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 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-9.18K- 4.03% |
$320K - $378K
|
219K
$7.53M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10.2KClosed |
$356K - $421K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-10.3K- 32.03% |
$361K - $426K
|
21.9K
$755K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.6K- 18.26% |
$404K - $477K
|
51.8K
$1.78M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-14K- 24.42% |
$489K - $578K
|
43.3K
$1.49M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.1K- 42.32% |
$491K - $580K
|
19.2K
$661K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-14.4K- 62.07% |
$503K - $595K
|
8.82K
$304K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-14.9K- 7.42% |
$520K - $614K
|
186K
$6.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.9KClosed |
$521K - $616K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-15.1KClosed |
$527K - $622K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-15.4KClosed |
$537K - $634K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16.6KClosed |
$578K - $684K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.7K- 18.49% |
$652K - $770K
|
82.3K
$2.84M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.8KClosed |
$657K - $777K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.3K- 11.46% |
$674K - $796K
|
149K
$5.14M
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-21.7K- 77.49% |
$758K - $896K
|
6.31K
$217K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-25.2K- 15.08% |
$881K - $1.04M
|
142K
$4.89M
|
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-29.2KClosed |
$1.02M - $1.2M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-30.1K- 24.87% |
$1.05M - $1.24M
|
90.9K
$3.13M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37K- 2.38% |
$1.29M - $1.52M
|
1.51M
$52.1M
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-37.1K- 75.75% |
$1.29M - $1.53M
|
11.9K
$409K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-38.5K- 57.55% |
$1.34M - $1.59M
|
28.4K
$978K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-43.1K- 13.44% |
$1.5M - $1.78M
|
278K
$9.56M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-44.2K- 99.8% |
$1.54M - $1.82M
|
90
$3.1K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-48.2K- 32.5% |
$1.68M - $1.99M
|
100K
$3.44M
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-58.1K- 8.41% |
$2.03M - $2.39M
|
632K
$21.8M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.1KClosed |
$2.24M - $2.64M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-69.7KClosed |
$2.43M - $2.87M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-73.7K- 88.06% |
$2.57M - $3.04M
|
9.99K
$344K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-80.2K- 54.24% |
$2.8M - $3.31M
|
67.6K
$2.33M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-89.2KClosed |
$3.11M - $3.68M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-92.2K- 10.63% |
$3.22M - $3.8M
|
775K
$26.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-115K- 66.67% |
$4M - $4.73M
|
57.3K
$1.97M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-129K- 33.73% |
$4.51M - $5.33M
|
254K
$8.75M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-159K- 82.16% |
$5.56M - $6.57M
|
34.6K
$1.19M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-186K- 25.36% |
$6.48M - $7.66M
|
547K
$18.8M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-212K- 0.71% |
$7.41M - $8.75M
|
29.5M
$1.02B
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-217K- 14.99% |
$7.59M - $8.97M
|
1.23M
$42.5M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-393K- 82.7% |
$13.7M - $16.2M
|
82.3K
$2.83M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-403K- 97.37% |
$14.1M - $16.6M
|
10.9K
$375K
|