Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.37M+ 2046.17% |
$43.2M - $47.8M
|
1.44M
$48.9M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
380K+ 1.03% |
$12M - $13.3M
|
37.4M
$1.27B
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
370K+ 115.08% |
$11.7M - $12.9M
|
692K
$23.6M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
350K+ 61.59% |
$11M - $12.2M
|
919K
$31.3M
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
281KNew |
$8.85M - $9.81M
|
281K
$9.56M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
278K+ 34.32% |
$8.76M - $9.71M
|
1.09M
$37M
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
130KNew |
$4.1M - $4.54M
|
130K
$4.43M
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
107KNew |
$3.39M - $3.75M
|
107K
$3.66M
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
61KNew |
$1.93M - $2.13M
|
61K
$2.08M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49.6K+ 1.03% |
$1.56M - $1.73M
|
4.86M
$166M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
47.3K+ 525.76% |
$1.49M - $1.65M
|
56.2K
$1.92M
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
44.3K+ 65.85% |
$1.4M - $1.55M
|
111K
$3.8M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
43K+ 19.12% |
$1.36M - $1.5M
|
268K
$9.13M
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
36.8K+ 22.21% |
$1.16M - $1.29M
|
203K
$6.91M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.1K+ 1.3% |
$1.11M - $1.23M
|
2.74M
$93.3M
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34.3K+ 13.66% |
$1.08M - $1.2M
|
285K
$9.71M
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
29.5K+ 4.97% |
$930K - $1.03M
|
623K
$21.2M
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
26.8K+ 57.77% |
$847K - $938K
|
73.3K
$2.5M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23.6KNew |
$746K - $826K
|
23.6K
$805K
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
21.6K+ 250.74% |
$680K - $753K
|
30.2K
$1.03M
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
21.2K+ 2.0% |
$670K - $742K
|
1.08M
$37M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20.8K+ 5.39% |
$655K - $725K
|
406K
$13.8M
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
20KNew |
$631K - $699K
|
20K
$682K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.4KNew |
$580K - $643K
|
18.4K
$627K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 21.52% |
$550K - $609K
|
98.5K
$3.36M
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
16.8K+ 50.22% |
$530K - $587K
|
50.3K
$1.71M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.5K+ 11.64% |
$520K - $576K
|
158K
$5.39M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.7K+ 38.83% |
$495K - $548K
|
56.1K
$1.91M
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.7K+ 4.55% |
$463K - $512K
|
337K
$11.5M
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
13K+ 6.76% |
$409K - $453K
|
205K
$6.98M
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11KNew |
$348K - $386K
|
11K
$376K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.7K+ 43.85% |
$337K - $374K
|
35.1K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.5KNew |
$332K - $368K
|
10.5K
$359K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.1KNew |
$320K - $354K
|
10.1K
$345K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.64K+ 5.95% |
$304K - $337K
|
172K
$5.85M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.64K+ 1.15% |
$304K - $337K
|
848K
$28.9M
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
9.53KNew |
$301K - $333K
|
9.53K
$325K
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.25K+ 68.98% |
$292K - $323K
|
22.6K
$772K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.67K+ 10.1% |
$273K - $303K
|
94.5K
$3.22M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.44K+ 5.77% |
$266K - $295K
|
155K
$5.27M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.37K+ 7.11% |
$264K - $293K
|
126K
$4.3M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.14KNew |
$257K - $284K
|
8.14K
$277K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.81KNew |
$246K - $273K
|
7.81K
$266K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.67K+ 8.5% |
$242K - $268K
|
97.9K
$3.34M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.63KNew |
$241K - $266K
|
7.63K
$260K
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.94K+ 5.92% |
$219K - $242K
|
124K
$4.23M
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.9KNew |
$218K - $241K
|
6.9K
$235K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.79K+ 8.89% |
$214K - $237K
|
83.1K
$2.83M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.72KNew |
$212K - $235K
|
6.72K
$229K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.62KNew |
$209K - $231K
|
6.62K
$226K
|