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 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-8.47K- 50.59% |
$254K - $297K
|
8.27K
$295K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-8.8K- 12.45% |
$264K - $308K
|
61.9K
$2.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-8.98K- 23.07% |
$270K - $315K
|
30K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-9.22K- 6.27% |
$277K - $323K
|
138K
$4.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10K- 10.24% |
$301K - $351K
|
87.9K
$3.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.8K- 60.92% |
$323K - $378K
|
6.91K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.9K- 14.73% |
$327K - $382K
|
63.2K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.1K- 0.8% |
$333K - $388K
|
1.38M
$49.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-11.3K- 7.4% |
$340K - $397K
|
142K
$5.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-11.3K- 6.49% |
$340K - $397K
|
163K
$5.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-11.7K- 5.88% |
$350K - $409K
|
186K
$6.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 7.57% |
$574K - $671K
|
234K
$8.34M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-19.5K- 8.86% |
$584K - $682K
|
200K
$7.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21K- 4.18% |
$630K - $736K
|
481K
$17.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.4K- 2.78% |
$641K - $749K
|
747K
$26.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-21.4K- 69.02% |
$643K - $751K
|
9.61K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.8K- 66.38% |
$683K - $797K
|
11.5K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-24.2K- 6.59% |
$727K - $849K
|
343K
$12.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-25.7K- 43.61% |
$771K - $901K
|
33.2K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.9K- 32.03% |
$778K - $909K
|
55K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-29.9K- 58.48% |
$897K - $1.05M
|
21.2K
$758K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-30.8K- 18.48% |
$925K - $1.08M
|
136K
$4.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-37.1K- 21.99% |
$1.11M - $1.3M
|
132K
$4.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-41.1K- 37.51% |
$1.23M - $1.44M
|
68.4K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-41.2K- 12.63% |
$1.24M - $1.44M
|
285K
$10.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-44.2K- 81.69% |
$1.33M - $1.55M
|
9.91K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-47.7K- 17.0% |
$1.43M - $1.67M
|
233K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.2K- 6.07% |
$1.6M - $1.86M
|
823K
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-59.2K- 59.57% |
$1.78M - $2.07M
|
40.2K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-75.3K- 7.98% |
$2.26M - $2.64M
|
868K
$31M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-86K- 7.44% |
$2.58M - $3.01M
|
1.07M
$38.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-87.8K- 51.57% |
$2.64M - $3.08M
|
82.5K
$2.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-144K- 8.87% |
$4.32M - $5.05M
|
1.48M
$52.9M
|