Purchases and Sales Made in Q2 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 Q2 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
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.37K
+ 4.44%
$143K - $151K
103K $3.53M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
4.21K
+ 21.13%
$138K - $146K
24.1K $828K
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
4.17K
+ 13.42%
$136K - $144K
35.2K $1.21M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.97K
+ 30.06%
$130K - $137K
17.2K $588K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
3.89K
+ 2.27%
$127K - $134K
175K $6M
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
BUY
 -
3.82K
+ 17.31%
$125K - $132K
25.9K $887K
Nov 13, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
3.65K
+ 2.2%
$119K - $126K
169K $5.8M
Aug 10, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
3.65K
+ 2.2%
$119K - $126K
169K $5.8M
Jul 21, 2023 Q2 2023
Capital Insight Partners, LLC

BUY
 -
3.31K
+ 1.52%
$108K - $115K
221K $7.57M
Jul 06, 2023 Q2 2023
Richard P Slaughter Associates Inc

BUY
 -
3.12K
+ 9.79%
$102K - $108K
35K $1.2M
Jul 20, 2023 Q2 2023
Horizon Financial Services, LLC

BUY
 -
3.01K
+ 3.4%
$98.3K - $104K
91.6K $3.14M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.92K
+ 6.35%
$95.3K - $101K
48.9K $1.68M
Jul 18, 2023 Q2 2023
Capital Advisors Inc

BUY
 -
2.78K
+ 0.4%
$90.8K - $96.1K
695K $23.8M
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
2.73K
+ 10.13%
$89.2K - $94.4K
29.7K $1.02M
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
2.71K
New
$88.7K - $93.9K
2.71K $93.1K
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

BUY
 -
2.71K
+ 0.44%
$88.5K - $93.7K
623K $21.4M
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
2.71K
+ 15.02%
$88.4K - $93.6K
20.7K $711K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.61K
+ 11.2%
$85.4K - $90.4K
25.9K $890K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.52K
+ 7.99%
$82.5K - $87.3K
34.1K $1.17M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
2.32K
+ 21.04%
$75.9K - $80.3K
13.4K $458K
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
2.2K
New
$71.8K - $76K
2.2K $75.4K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
2.16K
+ 33.51%
$70.7K - $74.8K
8.62K $296K
Aug 02, 2023 Q2 2023
Wealth Architects, LLC

BUY
 -
2.15K
+ 6.94%
$70.2K - $74.3K
33.1K $1.14M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.14K
New
$70K - $74.1K
2.14K $73.5K
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
2.14K
+ 9.03%
$69.8K - $73.9K
25.8K $884K
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
2.13K
+ 12.67%
$69.6K - $73.7K
19K $650K
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
2.07K
+ 1.26%
$67.5K - $71.4K
166K $5.69M
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
2.04K
+ 1.58%
$66.7K - $70.6K
131K $4.5M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
1.68K
+ 106.55%
$54.7K - $57.9K
3.25K $111K
Jul 24, 2023 Q2 2023
Hexagon Capital Partners LLC

BUY
 -
1.6K
+ 47.53%
$52.2K - $55.2K
4.96K $170K
Aug 10, 2023 Q2 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
1.57K
+ 16.43%
$51.2K - $54.2K
11.1K $381K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.48K
+ 10557.14%
$48.3K - $51.1K
1.49K $51.2K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
1.48K
+ 18.92%
$48.3K - $51.1K
9.29K $319K
Jul 13, 2023 Q2 2023
Ivc Wealth Advisors LLC

BUY
 -
1.4K
+ 20.12%
$45.7K - $48.3K
8.35K $286K
Jul 31, 2023 Q2 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
1.28K
+ 16.83%
$41.9K - $44.4K
8.92K $306K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.19K
New
$39K - $41.3K
1.19K $40.9K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
1.15K
+ 14.37%
$37.5K - $39.7K
9.15K $314K
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
1.13K
New
$36.8K - $38.9K
1.13K $38.6K
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
1.08K
+ 8.96%
$35.3K - $37.4K
13.2K $451K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
935
+ 6.22%
$30.5K - $32.3K
16K $547K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
921
+ 0.96%
$30.1K - $31.8K
97.3K $3.34M
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
861
+ 4.0%
$28.1K - $29.8K
22.4K $768K
Jul 10, 2023 Q2 2023
Mc Lean Asset Management Corp

BUY
 -
853
+ 4.55%
$27.9K - $29.5K
19.6K $672K
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
851
+ 5.04%
$27.8K - $29.4K
17.7K $609K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
775
+ 7.15%
$25.3K - $26.8K
11.6K $398K
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

BUY
 -
727
+ 0.54%
$23.8K - $25.1K
135K $4.65M
Jul 26, 2023 Q2 2023
Peak Financial Management, Inc.

BUY
 -
669
+ 0.32%
$21.9K - $23.1K
211K $7.24M
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
660
+ 9.97%
$21.6K - $22.8K
7.28K $250K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
653
New
$21.3K - $22.6K
653 $22.4K

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