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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6.45KNew |
$176K - $213K
|
6.45K
$222K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
6.39KNew |
$175K - $211K
|
6.39K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.27K+ 8.95% |
$171K - $207K
|
76.3K
$2.63M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.05K+ 4.42% |
$165K - $200K
|
143K
$4.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.02K+ 19.25% |
$164K - $199K
|
37.3K
$1.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
5.98K+ 13.99% |
$163K - $197K
|
48.8K
$1.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5.83K+ 5.23% |
$159K - $192K
|
117K
$4.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.52K+ 10.36% |
$151K - $182K
|
58.8K
$2.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.28K+ 14.16% |
$144K - $174K
|
42.5K
$1.46M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.9K+ 46.52% |
$134K - $162K
|
15.4K
$532K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
4.55K+ 12.1% |
$124K - $150K
|
42.1K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.54K+ 9.06% |
$124K - $150K
|
54.6K
$1.88M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.53K+ 22.32% |
$124K - $149K
|
24.8K
$855K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.36K+ 2.54% |
$119K - $144K
|
176K
$6.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.33K+ 8.24% |
$118K - $143K
|
56.9K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
4.15K+ 24.61% |
$113K - $137K
|
21K
$723K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.91K+ 5.42% |
$107K - $129K
|
76.1K
$2.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.53K+ 28.07% |
$96.3K - $116K
|
16.1K
$554K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.49K+ 5.23% |
$95.2K - $115K
|
70.1K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.35K+ 2.15% |
$91.4K - $110K
|
159K
$5.49M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
3.21K+ 4.26% |
$87.8K - $106K
|
78.6K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.17K+ 984.16% |
$86.5K - $105K
|
3.49K
$120K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.02K+ 2.99% |
$82.5K - $99.6K
|
104K
$3.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.96K+ 2.13% |
$80.8K - $97.5K
|
142K
$4.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
2.87KNew |
$78.5K - $94.8K
|
2.87K
$98.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 11.98% |
$77.6K - $93.7K
|
26.6K
$915K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.62K+ 8.8% |
$71.5K - $86.4K
|
32.4K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.5KNew |
$68.2K - $82.3K
|
2.5K
$86K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.36K+ 13.64% |
$64.3K - $77.7K
|
19.6K
$676K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.25K+ 3.82% |
$61.5K - $74.3K
|
61.2K
$2.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.21K+ 8177.78% |
$60.3K - $72.8K
|
2.24K
$77K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.11K+ 21.62% |
$57.5K - $69.5K
|
11.9K
$408K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.07K+ 0.98% |
$56.6K - $68.3K
|
214K
$7.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.93K+ 33.88% |
$52.6K - $63.6K
|
7.62K
$262K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.81K+ 6.06% |
$49.3K - $59.6K
|
31.6K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.57K+ 869.44% |
$42.7K - $51.6K
|
1.75K
$60.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.52K+ 285.85% |
$41.4K - $50K
|
2.05K
$70.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.5K+ 9.62% |
$41.1K - $49.6K
|
17.1K
$590K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.41K+ 9.32% |
$38.4K - $46.4K
|
16.5K
$568K
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
1.34K+ 4.46% |
$36.5K - $44.1K
|
31.3K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$36.3K - $43.9K
|
1.33K
$45.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.25KNew |
$34K - $41.1K
|
1.25K
$42.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.18K+ 5.34% |
$32.3K - $39K
|
23.3K
$804K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.12K+ 1.24% |
$30.5K - $36.8K
|
90.9K
$3.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.11K+ 2.62% |
$30.2K - $36.4K
|
43.2K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.07K+ 5.45% |
$29.3K - $35.4K
|
20.7K
$714K
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
1.03K+ 4.41% |
$28K - $33.9K
|
24.3K
$838K
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
986+ 0.83% |
$26.9K - $32.5K
|
120K
$4.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
943+ 8.95% |
$25.8K - $31.1K
|
11.5K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
936New |
$25.6K - $30.9K
|
936
$32.2K
|