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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.28K- 2.94% |
$43.7K - $47K
|
42.3K
$1.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.59K- 29.08% |
$54.2K - $58.3K
|
3.87K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.7K- 2.26% |
$58K - $62.4K
|
73.5K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-1.71K- 55.68% |
$58.2K - $62.6K
|
1.36K
$46.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.76K- 43.44% |
$60.2K - $64.8K
|
2.3K
$78.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.77K- 6.26% |
$60.3K - $64.8K
|
26.5K
$907K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.11K- 95.73% |
$71.9K - $77.3K
|
94
$3.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.17K- 21.91% |
$74.1K - $79.7K
|
7.74K
$266K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-2.26K- 3.34% |
$77.2K - $83.1K
|
65.4K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.49K- 2.91% |
$84.9K - $91.3K
|
83K
$2.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.55K- 1.41% |
$86.9K - $93.5K
|
178K
$6.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.72K- 97.45% |
$92.7K - $99.7K
|
71
$2.43K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.91K- 20.61% |
$99.4K - $107K
|
11.2K
$385K
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.03K- 2.31% |
$103K - $111K
|
128K
$4.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 4.47% |
$104K - $112K
|
65.3K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.09K- 2.13% |
$105K - $113K
|
142K
$4.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.17K- 3.15% |
$108K - $116K
|
97.3K
$3.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.86K- 1.59% |
$132K - $142K
|
239K
$8.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.86K- 2.09% |
$132K - $142K
|
181K
$6.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.06K- 5.03% |
$139K - $149K
|
76.6K
$2.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.13K- 6.4% |
$141K - $151K
|
60.3K
$2.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.42K- 3.17% |
$151K - $162K
|
135K
$4.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.55K- 2.0% |
$155K - $167K
|
223K
$7.64M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.7K- 52.54% |
$160K - $173K
|
4.24K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5.2K- 8.08% |
$177K - $191K
|
59.2K
$2.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-5.98K- 9.58% |
$204K - $220K
|
56.5K
$1.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-6.91K- 6.85% |
$236K - $254K
|
94K
$3.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-7.74K- 8.59% |
$264K - $284K
|
82.4K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.89K- 7.75% |
$269K - $290K
|
94K
$3.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.37K- 0.94% |
$286K - $307K
|
880K
$30.2M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.9K- 26.19% |
$304K - $327K
|
25.1K
$860K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.06K- 6.63% |
$309K - $333K
|
128K
$4.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.16K- 35.63% |
$313K - $336K
|
16.6K
$568K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.18K- 13.79% |
$313K - $337K
|
57.4K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.37K- 65.93% |
$320K - $344K
|
4.84K
$166K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-9.83K- 16.96% |
$336K - $361K
|
48.2K
$1.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 6.57% |
$351K - $378K
|
146K
$5.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.7K- 73.36% |
$399K - $429K
|
4.24K
$146K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.3K- 0.87% |
$419K - $451K
|
1.39M
$47.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-13.3K- 69.23% |
$455K - $489K
|
5.93K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-14.7K- 6.32% |
$503K - $541K
|
218K
$7.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-15.3K- 13.92% |
$522K - $562K
|
94.6K
$3.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-17K- 9.36% |
$581K - $626K
|
165K
$5.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19.1K- 1.57% |
$652K - $702K
|
1.2M
$41.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-19.6K- 15.58% |
$670K - $721K
|
106K
$3.65M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20.2K- 8.37% |
$689K - $741K
|
221K
$7.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-21.3K- 59.24% |
$726K - $781K
|
14.6K
$502K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.2K- 4.13% |
$825K - $887K
|
561K
$19.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25K- 35.43% |
$854K - $919K
|
45.6K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25.2K- 5.55% |
$860K - $925K
|
429K
$14.7M
|