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 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.51K+ 1.83% |
$205K - $227K
|
362K
$13.2M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.5KNew |
$205K - $227K
|
6.5K
$237K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
6.46KNew |
$204K - $226K
|
6.46K
$235K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
6.25KNew |
$197K - $218K
|
6.25K
$228K
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
6.2K+ 0.63% |
$196K - $217K
|
996K
$36.3M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.11K+ 15.34% |
$193K - $214K
|
46K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
6KNew |
$189K - $210K
|
6K
$219K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
5.97KNew |
$188K - $209K
|
5.97K
$218K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.78K+ 141.76% |
$182K - $202K
|
9.86K
$360K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.43K+ 4.31% |
$171K - $190K
|
131K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.12K+ 28.09% |
$161K - $179K
|
23.3K
$851K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.76K+ 11.18% |
$150K - $166K
|
47.3K
$1.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.26KNew |
$134K - $149K
|
4.26K
$155K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.08K+ 2.79% |
$129K - $143K
|
150K
$5.48M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.08K+ 2.85% |
$129K - $142K
|
147K
$5.36M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4.07KNew |
$128K - $142K
|
4.07K
$148K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.82K+ 1.79% |
$120K - $133K
|
218K
$7.93M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.73KNew |
$118K - $130K
|
3.73K
$136K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.67K+ 24.78% |
$116K - $128K
|
18.5K
$673K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
3.66K+ 50.95% |
$115K - $128K
|
10.8K
$395K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.59K+ 6.85% |
$113K - $125K
|
56K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.58K+ 6.56% |
$113K - $125K
|
58.2K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.57K+ 1.1% |
$113K - $125K
|
329K
$12M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.38K+ 216.03% |
$107K - $118K
|
4.95K
$180K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.26K+ 1.45% |
$103K - $114K
|
227K
$8.29M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.93K+ 3.51% |
$92.4K - $102K
|
86.3K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.74K+ 0.19% |
$86.5K - $95.8K
|
1.47M
$53.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
2.63K+ 1.76% |
$82.9K - $91.8K
|
152K
$5.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.59K+ 0.42% |
$81.8K - $90.6K
|
621K
$22.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 14.97% |
$79.1K - $87.6K
|
19.3K
$702K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.48K+ 25.88% |
$78.3K - $86.7K
|
12.1K
$440K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.44K+ 12.43% |
$77K - $85.3K
|
22.1K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.21K+ 0.2% |
$69.7K - $77.2K
|
1.11M
$40.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.17K+ 1.04% |
$68.5K - $75.9K
|
211K
$7.68M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.15K+ 0.32% |
$67.8K - $75.1K
|
677K
$24.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.98K+ 12.01% |
$62.4K - $69.2K
|
18.5K
$673K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.96K+ 2879.41% |
$61.8K - $68.4K
|
2.03K
$73.9K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.92K+ 12.2% |
$60.7K - $67.2K
|
17.7K
$645K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.88KNew |
$59.1K - $65.5K
|
1.88K
$68.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.86K+ 7.43% |
$58.7K - $65K
|
26.9K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.82K+ 1.53% |
$57.4K - $63.6K
|
121K
$4.41M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.73K+ 9.53% |
$54.7K - $60.5K
|
19.9K
$727K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
1.63K+ 14.18% |
$51.3K - $56.9K
|
13.1K
$478K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.57K+ 1.65% |
$49.5K - $54.8K
|
96.4K
$3.51M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.57K+ 1.3% |
$49.4K - $54.7K
|
122K
$4.43M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.46K+ 9.44% |
$46K - $50.9K
|
16.9K
$616K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.42K+ 9.2% |
$44.9K - $49.7K
|
16.9K
$616K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.34K+ 6.4% |
$42.4K - $46.9K
|
22.3K
$814K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.34K+ 11.31% |
$42.3K - $46.8K
|
13.2K
$481K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.25K+ 8.1% |
$39.4K - $43.6K
|
16.7K
$608K
|