Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.63MNew |
$52M - $57.7M
|
1.63M
$55.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
876KNew |
$28M - $31.1M
|
876K
$29.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
592K+ 1.56% |
$19M - $21M
|
38.5M
$1.31B
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
461K+ 66.32% |
$14.7M - $16.4M
|
1.16M
$39.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
410K+ 29.09% |
$13.1M - $14.6M
|
1.82M
$62M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
366K+ 267.61% |
$11.7M - $13M
|
502K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
240K+ 45.58% |
$7.7M - $8.54M
|
768K
$26.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
219K+ 5.54% |
$7.02M - $7.79M
|
4.18M
$142M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
130K+ 60.08% |
$4.17M - $4.63M
|
347K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
124K+ 216.33% |
$3.97M - $4.41M
|
182K
$6.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
119K+ 9.98% |
$3.82M - $4.23M
|
1.31M
$44.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
106K+ 617.36% |
$3.39M - $3.76M
|
123K
$4.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
99.2K+ 8.59% |
$3.17M - $3.52M
|
1.25M
$42.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
80.9KNew |
$2.59M - $2.87M
|
80.9K
$2.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
78.9K+ 24.82% |
$2.53M - $2.8M
|
397K
$13.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
74.6K+ 6.75% |
$2.39M - $2.65M
|
1.18M
$40.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
56KNew |
$1.79M - $1.99M
|
56K
$1.91M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
43.6KNew |
$1.39M - $1.55M
|
43.6K
$1.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
40.5K+ 58.25% |
$1.29M - $1.44M
|
110K
$3.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
39KNew |
$1.25M - $1.38M
|
39K
$1.33M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
35.5KNew |
$1.14M - $1.26M
|
35.5K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.3K+ 20.5% |
$968K - $1.07M
|
178K
$6.06M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
28.9KNew |
$925K - $1.03M
|
28.9K
$984K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28.6K+ 8.91% |
$917K - $1.02M
|
350K
$11.9M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.9K+ 47.12% |
$830K - $921K
|
80.9K
$2.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
22.2K+ 10.56% |
$712K - $790K
|
233K
$7.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.7KNew |
$662K - $735K
|
20.7K
$705K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
20.5K+ 2.39% |
$656K - $727K
|
878K
$29.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.2K+ 1.76% |
$646K - $716K
|
1.16M
$39.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.1KNew |
$612K - $679K
|
19.1K
$652K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.4K+ 8.37% |
$556K - $617K
|
225K
$7.66M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15.4KNew |
$493K - $547K
|
15.4K
$525K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2K+ 7.82% |
$455K - $505K
|
196K
$6.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.8K+ 11.14% |
$443K - $492K
|
138K
$4.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
12.9K+ 6.0% |
$412K - $457K
|
227K
$7.74M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
12.3K+ 1.89% |
$394K - $437K
|
665K
$22.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
12.1KNew |
$388K - $430K
|
12.1K
$413K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
11.9KNew |
$379K - $421K
|
11.9K
$404K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11KNew |
$352K - $390K
|
11K
$375K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.34K+ 5.34% |
$299K - $332K
|
184K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.9K+ 9.84% |
$285K - $316K
|
99.3K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.9K+ 14.13% |
$285K - $316K
|
71.9K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8.85K+ 5.33% |
$283K - $314K
|
175K
$5.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
8.32K+ 8.45% |
$266K - $296K
|
107K
$3.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.02K+ 3.63% |
$257K - $285K
|
229K
$7.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
7.98K+ 4.92% |
$255K - $284K
|
170K
$5.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7.42K+ 5.38% |
$237K - $263K
|
145K
$4.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
6.75KNew |
$216K - $240K
|
6.75K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.74K+ 50.42% |
$216K - $239K
|
20.1K
$685K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.68K+ 27.68% |
$214K - $237K
|
30.8K
$1.05M
|