Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
15.5KNew |
$466K - $545K
|
15.5K
$548K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
15.3K+ 9.28% |
$460K - $537K
|
180K
$6.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
15.3KNew |
$458K - $535K
|
15.3K
$538K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.6K+ 82.79% |
$437K - $511K
|
32.2K
$1.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
14.3K+ 3.16% |
$430K - $502K
|
467K
$16.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
13.9KNew |
$418K - $489K
|
13.9K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.3K+ 55.76% |
$369K - $431K
|
34.3K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
12.1K+ 129.55% |
$364K - $426K
|
21.5K
$759K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.6KNew |
$349K - $408K
|
11.6K
$411K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11.4K+ 5.87% |
$341K - $399K
|
205K
$7.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.3K+ 8.6% |
$339K - $396K
|
143K
$5.03M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11K+ 123.2% |
$331K - $386K
|
20K
$704K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 5.45% |
$304K - $355K
|
196K
$6.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.72KNew |
$292K - $341K
|
9.72K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.69K+ 0.82% |
$291K - $340K
|
1.19M
$42M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
9.64KNew |
$289K - $338K
|
9.64K
$340K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
8.99K+ 3.86% |
$270K - $315K
|
242K
$8.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.68KNew |
$260K - $304K
|
8.68K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.64K+ 0.47% |
$259K - $303K
|
1.83M
$64.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.63KNew |
$259K - $302K
|
8.63K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.37KNew |
$251K - $293K
|
8.37K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.22KNew |
$247K - $288K
|
8.22K
$290K
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
7.82K+ 5.25% |
$234K - $274K
|
157K
$5.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.07K+ 34.19% |
$212K - $248K
|
27.8K
$979K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.02K+ 1.14% |
$211K - $246K
|
623K
$22M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
6.94K+ 5.05% |
$208K - $243K
|
144K
$5.09M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.78KNew |
$203K - $238K
|
6.78K
$239K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.73K+ 4.32% |
$202K - $236K
|
162K
$5.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
6.4K+ 3.76% |
$192K - $224K
|
177K
$6.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
6.39KNew |
$192K - $224K
|
6.39K
$225K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.18KNew |
$186K - $217K
|
6.18K
$218K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
6.08KNew |
$182K - $213K
|
6.08K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
6KNew |
$180K - $210K
|
6K
$212K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5.85K+ 2.57% |
$176K - $205K
|
233K
$8.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
5.79K+ 3.23% |
$174K - $203K
|
185K
$6.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.69K+ 37.51% |
$171K - $199K
|
20.8K
$735K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.56K+ 22.11% |
$167K - $195K
|
30.7K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.41K+ 35.25% |
$162K - $190K
|
20.8K
$732K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.31K+ 0.53% |
$159K - $186K
|
1M
$35.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.27K+ 2.3% |
$158K - $185K
|
234K
$8.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.05K+ 28.86% |
$151K - $177K
|
22.5K
$795K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.97K+ 4.65% |
$149K - $174K
|
112K
$3.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.81K+ 39.74% |
$144K - $169K
|
16.9K
$597K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.68K+ 4.41% |
$140K - $164K
|
111K
$3.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.41K+ 3.25% |
$132K - $155K
|
140K
$4.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
4.31K+ 18.1% |
$129K - $151K
|
28.1K
$991K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.21KNew |
$126K - $148K
|
4.21K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.91K+ 196.28% |
$117K - $137K
|
5.9K
$208K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.59K+ 4.91% |
$108K - $126K
|
76.7K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.53K+ 21.47% |
$106K - $124K
|
20K
$704K
|