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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.63K+ 4.73% |
$220K - $238K
|
147K
$5.23M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.2K+ 85.25% |
$206K - $222K
|
13.5K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.09K+ 2.44% |
$202K - $218K
|
256K
$9.14M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.09KNew |
$202K - $218K
|
6.09K
$217K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.72K+ 3.96% |
$190K - $205K
|
150K
$5.35M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.62KNew |
$187K - $202K
|
5.62K
$201K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
5.02K+ 19.73% |
$167K - $180K
|
30.4K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.71K+ 32.38% |
$156K - $169K
|
19.3K
$687K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.9K+ 10.98% |
$129K - $140K
|
39.4K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.86KNew |
$128K - $138K
|
3.86K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.75K+ 24.59% |
$125K - $135K
|
19K
$679K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.72K+ 7.42% |
$123K - $133K
|
53.8K
$1.92M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.63K+ 3.73% |
$121K - $130K
|
101K
$3.6M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.51KNew |
$117K - $126K
|
3.51K
$125K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.47K+ 204.48% |
$115K - $124K
|
5.17K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.25K+ 951.61% |
$108K - $116K
|
3.59K
$128K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.23K+ 1.79% |
$107K - $116K
|
184K
$6.55M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.06K+ 19.87% |
$102K - $110K
|
18.5K
$660K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
3.01K+ 10.71% |
$99.9K - $108K
|
31.1K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.9K+ 2.33% |
$96.1K - $104K
|
127K
$4.53M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.79KNew |
$92.5K - $99.9K
|
2.79K
$99.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.77K+ 1.77% |
$92K - $99.3K
|
159K
$5.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.7K+ 0.58% |
$89.5K - $96.7K
|
470K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.55K+ 14.31% |
$84.8K - $91.6K
|
20.4K
$728K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.54K+ 11.53% |
$84.2K - $91K
|
24.5K
$876K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.45K+ 3.95% |
$81.3K - $87.8K
|
64.4K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.4K+ 881.99% |
$79.6K - $86K
|
2.67K
$95.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.39K+ 1.47% |
$79.4K - $85.8K
|
165K
$5.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.37K+ 13.99% |
$78.6K - $84.9K
|
19.3K
$689K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.36K+ 133.48% |
$78.5K - $84.8K
|
4.14K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.34K+ 172.59% |
$77.8K - $84K
|
3.7K
$132K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.2KNew |
$73.1K - $78.9K
|
2.2K
$78.6K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.2KNew |
$73K - $78.9K
|
2.2K
$78.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 8.31% |
$70.6K - $76.3K
|
27.7K
$989K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.1K+ 1.19% |
$69.9K - $75.4K
|
179K
$6.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.03K+ 9.66% |
$67.5K - $72.9K
|
23.1K
$824K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.96K+ 93.2% |
$65K - $70.2K
|
4.06K
$145K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.79KNew |
$59.4K - $64.1K
|
1.79K
$63.8K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.76K+ 76.8% |
$58.6K - $63.3K
|
4.06K
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.75K+ 29.17% |
$58.1K - $62.8K
|
7.75K
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.66K+ 4.84% |
$55.1K - $59.6K
|
36K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.62K+ 16.38% |
$53.8K - $58.1K
|
11.5K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.6K+ 11.09% |
$53.2K - $57.4K
|
16K
$572K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.53K+ 1.07% |
$50.9K - $55K
|
145K
$5.18M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.5K+ 2.03% |
$49.8K - $53.8K
|
75.4K
$2.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.28K+ 8.24% |
$42.5K - $45.9K
|
16.8K
$600K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.25K+ 68.82% |
$41.5K - $44.8K
|
3.06K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1K+ 11.23% |
$33.2K - $35.9K
|
9.92K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
978+ 10.49% |
$32.5K - $35.1K
|
10.3K
$368K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
961+ 6.78% |
$31.9K - $34.5K
|
15.1K
$540K
|