Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Intl Small (SCHC)
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 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.87K- 10.85% |
$61.1K - $64.6K
|
15.4K
$529K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.9K- 10.3% |
$62.1K - $65.8K
|
16.6K
$570K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.9K- 1.51% |
$62.2K - $65.8K
|
124K
$4.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.92K- 14.63% |
$62.7K - $66.3K
|
11.2K
$386K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.97K- 1.62% |
$64.3K - $68K
|
120K
$4.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.01K- 16.65% |
$65.8K - $69.6K
|
10.1K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.04K- 18.11% |
$66.8K - $70.7K
|
9.24K
$318K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.13K- 1.01% |
$69.5K - $73.5K
|
208K
$7.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.32K- 10.83% |
$75.7K - $80.1K
|
19.1K
$657K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-2.52K- 3.44% |
$82.5K - $87.3K
|
70.8K
$2.44M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.69K- 5.07% |
$87.7K - $92.8K
|
50.2K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.14K- 1.41% |
$102K - $108K
|
219K
$7.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.25K- 9.48% |
$106K - $112K
|
31K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.51K- 2.69% |
$115K - $121K
|
127K
$4.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-3.53K- 27.18% |
$115K - $122K
|
9.45K
$326K
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.54K- 2.58% |
$116K - $122K
|
133K
$4.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.55K- 0.25% |
$116K - $123K
|
1.43M
$49.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.62K- 5.48% |
$118K - $125K
|
62.5K
$2.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.88K- 2.02% |
$127K - $134K
|
189K
$6.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.08K- 2.58% |
$133K - $141K
|
154K
$5.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.21K- 14.68% |
$138K - $146K
|
24.5K
$843K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.22K- 0.4% |
$138K - $146K
|
1.05M
$36.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.27K- 2.72% |
$140K - $148K
|
153K
$5.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4.61K- 5.66% |
$151K - $159K
|
76.8K
$2.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-4.81K- 17.16% |
$157K - $166K
|
23.2K
$800K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.94K- 2.72% |
$161K - $171K
|
176K
$6.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6.03K- 8.36% |
$197K - $209K
|
66.1K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.52K- 18.57% |
$213K - $225K
|
28.6K
$984K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-7.55K- 3.96% |
$247K - $261K
|
183K
$6.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.76K- 5.17% |
$254K - $268K
|
142K
$4.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-7.99K- 9.82% |
$261K - $276K
|
73.4K
$2.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.05K- 81.65% |
$263K - $279K
|
1.81K
$62.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.31K- 0.98% |
$304K - $322K
|
938K
$32.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9.84K- 13.5% |
$321K - $340K
|
63K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.86K- 11.43% |
$322K - $341K
|
76.5K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-10.1K- 6.45% |
$331K - $351K
|
147K
$5.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-11.6K- 5.41% |
$378K - $401K
|
202K
$6.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-11.6K- 35.99% |
$380K - $402K
|
20.7K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 8.9% |
$427K - $452K
|
134K
$4.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.1K- 68.08% |
$428K - $453K
|
6.14K
$212K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14K- 5.23% |
$458K - $485K
|
254K
$8.75M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14.2K- 6.82% |
$463K - $490K
|
194K
$6.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-17.3K- 14.79% |
$566K - $599K
|
99.7K
$3.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-26.1K- 7.2% |
$852K - $901K
|
336K
$11.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-26.6K- 26.15% |
$870K - $921K
|
75.2K
$2.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-38.5K- 3.71% |
$1.26M - $1.33M
|
1M
$34.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-45.1K- 4.53% |
$1.47M - $1.56M
|
951K
$32.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-54.2K- 1.46% |
$1.77M - $1.87M
|
3.66M
$126M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-113K- 90.9% |
$3.69M - $3.9M
|
11.3K
$389K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-160K- 48.54% |
$5.22M - $5.53M
|
170K
$5.84M
|