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 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-25.7K- 92.37% |
$877K - $943K
|
2.12K
$72.8K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-28.7K- 40.64% |
$980K - $1.05M
|
41.9K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-37.4K- 2.28% |
$1.28M - $1.37M
|
1.61M
$55.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-37.8K- 31.2% |
$1.29M - $1.39M
|
83.3K
$2.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-50.6K- 25.85% |
$1.73M - $1.86M
|
145K
$4.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-73.8K- 11.01% |
$2.52M - $2.71M
|
596K
$20.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.1K- 20.92% |
$2.77M - $2.98M
|
306K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.1K- 20.92% |
$2.77M - $2.98M
|
306K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-99.8K- 5.47% |
$3.4M - $3.66M
|
1.72M
$59.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-112K- 27.65% |
$3.82M - $4.11M
|
293K
$10M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-141K- 3.87% |
$4.81M - $5.17M
|
3.5M
$120M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-160K- 82.03% |
$5.47M - $5.88M
|
35.1K
$1.2M
|