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 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
83
+ 1.09%
$2.62K - $2.9K
7.7K $262K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
82
New
$2.59K - $2.86K
82 $2.79K
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
61
+ 0.81%
$1.92K - $2.13K
7.63K $260K
Apr 21, 2023 Q1 2023
Courage Miller Partners, LLC

BUY
 -
59
+ 0.04%
$1.86K - $2.06K
163K $5.57M
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
52
+ 2.98%
$1.64K - $1.82K
1.8K $61.2K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
45
New
$1.42K - $1.57K
45 $1.53K
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

BUY
 -
34
New
$1.07K - $1.19K
34 $1.16K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
33
+ 330.0%
$1.04K - $1.15K
43 $1.47K
Apr 20, 2023 Q1 2023
Altfest L J & CO Inc

BUY
 -
30
+ 0.18%
$946 - $1.05K
16.8K $574K
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
15
+ 6.61%
$473 - $524
242 $8.24K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
13
New
$410 - $454
13 $443
Apr 03, 2023 Q1 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
12
+ 11.65%
$378 - $419
115 $3.92K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
9
New
$284 - $314
9 $307
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
7
+ 350.0%
$221 - $245
9 $307
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
7
New
$221 - $245
7 $238
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
3
+ 0.01%
$94.6 - $105
34.5K $1.18M
May 04, 2023 Q1 2023
Ifrah Financial Services, Inc.

BUY
 -
1
+ 0.01%
$31.5 - $34.9
11K $375K
May 11, 2023 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

SELL
 -
-6
- 7.89%
$189 - $210
70 $2.38K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-6
- 0.02%
$189 - $210
32.4K $1.1M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-10
- 0.03%
$315 - $349
31.6K $1.08M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-19
Closed
$599 - $664
0 $0
May 24, 2024 Q1 2023
Garrison Asset Management, LLC

SELL
 -
-21
- 0.35%
$662 - $734
5.97K $203K
Apr 26, 2023 Q1 2023
Maryland Capital Advisors Inc.

SELL
 -
-24
- 2.39%
$757 - $838
979 $33.4K
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

SELL
 -
-29
- 0.35%
$915 - $1.01K
8.23K $280K
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-45
- 0.4%
$1.42K - $1.57K
11.3K $384K
Apr 20, 2023 Q1 2023
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-46
- 2.79%
$1.45K - $1.61K
1.6K $54.6K
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-49
- 0.08%
$1.55K - $1.71K
59.9K $2.04M
Apr 10, 2023 Q1 2023
Level Financial Advisors, Inc.

SELL
 -
-53
- 16.21%
$1.67K - $1.85K
274 $9.34K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

SELL
 -
-64
- 0.16%
$2.02K - $2.24K
40.7K $1.39M
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

SELL
 -
-84
- 13.82%
$2.65K - $2.93K
524 $17.9K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

SELL
 -
-93
- 27.51%
$2.93K - $3.25K
245 $8.35K
May 11, 2023 Q1 2023
West Hill Financial Advisors, Inc.

SELL
 -
-93
- 29.06%
$2.93K - $3.25K
227 $7.73K
May 04, 2023 Q1 2023
Glassman Wealth Services

SELL
 -
-96
- 32.0%
$3.03K - $3.35K
204 $6.95K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

SELL
 -
-96
- 24.06%
$3.03K - $3.35K
303 $10.3K
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

SELL
 -
-129
- 7.33%
$4.07K - $4.51K
1.63K $55.6K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

SELL
 -
-129
- 81.65%
$4.07K - $4.51K
29 $988
Apr 11, 2023 Q1 2023
Pacifica Partners Inc.

SELL
 -
-147
- 11.79%
$4.64K - $5.13K
1.1K $37.5K
Oct 16, 2023 Q1 2023
Schoolcraft Capital LLC

Boulder, CO
SELL
 -
-148
- 1.76%
$4.67K - $5.17K
8.26K $282K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-160
- 1.05%
$5.05K - $5.59K
15K $512K
May 11, 2023 Q1 2023
Blue Barn Wealth, LLC

SELL
 -
-162
- 0.75%
$5.11K - $5.66K
21.4K $729K
May 26, 2023 Q1 2023
Fortis Group Advisors, LLC

Westwood, NJ
SELL
 -
-185
Closed
$5.83K - $6.46K
0 $0
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
SELL
 -
-188
- 2.8%
$5.93K - $6.57K
6.53K $223K
Apr 21, 2023 Q1 2023
Kathleen S. Wright Associates Inc.

SELL
 -
-198
- 0.13%
$6.24K - $6.92K
147K $5.01M
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-231
- 10.97%
$7.29K - $8.07K
1.87K $63.8K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-263
- 42.35%
$8.3K - $9.19K
358 $12.2K
Apr 20, 2023 Q1 2023
Private Ocean, LLC

SELL
 -
-268
- 25.02%
$8.45K - $9.36K
803 $27.4K
May 12, 2023 Q1 2023
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-269
- 4.16%
$8.48K - $9.4K
6.2K $211K
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-270
- 1.14%
$8.52K - $9.43K
23.4K $798K

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