Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
16+ 0.01% |
$531 - $574
|
112K
$4.07M
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
16+ 0.17% |
$531 - $574
|
9.67K
$353K
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
15+ 0.22% |
$498 - $538
|
6.79K
$248K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
8+ 1.86% |
$266 - $287
|
437
$15.9K
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.0% |
$232 - $251
|
233K
$8.5M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 35.71% |
$166 - $179
|
19
$693
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.14% |
$66.4 - $71.7
|
1.42K
$51.8K
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1- 0.06% |
$33.2 - $35.9
|
1.64K
$59.8K
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 1.96% |
$33.2 - $35.9
|
50
$1.82K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$166 - $179
|
11.6K
$424K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-9- 3.11% |
$299 - $323
|
280
$10.2K
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-10- 5.41% |
$332 - $359
|
175
$6.38K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-14- 2.98% |
$465 - $502
|
456
$16.6K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 1.53% |
$598 - $645
|
1.16K
$42.1K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-25- 5.47% |
$830 - $897
|
432
$15.8K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-37- 0.05% |
$1.23K - $1.33K
|
68.4K
$2.5M
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-39- 3.06% |
$1.29K - $1.4K
|
1.24K
$45K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-42- 60.0% |
$1.39K - $1.51K
|
28
$1.02K
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-45- 0.56% |
$1.49K - $1.61K
|
8.04K
$293K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-51- 17.0% |
$1.69K - $1.83K
|
249
$9.08K
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-64- 0.54% |
$2.12K - $2.3K
|
11.8K
$430K
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-64- 0.67% |
$2.12K - $2.3K
|
9.48K
$346K
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-74- 0.56% |
$2.46K - $2.65K
|
13.1K
$477K
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-81- 0.29% |
$2.69K - $2.9K
|
27.7K
$1.01M
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-83- 0.96% |
$2.76K - $2.98K
|
8.54K
$311K
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-90- 1.48% |
$2.99K - $3.23K
|
5.99K
$218K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-95- 1.22% |
$3.15K - $3.41K
|
7.68K
$280K
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-111- 0.49% |
$3.69K - $3.98K
|
22.6K
$822K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.17% |
$3.88K - $4.2K
|
68.3K
$2.49M
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-125- 85.62% |
$4.15K - $4.48K
|
21
$766
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-127- 0.42% |
$4.22K - $4.55K
|
30.3K
$1.11M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-134- 1.09% |
$4.45K - $4.81K
|
12.2K
$444K
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-136- 1.15% |
$4.52K - $4.88K
|
11.7K
$427K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-148- 0.89% |
$4.91K - $5.31K
|
16.6K
$604K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-155- 1.22% |
$5.15K - $5.56K
|
12.6K
$458K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-170- 10.25% |
$5.64K - $6.1K
|
1.49K
$54.3K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-171- 79.17% |
$5.68K - $6.13K
|
45
$1.64K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-184- 81.78% |
$6.11K - $6.6K
|
41
$1.49K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-185- 50.0% |
$6.14K - $6.63K
|
185
$6.75K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-187- 14.71% |
$6.21K - $6.71K
|
1.08K
$39.5K
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-196- 1.96% |
$6.51K - $7.03K
|
9.82K
$358K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-227- 0.12% |
$7.54K - $8.14K
|
196K
$7.14M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-235- 18.88% |
$7.8K - $8.43K
|
1.01K
$36.8K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-236- 0.9% |
$7.84K - $8.46K
|
25.9K
$944K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-258- 1.55% |
$8.57K - $9.25K
|
16.4K
$598K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-267- 95.36% |
$8.86K - $9.57K
|
13
$474
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-274- 4.78% |
$9.1K - $9.83K
|
5.46K
$199K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-296- 1.65% |
$9.83K - $10.6K
|
17.6K
$643K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-304- 3.52% |
$10.1K - $10.9K
|
8.32K
$303K
|