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 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-21.5K- 12.19% |
$741K - $836K
|
155K
$5.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-22.1K- 3.47% |
$763K - $860K
|
616K
$21.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22.7K- 27.27% |
$783K - $883K
|
60.6K
$2.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.3K- 1.89% |
$907K - $1.02M
|
1.37M
$46.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.7K- 31.58% |
$1.02M - $1.15M
|
64.3K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.3K- 15.1% |
$1.6M - $1.8M
|
260K
$8.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.1K- 19.03% |
$1.66M - $1.87M
|
205K
$7.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Latigo Investments, LLC
|
SELL
|
- |
-52.5K- 48.82% |
$1.81M - $2.04M
|
55K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-77.9K- 4.85% |
$2.69M - $3.03M
|
1.53M
$52.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-93.2K- 37.19% |
$3.21M - $3.62M
|
157K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-109K- 85.13% |
$3.75M - $4.22M
|
19K
$651K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-170K- 11.05% |
$5.86M - $6.61M
|
1.37M
$46.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-178K- 60.75% |
$6.13M - $6.91M
|
115K
$3.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-215K- 12.5% |
$7.43M - $8.37M
|
1.51M
$51.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-218K- 28.89% |
$7.5M - $8.46M
|
536K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-238K- 15.87% |
$8.2M - $9.25M
|
1.26M
$43.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-240K- 42.74% |
$8.26M - $9.31M
|
321K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-295K- 86.9% |
$10.2M - $11.5M
|
44.5K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-314K- 8.99% |
$10.8M - $12.2M
|
3.18M
$109M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-455K- 95.76% |
$15.7M - $17.7M
|
20.2K
$692K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-818K- 34.84% |
$28.2M - $31.8M
|
1.53M
$52.4M
|