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 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.22K- 7.38% |
$42.1K - $47.5K
|
15.3K
$528K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.3K- 11.1% |
$45K - $50.7K
|
10.4K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.39K- 7.0% |
$48.1K - $54.2K
|
18.5K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.41K- 1.88% |
$48.7K - $54.9K
|
73.6K
$2.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.49K- 19.09% |
$51.4K - $57.9K
|
6.32K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.5K- 13.86% |
$51.7K - $58.2K
|
9.31K
$321K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.57K- 1.6% |
$54K - $60.9K
|
96.6K
$3.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.58K- 32.6% |
$54.4K - $61.4K
|
3.27K
$112K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.61K- 3.47% |
$55.3K - $62.4K
|
44.6K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.68K- 2.19% |
$57.9K - $65.2K
|
74.9K
$2.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.74K- 12.33% |
$59.9K - $67.5K
|
12.4K
$426K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.82K- 2.77% |
$62.6K - $70.5K
|
63.6K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.88K- 4.3% |
$64.8K - $73.1K
|
41.8K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.89K- 3.41% |
$65.1K - $73.4K
|
53.5K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.95K- 5.57% |
$67.1K - $75.6K
|
33K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.15K- 22.6% |
$74.1K - $83.6K
|
7.36K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.19K- 3.81% |
$75.3K - $84.9K
|
55.2K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.21K- 6.72% |
$76K - $85.7K
|
30.6K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.22K- 2.7% |
$76.6K - $86.3K
|
80.1K
$2.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.26K- 12.67% |
$77.8K - $87.7K
|
15.6K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.37K- 12.25% |
$81.6K - $92K
|
17K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 2.89% |
$82.8K - $93.3K
|
80.6K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.4K- 28.92% |
$82.9K - $93.4K
|
5.91K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.56K- 9.68% |
$88.3K - $99.5K
|
23.9K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.64K- 29.17% |
$90.9K - $102K
|
6.4K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.93K- 1.65% |
$101K - $114K
|
175K
$6.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.42K- 11.31% |
$118K - $133K
|
26.9K
$925K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-3.66K- 4.1% |
$126K - $142K
|
85.6K
$2.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.89K- 2.15% |
$134K - $151K
|
177K
$6.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.09K- 25.17% |
$141K - $159K
|
12.1K
$418K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.22K- 2.91% |
$146K - $164K
|
141K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 6.68% |
$150K - $169K
|
60.9K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.39K- 5.08% |
$151K - $171K
|
82K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.71K- 1.36% |
$162K - $183K
|
342K
$11.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.07K- 29.7% |
$175K - $197K
|
12K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.4K- 10.06% |
$186K - $210K
|
48.3K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.57K- 10.23% |
$192K - $217K
|
48.9K
$1.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.93K- 0.67% |
$204K - $230K
|
874K
$30.1M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.08K- 3.69% |
$210K - $236K
|
159K
$5.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.26K- 27.31% |
$216K - $243K
|
16.6K
$573K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-6.37K- 20.59% |
$219K - $247K
|
24.6K
$846K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8K- 4.52% |
$276K - $311K
|
169K
$5.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.86K- 18.45% |
$305K - $344K
|
39.1K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.3K- 2.17% |
$354K - $400K
|
463K
$15.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 1.85% |
$380K - $428K
|
585K
$20.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-14.6K- 3.66% |
$505K - $569K
|
385K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-15K- 6.78% |
$517K - $582K
|
206K
$7.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-17K- 13.22% |
$585K - $660K
|
111K
$3.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.1K- 45.23% |
$590K - $665K
|
20.7K
$714K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-20.6K- 36.5% |
$711K - $801K
|
35.9K
$1.23M
|