Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.64MNew |
$54.6M - $59M
|
1.64M
$58.7M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
791K+ 53.37% |
$26.3M - $28.4M
|
2.27M
$81.1M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
694K+ 82.45% |
$23M - $24.9M
|
1.53M
$54.8M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
383K+ 0.99% |
$12.7M - $13.8M
|
39.2M
$1.4B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190K+ 48.24% |
$6.32M - $6.82M
|
585K
$20.9M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
136K+ 3.18% |
$4.51M - $4.88M
|
4.42M
$158M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
95.2K+ 7.09% |
$3.16M - $3.41M
|
1.44M
$51.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
94.4K+ 1365.58% |
$3.13M - $3.38M
|
101K
$3.61M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.1K+ 26.46% |
$2.69M - $2.91M
|
387K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
67K+ 817.62% |
$2.22M - $2.4M
|
75.2K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.5K+ 713.2% |
$1.84M - $1.99M
|
63.3K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
49.1K+ 495.25% |
$1.63M - $1.76M
|
59K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
41.2K+ 5.96% |
$1.37M - $1.48M
|
732K
$26.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41.1K+ 30.23% |
$1.37M - $1.48M
|
177K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
40.5K+ 134.52% |
$1.35M - $1.45M
|
70.7K
$2.52M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
37.6K+ 7.66% |
$1.25M - $1.35M
|
529K
$18.9M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
37.2KNew |
$1.23M - $1.33M
|
37.2K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
37.1K+ 15.35% |
$1.23M - $1.33M
|
279K
$9.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
34.3K+ 24.38% |
$1.14M - $1.23M
|
175K
$6.24M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30.9K+ 15.4% |
$1.02M - $1.11M
|
231K
$8.25M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.2K+ 2.45% |
$969K - $1.05M
|
1.22M
$43.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28.9KNew |
$959K - $1.04M
|
28.9K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28.9K+ 7.69% |
$958K - $1.04M
|
404K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.5K+ 67.56% |
$946K - $1.02M
|
70.7K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
25.1K+ 8.8% |
$832K - $899K
|
310K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
24.8K+ 39.04% |
$823K - $889K
|
88.3K
$3.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17.2K+ 85.91% |
$573K - $618K
|
37.3K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
17.1KNew |
$567K - $612K
|
17.1K
$609K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15.3K+ 21.75% |
$507K - $547K
|
85.5K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 36351.28% |
$471K - $508K
|
14.2K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.6K+ 8.31% |
$451K - $487K
|
177K
$6.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
13K+ 6.28% |
$431K - $466K
|
220K
$7.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
11.3KNew |
$375K - $405K
|
11.3K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
11K+ 3.3% |
$364K - $394K
|
344K
$12.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$358K - $387K
|
10.8K
$385K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 1.7% |
$353K - $381K
|
634K
$22.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
10.5K+ 50.35% |
$350K - $378K
|
31.5K
$1.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
10.5K+ 3.81% |
$349K - $377K
|
287K
$10.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10K+ 4.31% |
$334K - $360K
|
243K
$8.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10K+ 95.37% |
$333K - $360K
|
20.6K
$734K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.78KNew |
$325K - $351K
|
9.78K
$349K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.29K+ 0.93% |
$309K - $333K
|
1.01M
$36.1M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.02KNew |
$299K - $323K
|
9.02K
$322K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.89K+ 3.8% |
$295K - $319K
|
243K
$8.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.43KNew |
$280K - $302K
|
8.43K
$301K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.13K+ 7.33% |
$270K - $292K
|
119K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.13KNew |
$270K - $292K
|
8.13K
$290K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7.5K+ 34.84% |
$249K - $269K
|
29K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
6.98KNew |
$232K - $250K
|
6.98K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.79KNew |
$225K - $243K
|
6.79K
$242K
|