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 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.91K+ 3.63% |
$189K - $210K
|
169K
$5.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.7K+ 6.22% |
$182K - $202K
|
97.3K
$3.31M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.56K+ 3.77% |
$178K - $197K
|
153K
$5.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.53K+ 62.02% |
$177K - $196K
|
14.4K
$492K
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
5.25K+ 3.49% |
$168K - $186K
|
156K
$5.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.04K+ 77.35% |
$161K - $179K
|
11.6K
$394K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.72KNew |
$151K - $167K
|
4.72K
$161K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.46K+ 48.04% |
$143K - $158K
|
13.8K
$468K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.42K+ 89.11% |
$141K - $157K
|
9.37K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.11K+ 6.21% |
$131K - $146K
|
70.2K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.94K+ 9.36% |
$126K - $140K
|
46K
$1.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.66K+ 2.01% |
$117K - $130K
|
186K
$6.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.37K+ 782.37% |
$108K - $120K
|
3.8K
$130K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.35K+ 3.25% |
$107K - $119K
|
106K
$3.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.08K+ 257.75% |
$98.4K - $109K
|
4.27K
$145K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.87K+ 2.23% |
$91.8K - $102K
|
131K
$4.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
2.74K+ 23.58% |
$87.6K - $97.3K
|
14.4K
$489K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.67K+ 3.2% |
$85.6K - $95K
|
86.4K
$2.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.59K+ 19.98% |
$82.8K - $91.9K
|
15.5K
$529K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.49KNew |
$79.7K - $88.5K
|
2.49K
$84.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.47K+ 22.24% |
$79K - $87.6K
|
13.6K
$462K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.46K+ 0.55% |
$78.6K - $87.2K
|
453K
$15.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.4K+ 8.09% |
$76.8K - $85.2K
|
32.1K
$1.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
2K+ 14.44% |
$64K - $71K
|
15.9K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.97K+ 22.84% |
$63K - $69.9K
|
10.6K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.95K+ 5005.13% |
$62.5K - $69.3K
|
1.99K
$67.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.92K+ 17.15% |
$61.5K - $68.2K
|
13.1K
$447K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.91K+ 1.41% |
$61K - $67.7K
|
137K
$4.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.84K+ 0.55% |
$58.9K - $65.4K
|
338K
$11.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.73K+ 534.88% |
$55.5K - $61.5K
|
2.06K
$70.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.5K+ 7.22% |
$47.9K - $53.1K
|
22.2K
$757K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.3K+ 20.82% |
$41.5K - $46K
|
7.52K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.13K+ 292.76% |
$36.3K - $40.2K
|
1.52K
$51.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
941New |
$30.1K - $33.4K
|
941
$32.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
867+ 4.43% |
$27.7K - $30.8K
|
20.5K
$697K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
851+ 6.18% |
$27.2K - $30.2K
|
14.6K
$498K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
808+ 0.6% |
$25.9K - $28.7K
|
135K
$4.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
784+ 0.46% |
$25.1K - $27.8K
|
170K
$5.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
740+ 4.39% |
$23.7K - $26.3K
|
17.6K
$600K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
717+ 8.59% |
$22.9K - $25.5K
|
9.06K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
683+ 21.03% |
$21.9K - $24.3K
|
3.93K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
655+ 1.8% |
$21K - $23.3K
|
37.1K
$1.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
652+ 4.28% |
$20.9K - $23.2K
|
15.9K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
626+ 0.64% |
$20K - $22.2K
|
97.9K
$3.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
595+ 7.26% |
$19K - $21.1K
|
8.79K
$300K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
582+ 2078.57% |
$18.6K - $20.7K
|
610
$20.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
548+ 2.36% |
$17.5K - $19.5K
|
23.8K
$811K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
532New |
$17K - $18.9K
|
532
$18.1K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
489+ 2.11% |
$15.6K - $17.4K
|
23.7K
$808K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
475+ 1.87% |
$15.2K - $16.9K
|
25.9K
$881K
|