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 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-175- 2.65% |
$5.72K - $6.05K
|
6.43K
$229K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-175- 1.14% |
$5.72K - $6.05K
|
15.1K
$539K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-185- 5.74% |
$6.04K - $6.4K
|
3.04K
$108K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-185- 5.74% |
$6.04K - $6.4K
|
3.04K
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-192- 44.04% |
$6.27K - $6.64K
|
244
$8.71K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-199- 0.85% |
$6.5K - $6.88K
|
23.2K
$829K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-205- 63.47% |
$6.7K - $7.09K
|
118
$4.21K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-216- 0.97% |
$7.06K - $7.47K
|
22.1K
$789K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-222- 2.88% |
$7.25K - $7.68K
|
7.48K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-253- 71.07% |
$8.27K - $8.75K
|
103
$3.68K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-275- 12.61% |
$8.98K - $9.51K
|
1.91K
$68K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-282- 3.63% |
$9.21K - $9.75K
|
7.5K
$268K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-293- 0.9% |
$9.57K - $10.1K
|
32.4K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-304- 3.58% |
$9.93K - $10.5K
|
8.2K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-309- 1.91% |
$10.1K - $10.7K
|
15.9K
$567K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-309- 1.14% |
$10.1K - $10.7K
|
26.9K
$960K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-313- 0.52% |
$10.2K - $10.8K
|
59.4K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-337- 0.19% |
$11K - $11.7K
|
174K
$6.21M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-376- 1.66% |
$12.3K - $13K
|
22.3K
$795K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-420- 0.56% |
$13.7K - $14.5K
|
74.4K
$2.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-451- 0.83% |
$14.7K - $15.6K
|
53.8K
$1.92M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-463- 1.71% |
$15.1K - $16K
|
26.7K
$952K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-501- 2.98% |
$16.4K - $17.3K
|
16.3K
$583K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-503- 1.79% |
$16.4K - $17.4K
|
27.7K
$987K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-517- 1.6% |
$16.9K - $17.9K
|
31.9K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-629- 82.55% |
$20.5K - $21.8K
|
133
$4.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-649- 2.48% |
$21.2K - $22.4K
|
25.6K
$912K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-660- 82.19% |
$21.6K - $22.8K
|
143
$5.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-704- 1.13% |
$23K - $24.3K
|
61.4K
$2.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-724- 90.61% |
$23.7K - $25K
|
75
$2.68K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-727- 7.1% |
$23.8K - $25.1K
|
9.52K
$340K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-778- 4.67% |
$25.4K - $26.9K
|
15.9K
$567K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-944- 0.69% |
$30.8K - $32.6K
|
137K
$4.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.02K- 76.39% |
$33.2K - $35.1K
|
314
$11.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.03K- 2.35% |
$33.5K - $35.5K
|
42.6K
$1.52M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.05K- 1.07% |
$34.3K - $36.3K
|
97K
$3.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.07K- 0.65% |
$34.9K - $36.9K
|
162K
$5.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.19K- 31.81% |
$38.7K - $41K
|
2.54K
$90.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.2K- 2.77% |
$39.2K - $41.5K
|
42K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.21K- 2.08% |
$39.5K - $41.8K
|
57K
$2.03M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.32K- 2.95% |
$43.2K - $45.7K
|
43.5K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.32K- 2.95% |
$43.2K - $45.7K
|
43.5K
$1.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.38K- 2.89% |
$45.1K - $47.8K
|
46.5K
$1.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.46K- 2.39% |
$47.6K - $50.3K
|
59.6K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.57K- 11.04% |
$51.2K - $54.2K
|
12.6K
$450K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.6K- 8.64% |
$52.1K - $55.2K
|
16.9K
$602K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.6K- 2.86% |
$52.2K - $55.3K
|
54.4K
$1.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.6K- 9.5% |
$52.3K - $55.3K
|
15.2K
$544K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.64K- 1.1% |
$53.6K - $56.7K
|
148K
$5.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-1.82K- 1.2% |
$59.6K - $63K
|
150K
$5.34M
|