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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
315+ 1.94% |
$9.45K - $11K
|
16.6K
$592K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
300New |
$9K - $10.5K
|
300
$10.7K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300New |
$9K - $10.5K
|
300
$10.7K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
289New |
$8.67K - $10.1K
|
289
$10.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
266+ 718.92% |
$7.98K - $9.32K
|
303
$10.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
265+ 0.55% |
$7.95K - $9.29K
|
48.8K
$1.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
245+ 0.78% |
$7.35K - $8.59K
|
31.6K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
232+ 2.74% |
$6.96K - $8.13K
|
8.71K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
216New |
$6.48K - $7.57K
|
216
$7.71K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
214New |
$6.42K - $7.5K
|
214
$7.64K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
205New |
$6.15K - $7.19K
|
205
$7.31K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
185+ 100.0% |
$5.55K - $6.48K
|
370
$13.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
173+ 0.3% |
$5.19K - $6.06K
|
58K
$2.07M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
170+ 2.64% |
$5.1K - $5.96K
|
6.6K
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
166+ 2075.0% |
$4.98K - $5.82K
|
174
$6.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
BUY
|
- |
164+ 0.66% |
$4.92K - $5.75K
|
25.2K
$898K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
146+ 374.36% |
$4.38K - $5.12K
|
185
$6.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
139New |
$4.17K - $4.87K
|
139
$4.96K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
134+ 0.52% |
$4.02K - $4.7K
|
26.1K
$932K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
125+ 595.24% |
$3.75K - $4.38K
|
146
$5.21K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
118+ 7.75% |
$3.54K - $4.14K
|
1.64K
$58.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
117+ 11700.0% |
$3.51K - $4.1K
|
118
$4.21K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
113+ 1.01% |
$3.39K - $3.96K
|
11.3K
$403K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
109+ 1.82% |
$3.27K - $3.82K
|
6.08K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
107+ 10.54% |
$3.21K - $3.75K
|
1.12K
$40K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
107+ 2.72% |
$3.21K - $3.75K
|
4.04K
$144K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
94+ 2.64% |
$2.82K - $3.29K
|
3.66K
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
75+ 0.1% |
$2.25K - $2.63K
|
73.7K
$2.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74New |
$2.22K - $2.59K
|
74
$2.64K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
72+ 2.65% |
$2.16K - $2.52K
|
2.79K
$99.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
69New |
$2.07K - $2.42K
|
69
$2.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
69+ 0.16% |
$2.07K - $2.42K
|
43.6K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
64+ 0.54% |
$1.92K - $2.24K
|
11.9K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
59+ 0.06% |
$1.77K - $2.07K
|
97.7K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
51New |
$1.53K - $1.79K
|
51
$1.82K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
43New |
$1.29K - $1.51K
|
43
$1.53K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
41+ 0.59% |
$1.23K - $1.44K
|
6.98K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
34+ 1.35% |
$1.02K - $1.19K
|
2.55K
$90.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
32New |
$960 - $1.12K
|
32
$1.14K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.71% |
$900 - $1.05K
|
1.14K
$40.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
25New |
$750 - $876
|
25
$892
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 0.5% |
$750 - $876
|
5.02K
$179K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 1.47% |
$720 - $841
|
1.66K
$59.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
22New |
$660 - $771
|
22
$785
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
18+ 0.15% |
$540 - $631
|
12.2K
$434K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16+ 19.75% |
$480 - $561
|
97
$3.46K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
15+ 0.16% |
$450 - $526
|
9.55K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14New |
$420 - $491
|
14
$500
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 2.62% |
$360 - $421
|
470
$16.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 90.91% |
$300 - $351
|
21
$749
|