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
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-860- 6.16% |
$25.8K - $30.1K
|
13.1K
$462K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-872- 1.26% |
$26.2K - $30.6K
|
68.1K
$2.4M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-898- 13.03% |
$26.9K - $31.5K
|
5.99K
$211K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-907- 12.16% |
$27.2K - $31.8K
|
6.55K
$231K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-920- 3.73% |
$27.6K - $32.2K
|
23.8K
$838K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-921- 6.38% |
$27.6K - $32.3K
|
13.5K
$477K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-940- 1.53% |
$28.2K - $32.9K
|
60.7K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 7.93% |
$30K - $35.1K
|
11.6K
$410K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.05K- 6.79% |
$31.5K - $36.8K
|
14.4K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.14K- 74.93% |
$34.2K - $39.9K
|
381
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.19K- 27.95% |
$35.8K - $41.8K
|
3.08K
$108K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.25K- 8.8% |
$37.4K - $43.7K
|
12.9K
$456K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.3K- 6.57% |
$38.9K - $45.4K
|
18.4K
$650K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.32K- 11.15% |
$39.6K - $46.3K
|
10.5K
$371K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 18.15% |
$43.6K - $50.9K
|
6.55K
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.5K- 6.93% |
$45K - $52.6K
|
20.1K
$710K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.71K- 5.54% |
$51.2K - $59.8K
|
29.1K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.72K- 2.39% |
$51.5K - $60.1K
|
70.2K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.72K- 3.8% |
$51.5K - $60.2K
|
43.6K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.87K- 20.64% |
$56.1K - $65.6K
|
7.19K
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.88K- 13.26% |
$56.4K - $65.9K
|
12.3K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.92K- 14.64% |
$57.6K - $67.3K
|
11.2K
$395K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.93K- 6.66% |
$57.8K - $67.5K
|
27K
$951K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2K- 1.45% |
$60.1K - $70.2K
|
136K
$4.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.04K- 2.68% |
$61.1K - $71.4K
|
73.9K
$2.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.17K- 6.42% |
$65.2K - $76.2K
|
31.7K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.18K- 4.03% |
$65.3K - $76.3K
|
51.8K
$1.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.48K- 8.11% |
$74.5K - $87K
|
28.1K
$992K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.75K- 1.47% |
$82.6K - $96.5K
|
185K
$6.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.93K- 4.17% |
$87.8K - $103K
|
67.3K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.18K- 6.92% |
$95.4K - $111K
|
42.8K
$1.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.23K- 14.27% |
$96.9K - $113K
|
19.4K
$684K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.32K- 31.3% |
$99.5K - $116K
|
7.28K
$257K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.43K- 9.07% |
$103K - $120K
|
34.3K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3.65K- 8.6% |
$109K - $128K
|
38.8K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-3.65K- 23.02% |
$110K - $128K
|
12.2K
$430K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.82K- 67.66% |
$114K - $134K
|
1.82K
$64.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.85K- 7.43% |
$116K - $135K
|
48K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 20.16% |
$116K - $135K
|
15.3K
$538K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4.43K- 27.13% |
$133K - $155K
|
11.9K
$420K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.46K- 5.17% |
$134K - $156K
|
81.9K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.58K- 9.79% |
$137K - $161K
|
42.2K
$1.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.66K- 18.73% |
$140K - $163K
|
20.2K
$714K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.82K- 1.43% |
$145K - $169K
|
333K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.88K- 42.21% |
$146K - $171K
|
6.68K
$235K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-4.99K- 22.45% |
$150K - $175K
|
17.2K
$608K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5K- 0.48% |
$150K - $175K
|
1.04M
$36.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5.73K- 7.72% |
$172K - $201K
|
68.5K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6.08K- 3.56% |
$183K - $213K
|
165K
$5.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-8.3K- 7.46% |
$249K - $291K
|
103K
$3.64M
|