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 |
|---|---|---|---|---|---|---|---|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25+ 1.74% |
$853 - $918
|
1.47K
$50.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
22New |
$751 - $808
|
22
$758
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
17+ 0.1% |
$580 - $624
|
16.7K
$576K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.46% |
$580 - $624
|
3.72K
$128K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 12.61% |
$512 - $551
|
134
$4.61K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.15% |
$512 - $551
|
9.79K
$337K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15+ 0.11% |
$512 - $551
|
13.1K
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
13+ 13.4% |
$444 - $477
|
110
$3.79K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 3.21% |
$307 - $330
|
289
$9.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6+ 2.67% |
$205 - $220
|
231
$7.96K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5New |
$171 - $184
|
5
$172
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$34.1 - $36.7
|
1.42K
$48.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8- 4.57% |
$273 - $294
|
167
$5.75K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9- 0.04% |
$307 - $330
|
21.9K
$753K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.64% |
$341 - $367
|
1.56K
$53.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-11- 0.03% |
$375 - $404
|
32.5K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13Closed |
$444 - $477
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-18- 0.2% |
$614 - $661
|
9.04K
$311K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-18- 0.16% |
$614 - $661
|
11.3K
$389K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-24- 0.16% |
$819 - $881
|
15.1K
$521K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-52- 0.32% |
$1.77K - $1.91K
|
16.4K
$566K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-52- 0.08% |
$1.77K - $1.91K
|
68.4K
$2.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-56- 0.28% |
$1.91K - $2.06K
|
20K
$690K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-60- 2.26% |
$2.05K - $2.2K
|
2.59K
$89.2K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-71- 1.12% |
$2.42K - $2.61K
|
6.3K
$217K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-74- 0.96% |
$2.52K - $2.72K
|
7.66K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-75- 8.49% |
$2.56K - $2.75K
|
808
$27.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-79- 18.29% |
$2.7K - $2.9K
|
353
$12.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 14.01% |
$2.7K - $2.9K
|
485
$16.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-88- 0.9% |
$3K - $3.23K
|
9.73K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-101- 0.59% |
$3.45K - $3.71K
|
17.1K
$590K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-106- 9.23% |
$3.62K - $3.89K
|
1.04K
$35.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-121- 1.04% |
$4.13K - $4.44K
|
11.5K
$396K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-125- 0.11% |
$4.27K - $4.59K
|
112K
$3.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-126- 0.71% |
$4.3K - $4.63K
|
17.5K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-127- 0.13% |
$4.33K - $4.66K
|
95.5K
$3.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-130- 2.17% |
$4.44K - $4.77K
|
5.86K
$202K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-132- 0.46% |
$4.5K - $4.85K
|
28.8K
$991K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-143- 77.3% |
$4.88K - $5.25K
|
42
$1.45K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-150- 1.16% |
$5.12K - $5.51K
|
12.8K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-150- 0.9% |
$5.12K - $5.51K
|
16.4K
$566K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-150- 1.91% |
$5.12K - $5.51K
|
7.7K
$265K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-153- 40.69% |
$5.22K - $5.62K
|
223
$7.68K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-164- 1.0% |
$5.6K - $6.02K
|
16.2K
$559K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-184- 0.59% |
$6.28K - $6.75K
|
30.9K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-223- 1.78% |
$7.61K - $8.19K
|
12.3K
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-250- 3.1% |
$8.53K - $9.18K
|
7.81K
$269K
|