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 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.92K- 5.04% |
$96.9K - $105K
|
55.1K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.01K- 2.11% |
$99.9K - $108K
|
140K
$5.09M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.05K- 18.05% |
$101K - $109K
|
13.9K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.06K- 1.65% |
$101K - $110K
|
182K
$6.63M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.08K- 6.41% |
$102K - $110K
|
44.9K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.15K- 20.16% |
$105K - $113K
|
12.5K
$455K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.27K- 3.26% |
$109K - $117K
|
97.2K
$3.54M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.32K- 4.88% |
$110K - $119K
|
64.8K
$2.36M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.46K- 68.82% |
$115K - $124K
|
1.57K
$57.1K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.64K- 1.71% |
$121K - $130K
|
209K
$7.61M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.76K- 13.94% |
$125K - $135K
|
23.2K
$846K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.81K- 6.16% |
$126K - $137K
|
58.1K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.94K- 0.22% |
$131K - $141K
|
1.82M
$66.5M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.02K- 41.38% |
$134K - $144K
|
5.7K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.03K- 20.18% |
$134K - $144K
|
15.9K
$581K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.21K- 2.81% |
$173K - $187K
|
180K
$6.57M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-5.27K- 34.52% |
$175K - $189K
|
9.99K
$364K
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.48K- 0.63% |
$182K - $196K
|
862K
$31.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-5.64K- 50.0% |
$187K - $202K
|
5.64K
$206K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-5.78K- 11.16% |
$192K - $207K
|
46K
$1.68M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.96K- 0.57% |
$198K - $214K
|
1.03M
$37.7M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.08K- 2.46% |
$202K - $218K
|
241K
$8.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.1K- 30.15% |
$203K - $219K
|
14.1K
$516K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.18K- 15.38% |
$205K - $222K
|
34K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.18K- 27.42% |
$205K - $222K
|
16.4K
$597K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-6.24K- 9.08% |
$207K - $224K
|
62.4K
$2.28M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.46K- 20.07% |
$214K - $232K
|
25.7K
$938K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.46K- 2.76% |
$215K - $232K
|
227K
$8.29M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6.8K- 3.31% |
$226K - $244K
|
199K
$7.24M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-7.38K- 40.74% |
$245K - $265K
|
10.7K
$391K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-8.12K- 25.62% |
$269K - $291K
|
23.6K
$859K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.67K- 2.19% |
$288K - $311K
|
387K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.67K- 2.19% |
$288K - $311K
|
387K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-9.23K- 20.44% |
$306K - $331K
|
35.9K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.44K- 54.85% |
$313K - $338K
|
7.77K
$283K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.5K- 8.01% |
$350K - $378K
|
121K
$4.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.4K- 34.21% |
$377K - $408K
|
21.9K
$797K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-11.6K- 54.75% |
$386K - $417K
|
9.6K
$350K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-11.7K- 8.5% |
$389K - $420K
|
126K
$4.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-12.9K- 33.21% |
$428K - $462K
|
25.9K
$945K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-13K- 12.58% |
$430K - $465K
|
90.1K
$3.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.3K- 18.71% |
$509K - $550K
|
66.6K
$2.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-16.1K- 28.75% |
$533K - $576K
|
39.8K
$1.45M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.5K- 12.1% |
$546K - $590K
|
120K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.3K- 16.58% |
$672K - $726K
|
102K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-21K- 54.91% |
$696K - $752K
|
17.2K
$628K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.7K- 43.87% |
$920K - $994K
|
35.5K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-29.6K- 3.22% |
$983K - $1.06M
|
889K
$32.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-34.2K- 2.38% |
$1.14M - $1.23M
|
1.41M
$51.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.1K- 22.52% |
$1.3M - $1.4M
|
135K
$4.91M
|