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 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
886+ 2.88% |
$29.4K - $31.8K
|
31.6K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
885+ 2.8% |
$29.4K - $31.7K
|
32.5K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
829+ 7.34% |
$27.5K - $29.7K
|
12.1K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
814+ 213.65% |
$27K - $29.2K
|
1.2K
$42.6K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
793+ 1.85% |
$26.3K - $28.4K
|
43.6K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
695+ 4.26% |
$23.1K - $24.9K
|
17K
$607K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
630+ 6.54% |
$20.9K - $22.6K
|
10.3K
$366K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
580New |
$19.3K - $20.8K
|
580
$20.7K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
550New |
$18.3K - $19.7K
|
550
$19.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
544+ 7.56% |
$18.1K - $19.5K
|
7.74K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
543+ 1.52% |
$18K - $19.5K
|
36.4K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
516+ 140.6% |
$17.1K - $18.5K
|
883
$31.5K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
515+ 695.95% |
$17.1K - $18.5K
|
589
$21K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
482New |
$16K - $17.3K
|
482
$17.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
436+ 581.33% |
$14.5K - $15.6K
|
511
$18.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
427+ 5.07% |
$14.2K - $15.3K
|
8.85K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
410+ 1.82% |
$13.6K - $14.7K
|
22.9K
$819K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
376New |
$12.5K - $13.5K
|
376
$13.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
349+ 1.24% |
$11.6K - $12.5K
|
28.6K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
339+ 5.31% |
$11.3K - $12.2K
|
6.73K
$240K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
305+ 3.43% |
$10.1K - $10.9K
|
9.2K
$328K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
302+ 3.47% |
$10K - $10.8K
|
9.01K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
288+ 1.38% |
$9.56K - $10.3K
|
21.1K
$754K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
288+ 1.89% |
$9.56K - $10.3K
|
15.5K
$553K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
284+ 7.03% |
$9.43K - $10.2K
|
4.32K
$154K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
259New |
$8.6K - $9.29K
|
259
$9.24K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
185New |
$6.14K - $6.63K
|
185
$6.6K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
150+ 1.95% |
$4.98K - $5.38K
|
7.85K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
122New |
$4.05K - $4.37K
|
122
$4.35K
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
BUY
|
- |
115+ 0.46% |
$3.82K - $4.12K
|
25.3K
$902K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
108+ 0.38% |
$3.59K - $3.87K
|
28.2K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
108+ 0.66% |
$3.59K - $3.87K
|
16.5K
$588K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
95+ 0.13% |
$3.15K - $3.41K
|
73.8K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
93+ 30.69% |
$3.09K - $3.33K
|
396
$14.1K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
77+ 65.25% |
$2.56K - $2.76K
|
195
$6.96K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 1.28% |
$2.56K - $2.76K
|
6.07K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
69New |
$2.29K - $2.47K
|
69
$2.46K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
66New |
$2.19K - $2.37K
|
66
$2.36K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
57New |
$1.89K - $2.04K
|
57
$2.03K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
56+ 0.02% |
$1.86K - $2.01K
|
343K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
56+ 2.84% |
$1.86K - $2.01K
|
2.03K
$72.5K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
53+ 378.57% |
$1.76K - $1.9K
|
67
$2.39K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49New |
$1.63K - $1.76K
|
49
$1.75K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
47New |
$1.56K - $1.69K
|
47
$1.68K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
39New |
$1.29K - $1.4K
|
39
$1.39K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29New |
$963 - $1.04K
|
29
$1.04K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22+ 22.68% |
$730 - $789
|
119
$4.25K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
22New |
$730 - $789
|
22
$785
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
18+ 0.2% |
$598 - $645
|
9.05K
$323K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
16+ 0.01% |
$531 - $574
|
112K
$3.99M
|