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 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
3.46K+ 10.8% |
$104K - $121K
|
35.5K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.45K+ 25.09% |
$104K - $121K
|
17.2K
$607K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.27K+ 3.36% |
$98K - $115K
|
101K
$3.55M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.48KNew |
$74.3K - $86.8K
|
2.48K
$87.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.1KNew |
$63.1K - $73.7K
|
2.1K
$74.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.04K+ 2.07% |
$61.1K - $71.3K
|
100K
$3.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$60K - $70.1K
|
2K
$70.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.97K+ 14.88% |
$59.1K - $69K
|
15.2K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.88K+ 1.33% |
$56.5K - $66K
|
144K
$5.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
1.83K+ 25.88% |
$54.8K - $64.1K
|
8.89K
$314K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.8K+ 23.98% |
$54.1K - $63.2K
|
9.32K
$329K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.73K+ 15.7% |
$51.8K - $60.5K
|
12.7K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.5K+ 2.48% |
$44.9K - $52.5K
|
62K
$2.19M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.44KNew |
$43.2K - $50.5K
|
1.44K
$50.8K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.34KNew |
$40.2K - $47K
|
1.34K
$47.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.25K+ 19.08% |
$37.4K - $43.7K
|
7.78K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.23KNew |
$36.9K - $43.1K
|
1.23K
$43.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.19KNew |
$35.8K - $41.8K
|
1.19K
$42.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17KNew |
$35.2K - $41.1K
|
1.17K
$41.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.15KNew |
$34.4K - $40.2K
|
1.15K
$40.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.1K+ 12.46% |
$32.9K - $38.4K
|
9.89K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 13.93% |
$32.7K - $38.2K
|
8.91K
$314K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
1.08K+ 5.16% |
$32.4K - $37.9K
|
22K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.05K+ 0.86% |
$31.6K - $36.9K
|
124K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.05K+ 14.74% |
$31.6K - $36.9K
|
8.2K
$289K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.05KNew |
$31.4K - $36.7K
|
1.05K
$36.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 14.55% |
$31K - $36.2K
|
8.12K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.02K+ 21.63% |
$30.6K - $35.8K
|
5.74K
$202K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
982+ 7.24% |
$29.5K - $34.4K
|
14.5K
$513K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
820+ 5.16% |
$24.6K - $28.7K
|
16.7K
$589K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
790New |
$23.7K - $27.7K
|
790
$27.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
783+ 5.04% |
$23.5K - $27.4K
|
16.3K
$576K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
654+ 93.03% |
$19.6K - $22.9K
|
1.36K
$47.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
637+ 1.81% |
$19.1K - $22.3K
|
35.8K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
620+ 2.25% |
$18.6K - $21.7K
|
28.2K
$996K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
599+ 89.14% |
$18K - $21K
|
1.27K
$44.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
593+ 2.9% |
$17.8K - $20.8K
|
21K
$742K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
552+ 6.48% |
$16.6K - $19.3K
|
9.07K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
535+ 7.94% |
$16.1K - $18.8K
|
7.28K
$257K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
504+ 1.85% |
$15.1K - $17.7K
|
27.7K
$978K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
498+ 6.85% |
$14.9K - $17.5K
|
7.77K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
471+ 1.57% |
$14.1K - $16.5K
|
30.5K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
448New |
$13.4K - $15.7K
|
448
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
442+ 1.99% |
$13.3K - $15.5K
|
22.7K
$800K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
439+ 82.52% |
$13.2K - $15.4K
|
971
$34.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
429New |
$12.9K - $15K
|
429
$15.1K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
424+ 2.04% |
$12.7K - $14.9K
|
21.2K
$748K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
421+ 2.64% |
$12.6K - $14.8K
|
16.4K
$577K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
376+ 596.83% |
$11.3K - $13.2K
|
439
$15.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
374+ 41.56% |
$11.2K - $13.1K
|
1.27K
$44.9K
|