Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q2 2024. 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 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
615New |
$21K - $22.6K
|
615
$21.1K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
563+ 31.49% |
$19.2K - $20.7K
|
2.35K
$80.6K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
551+ 0.64% |
$18.8K - $20.2K
|
86.4K
$2.96M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
538+ 210.98% |
$18.4K - $19.7K
|
793
$27.2K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
515+ 4.98% |
$17.6K - $18.9K
|
10.9K
$373K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
512+ 3.09% |
$17.5K - $18.8K
|
17.1K
$586K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
492New |
$16.8K - $18.1K
|
492
$16.9K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
492+ 5.46% |
$16.8K - $18.1K
|
9.51K
$326K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
434+ 26.46% |
$14.8K - $15.9K
|
2.07K
$71.1K
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
431+ 1.71% |
$14.7K - $15.8K
|
25.7K
$882K
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
431+ 0.23% |
$14.7K - $15.8K
|
184K
$6.31M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
426+ 2.5% |
$14.5K - $15.6K
|
17.5K
$600K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
426+ 5.12% |
$14.5K - $15.6K
|
8.75K
$300K
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
349New |
$11.9K - $12.8K
|
349
$12K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
346+ 87.37% |
$11.8K - $12.7K
|
742
$25.4K
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
331+ 0.6% |
$11.3K - $12.2K
|
55.4K
$1.9M
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
331New |
$11.3K - $12.2K
|
331
$11.3K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
300+ 0.99% |
$10.2K - $11K
|
30.7K
$1.05M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
296New |
$10.1K - $10.9K
|
296
$10.1K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
280New |
$9.55K - $10.3K
|
280
$9.6K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
272+ 3.54% |
$9.28K - $9.99K
|
7.95K
$273K
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
250+ 3.23% |
$8.53K - $9.18K
|
8K
$274K
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
239+ 1.97% |
$8.15K - $8.77K
|
12.4K
$424K
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
234+ 2.03% |
$7.98K - $8.59K
|
11.7K
$403K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
229New |
$7.81K - $8.41K
|
229
$7.85K
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
223+ 1.33% |
$7.61K - $8.19K
|
17K
$584K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
218+ 5.05% |
$7.44K - $8K
|
4.54K
$156K
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
215+ 0.58% |
$7.34K - $7.89K
|
37.4K
$1.28M
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
203+ 0.13% |
$6.93K - $7.45K
|
160K
$5.47M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
166+ 873.68% |
$5.66K - $6.09K
|
185
$6.34K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
157New |
$5.36K - $5.76K
|
157
$5.38K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
150New |
$5.12K - $5.51K
|
150
$5.14K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
129New |
$4.4K - $4.74K
|
129
$4.42K
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
118+ 0.52% |
$4.03K - $4.33K
|
22.7K
$778K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
114+ 11400.0% |
$3.89K - $4.18K
|
115
$3.94K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
97New |
$3.31K - $3.56K
|
97
$3.33K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
95+ 0.61% |
$3.24K - $3.49K
|
15.6K
$535K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71New |
$2.42K - $2.61K
|
71
$2.43K
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
56+ 0.32% |
$1.91K - $2.06K
|
17.8K
$611K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 785.71% |
$1.88K - $2.02K
|
62
$2.13K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
48+ 0.15% |
$1.64K - $1.76K
|
31.9K
$1.1M
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
45+ 0.23% |
$1.54K - $1.65K
|
19.6K
$673K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
42New |
$1.43K - $1.54K
|
42
$1.44K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
40+ 95.24% |
$1.36K - $1.47K
|
82
$2.81K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 53.03% |
$1.19K - $1.28K
|
101
$3.46K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 2.72% |
$1.09K - $1.17K
|
1.21K
$41.4K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
32New |
$1.09K - $1.17K
|
32
$1.1K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
31New |
$1.06K - $1.14K
|
31
$1.06K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
31+ 14.42% |
$1.06K - $1.14K
|
246
$8.44K
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
30+ 0.31% |
$1.02K - $1.1K
|
9.7K
$333K
|