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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-251- 56.03% |
$8.56K - $9.21K
|
197
$6.76K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-253- 9.47% |
$8.63K - $9.29K
|
2.42K
$82.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-255- 0.55% |
$8.7K - $9.36K
|
46.2K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-255- 1.88% |
$8.7K - $9.36K
|
13.3K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-275- 80.65% |
$9.38K - $10.1K
|
66
$2.26K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-281- 0.78% |
$9.59K - $10.3K
|
35.7K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-284- 1.49% |
$9.69K - $10.4K
|
18.7K
$642K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-298- 0.76% |
$10.2K - $10.9K
|
39.1K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-300- 2.54% |
$10.2K - $11K
|
11.5K
$394K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-300- 59.52% |
$10.2K - $11K
|
204
$7K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-300- 23.08% |
$10.2K - $11K
|
1K
$34.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-327- 3.63% |
$11.2K - $12K
|
8.68K
$298K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-335- 27.13% |
$11.4K - $12.3K
|
900
$30.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-351- 5.17% |
$12K - $12.9K
|
6.44K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-379- 1.65% |
$12.9K - $13.9K
|
22.6K
$774K
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-401- 0.94% |
$13.7K - $14.7K
|
42.4K
$1.45M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-412- 1.79% |
$14.1K - $15.1K
|
22.7K
$777K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-420- 1.62% |
$14.3K - $15.4K
|
25.5K
$874K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-427- 4.82% |
$14.6K - $15.7K
|
8.43K
$289K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-435- 85.13% |
$14.8K - $16K
|
76
$2.61K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-458- 1.97% |
$15.6K - $16.8K
|
22.8K
$783K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-473- 0.26% |
$16.1K - $17.4K
|
178K
$6.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-546- 4.66% |
$18.6K - $20K
|
11.2K
$383K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-547- 1.98% |
$18.7K - $20.1K
|
27.1K
$929K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-586- 54.06% |
$20K - $21.5K
|
498
$17.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-609- 0.34% |
$20.8K - $22.4K
|
179K
$6.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-637- 0.47% |
$21.7K - $23.4K
|
135K
$4.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-655- 1.42% |
$22.3K - $24K
|
45.4K
$1.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-665- 2.82% |
$22.7K - $24.4K
|
22.9K
$785K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-665- 3.6% |
$22.7K - $24.4K
|
17.8K
$611K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-740- 2.34% |
$25.2K - $27.2K
|
30.9K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-740- 2.25% |
$25.2K - $27.2K
|
32.1K
$1.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-757- 1.17% |
$25.8K - $27.8K
|
64.1K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-827- 4.06% |
$28.2K - $30.4K
|
19.6K
$671K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-847- 6.96% |
$28.9K - $31.1K
|
11.3K
$388K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-852- 71.3% |
$29.1K - $31.3K
|
343
$11.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-886- 7.11% |
$30.2K - $32.5K
|
11.6K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-890- 0.5% |
$30.4K - $32.7K
|
176K
$6.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-893- 5.46% |
$30.5K - $32.8K
|
15.5K
$531K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-908Closed |
$31K - $33.3K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-964- 5.61% |
$32.9K - $35.4K
|
16.2K
$557K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-972- 5.71% |
$33.2K - $35.7K
|
16K
$550K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.91% |
$36K - $38.7K
|
35.1K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-1.06K- 15.79% |
$36.2K - $39K
|
5.67K
$194K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.07K- 3.42% |
$36.6K - $39.4K
|
30.3K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.09K- 4.11% |
$37K - $39.8K
|
25.3K
$868K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.11K- 0.8% |
$37.9K - $40.8K
|
138K
$4.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.13K- 13.9% |
$38.6K - $41.5K
|
7K
$240K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.22K- 2.71% |
$41.5K - $44.6K
|
43.7K
$1.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.24K- 4.34% |
$42.3K - $45.6K
|
27.3K
$938K
|