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 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-45- 0.29% |
$1.57K - $1.86K
|
15.7K
$561K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-46- 36.8% |
$1.6K - $1.9K
|
79
$2.82K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-54- 19.01% |
$1.88K - $2.23K
|
230
$8.21K
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-59- 0.62% |
$2.06K - $2.43K
|
9.46K
$338K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-60- 49.18% |
$2.09K - $2.47K
|
62
$2.21K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-65- 35.52% |
$2.27K - $2.68K
|
118
$4.21K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-69- 87.34% |
$2.41K - $2.85K
|
10
$357
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-73- 0.55% |
$2.55K - $3.01K
|
13.3K
$474K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-84- 5.81% |
$2.93K - $3.46K
|
1.36K
$48.6K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-108Closed |
$3.77K - $4.45K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-116- 12.62% |
$4.05K - $4.78K
|
803
$28.7K
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-117- 1.1% |
$4.08K - $4.83K
|
10.6K
$377K
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-124- 2.26% |
$4.33K - $5.11K
|
5.36K
$191K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-125- 7.46% |
$4.36K - $5.16K
|
1.55K
$55.4K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-131Closed |
$4.57K - $5.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-151- 1.5% |
$5.27K - $6.23K
|
9.89K
$353K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-168- 13.56% |
$5.86K - $6.93K
|
1.07K
$38.2K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-192Closed |
$6.7K - $7.92K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-197- 0.63% |
$6.87K - $8.12K
|
30.9K
$1.1M
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-200- 2.17% |
$6.98K - $8.25K
|
9K
$321K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-207- 3.51% |
$7.22K - $8.54K
|
5.69K
$203K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-207- 2.8% |
$7.22K - $8.54K
|
7.18K
$256K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-207- 67.21% |
$7.22K - $8.54K
|
101
$3.6K
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-215- 12.51% |
$7.5K - $8.87K
|
1.5K
$53.7K
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-237- 2.02% |
$8.27K - $9.77K
|
11.5K
$411K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-246- 0.82% |
$8.58K - $10.1K
|
29.8K
$1.06M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-300- 4.33% |
$10.5K - $12.4K
|
6.63K
$237K
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 4.69% |
$10.5K - $12.4K
|
6.1K
$218K
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-301- 4.57% |
$10.5K - $12.4K
|
6.29K
$224K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-302- 19.28% |
$10.5K - $12.5K
|
1.26K
$45.1K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-309Closed |
$10.8K - $12.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-311- 84.97% |
$10.9K - $12.8K
|
55
$1.96K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-325- 0.83% |
$11.3K - $13.4K
|
39K
$1.39M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-330- 5.39% |
$11.5K - $13.6K
|
5.79K
$207K
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-336- 4.07% |
$11.7K - $13.9K
|
7.93K
$283K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-438- 5.52% |
$15.3K - $18.1K
|
7.49K
$267K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-493- 62.17% |
$17.2K - $20.3K
|
300
$10.7K
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-500- 7.66% |
$17.4K - $20.6K
|
6.03K
$215K
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-503- 2.68% |
$17.5K - $20.7K
|
18.2K
$651K
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-510- 5.31% |
$17.8K - $21K
|
9.09K
$324K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-536- 0.59% |
$18.7K - $22.1K
|
89.9K
$3.21M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-544- 2.41% |
$19K - $22.4K
|
22K
$787K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-749- 5.63% |
$26.1K - $30.9K
|
12.5K
$448K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-766Closed |
$26.7K - $31.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-892- 8.29% |
$31.1K - $36.8K
|
9.87K
$352K
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-937- 5.38% |
$32.7K - $38.6K
|
16.5K
$588K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-940Closed |
$32.8K - $38.8K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-968- 8.99% |
$33.8K - $39.9K
|
9.8K
$350K
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-1.03K- 2.72% |
$35.8K - $42.3K
|
36.7K
$1.31M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.08K- 41.88% |
$37.5K - $44.3K
|
1.49K
$53.2K
|