Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16+ 0.06% |
$552 - $622
|
27.4K
$938K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16New |
$552 - $622
|
16
$549
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
15+ 0.3% |
$517 - $583
|
4.98K
$171K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
13+ 0.31% |
$448 - $505
|
4.23K
$145K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11+ 1.9% |
$379 - $428
|
591
$20.3K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
11+ 0.1% |
$379 - $428
|
11.2K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$345 - $389
|
10
$343
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7+ 0.01% |
$241 - $272
|
49.5K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6+ 5.45% |
$207 - $233
|
116
$3.98K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 20.69% |
$207 - $233
|
35
$1.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
6+ 0.07% |
$207 - $233
|
9.2K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4+ 0.06% |
$138 - $155
|
7K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.16% |
$138 - $155
|
2.55K
$87.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.29% |
$103 - $117
|
1.05K
$35.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.13% |
$103 - $117
|
2.37K
$81.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.2% |
$34.5 - $38.9
|
499
$17.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.1% |
$34.5 - $38.9
|
1.05K
$35.9K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.22% |
$34.5 - $38.9
|
457
$15.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$34.5 - $38.9
|
835
$28.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.1% |
$172 - $194
|
5.11K
$175K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.06% |
$241 - $272
|
11.3K
$387K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-18- 81.82% |
$621 - $700
|
4
$137
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-19- 5.54% |
$655 - $739
|
324
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-19- 0.49% |
$655 - $739
|
3.85K
$132K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-30- 12.2% |
$1.03K - $1.17K
|
216
$7.41K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 2.65% |
$1.1K - $1.24K
|
1.18K
$40.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-33- 0.18% |
$1.14K - $1.28K
|
17.9K
$613K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-35- 34.65% |
$1.21K - $1.36K
|
66
$2.26K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 48.78% |
$1.38K - $1.55K
|
42
$1.44K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-45- 0.23% |
$1.55K - $1.75K
|
19.6K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-46- 2.22% |
$1.59K - $1.79K
|
2.03K
$69.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 39.83% |
$1.62K - $1.83K
|
71
$2.43K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-50- 29.94% |
$1.72K - $1.94K
|
117
$4.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-54- 0.33% |
$1.86K - $2.1K
|
16.2K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-56- 2.76% |
$1.93K - $2.18K
|
1.97K
$67.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-67- 0.43% |
$2.31K - $2.6K
|
15.5K
$532K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-93- 0.82% |
$3.21K - $3.61K
|
11.2K
$385K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-93- 0.98% |
$3.21K - $3.61K
|
9.39K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-95- 4.47% |
$3.28K - $3.69K
|
2.03K
$69.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 11.11% |
$3.45K - $3.89K
|
800
$27.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-121- 0.18% |
$4.17K - $4.7K
|
68.3K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-126- 1.64% |
$4.34K - $4.9K
|
7.57K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-130- 0.14% |
$4.48K - $5.05K
|
95.4K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-130- 86.67% |
$4.48K - $5.05K
|
20
$686
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-134- 1.59% |
$4.62K - $5.21K
|
8.29K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-147- 0.39% |
$5.07K - $5.71K
|
37.2K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-154- 1.87% |
$5.31K - $5.99K
|
8.1K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-166- 71.86% |
$5.72K - $6.45K
|
65
$2.23K
|