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 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-317- 0.54% |
$10.5K - $11.4K
|
58K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-376- 2.7% |
$12.5K - $13.5K
|
13.6K
$495K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-380- 0.78% |
$12.6K - $13.6K
|
48.4K
$1.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-400- 2.0% |
$13.3K - $14.3K
|
19.6K
$714K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-421- 26.36% |
$14K - $15.1K
|
1.18K
$42.9K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-431- 0.22% |
$14.3K - $15.5K
|
195K
$7.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-433- 0.39% |
$14.4K - $15.5K
|
110K
$4.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-434- 0.64% |
$14.4K - $15.6K
|
67.7K
$2.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-447- 1.41% |
$14.8K - $16K
|
31.4K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-457- 1.92% |
$15.2K - $16.4K
|
23.3K
$850K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-487- 1.5% |
$16.2K - $17.5K
|
31.9K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-491- 2.44% |
$16.3K - $17.6K
|
19.7K
$717K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-511- 2.97% |
$17K - $18.3K
|
16.7K
$610K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-582- 0.32% |
$19.3K - $20.9K
|
179K
$6.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-586- 4.8% |
$19.5K - $21K
|
11.6K
$424K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-633- 1.34% |
$21K - $22.7K
|
46.5K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-638- 0.83% |
$21.2K - $22.9K
|
76.1K
$2.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-675- 3.66% |
$22.4K - $24.2K
|
17.8K
$647K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-700- 1.9% |
$23.2K - $25.1K
|
36.2K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-707- 5.94% |
$23.5K - $25.4K
|
11.2K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-716- 73.74% |
$23.8K - $25.7K
|
255
$9.3K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-724- 1.66% |
$24K - $26K
|
42.8K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-885- 2.03% |
$29.4K - $31.7K
|
42.7K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-910- 12.51% |
$30.2K - $32.6K
|
6.37K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-933- 8.27% |
$31K - $33.5K
|
10.4K
$377K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-986- 7.29% |
$32.7K - $35.4K
|
12.5K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-987- 2.88% |
$32.8K - $35.4K
|
33.3K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.02K- 12.12% |
$33.7K - $36.4K
|
7.36K
$268K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.14K- 5.34% |
$37.7K - $40.7K
|
20.1K
$733K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.14K- 14.0% |
$37.7K - $40.8K
|
6.99K
$255K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 0.69% |
$39.3K - $42.5K
|
172K
$6.26M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.26K- 69.08% |
$41.8K - $45.2K
|
564
$20.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.36K- 0.73% |
$45.2K - $48.8K
|
185K
$6.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.55K- 17.1% |
$51.5K - $55.6K
|
7.52K
$274K
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.57K- 1.18% |
$52.1K - $56.3K
|
131K
$4.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.64K- 65.89% |
$54.5K - $58.9K
|
850
$31K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.73K- 5.78% |
$57.5K - $62.1K
|
28.2K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.77K- 13.5% |
$58.7K - $63.4K
|
11.3K
$413K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.82K- 2.21% |
$60.5K - $65.4K
|
80.7K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.83K- 26.89% |
$60.7K - $65.6K
|
4.97K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.04K- 1.34% |
$67.6K - $73K
|
150K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.06K- 2.11% |
$68.5K - $74K
|
95.6K
$3.49M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.09K- 2.37% |
$69.2K - $74.8K
|
85.8K
$3.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.21K- 11.37% |
$73.2K - $79.1K
|
17.2K
$627K
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-2.22K- 2.09% |
$73.7K - $79.6K
|
104K
$3.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.4K- 1.69% |
$79.6K - $86K
|
139K
$5.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.7K- 9.27% |
$89.6K - $96.8K
|
26.4K
$963K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.76K- 23.99% |
$91.8K - $99.1K
|
8.76K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.85K- 1.78% |
$94.5K - $102K
|
157K
$5.71M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.89K- 4.29% |
$95.9K - $104K
|
64.4K
$2.35M
|