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 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 42.13% |
$438K - $544K
|
47.6K
$1.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
13.7K+ 25.52% |
$424K - $527K
|
67.3K
$2.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
13.5K+ 172.42% |
$418K - $519K
|
21.3K
$761K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13.4K+ 135.36% |
$416K - $516K
|
23.3K
$832K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13.2K+ 46.33% |
$408K - $506K
|
41.5K
$1.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13K+ 8.46% |
$402K - $499K
|
166K
$5.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.3K+ 11.35% |
$381K - $473K
|
120K
$4.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
BUY
|
- |
12.1K+ 15.4% |
$375K - $466K
|
90.7K
$3.24M
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11.3K+ 7.66% |
$352K - $437K
|
159K
$5.69M
|
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
10.9K+ 7.64% |
$337K - $419K
|
153K
$5.46M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
10.6KNew |
$330K - $409K
|
10.6K
$379K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
10.5KNew |
$325K - $403K
|
10.5K
$374K
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9.6K+ 46.13% |
$298K - $370K
|
30.4K
$1.09M
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
9.49K+ 10.99% |
$294K - $365K
|
95.8K
$3.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
8.98KNew |
$278K - $346K
|
8.98K
$320K
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.86KNew |
$275K - $341K
|
8.86K
$316K
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.61KNew |
$267K - $331K
|
8.61K
$307K
|
|
|
Jul 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
8.31K+ 4.41% |
$258K - $320K
|
197K
$7.02M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.18K+ 6.28% |
$254K - $315K
|
138K
$4.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.02K+ 4.67% |
$248K - $309K
|
180K
$6.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.98KNew |
$247K - $307K
|
7.98K
$285K
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.95K+ 90.19% |
$246K - $306K
|
16.8K
$598K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.41K+ 67.45% |
$230K - $285K
|
18.4K
$656K
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
7.28K+ 4.87% |
$226K - $280K
|
157K
$5.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.27K+ 16.36% |
$225K - $280K
|
51.7K
$1.84M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.83K+ 4.57% |
$212K - $263K
|
156K
$5.58M
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.35K+ 2.59% |
$166K - $206K
|
212K
$7.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.04KNew |
$156K - $194K
|
5.04K
$180K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.02K+ 6.09% |
$155K - $193K
|
87.4K
$3.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.86K+ 58.24% |
$120K - $149K
|
10.5K
$374K
|
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.69K+ 4.85% |
$114K - $142K
|
79.7K
$2.84M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.16K+ 5.8% |
$97.9K - $122K
|
57.5K
$2.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.95K+ 13.72% |
$91.3K - $113K
|
24.4K
$872K
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.9K+ 7.97% |
$90K - $112K
|
39.3K
$1.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.86K+ 22.82% |
$88.8K - $110K
|
15.4K
$550K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
2.78K+ 9.0% |
$86.2K - $107K
|
33.7K
$1.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
2.76K+ 11.3% |
$85.7K - $106K
|
27.2K
$971K
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.57K+ 13.89% |
$79.7K - $98.9K
|
21.1K
$752K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.56K+ 7.06% |
$79.2K - $98.3K
|
38.8K
$1.38M
|
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.44K+ 2.22% |
$75.8K - $94.1K
|
112K
$4.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.37K+ 7.75% |
$73.4K - $91.1K
|
32.9K
$1.17M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.36K+ 15.74% |
$73.1K - $90.8K
|
17.4K
$619K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.21KNew |
$68.6K - $85.2K
|
2.21K
$79K
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.11K+ 1.39% |
$65.3K - $81.1K
|
153K
$5.47M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.08K+ 393.75% |
$64.4K - $80K
|
2.61K
$93K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 4.5% |
$59.3K - $73.7K
|
44.4K
$1.59M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.9K+ 8.72% |
$58.8K - $73K
|
23.6K
$844K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.87K+ 1.51% |
$57.8K - $71.8K
|
125K
$4.47M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.83KNew |
$56.7K - $70.4K
|
1.83K
$65.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.6K+ 10.51% |
$49.5K - $61.4K
|
16.8K
$599K
|