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 |
---|---|---|---|---|---|---|---|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-59Closed |
$1.83K - $2.27K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-60- 0.22% |
$1.86K - $2.31K
|
27.6K
$984K
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-75- 0.47% |
$2.33K - $2.89K
|
15.8K
$564K
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-86- 1.32% |
$2.67K - $3.31K
|
6.44K
$230K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-87- 3.09% |
$2.7K - $3.35K
|
2.73K
$97.3K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-100- 1.27% |
$3.1K - $3.85K
|
7.75K
$276K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-103- 1.04% |
$3.19K - $3.96K
|
9.78K
$349K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-105- 0.96% |
$3.26K - $4.04K
|
10.9K
$388K
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-121- 1.33% |
$3.75K - $4.66K
|
8.97K
$320K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-135Closed |
$4.19K - $5.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-140- 0.89% |
$4.34K - $5.39K
|
15.6K
$556K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-154- 78.17% |
$4.77K - $5.93K
|
43
$1.53K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-168- 10.83% |
$5.21K - $6.47K
|
1.38K
$49.4K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-179Closed |
$5.55K - $6.89K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-190Closed |
$5.89K - $7.31K
|
0
$0
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-194- 73.48% |
$6.01K - $7.47K
|
70
$2.5K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-222- 8.28% |
$6.88K - $8.54K
|
2.46K
$87.8K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-230Closed |
$7.13K - $8.85K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-271- 4.3% |
$8.4K - $10.4K
|
6.04K
$215K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-272- 7.29% |
$8.43K - $10.5K
|
3.46K
$123K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-298- 0.6% |
$9.24K - $11.5K
|
49.2K
$1.75M
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-315- 1.98% |
$9.77K - $12.1K
|
15.6K
$557K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-332- 54.43% |
$10.3K - $12.8K
|
278
$9.92K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-362- 3.32% |
$11.2K - $13.9K
|
10.5K
$376K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-373Closed |
$11.6K - $14.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-390Closed |
$12.1K - $15K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-401- 1.11% |
$12.4K - $15.4K
|
35.7K
$1.28M
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-444- 0.3% |
$13.8K - $17.1K
|
146K
$5.21M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-459- 0.31% |
$14.2K - $17.7K
|
149K
$5.31M
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-460- 0.8% |
$14.3K - $17.7K
|
57K
$2.03M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-538- 36.67% |
$16.7K - $20.7K
|
929
$33.2K
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-543- 4.94% |
$16.8K - $20.9K
|
10.5K
$373K
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-588- 6.0% |
$18.2K - $22.6K
|
9.21K
$329K
|
|
Jul 27, 2022
Q2 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-615- 0.41% |
$19.1K - $23.7K
|
150K
$5.35M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-720- 7.3% |
$22.3K - $27.7K
|
9.15K
$326K
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-752- 7.22% |
$23.3K - $28.9K
|
9.66K
$345K
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-754- 6.54% |
$23.4K - $29K
|
10.8K
$384K
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-812- 5.06% |
$25.2K - $31.3K
|
15.2K
$544K
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-865- 1.91% |
$26.8K - $33.3K
|
44.5K
$1.59M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-906- 1.03% |
$28.1K - $34.9K
|
87.5K
$3.12M
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-936Closed |
$29K - $36K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.01K- 1.08% |
$31.3K - $38.9K
|
92.8K
$3.31M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.14K- 95.39% |
$35.3K - $43.8K
|
55
$1.96K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.42K- 3.33% |
$44.1K - $54.8K
|
41.4K
$1.48M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.5K- 82.97% |
$46.5K - $57.8K
|
308
$11K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.59K- 81.41% |
$49.4K - $61.4K
|
364
$13K
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.76K- 0.82% |
$54.6K - $67.8K
|
212K
$7.58M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.87K- 5.77% |
$58.1K - $72.1K
|
30.6K
$1.09M
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 2.61% |
$61.3K - $76.1K
|
73.7K
$2.63M
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.01K- 10.04% |
$62.2K - $77.2K
|
18K
$642K
|