Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11- 0.03% |
$352 - $391
|
35.2K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-15- 0.2% |
$480 - $533
|
7.46K
$266K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-29- 0.21% |
$928 - $1.03K
|
14K
$498K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-32- 0.24% |
$1.02K - $1.14K
|
13.2K
$472K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-33- 13.41% |
$1.06K - $1.17K
|
213
$7.6K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-34- 1.12% |
$1.09K - $1.21K
|
3K
$107K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-34- 1.12% |
$1.09K - $1.21K
|
3K
$107K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-49- 0.18% |
$1.57K - $1.74K
|
27.6K
$986K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-58- 73.42% |
$1.86K - $2.06K
|
21
$749
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-59- 0.37% |
$1.89K - $2.1K
|
15.8K
$565K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-65- 0.26% |
$2.08K - $2.31K
|
24.8K
$886K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-76- 8.36% |
$2.43K - $2.7K
|
833
$29.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-106- 1.24% |
$3.39K - $3.76K
|
8.47K
$302K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-106- 13.62% |
$3.39K - $3.76K
|
672
$24K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-112- 1.59% |
$3.58K - $3.98K
|
6.94K
$248K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-119- 1.47% |
$3.81K - $4.23K
|
8K
$285K
|
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-121- 0.09% |
$3.87K - $4.3K
|
133K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-125- 0.29% |
$4K - $4.44K
|
42.4K
$1.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-129- 0.81% |
$4.13K - $4.58K
|
15.8K
$565K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-141- 0.2% |
$4.51K - $5.01K
|
70.7K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-141- 1.48% |
$4.51K - $5.01K
|
9.38K
$335K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-147- 1.52% |
$4.7K - $5.22K
|
9.51K
$340K
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-152- 0.25% |
$4.86K - $5.4K
|
61.6K
$2.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-162- 1.96% |
$5.18K - $5.75K
|
8.1K
$289K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-167- 98.82% |
$5.34K - $5.93K
|
2
$71.4
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-168- 0.11% |
$5.38K - $5.97K
|
147K
$5.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-175- 79.19% |
$5.6K - $6.21K
|
46
$1.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-180- 1.02% |
$5.76K - $6.39K
|
17.5K
$624K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-180- 2.11% |
$5.76K - $6.39K
|
8.34K
$298K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-184- 1.45% |
$5.89K - $6.53K
|
12.5K
$446K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-190- 2.61% |
$6.08K - $6.75K
|
7.09K
$253K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-200- 18.18% |
$6.4K - $7.1K
|
900
$32.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-226- 0.59% |
$7.23K - $8.03K
|
37.8K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-245- 0.25% |
$7.84K - $8.7K
|
97.6K
$3.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-250- 0.46% |
$8K - $8.88K
|
54.1K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-287- 15.86% |
$9.18K - $10.2K
|
1.52K
$54.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-290- 0.9% |
$9.28K - $10.3K
|
32.1K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-322- 0.97% |
$10.3K - $11.4K
|
32.8K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-338- 1.78% |
$10.8K - $12K
|
18.6K
$664K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-355- 4.74% |
$11.4K - $12.6K
|
7.14K
$255K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-357- 2.25% |
$11.4K - $12.7K
|
15.5K
$553K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-360- 1.4% |
$11.5K - $12.8K
|
25.4K
$907K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-363- 22.57% |
$11.6K - $12.9K
|
1.25K
$44.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-402- 4.89% |
$12.9K - $14.3K
|
7.82K
$279K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-403- 0.87% |
$12.9K - $14.3K
|
46.1K
$1.64M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-411- 1.33% |
$13.2K - $14.6K
|
30.6K
$1.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-423- 1.87% |
$13.5K - $15K
|
22.2K
$793K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-433- 4.89% |
$13.9K - $15.4K
|
8.43K
$301K
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-448- 1.62% |
$14.3K - $15.9K
|
27.2K
$972K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-464- 95.87% |
$14.8K - $16.5K
|
20
$714
|