Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Intl Small (SCHC)
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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-1.14K- 70.49% |
$39.9K - $47.2K
|
479
$16.4K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.17KClosed |
$40.9K - $48.3K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.19K- 9.75% |
$41.4K - $49K
|
11K
$377K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.28K- 8.14% |
$44.5K - $52.6K
|
14.4K
$493K
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.33K- 2.85% |
$46.4K - $54.8K
|
45.3K
$1.56M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.33KClosed |
$46.4K - $54.8K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.48KClosed |
$51.6K - $61K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 13.16% |
$52.4K - $61.9K
|
9.91K
$340K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 2.96% |
$52.6K - $62.1K
|
49.5K
$1.7M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.74K- 21.98% |
$60.7K - $71.7K
|
6.17K
$212K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2KClosed |
$69.8K - $82.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.03K- 3.11% |
$71K - $83.9K
|
63.5K
$2.18M
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.64K- 1.39% |
$92.2K - $109K
|
188K
$6.45M
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.68K- 6.13% |
$93.4K - $110K
|
41K
$1.4M
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.7K- 3.46% |
$94K - $111K
|
75.2K
$2.58M
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.76K- 12.14% |
$96.4K - $114K
|
20K
$685K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 1.35% |
$106K - $125K
|
222K
$7.62M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.17K- 1.23% |
$110K - $131K
|
254K
$8.71M
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.42K- 11.82% |
$119K - $141K
|
25.5K
$875K
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.66K- 6.04% |
$128K - $151K
|
56.9K
$1.95M
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.77K- 10.9% |
$132K - $155K
|
30.8K
$1.06M
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.92K- 2.55% |
$137K - $162K
|
150K
$5.14M
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-3.97K- 7.04% |
$139K - $164K
|
52.5K
$1.8M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.03K- 8.86% |
$141K - $166K
|
41.4K
$1.42M
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.12K- 2.66% |
$144K - $170K
|
151K
$5.17M
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.16K- 15.42% |
$145K - $171K
|
22.8K
$782K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.19K- 3.71% |
$146K - $173K
|
109K
$3.73M
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-4.21K- 3.77% |
$147K - $174K
|
108K
$3.69M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.22K- 36.79% |
$147K - $174K
|
7.24K
$248K
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-4.26K- 20.97% |
$149K - $176K
|
16.1K
$551K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.33K- 13.76% |
$151K - $178K
|
27.1K
$930K
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4.75K- 3.05% |
$166K - $196K
|
151K
$5.17M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.85K- 18.43% |
$169K - $200K
|
21.5K
$736K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-4.89KClosed |
$171K - $202K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-4.95KClosed |
$173K - $204K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.96K- 7.26% |
$173K - $205K
|
63.4K
$2.17M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.04KClosed |
$176K - $208K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-5.46K- 6.73% |
$191K - $225K
|
75.6K
$2.59M
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.68K- 2.67% |
$198K - $234K
|
207K
$7.09M
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-5.74KClosed |
$200K - $237K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-5.88KClosed |
$205K - $243K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.13K- 12.24% |
$214K - $253K
|
43.9K
$1.51M
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.3KClosed |
$220K - $260K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-7.21K- 5.32% |
$251K - $297K
|
128K
$4.4M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.27K- 4.06% |
$254K - $300K
|
172K
$5.89M
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-7.72K- 3.48% |
$269K - $319K
|
214K
$7.35M
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-8.79KClosed |
$307K - $363K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.11KClosed |
$318K - $375K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.11K- 3.46% |
$318K - $376K
|
254K
$8.71M
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-9.18K- 4.03% |
$320K - $378K
|
219K
$7.5M
|