Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.06K+ 4.71% |
$241K - $259K
|
157K
$5.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.99KNew |
$238K - $256K
|
6.99K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.91K+ 11.71% |
$236K - $254K
|
65.9K
$2.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6.73K+ 11.59% |
$230K - $247K
|
64.8K
$2.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.55KNew |
$224K - $241K
|
6.55K
$239K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.81KNew |
$198K - $213K
|
5.81K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.5K+ 62.8% |
$188K - $202K
|
14.3K
$520K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
5.47K+ 1.91% |
$187K - $201K
|
292K
$10.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5.08K+ 6.68% |
$173K - $187K
|
81.1K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.78K+ 2.78% |
$163K - $175K
|
176K
$6.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.74K+ 11.09% |
$162K - $174K
|
47.5K
$1.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.29K+ 0.68% |
$146K - $157K
|
638K
$23.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.64K+ 45.28% |
$124K - $134K
|
11.7K
$426K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.29K+ 20.54% |
$112K - $121K
|
19.3K
$705K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.29K+ 0.7% |
$112K - $121K
|
473K
$17.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.25K+ 168.48% |
$111K - $119K
|
5.17K
$189K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.19K+ 8.55% |
$109K - $117K
|
40.5K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.06K+ 27.28% |
$104K - $112K
|
14.3K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.04K+ 39.17% |
$104K - $112K
|
10.8K
$394K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.82K+ 2.37% |
$96.2K - $104K
|
122K
$4.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 7.93% |
$74.9K - $80.6K
|
29.9K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.15K+ 8.29% |
$73.3K - $78.8K
|
28K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.63K+ 1.56% |
$55.5K - $59.7K
|
106K
$3.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.61K+ 4.84% |
$55.1K - $59.2K
|
35K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.61K+ 0.98% |
$54.9K - $59.1K
|
166K
$6.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.61K+ 2.13% |
$54.9K - $59K
|
77K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.59K+ 0.46% |
$54.3K - $58.4K
|
345K
$12.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.53K+ 12.16% |
$52.1K - $56.1K
|
14.1K
$514K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.53K+ 7.9% |
$52K - $56K
|
20.8K
$759K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.43K+ 4.93% |
$48.8K - $52.5K
|
30.4K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.41K+ 4.64% |
$48.1K - $51.7K
|
31.7K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.38K+ 33.25% |
$46.9K - $50.5K
|
5.51K
$201K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 36.78% |
$45K - $48.4K
|
4.91K
$179K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.3K+ 1.65% |
$44.3K - $47.6K
|
79.9K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.29K+ 1.75% |
$44.1K - $47.4K
|
75.1K
$2.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.29K+ 15.25% |
$43.9K - $47.2K
|
9.72K
$354K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.26K+ 32.62% |
$42.9K - $46.2K
|
5.12K
$186K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.25K+ 0.63% |
$42.5K - $45.8K
|
200K
$7.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.21K+ 17.29% |
$41.2K - $44.3K
|
8.2K
$299K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.19KNew |
$40.5K - $43.6K
|
1.19K
$43.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.13K+ 5.37% |
$38.7K - $41.6K
|
22.3K
$812K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.11K+ 2.29% |
$37.9K - $40.7K
|
49.5K
$1.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
961+ 0.99% |
$32.8K - $35.3K
|
98.2K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
954+ 2.62% |
$32.6K - $35K
|
37.3K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
952+ 12.94% |
$32.5K - $34.9K
|
8.31K
$303K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
876+ 58.83% |
$29.9K - $32.2K
|
2.37K
$86.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
870+ 9.93% |
$29.7K - $31.9K
|
9.63K
$351K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
833+ 427.18% |
$28.4K - $30.6K
|
1.03K
$37.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
737+ 9.8% |
$25.1K - $27.1K
|
8.25K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
729New |
$24.9K - $26.8K
|
729
$26.6K
|