Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.74M+ 16.05% |
$147M - $182M
|
34.3M
$1.22B
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
574K+ 21.66% |
$17.8M - $22.1M
|
3.22M
$115M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
362K+ 12.61% |
$11.2M - $13.9M
|
3.24M
$116M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
334K+ 16.41% |
$10.4M - $12.9M
|
2.37M
$84.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
285K+ 18.84% |
$8.84M - $11M
|
1.8M
$64.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
263K+ 5.81% |
$8.15M - $10.1M
|
4.79M
$171M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
171K+ 4.15% |
$5.29M - $6.57M
|
4.28M
$153M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
158K+ 10517.82% |
$4.9M - $6.09M
|
160K
$5.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
153KNew |
$4.75M - $5.9M
|
153K
$5.47M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
146K+ 200.53% |
$4.52M - $5.62M
|
219K
$7.81M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 50.9% |
$4.01M - $4.98M
|
383K
$13.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 50.9% |
$4.01M - $4.98M
|
383K
$13.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
129K+ 74.7% |
$4M - $4.97M
|
302K
$10.8M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
111K+ 322.11% |
$3.46M - $4.29M
|
146K
$5.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101K+ 82.75% |
$3.12M - $3.88M
|
222K
$7.94M
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
94.9KNew |
$2.94M - $3.65M
|
94.9K
$3.39M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
92K+ 41.39% |
$2.85M - $3.54M
|
314K
$11.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Latigo Investments, LLC
|
BUY
|
- |
84KNew |
$2.6M - $3.23M
|
84K
$3M
|
|
|
Aug 01, 2022
Q2 2022
|
St. Louis Trust CO
|
BUY
|
- |
75.4KNew |
$2.34M - $2.9M
|
75.4K
$2.69M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
74.8K+ 40.29% |
$2.32M - $2.88M
|
261K
$9.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
74.3K+ 7.96% |
$2.3M - $2.86M
|
1.01M
$35.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
72.7K+ 114.53% |
$2.25M - $2.8M
|
136K
$4.86M
|
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
62.7K+ 8.4% |
$1.94M - $2.41M
|
809K
$28.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
56.3K+ 25.76% |
$1.75M - $2.17M
|
275K
$9.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
52.7K+ 5.75% |
$1.63M - $2.03M
|
968K
$34.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
50.1K+ 42.98% |
$1.55M - $1.93M
|
167K
$5.94M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
42.3K+ 356.36% |
$1.31M - $1.63M
|
54.2K
$1.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
42.2K+ 15.77% |
$1.31M - $1.62M
|
310K
$11.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
41.4K+ 21.2% |
$1.28M - $1.59M
|
237K
$8.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
40.2K+ 32.5% |
$1.25M - $1.55M
|
164K
$5.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33.3KNew |
$1.03M - $1.28M
|
33.3K
$1.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
33.2K+ 13.24% |
$1.03M - $1.28M
|
284K
$10.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
31.1K+ 16.54% |
$964K - $1.2M
|
219K
$7.82M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
28.3K+ 22.72% |
$876K - $1.09M
|
153K
$5.45M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
28.2K+ 66.97% |
$876K - $1.09M
|
70.4K
$2.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.4KNew |
$818K - $1.02M
|
26.4K
$941K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
24.7KNew |
$766K - $951K
|
24.7K
$882K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.2K+ 58.41% |
$750K - $931K
|
65.6K
$2.34M
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
24.1K+ 79.55% |
$747K - $927K
|
54.4K
$1.94M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
23K+ 4.2% |
$712K - $884K
|
570K
$20.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22.5K+ 11.63% |
$698K - $867K
|
216K
$7.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
22.5K+ 8.87% |
$698K - $866K
|
276K
$9.86M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
19.4K+ 19.37% |
$601K - $746K
|
119K
$4.26M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
19KNew |
$590K - $733K
|
19K
$679K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
18.5K+ 225.61% |
$573K - $712K
|
26.7K
$953K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.5K+ 16.76% |
$541K - $672K
|
122K
$4.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16.6K+ 11.73% |
$513K - $637K
|
158K
$5.63M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15.5KNew |
$481K - $597K
|
15.5K
$554K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15K+ 17.79% |
$466K - $578K
|
99.4K
$3.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.7K+ 43.37% |
$455K - $564K
|
48.5K
$1.73M
|