Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
648+ 13.36% |
$21.2K - $22.4K
|
5.5K
$196K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
597+ 7.83% |
$19.5K - $20.6K
|
8.23K
$294K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
581+ 11.74% |
$19K - $20.1K
|
5.53K
$197K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
581+ 11.74% |
$19K - $20.1K
|
5.53K
$197K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
538+ 0.55% |
$17.6K - $18.6K
|
98.5K
$3.51M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
500New |
$16.3K - $17.3K
|
500
$17.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
486+ 0.14% |
$15.9K - $16.8K
|
339K
$12.1M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
458New |
$15K - $15.8K
|
458
$16.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
431+ 1.15% |
$14.1K - $14.9K
|
38K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
376+ 0.25% |
$12.3K - $13K
|
150K
$5.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
363+ 29.16% |
$11.9K - $12.6K
|
1.61K
$57.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
343New |
$11.2K - $11.9K
|
343
$12.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
339+ 1.35% |
$11.1K - $11.7K
|
25.4K
$906K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
331+ 0.81% |
$10.8K - $11.4K
|
41.2K
$1.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
308+ 0.21% |
$10.1K - $10.7K
|
147K
$5.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
293+ 4.36% |
$9.57K - $10.1K
|
7.01K
$250K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
273+ 0.08% |
$8.92K - $9.44K
|
337K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
BUY
|
- |
238+ 0.96% |
$7.78K - $8.23K
|
24.9K
$890K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
235+ 119.9% |
$7.68K - $8.13K
|
431
$15.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
225New |
$7.35K - $7.78K
|
225
$8.03K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
219+ 0.31% |
$7.15K - $7.57K
|
70.5K
$2.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
213+ 1.93% |
$6.96K - $7.37K
|
11.2K
$401K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$6.53K - $6.92K
|
200
$7.14K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
194+ 10.35% |
$6.34K - $6.71K
|
2.07K
$73.8K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
193New |
$6.31K - $6.67K
|
193
$6.89K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
189+ 1.08% |
$6.17K - $6.54K
|
17.7K
$632K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
183+ 10.18% |
$5.98K - $6.33K
|
1.98K
$70.7K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
167+ 8350.0% |
$5.46K - $5.77K
|
169
$6.03K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
149+ 23.69% |
$4.87K - $5.15K
|
778
$27.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
149+ 2.29% |
$4.87K - $5.15K
|
6.66K
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
144+ 80.0% |
$4.7K - $4.98K
|
324
$11.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
130+ 0.58% |
$4.25K - $4.5K
|
22.7K
$808K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
129+ 0.81% |
$4.21K - $4.46K
|
16K
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
123New |
$4.02K - $4.25K
|
123
$4.39K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
119+ 1.72% |
$3.89K - $4.12K
|
7.05K
$252K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
BUY
|
- |
116+ 0.5% |
$3.79K - $4.01K
|
23.2K
$830K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
112New |
$3.66K - $3.87K
|
112
$4K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
109+ 0.87% |
$3.56K - $3.77K
|
12.7K
$453K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
94+ 0.38% |
$3.07K - $3.25K
|
24.9K
$888K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.5% |
$2.81K - $2.97K
|
17.5K
$623K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
85New |
$2.78K - $2.94K
|
85
$3.03K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
79+ 0.5% |
$2.58K - $2.73K
|
15.9K
$569K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
77New |
$2.52K - $2.66K
|
77
$2.75K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
61New |
$1.99K - $2.11K
|
61
$2.18K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
56+ 0.28% |
$1.83K - $1.94K
|
20.2K
$723K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50+ 0.45% |
$1.63K - $1.73K
|
11.2K
$399K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
41+ 0.15% |
$1.34K - $1.42K
|
27.7K
$988K
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
35+ 0.5% |
$1.14K - $1.21K
|
7.06K
$252K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 0.08% |
$947 - $1K
|
34.6K
$1.23M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
28+ 0.43% |
$915 - $968
|
6.53K
$233K
|