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 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
936New |
$32.7K - $38.6K
|
936
$33.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
900+ 2.15% |
$31.4K - $37.1K
|
42.8K
$1.53M
|
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
885+ 3.76% |
$30.9K - $36.5K
|
24.4K
$872K
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
776+ 8.05% |
$27.1K - $32K
|
10.4K
$372K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
765+ 2.41% |
$26.7K - $31.5K
|
32.5K
$1.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
744+ 3.01% |
$26K - $30.7K
|
25.4K
$908K
|
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
722+ 13.28% |
$25.2K - $29.8K
|
6.16K
$220K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
698+ 4.27% |
$24.4K - $28.8K
|
17.1K
$609K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
696+ 8.38% |
$24.3K - $28.7K
|
9.01K
$321K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
678+ 5.9% |
$23.7K - $28K
|
12.2K
$434K
|
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
645+ 0.59% |
$22.5K - $26.6K
|
110K
$3.93M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
632+ 12.31% |
$22.1K - $26.1K
|
5.77K
$206K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
520+ 8.65% |
$18.1K - $21.4K
|
6.53K
$233K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
500+ 41.67% |
$17.4K - $20.6K
|
1.7K
$60.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
436+ 0.52% |
$15.2K - $18K
|
84.4K
$3.01M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
422+ 2.91% |
$14.7K - $17.4K
|
14.9K
$532K
|
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
416+ 1.92% |
$14.5K - $17.2K
|
22.1K
$788K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
398+ 21.93% |
$13.9K - $16.4K
|
2.21K
$79K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
392+ 179.82% |
$13.7K - $16.2K
|
610
$21.8K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
373New |
$13K - $15.4K
|
373
$13.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
331+ 9.38% |
$11.5K - $13.7K
|
3.86K
$138K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
330New |
$11.5K - $13.6K
|
330
$11.8K
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
305+ 5.35% |
$10.6K - $12.6K
|
6K
$214K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
303New |
$10.6K - $12.5K
|
303
$10.8K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
290+ 1.32% |
$10.1K - $12K
|
22.3K
$795K
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
257+ 1.0% |
$8.97K - $10.6K
|
25.9K
$926K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
245+ 3.68% |
$8.55K - $10.1K
|
6.9K
$246K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
233+ 1.8% |
$8.13K - $9.61K
|
13.2K
$471K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
216+ 1.46% |
$7.54K - $8.91K
|
15K
$535K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
208+ 0.36% |
$7.26K - $8.58K
|
58.6K
$2.09M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
205+ 3.53% |
$7.15K - $8.45K
|
6.02K
$215K
|
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
BUY
|
- |
203+ 0.93% |
$7.08K - $8.37K
|
22.1K
$789K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
190New |
$6.63K - $7.84K
|
190
$6.78K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
177+ 0.14% |
$6.18K - $7.3K
|
130K
$4.65M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
176New |
$6.14K - $7.26K
|
176
$6.28K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
172+ 688.0% |
$6K - $7.09K
|
197
$7.03K
|
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
172+ 0.3% |
$6K - $7.09K
|
57.5K
$2.05M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
160New |
$5.58K - $6.6K
|
160
$5.71K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
152+ 135.71% |
$5.3K - $6.27K
|
264
$9.42K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
140+ 7000.0% |
$4.88K - $5.77K
|
142
$5.07K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
135New |
$4.71K - $5.57K
|
135
$4.82K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
127+ 7.52% |
$4.43K - $5.24K
|
1.82K
$64.8K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
111New |
$3.87K - $4.58K
|
111
$3.96K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
110+ 0.51% |
$3.84K - $4.54K
|
21.9K
$781K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
102+ 9.34% |
$3.56K - $4.21K
|
1.19K
$42.6K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
85+ 0.06% |
$2.97K - $3.51K
|
149K
$5.33M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
79New |
$2.76K - $3.26K
|
79
$2.82K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
76+ 18.1% |
$2.65K - $3.13K
|
496
$17.7K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
63New |
$2.2K - $2.6K
|
63
$2.25K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
60+ 0.84% |
$2.09K - $2.47K
|
7.17K
$256K
|