Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.94% |
$60 - $70.1
|
215
$7.4K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.44% |
$60 - $70.1
|
457
$15.7K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 3.13% |
$60 - $70.1
|
66
$2.27K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1New |
$30 - $35.1
|
1
$34.4
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$30 - $35.1
|
834
$28.7K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 2.33% |
$30 - $35.1
|
44
$1.52K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.04% |
$90 - $105
|
6.8K
$234K
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-16- 0.2% |
$480 - $561
|
8.08K
$278K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-17- 7.02% |
$510 - $596
|
225
$7.75K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-19- 0.07% |
$570 - $666
|
27.8K
$958K
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-39- 0.45% |
$1.17K - $1.37K
|
8.63K
$297K
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-53- 2.61% |
$1.59K - $1.86K
|
1.97K
$68K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-61- 0.46% |
$1.83K - $2.14K
|
13.2K
$453K
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-92- 0.81% |
$2.76K - $3.22K
|
11.3K
$389K
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-135- 1.95% |
$4.05K - $4.73K
|
6.8K
$234K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-163- 10.31% |
$4.89K - $5.71K
|
1.42K
$48.8K
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-178- 1.24% |
$5.34K - $6.24K
|
14.2K
$488K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-185- 0.81% |
$5.55K - $6.48K
|
22.6K
$777K
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-185- 0.5% |
$5.55K - $6.48K
|
36.9K
$1.27M
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-191- 10.12% |
$5.73K - $6.69K
|
1.7K
$58.4K
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-200- 2.99% |
$6K - $7.01K
|
6.5K
$224K
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-203- 1.28% |
$6.09K - $7.12K
|
15.6K
$538K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-205- 82.0% |
$6.15K - $7.19K
|
45
$1.55K
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-206- 1.12% |
$6.18K - $7.22K
|
18.1K
$624K
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-217- 0.16% |
$6.51K - $7.61K
|
133K
$4.58M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-222- 1.32% |
$6.66K - $7.78K
|
16.7K
$574K
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-239- 1.18% |
$7.17K - $8.38K
|
20K
$688K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-242- 11.76% |
$7.26K - $8.48K
|
1.82K
$62.5K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-244- 1.35% |
$7.32K - $8.55K
|
17.8K
$614K
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-285- 3.42% |
$8.55K - $9.99K
|
8.06K
$277K
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-288- 1.11% |
$8.64K - $10.1K
|
25.6K
$881K
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-305- 0.95% |
$9.15K - $10.7K
|
31.8K
$1.1M
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-339- 3.62% |
$10.2K - $11.9K
|
9.04K
$311K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-340- 0.58% |
$10.2K - $11.9K
|
58.3K
$2.01M
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-354- 11.78% |
$10.6K - $12.4K
|
2.65K
$91.3K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-354- 11.78% |
$10.6K - $12.4K
|
2.65K
$91.3K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-388- 17.97% |
$11.6K - $13.6K
|
1.77K
$61K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-412- 0.26% |
$12.4K - $14.4K
|
160K
$5.49M
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-415- 17.73% |
$12.5K - $14.5K
|
1.93K
$66.3K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-439- 78.39% |
$13.2K - $15.4K
|
121
$4.17K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-443- 24.73% |
$13.3K - $15.5K
|
1.35K
$46.4K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-444- 98.45% |
$13.3K - $15.6K
|
7
$241
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-452- 0.23% |
$13.6K - $15.8K
|
196K
$6.74M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-582- 95.41% |
$17.5K - $20.4K
|
28
$964
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-585- 5.52% |
$17.6K - $20.5K
|
10K
$345K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-627- 0.91% |
$18.8K - $22K
|
68.1K
$2.35M
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-653- 5.22% |
$19.6K - $22.9K
|
11.9K
$408K
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-696- 3.74% |
$20.9K - $24.4K
|
17.9K
$617K
|