Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Intl Small (SCHC)

SCHC Quotes by TradingView

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
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
1.12K
New
$35.4K - $39.2K
1.12K $38.2K
Apr 27, 2023 Q1 2023
Columbus Macro, LLC

BUY
 -
1.1K
+ 1.37%
$34.7K - $38.4K
81.4K $2.77M
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
1.07K
+ 46.85%
$33.8K - $37.4K
3.36K $114K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
1.06K
New
$33.5K - $37.1K
1.06K $36.2K
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
1.03K
+ 3.31%
$32.6K - $36.1K
32.3K $1.1M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
948
+ 5.55%
$29.9K - $33.1K
18K $614K
Apr 20, 2023 Q1 2023
Cabot Wealth Management Inc

BUY
 -
911
+ 1.49%
$28.7K - $31.8K
62.1K $2.11M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
909
New
$28.7K - $31.8K
909 $31K
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
838
+ 5.85%
$26.4K - $29.3K
15.2K $517K
Apr 11, 2023 Q1 2023
Guardian Financial Partners, LLC

BUY
 -
798
+ 8.89%
$25.2K - $27.9K
9.78K $333K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
729
+ 0.02%
$23K - $25.5K
3.71M $126M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
724
+ 965.33%
$22.8K - $25.3K
799 $27.2K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
723
+ 1.23%
$22.8K - $25.3K
59.5K $2.03M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
687
New
$21.7K - $24K
687 $23.4K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
675
+ 5.49%
$21.3K - $23.6K
13K $442K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
658
+ 0.39%
$20.8K - $23K
171K $5.83M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
632
+ 6.03%
$19.9K - $22.1K
11.1K $379K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
629
New
$19.8K - $22K
629 $21.4K
May 08, 2023 Q1 2023
Capital Performance Advisors LLP

BUY
 -
625
+ 7.75%
$19.7K - $21.8K
8.69K $296K
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
547
+ 1.68%
$17.3K - $19.1K
33K $1.12M
Apr 10, 2023 Q1 2023
Lantz Financial LLC

BUY
 -
520
+ 3.9%
$16.4K - $18.2K
13.9K $472K
May 01, 2023 Q1 2023
Wooster Corthell Wealth Management, Inc.

BUY
 -
482
+ 0.32%
$15.2K - $16.8K
150K $5.11M
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
451
+ 1.02%
$14.2K - $15.8K
44.8K $1.53M
May 18, 2023 Q1 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
451
+ 1.02%
$14.2K - $15.8K
44.8K $1.53M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
418
+ 4.65%
$13.2K - $14.6K
9.41K $321K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
389
+ 0.18%
$12.3K - $13.6K
222K $7.56M
May 02, 2023 Q1 2023
Ltg Capital LLC

BUY
 -
367
+ 1.51%
$11.6K - $12.8K
24.7K $842K
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
310
+ 1.33%
$9.78K - $10.8K
23.7K $806K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
309
+ 1.87%
$9.75K - $10.8K
16.8K $573K
May 09, 2023 Q1 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
291
+ 4.68%
$9.18K - $10.2K
6.51K $222K
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
287
+ 137.32%
$9.05K - $10K
496 $16.9K
May 01, 2023 Q1 2023
Geometric Wealth Advisors

BUY
 -
284
+ 4.21%
$8.96K - $9.92K
7.03K $239K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
269
+ 20.64%
$8.48K - $9.4K
1.57K $53.6K
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
266
+ 0.71%
$8.39K - $9.29K
37.6K $1.28M
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

BUY
 -
232
+ 1.96%
$7.32K - $8.1K
12.1K $412K
May 09, 2023 Q1 2023
Silicon Valley Capital Partners

BUY
 -
223
New
$7.03K - $7.79K
223 $7.6K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
192
+ 78.69%
$6.06K - $6.71K
436 $14.9K
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
186
+ 1.35%
$5.87K - $6.5K
14K $477K
May 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
183
+ 0.26%
$5.77K - $6.39K
70.3K $2.39M
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
173
+ 1.35%
$5.46K - $6.04K
13K $442K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
160
+ 3.41%
$5.05K - $5.59K
4.85K $165K
Apr 20, 2023 Q1 2023
White Lighthouse Investment Management Inc.

BUY
 -
158
+ 2.45%
$4.98K - $5.52K
6.61K $225K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
154
New
$4.86K - $5.38K
154 $5.25K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
149
+ 2.09%
$4.7K - $5.2K
7.29K $248K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
148
+ 462.5%
$4.67K - $5.17K
180 $6.13K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
137
+ 1712.5%
$4.32K - $4.79K
145 $4.94K
May 10, 2023 Q1 2023
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
135
+ 0.17%
$4.26K - $4.72K
81.4K $2.77M
Apr 13, 2023 Q1 2023
Ivc Wealth Advisors LLC

BUY
 -
92
+ 1.34%
$2.9K - $3.21K
6.95K $237K
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
87
+ 4.96%
$2.74K - $3.04K
1.84K $62.8K

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