Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-270- 1.14% |
$8.52K - $9.43K
|
23.4K
$860K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-272- 58.12% |
$8.58K - $9.5K
|
196
$7.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-338- 78.97% |
$10.7K - $11.8K
|
90
$3.31K
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-382- 1.36% |
$12K - $13.3K
|
27.6K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-411- 1.32% |
$13K - $14.4K
|
30.8K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-425- 0.78% |
$13.4K - $14.8K
|
54.3K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-435- 4.86% |
$13.7K - $15.2K
|
8.52K
$313K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-463Closed |
$14.6K - $16.2K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-464- 22.69% |
$14.6K - $16.2K
|
1.58K
$58.1K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-500- 3.16% |
$15.8K - $17.5K
|
15.3K
$562K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-509- 82.1% |
$16.1K - $17.8K
|
111
$4.08K
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-517- 0.83% |
$16.3K - $18.1K
|
61.8K
$2.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-520- 6.25% |
$16.4K - $18.2K
|
7.8K
$286K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-527- 0.3% |
$16.6K - $18.4K
|
174K
$6.41M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-545- 2.63% |
$17.2K - $19K
|
20.2K
$742K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-554- 69.77% |
$17.5K - $19.4K
|
240
$8.82K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-577- 4.14% |
$18.2K - $20.2K
|
13.4K
$490K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-600- 7.97% |
$18.9K - $21K
|
6.93K
$254K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-645- 0.33% |
$20.3K - $22.5K
|
193K
$7.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-657- 2.83% |
$20.7K - $22.9K
|
22.5K
$827K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-710- 0.37% |
$22.4K - $24.8K
|
189K
$6.94M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-726- 5.65% |
$22.9K - $25.4K
|
12.1K
$445K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-745- 5.59% |
$23.5K - $26K
|
12.6K
$462K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-767- 4.19% |
$24.2K - $26.8K
|
17.5K
$644K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-799- 4.97% |
$25.2K - $27.9K
|
15.3K
$562K
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-800- 1.06% |
$25.2K - $27.9K
|
74.8K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-838- 2.63% |
$26.4K - $29.3K
|
31K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-846- 9.05% |
$26.7K - $29.6K
|
8.5K
$312K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-868- 0.45% |
$27.4K - $30.3K
|
191K
$7.01M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-937- 1.03% |
$29.6K - $32.7K
|
90K
$3.31M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-944- 5.51% |
$29.8K - $33K
|
16.2K
$595K
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-950- 2.53% |
$30K - $33.2K
|
36.6K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.01K- 3.46% |
$31.9K - $35.3K
|
28.2K
$1.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.06K- 2.18% |
$33.5K - $37.1K
|
47.7K
$1.75M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.07K- 3.79% |
$33.7K - $37.4K
|
27.2K
$997K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.1K- 18.12% |
$34.5K - $38.2K
|
4.95K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.1K- 0.79% |
$34.6K - $38.3K
|
138K
$5.05M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.14K- 2.33% |
$35.9K - $39.8K
|
47.8K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 4.28% |
$37K - $40.9K
|
26.2K
$963K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.24K- 11.24% |
$39.2K - $43.4K
|
9.81K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.25K- 35.92% |
$39.6K - $43.8K
|
2.24K
$82.2K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.26K- 8.15% |
$39.7K - $43.9K
|
14.2K
$521K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.27K- 3.02% |
$40.1K - $44.4K
|
40.8K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.37K- 4.79% |
$43.2K - $47.8K
|
27.2K
$999K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 5.69% |
$47.7K - $52.8K
|
25.1K
$920K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 1.15% |
$49.6K - $54.9K
|
135K
$4.95M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.62K- 95.97% |
$51K - $56.5K
|
68
$2.5K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.64K- 2.43% |
$51.8K - $57.4K
|
66.1K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.7K- 17.95% |
$53.7K - $59.5K
|
7.78K
$286K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 1.36% |
$56.7K - $62.8K
|
130K
$4.79M
|