Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
38.7M+ 3816.59% |
$1.32B - $1.42B
|
39.7M
$1.36B
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.5MNew |
$51.1M - $55M
|
1.5M
$51.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
470K+ 9102.61% |
$16M - $17.3M
|
475K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
301K+ 2729.71% |
$10.3M - $11.1M
|
312K
$10.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
234K+ 27.1% |
$7.97M - $8.58M
|
1.1M
$37.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
203K+ 148.35% |
$6.91M - $7.44M
|
339K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
192K+ 17.45% |
$6.55M - $7.04M
|
1.29M
$44.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
129KNew |
$4.39M - $4.72M
|
129K
$4.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
101K+ 7.01% |
$3.44M - $3.7M
|
1.54M
$52.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
89.3KNew |
$3.05M - $3.28M
|
89.3K
$3.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
74.5K+ 3.28% |
$2.54M - $2.73M
|
2.35M
$80.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
56.3K+ 16.36% |
$1.92M - $2.07M
|
400K
$13.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
54.6K+ 53.95% |
$1.86M - $2.01M
|
156K
$5.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51.3K+ 1.16% |
$1.75M - $1.88M
|
4.47M
$153M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
49.3KNew |
$1.68M - $1.81M
|
49.3K
$1.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.1K+ 21.15% |
$1.51M - $1.62M
|
253K
$8.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.8K+ 31.06% |
$1.43M - $1.53M
|
176K
$6.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
41.3K+ 17.85% |
$1.41M - $1.52M
|
273K
$9.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
36.2K+ 11.66% |
$1.23M - $1.33M
|
346K
$11.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.7K+ 18.51% |
$944K - $1.02M
|
177K
$6.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24.1KNew |
$823K - $886K
|
24.1K
$829K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.1KNew |
$822K - $885K
|
24.1K
$827K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
22.2K+ 70.64% |
$759K - $816K
|
53.7K
$1.84M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
21.9KNew |
$746K - $803K
|
21.9K
$751K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20.9K+ 2.85% |
$712K - $766K
|
753K
$25.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19K+ 53.63% |
$649K - $698K
|
54.5K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.2K+ 92.62% |
$621K - $668K
|
37.9K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.8K+ 6.93% |
$606K - $652K
|
274K
$9.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
16.9KNew |
$576K - $620K
|
16.9K
$580K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.8K+ 2.8% |
$504K - $543K
|
544K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
14.6KNew |
$499K - $537K
|
14.6K
$502K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
14.5KNew |
$495K - $533K
|
14.5K
$498K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14.2K+ 26.38% |
$484K - $521K
|
68K
$2.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
14KNew |
$477K - $513K
|
14K
$480K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
13.7K+ 6.25% |
$469K - $504K
|
234K
$8.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
13.7K+ 4.9% |
$466K - $502K
|
293K
$10M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
13.1K+ 193.24% |
$448K - $482K
|
19.9K
$684K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
12.8KNew |
$438K - $471K
|
12.8K
$441K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11.8K+ 122.5% |
$401K - $432K
|
21.4K
$733K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.2K+ 7.61% |
$381K - $409K
|
158K
$5.42M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.1K+ 1.07% |
$379K - $407K
|
1.04M
$35.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.7K+ 187.72% |
$365K - $393K
|
16.4K
$563K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10.4KNew |
$355K - $382K
|
10.4K
$358K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.4KNew |
$354K - $381K
|
10.4K
$356K
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
10.4K+ 42.19% |
$353K - $380K
|
34.9K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.22K+ 20.65% |
$280K - $302K
|
48K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.15KNew |
$278K - $299K
|
8.15K
$280K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
7.36K+ 3.03% |
$251K - $270K
|
251K
$8.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.19K+ 66.99% |
$245K - $264K
|
17.9K
$615K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.18K+ 69.7% |
$245K - $264K
|
17.5K
$600K
|