Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Intl Small (SCHC)

SCHC Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q1 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
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
10.3K
+ 5.59%
$361K - $426K
195K $6.72M
May 16, 2022 Q1 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
10.2K
+ 3.97%
$357K - $421K
268K $9.22M
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

BUY
 -
9.83K
+ 11.7%
$343K - $405K
93.8K $3.23M
May 11, 2022 Q1 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
9.78K
New
$341K - $403K
9.78K $337K
May 05, 2022 Q1 2022
Falcon Wealth Planning

BUY
 -
9.16K
+ 43.32%
$319K - $378K
30.3K $1.04M
May 16, 2022 Q1 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
8.81K
+ 13.12%
$308K - $363K
76K $2.62M
May 16, 2022 Q1 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
8.81K
+ 18.59%
$307K - $363K
56.2K $1.93M
Apr 21, 2022 Q1 2022
Busey Wealth Management

BUY
 -
8.73K
New
$304K - $360K
8.73K $301K
Apr 05, 2022 Q1 2022
Wedmont Private Capital

BUY
 -
8.62K
+ 31.24%
$301K - $355K
36.2K $1.25M
Apr 29, 2022 Q1 2022
Kathleen S. Wright Associates Inc.

BUY
 -
8.3K
+ 5.94%
$289K - $342K
148K $5.1M
May 13, 2022 Q1 2022
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
7.82K
New
$273K - $323K
7.82K $269K
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

BUY
 -
7.55K
New
$263K - $311K
7.55K $260K
Apr 28, 2022 Q1 2022
Krilogy Financial LLC

BUY
 -
7.26K
+ 17.83%
$253K - $299K
48K $1.65M
May 02, 2022 Q1 2022
Patriot Investment Management Inc.

BUY
 -
7.23K
+ 6.22%
$252K - $298K
123K $4.25M
Apr 27, 2022 Q1 2022
Ivc Wealth Advisors LLC

BUY
 -
7.04K
New
$246K - $290K
7.04K $243K
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
6.92K
+ 6.83%
$241K - $285K
108K $3.73M
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
6.47K
+ 10.23%
$226K - $267K
69.7K $2.4M
Apr 14, 2022 Q1 2022
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
6.32K
New
$220K - $260K
6.32K $217K
Apr 18, 2022 Q1 2022
Geometric Wealth Advisors

BUY
 -
6.16K
New
$215K - $254K
6.16K $212K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
6.1K
+ 20.29%
$213K - $251K
36.1K $1.24M
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
6.02K
New
$210K - $248K
6.02K $207K
Apr 28, 2022 Q1 2022
Financial Consulate, Inc

BUY
 -
5.61K
+ 3.84%
$196K - $231K
152K $5.23M
May 03, 2022 Q1 2022
Clearwater Capital Advisors, LLC

BUY
 -
5.07K
+ 2.53%
$177K - $209K
205K $7.07M
Apr 27, 2022 Q1 2022
Wooster Corthell Wealth Management, Inc.

BUY
 -
4.87K
+ 3.54%
$170K - $201K
142K $4.9M
Apr 22, 2022 Q1 2022
Foster Group, Inc.

BUY
 -
4.86K
+ 35.61%
$170K - $200K
18.5K $637K
Apr 26, 2022 Q1 2022
Ieq Capital, LLC

BUY
 -
3.56K
+ 23.09%
$124K - $147K
19K $653K
Apr 14, 2022 Q1 2022
Cabot Wealth Management Inc

BUY
 -
3.45K
+ 6.36%
$120K - $142K
57.7K $1.99M
May 10, 2022 Q1 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
3.45K
+ 2.41%
$120K - $142K
147K $5.05M
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
3.45K
+ 2.87%
$120K - $142K
124K $4.26M
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
3.23K
+ 946.04%
$113K - $133K
3.57K $123K
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.2K
+ 27.47%
$112K - $132K
14.9K $512K
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
3.2K
New
$112K - $132K
3.2K $110K
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
3.13K
+ 11.42%
$109K - $129K
30.5K $1.05M
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
2.86K
New
$99.8K - $118K
2.86K $98.5K
Apr 20, 2022 Q1 2022
Peak Financial Management, Inc.

BUY
 -
2.49K
+ 1.24%
$86.8K - $103K
202K $6.97M
May 04, 2022 Q1 2022
Trellis Advisors, LLC

BUY
 -
2.27K
+ 7.31%
$79K - $93.4K
33.2K $1.14M
May 03, 2022 Q1 2022
Oakwell Private Wealth Management, LLC

BUY
 -
2.18K
+ 11.69%
$76K - $89.9K
20.8K $717K
May 06, 2022 Q1 2022
Courage Miller Partners, LLC

BUY
 -
2.12K
+ 1.42%
$74.1K - $87.6K
151K $5.21M
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
BUY
 -
2K
+ 2.32%
$69.8K - $82.5K
88.4K $3.04M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.59K
+ 437.91%
$55.6K - $65.7K
1.96K $67.4K
Apr 25, 2022 Q1 2022
Life Planning Partners, Inc

BUY
 -
1.5K
+ 14.51%
$52.2K - $61.7K
11.8K $406K
May 06, 2022 Q1 2022
Motco

BUY
 -
1.38K
+ 29.72%
$48.1K - $56.9K
6.02K $207K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
1.33K
New
$46.4K - $54.8K
1.33K $45.8K
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
1.21K
+ 200.5%
$42.1K - $49.8K
1.81K $62.3K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.18K
+ 1.63%
$41.2K - $48.7K
73.6K $2.53M
Apr 28, 2022 Q1 2022
Madden Securities Corp

BUY
 -
1.16K
+ 6.27%
$40.5K - $47.8K
19.7K $677K
May 13, 2022 Q1 2022
Journey Advisory Group, LLC

BUY
 -
1.03K
+ 7.25%
$35.8K - $42.3K
15.2K $523K
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

BUY
 -
971
+ 13.89%
$33.9K - $40K
7.96K $274K
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
954
New
$33.3K - $39.3K
954 $32.9K

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