Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.99K- 64.86% |
$128K - $142K
|
2.16K
$78.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.11K- 12.06% |
$132K - $146K
|
30K
$1.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.37K- 2.16% |
$140K - $155K
|
198K
$7.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-4.38K- 5.97% |
$140K - $155K
|
69K
$2.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-5.21K- 8.15% |
$167K - $185K
|
58.7K
$2.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-6.72K- 19.43% |
$215K - $238K
|
27.8K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.01K- 1.12% |
$224K - $249K
|
616K
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.48K- 29.27% |
$239K - $266K
|
18.1K
$659K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-7.77K- 0.82% |
$249K - $276K
|
943K
$34.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-8.28K- 6.92% |
$265K - $294K
|
111K
$4.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-8.57K- 15.92% |
$274K - $304K
|
45.3K
$1.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.03K- 5.34% |
$289K - $321K
|
160K
$5.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-10.7K- 17.06% |
$341K - $378K
|
51.8K
$1.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-11.1K- 3.3% |
$357K - $396K
|
326K
$11.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-11.3K- 6.41% |
$362K - $401K
|
165K
$6.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.3K- 7.95% |
$392K - $435K
|
142K
$5.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.3K- 3.92% |
$425K - $471K
|
325K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.5K- 12.24% |
$433K - $481K
|
97K
$3.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.3K- 21.64% |
$521K - $578K
|
58.9K
$2.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-16.5K- 23.41% |
$528K - $586K
|
54K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-17.2K- 49.32% |
$551K - $611K
|
17.7K
$645K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-17.5K- 10.32% |
$559K - $620K
|
152K
$5.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.5K- 13.78% |
$560K - $621K
|
109K
$3.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-17.9K- 1.9% |
$572K - $634K
|
920K
$33.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.7K- 39.87% |
$727K - $807K
|
34.3K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23K- 23.67% |
$735K - $816K
|
74.1K
$2.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-25.5K- 25.6% |
$817K - $907K
|
74.2K
$2.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-32.8K- 24.99% |
$1.05M - $1.16M
|
98.4K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.4K- 22.88% |
$1.13M - $1.26M
|
119K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-43.1K- 3.01% |
$1.38M - $1.53M
|
1.39M
$50.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-45K- 1.23% |
$1.44M - $1.6M
|
3.61M
$132M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-62.6K- 74.99% |
$2M - $2.22M
|
20.9K
$762K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-66.2K- 4.46% |
$2.12M - $2.35M
|
1.42M
$51.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-85.4K- 39.06% |
$2.73M - $3.03M
|
133K
$4.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-135K- 94.6% |
$4.31M - $4.78M
|
7.7K
$281K
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-160K- 75.79% |
$5.12M - $5.69M
|
51.2K
$1.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-263K- 92.38% |
$8.4M - $9.32M
|
21.6K
$789K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-823K- 99.77% |
$26.3M - $29.2M
|
1.89K
$68.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.46M- 88.54% |
$78.7M - $87.4M
|
318K
$11.6M
|