Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
140M+ 93105.08% |
$3.83B - $4.62B
|
140M
$5B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.1MNew |
$30.1M - $36.4M
|
1.1M
$39.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
728K+ 2.01% |
$19.9M - $24M
|
37M
$1.32B
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
569KNew |
$15.5M - $18.8M
|
569K
$20.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
545K+ 17.23% |
$14.9M - $18M
|
3.71M
$132M
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
400K+ 67.73% |
$10.9M - $13.2M
|
990K
$35.3M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
290KNew |
$7.91M - $9.55M
|
290K
$10.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
251K+ 239.99% |
$6.85M - $8.27M
|
355K
$12.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
217K+ 8.75% |
$5.94M - $7.17M
|
2.7M
$96.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
192K+ 143.01% |
$5.24M - $6.33M
|
326K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
173KNew |
$4.72M - $5.69M
|
173K
$6.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
167K+ 311.56% |
$4.55M - $5.5M
|
220K
$7.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162KNew |
$4.43M - $5.34M
|
162K
$5.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
138K+ 1801.11% |
$3.78M - $4.56M
|
146K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
131K+ 1729.97% |
$3.58M - $4.32M
|
139K
$4.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
128K+ 51.46% |
$3.49M - $4.21M
|
376K
$13.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
126KNew |
$3.44M - $4.15M
|
126K
$4.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
117K+ 75.16% |
$3.2M - $3.87M
|
273K
$9.76M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
110K+ 1203.59% |
$3.01M - $3.63M
|
119K
$4.25M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
110K+ 1388.58% |
$3M - $3.62M
|
118K
$4.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
107KNew |
$2.93M - $3.54M
|
107K
$3.84M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
104K+ 61.53% |
$2.84M - $3.43M
|
273K
$9.76M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
93.1K+ 127.78% |
$2.54M - $3.07M
|
166K
$5.92M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
82.4K+ 75.3% |
$2.25M - $2.72M
|
192K
$6.85M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
81.1KNew |
$2.21M - $2.67M
|
81.1K
$2.89M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
63.2K+ 19.61% |
$1.73M - $2.08M
|
385K
$13.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
57.9K+ 77.72% |
$1.58M - $1.91M
|
132K
$4.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
54.7KNew |
$1.49M - $1.8M
|
54.7K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54.6K+ 39.39% |
$1.49M - $1.8M
|
193K
$6.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
51.6KNew |
$1.41M - $1.7M
|
51.6K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51K+ 381.72% |
$1.39M - $1.68M
|
64.4K
$2.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.3K+ 2.91% |
$1.26M - $1.53M
|
1.64M
$58.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
45.3K+ 143.37% |
$1.24M - $1.49M
|
76.8K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
40.9K+ 5.13% |
$1.12M - $1.35M
|
838K
$29.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
40.1K+ 13.47% |
$1.1M - $1.32M
|
338K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.6K+ 187.13% |
$1.08M - $1.31M
|
60.8K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
37.5KNew |
$1.02M - $1.24M
|
37.5K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37.5K+ 0.79% |
$1.02M - $1.24M
|
4.81M
$172M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
34.4K+ 199.57% |
$938K - $1.13M
|
51.6K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
30K+ 80.82% |
$820K - $991K
|
67.2K
$2.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
27.3KNew |
$747K - $902K
|
27.3K
$976K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
25.6K+ 3.95% |
$700K - $846K
|
675K
$24.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
25.1K+ 45.46% |
$685K - $827K
|
80.3K
$2.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25K+ 16.66% |
$682K - $824K
|
175K
$6.24M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
23.7K+ 35.67% |
$648K - $783K
|
90.2K
$3.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.5K+ 19.41% |
$641K - $774K
|
144K
$5.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
23.2KNew |
$633K - $764K
|
23.2K
$827K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
22.8KNew |
$622K - $751K
|
22.8K
$813K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22.2K+ 3.72% |
$606K - $732K
|
618K
$22.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
22.1K+ 82.26% |
$604K - $729K
|
49K
$1.75M
|