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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-195- 8.49% |
$6.72K - $7.58K
|
2.1K
$72.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-198- 1.54% |
$6.83K - $7.7K
|
12.6K
$433K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-199- 1.91% |
$6.86K - $7.74K
|
10.2K
$350K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-202- 2.06% |
$6.96K - $7.85K
|
9.59K
$329K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-204- 0.22% |
$7.03K - $7.93K
|
94.4K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-207- 0.64% |
$7.14K - $8.05K
|
32.3K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-216- 3.72% |
$7.45K - $8.4K
|
5.59K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-234- 1.46% |
$8.07K - $9.1K
|
15.8K
$542K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-238- 2.05% |
$8.21K - $9.25K
|
11.3K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-272- 1.08% |
$9.38K - $10.6K
|
24.8K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-376- 86.04% |
$13K - $14.6K
|
61
$2.09K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-400- 30.3% |
$13.8K - $15.5K
|
920
$31.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-417- 3.18% |
$14.4K - $16.2K
|
12.7K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-431- 8.33% |
$14.9K - $16.8K
|
4.74K
$163K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-451- 0.95% |
$15.6K - $17.5K
|
47K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-468- 2.73% |
$16.1K - $18.2K
|
16.7K
$571K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-476- 60.03% |
$16.4K - $18.5K
|
317
$10.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-496- 1.56% |
$17.1K - $19.3K
|
31.2K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-506- 0.69% |
$17.4K - $19.7K
|
73K
$2.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-518- 3.89% |
$17.9K - $20.1K
|
12.8K
$439K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-542- 2.37% |
$18.7K - $21.1K
|
22.3K
$765K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-557- 4.85% |
$19.2K - $21.7K
|
10.9K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-577- 42.49% |
$19.9K - $22.4K
|
781
$26.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-635- 1.5% |
$21.9K - $24.7K
|
41.8K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-645- 6.64% |
$22.2K - $25.1K
|
9.08K
$311K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-649- 2.97% |
$22.4K - $25.2K
|
21.2K
$727K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-663- 2.45% |
$22.9K - $25.8K
|
26.4K
$907K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-666- 1.87% |
$23K - $25.9K
|
35K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-669- 0.46% |
$23.1K - $26K
|
146K
$5M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-687- 2.7% |
$23.7K - $26.7K
|
24.8K
$850K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-725- 8.85% |
$25K - $28.2K
|
7.47K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-728- 11.99% |
$25.1K - $28.3K
|
5.34K
$183K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-736- 7.65% |
$25.4K - $28.6K
|
8.89K
$305K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-751- 1.17% |
$25.9K - $29.2K
|
63.3K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-785- 11.98% |
$27.1K - $30.5K
|
5.77K
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-800- 2.49% |
$27.6K - $31.1K
|
31.3K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-814- 4.06% |
$28.1K - $31.6K
|
19.2K
$659K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-831- 8.54% |
$28.7K - $32.3K
|
8.9K
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-887- 2.97% |
$30.6K - $34.5K
|
29K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-901- 1.52% |
$31.1K - $35K
|
58.3K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-902- 11.65% |
$31.1K - $35.1K
|
6.84K
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-976- 12.74% |
$33.7K - $37.9K
|
6.69K
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-989- 0.73% |
$34.1K - $38.4K
|
134K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-996- 0.56% |
$34.3K - $38.7K
|
176K
$6.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1K- 5.72% |
$34.5K - $38.9K
|
16.5K
$566K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1K- 15.32% |
$34.6K - $39K
|
5.55K
$190K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.01K- 6.9% |
$34.8K - $39.2K
|
13.6K
$467K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.06K- 74.67% |
$36.6K - $41.2K
|
360
$12.3K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 0.66% |
$40.4K - $45.6K
|
175K
$6.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.18K- 10.56% |
$40.7K - $45.9K
|
9.99K
$343K
|