Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
740KNew |
$25.8M - $30.5M
|
740K
$26.4M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
404K+ 3852.24% |
$14.1M - $16.6M
|
414K
$14.8M
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
254KNew |
$8.86M - $10.5M
|
254K
$9.06M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
221K+ 8.34% |
$7.72M - $9.13M
|
2.87M
$103M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
189K+ 4.36% |
$6.6M - $7.8M
|
4.52M
$161M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
186K+ 24.83% |
$6.47M - $7.65M
|
933K
$33.3M
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
173KNew |
$6.03M - $7.13M
|
173K
$6.17M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
162K+ 4.11% |
$5.66M - $6.69M
|
4.11M
$147M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
127K+ 15.67% |
$4.43M - $5.23M
|
936K
$33.4M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
113K+ 1236.43% |
$3.93M - $4.64M
|
122K
$4.34M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
95.8K+ 3.75% |
$3.34M - $3.95M
|
2.65M
$94.6M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
80K+ 15.24% |
$2.79M - $3.3M
|
605K
$21.6M
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
62K+ 32.83% |
$2.16M - $2.56M
|
251K
$8.96M
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
58.4K+ 193.81% |
$2.04M - $2.41M
|
88.6K
$3.16M
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
51.5K+ 5.65% |
$1.8M - $2.12M
|
963K
$34.4M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.1K+ 213.05% |
$1.75M - $2.07M
|
73.6K
$2.63M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
48.2K+ 85.99% |
$1.68M - $1.99M
|
104K
$3.72M
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
47.7KNew |
$1.67M - $1.97M
|
47.7K
$1.7M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
44.4KNew |
$1.55M - $1.83M
|
44.4K
$1.58M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.6K+ 405.82% |
$1.52M - $1.8M
|
54.4K
$1.94M
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
42.5KNew |
$1.48M - $1.75M
|
42.5K
$1.52M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
37.6K+ 4.29% |
$1.31M - $1.55M
|
915K
$32.7M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
36.6K+ 215.76% |
$1.28M - $1.51M
|
53.6K
$1.91M
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
36.4KNew |
$1.27M - $1.5M
|
36.4K
$1.3M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35.1K+ 29.77% |
$1.23M - $1.45M
|
153K
$5.47M
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
32.2K+ 17.27% |
$1.12M - $1.33M
|
219K
$7.8M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
31.9K+ 309.55% |
$1.11M - $1.31M
|
42.2K
$1.51M
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
28.2K+ 48.63% |
$985K - $1.16M
|
86.3K
$3.08M
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
27.8K+ 61.94% |
$971K - $1.15M
|
72.8K
$2.6M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.7K+ 84.04% |
$931K - $1.1M
|
58.5K
$2.09M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
25.8K+ 18.16% |
$899K - $1.06M
|
168K
$5.99M
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25.3K+ 15.05% |
$884K - $1.04M
|
194K
$6.91M
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
23.8K+ 246.05% |
$832K - $983K
|
33.5K
$1.2M
|
|
Apr 12, 2022
Q1 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
23.8K+ 14.48% |
$831K - $982K
|
188K
$6.72M
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
23.2K+ 3.2% |
$809K - $956K
|
747K
$26.6M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
22.8KNew |
$795K - $940K
|
22.8K
$814K
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.8KNew |
$759K - $897K
|
21.8K
$776K
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
21.3K+ 10.11% |
$743K - $878K
|
232K
$8.27M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.5K+ 1.22% |
$644K - $762K
|
1.53M
$54.6M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.9K+ 20.17% |
$623K - $737K
|
106K
$3.8M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.3K+ 0.86% |
$603K - $713K
|
2.04M
$72.7M
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
17.3K+ 17.4% |
$602K - $712K
|
116K
$4.16M
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
BUY
|
- |
15.6KNew |
$545K - $644K
|
15.6K
$557K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
15.1K+ 23.67% |
$525K - $621K
|
78.6K
$2.81M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12.5KNew |
$435K - $514K
|
12.5K
$445K
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11.5K+ 58.94% |
$401K - $474K
|
31K
$1.11M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.4K+ 50.61% |
$396K - $468K
|
33.8K
$1.21M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.9K+ 39.16% |
$380K - $449K
|
38.7K
$1.38M
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
10.8K+ 16.73% |
$378K - $447K
|
75.7K
$2.7M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.8K+ 9.5% |
$377K - $445K
|
124K
$4.44M
|