Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
806K+ 2.79% |
$31.5M - $35.2M
|
29.7M
$1.06B
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
696K+ 1356.58% |
$27.2M - $30.4M
|
747K
$26.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
406K+ 11.46% |
$15.9M - $17.7M
|
3.95M
$141M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
210K+ 15.68% |
$8.2M - $9.16M
|
1.55M
$55.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
207K+ 8.48% |
$8.1M - $9.05M
|
2.65M
$94.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
201K+ 154.15% |
$7.86M - $8.78M
|
332K
$11.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
186KNew |
$7.28M - $8.13M
|
186K
$6.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
183K+ 14.47% |
$7.16M - $8M
|
1.45M
$51.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
168KNew |
$6.58M - $7.35M
|
168K
$6.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
164KNew |
$6.42M - $7.18M
|
164K
$5.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
164K+ 3.94% |
$6.41M - $7.16M
|
4.33M
$155M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
160K+ 6.7% |
$6.26M - $7M
|
2.55M
$91.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
155KNew |
$6.06M - $6.76M
|
155K
$5.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
146K+ 566.9% |
$5.71M - $6.37M
|
172K
$6.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
140KNew |
$5.46M - $6.1M
|
140K
$4.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
118K+ 142.48% |
$4.6M - $5.14M
|
201K
$7.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
115K+ 6.06% |
$4.51M - $5.04M
|
2.02M
$72.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
112KNew |
$4.36M - $4.87M
|
112K
$3.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
95.6K+ 12.39% |
$3.73M - $4.17M
|
867K
$30.9M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95K+ 271.17% |
$3.71M - $4.14M
|
130K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
83.7KNew |
$3.27M - $3.65M
|
83.7K
$2.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
81.1KNew |
$3.17M - $3.54M
|
81.1K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
72.4K+ 62.2% |
$2.83M - $3.16M
|
189K
$6.74M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
69.7KNew |
$2.72M - $3.04M
|
69.7K
$2.49M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
68.4KNew |
$2.67M - $2.98M
|
68.4K
$2.44M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
60.2K+ 68.44% |
$2.35M - $2.63M
|
148K
$5.29M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
50.8K+ 6.69% |
$1.98M - $2.21M
|
810K
$28.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
47.5K+ 5.5% |
$1.85M - $2.07M
|
911K
$32.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
45.8K+ 5.51% |
$1.79M - $2M
|
878K
$31.3M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
43.8K+ 166.34% |
$1.71M - $1.91M
|
70.1K
$2.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
43.1K+ 321.04% |
$1.68M - $1.88M
|
56.5K
$2.02M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
42.1K+ 8.73% |
$1.65M - $1.84M
|
525K
$18.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
34.6KNew |
$1.35M - $1.51M
|
34.6K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
30.8K+ 169.5% |
$1.2M - $1.34M
|
48.9K
$1.75M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$1.18M - $1.32M
|
30.2K
$1.08M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
27.6KNew |
$1.08M - $1.2M
|
27.6K
$985K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
27.2K+ 6.08% |
$1.06M - $1.19M
|
475K
$17M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
25.7KNew |
$1M - $1.12M
|
25.7K
$917K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
25.4K+ 5.26% |
$994K - $1.11M
|
509K
$18.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
24.7KNew |
$965K - $1.08M
|
24.7K
$881K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.6K+ 754.9% |
$960K - $1.07M
|
27.8K
$993K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$919K - $1.03M
|
23.5K
$839K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
23.2KNew |
$908K - $1.01M
|
23.2K
$830K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
22.9K+ 104.04% |
$895K - $1M
|
44.9K
$1.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
22.9K+ 7.67% |
$893K - $997K
|
321K
$11.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
22.1K+ 3.3% |
$862K - $963K
|
690K
$24.6M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
21.9KNew |
$856K - $956K
|
21.9K
$782K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.8K+ 8.8% |
$813K - $908K
|
257K
$9.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Act Wealth Management, LLC
|
BUY
|
- |
20.4K+ 14.13% |
$795K - $889K
|
164K
$5.87M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
18.7KNew |
$732K - $818K
|
18.7K
$669K
|