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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
56+ 243.48% |
$2.19K - $2.44K
|
79
$2.82K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
53+ 2.69% |
$2.07K - $2.31K
|
2.02K
$72.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
49+ 0.58% |
$1.91K - $2.14K
|
8.56K
$305K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 1.85% |
$1.87K - $2.09K
|
2.65K
$94.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
47+ 27.49% |
$1.84K - $2.05K
|
218
$7.78K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
44New |
$1.72K - $1.92K
|
44
$1.57K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
43+ 0.93% |
$1.68K - $1.88K
|
4.64K
$166K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
42+ 60.0% |
$1.64K - $1.83K
|
112
$4K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 0.57% |
$1.48K - $1.66K
|
6.66K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
36New |
$1.41K - $1.57K
|
36
$1.28K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
33+ 0.11% |
$1.29K - $1.44K
|
31.1K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
33New |
$1.29K - $1.44K
|
33
$1.18K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
33+ 1.64% |
$1.29K - $1.44K
|
2.05K
$73.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
32+ 0.27% |
$1.25K - $1.4K
|
11.8K
$420K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
32New |
$1.25K - $1.4K
|
32
$1.14K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 2.56% |
$1.05K - $1.18K
|
1.08K
$38.7K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
25New |
$977 - $1.09K
|
25
$892
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
22New |
$859 - $960
|
22
$785
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
22New |
$859 - $960
|
22
$785
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 0.31% |
$703 - $785
|
5.9K
$210K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 1.39% |
$547 - $611
|
1.02K
$36.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
13New |
$508 - $567
|
13
$464
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
9New |
$352 - $393
|
9
$321
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 1.77% |
$352 - $393
|
517
$18.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
7+ 0.45% |
$273 - $305
|
1.57K
$55.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6+ 0.05% |
$234 - $262
|
12.3K
$439K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4+ 0.03% |
$156 - $175
|
13.3K
$476K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
2+ 6.06% |
$78.1 - $87.3
|
35
$1.25K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 3.28% |
$78.1 - $87.3
|
63
$2.25K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 2.67% |
$78.1 - $87.3
|
77
$2.75K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2New |
$78.1 - $87.3
|
2
$71.4
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 1.89% |
$39.1 - $43.6
|
54
$1.93K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
1+ 0.02% |
$39.1 - $43.6
|
6.53K
$233K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-2- -0.0% |
$78.1 - $87.3
|
46.7K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7Closed |
$273 - $305
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-12- 37.5% |
$469 - $524
|
20
$714
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-12Closed |
$469 - $524
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15- 2.27% |
$586 - $654
|
646
$23.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-22- 4.0% |
$859 - $960
|
528
$18.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-23- 1.32% |
$898 - $1K
|
1.72K
$61.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-48- 11.59% |
$1.87K - $2.09K
|
366
$13.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-63- 14.75% |
$2.46K - $2.75K
|
364
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-87Closed |
$3.4K - $3.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-90- 0.34% |
$3.52K - $3.93K
|
26.3K
$940K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-94- 9.09% |
$3.67K - $4.1K
|
940
$33.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-97Closed |
$3.79K - $4.23K
|
0
$0
|