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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-480- 6.84% |
$15.4K - $17K
|
6.53K
$223K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-496- 1.56% |
$15.9K - $17.6K
|
31.4K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-510- 5.52% |
$16.3K - $18.1K
|
8.73K
$297K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-532- 9.62% |
$17K - $18.9K
|
5K
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-532- 9.62% |
$17K - $18.9K
|
5K
$170K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-548- 5.44% |
$17.5K - $19.5K
|
9.53K
$325K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-593- 2.55% |
$19K - $21.1K
|
22.6K
$771K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-700- 3.35% |
$22.4K - $24.9K
|
20.2K
$689K
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-709- 6.27% |
$22.7K - $25.2K
|
10.6K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-710- 2.75% |
$22.7K - $25.2K
|
25.2K
$857K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-747- 1.26% |
$23.9K - $26.5K
|
58.6K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-763- 4.0% |
$24.4K - $27.1K
|
18.3K
$624K
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-773- 0.3% |
$24.7K - $27.4K
|
256K
$8.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-829- 8.77% |
$26.5K - $29.4K
|
8.63K
$294K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-859- 1.12% |
$27.5K - $30.5K
|
76K
$2.59M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-869- 4.9% |
$27.8K - $30.9K
|
16.9K
$575K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-877- 1.43% |
$28.1K - $31.1K
|
60.5K
$2.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-894- 9.35% |
$28.6K - $31.7K
|
8.66K
$295K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-914- 0.48% |
$29.2K - $32.5K
|
188K
$6.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-916- 1.31% |
$29.3K - $32.5K
|
68.8K
$2.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-933- 0.62% |
$29.9K - $33.1K
|
149K
$5.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-937- 6.2% |
$30K - $33.3K
|
14.2K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 0.43% |
$35.1K - $39K
|
253K
$8.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 14.1% |
$35.2K - $39.1K
|
6.7K
$228K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.17K- 3.35% |
$37.5K - $41.7K
|
33.9K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.29K- 7.25% |
$41.1K - $45.6K
|
16.4K
$560K
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.29K- 1.73% |
$41.2K - $45.8K
|
73.1K
$2.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.43K- 0.93% |
$45.7K - $50.7K
|
152K
$5.16M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.48K- 6.63% |
$47.3K - $52.4K
|
20.8K
$708K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 99.06% |
$47.3K - $52.5K
|
14
$477
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.61K- 14.38% |
$51.5K - $57.2K
|
9.58K
$327K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.67K- 0.17% |
$53.5K - $59.4K
|
998K
$34M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.7K- 3.38% |
$54.4K - $60.3K
|
48.5K
$1.65M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.7K- 10.73% |
$54.5K - $60.5K
|
14.2K
$483K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.77K- 10.44% |
$56.5K - $62.7K
|
15.2K
$516K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.77K- 2.98% |
$56.7K - $63K
|
57.8K
$1.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.99K- 7.38% |
$63.5K - $70.5K
|
24.9K
$849K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.01K- 7.53% |
$64.3K - $71.3K
|
24.7K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.12K- 4.33% |
$67.7K - $75.1K
|
46.8K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.39K- 10.79% |
$76.3K - $84.7K
|
19.7K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.43K- 9.93% |
$77.8K - $86.3K
|
22K
$751K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.49K- 71.07% |
$79.8K - $88.6K
|
1.02K
$34.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.76K- 0.26% |
$88.3K - $98K
|
1.04M
$35.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.87K- 3.75% |
$91.7K - $102K
|
73.6K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.1K- 81.51% |
$99.2K - $110K
|
703
$24K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.13K- 2.25% |
$100K - $111K
|
136K
$4.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.36K- 1.93% |
$107K - $119K
|
171K
$5.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.68K- 0.99% |
$118K - $131K
|
367K
$12.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.74K- 2.04% |
$120K - $133K
|
179K
$6.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.91K- 17.8% |
$125K - $139K
|
18.1K
$615K
|