Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.78KNew |
$274K - $299K
|
6.78K
$245K
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6.25K+ 4.58% |
$252K - $275K
|
142K
$5.15M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.03K+ 6.68% |
$244K - $266K
|
96.2K
$3.48M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.86K+ 16.86% |
$237K - $258K
|
40.6K
$1.47M
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.77K+ 3.03% |
$233K - $255K
|
196K
$7.09M
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.38KNew |
$217K - $237K
|
5.38K
$195K
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
5.32KNew |
$215K - $234K
|
5.32K
$192K
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.18K+ 10.02% |
$209K - $228K
|
56.8K
$2.05M
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.07KNew |
$205K - $223K
|
5.07K
$183K
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$202K - $220K
|
5K
$181K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.9KNew |
$198K - $216K
|
4.9K
$177K
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
4.24K+ 33.35% |
$171K - $187K
|
16.9K
$613K
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.07K+ 2.37% |
$164K - $179K
|
176K
$6.36M
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.62K+ 10.86% |
$146K - $160K
|
36.9K
$1.34M
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.49K+ 3.63% |
$141K - $154K
|
99.6K
$3.6M
|
|
Oct 21, 2021
Q3 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
3.36K+ 24.54% |
$136K - $148K
|
17K
$616K
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.26KNew |
$132K - $143K
|
3.26K
$118K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.25K+ 10.97% |
$131K - $143K
|
32.9K
$1.19M
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.24K+ 2.16% |
$131K - $143K
|
154K
$5.55M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.12KNew |
$126K - $138K
|
3.12K
$113K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.11K+ 3.85% |
$126K - $137K
|
83.8K
$3.03M
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.96K+ 2.32% |
$120K - $130K
|
131K
$4.72M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.91K+ 0.12% |
$118K - $128K
|
2.39M
$86.5M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.86K+ 41.42% |
$116K - $126K
|
9.76K
$353K
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.59K+ 0.54% |
$104K - $114K
|
482K
$17.4M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.55K+ 1.75% |
$103K - $112K
|
148K
$5.37M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.25K+ 3.06% |
$90.8K - $99K
|
75.5K
$2.73M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.07K+ 2.01% |
$83.6K - $91.2K
|
105K
$3.79M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
2.02K+ 24.31% |
$81.4K - $88.8K
|
10.3K
$373K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.88K+ 10.81% |
$76.1K - $83K
|
19.3K
$699K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.84K+ 1.07% |
$74.4K - $81.2K
|
174K
$6.28M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.63K+ 1.84% |
$65.7K - $71.7K
|
89.8K
$3.25M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.56K+ 14.46% |
$62.9K - $68.6K
|
12.3K
$445K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.52KNew |
$61.3K - $66.9K
|
1.52K
$54.9K
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
1.4K+ 11.37% |
$56.7K - $61.9K
|
13.8K
$497K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.34K+ 18.11% |
$54.2K - $59.1K
|
8.74K
$316K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
1.26K+ 428.47% |
$51.1K - $55.7K
|
1.56K
$56.4K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.25K+ 20.94% |
$50.7K - $55.3K
|
7.24K
$262K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.2KNew |
$48.3K - $52.7K
|
1.2K
$43.2K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 6.61% |
$47.1K - $51.4K
|
18.8K
$680K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.15K+ 8.82% |
$46.3K - $50.5K
|
14.1K
$511K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.13K+ 3.91% |
$45.5K - $49.6K
|
29.9K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.11KNew |
$44.8K - $48.9K
|
1.11K
$40.1K
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.07K+ 4.05% |
$43.4K - $47.3K
|
27.6K
$998K
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.07K+ 9.59% |
$43.3K - $47.3K
|
12.3K
$443K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
883+ 2.84% |
$35.7K - $38.9K
|
32K
$1.16M
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
862+ 7.52% |
$34.8K - $38K
|
12.3K
$445K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
806+ 12.72% |
$32.6K - $35.5K
|
7.14K
$258K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
704+ 2.64% |
$28.4K - $31K
|
27.4K
$989K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
693New |
$28K - $30.5K
|
693
$25.1K
|