K - $611K
|
1.62M
$57.8M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-28.4K- 50.33% |
$896K - $992K
|
28K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-34.4K- 66.62% |
$1.08M - $1.2M
|
17.2K
$615K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-35.1K- 9.33% |
$1.11M - $1.23M
|
341K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-46.2K- 32.0% |
$1.46M - $1.61M
|
98.2K
$3.51M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-47.1K- 46.26% |
$1.48M - $1.64M
|
54.7K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.9K- 75.98% |
$1.54M - $1.71M
|
15.5K
$552K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-57.3K- 5.7% |
$1.81M - $2M
|
947K
$33.8M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-81.8K- 28.23% |
$2.58M - $2.86M
|
208K
$7.42M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-108K- 39.43% |
$3.4M - $3.76M
|
166K
$5.91M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-108K- 39.43% |
$3.4M - $3.76M
|
166K
$5.91M
|