Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.59K+ 2.09% |
$49.1K - $61K
|
77.2K
$2.66M
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.51K+ 3.16% |
$46.9K - $58.3K
|
49.5K
$1.7M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.48K+ 5.81% |
$45.9K - $57K
|
27K
$930K
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.47K+ 6.6% |
$45.6K - $56.6K
|
23.7K
$818K
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.43K+ 11.77% |
$44.4K - $55.2K
|
13.6K
$469K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.32K+ 88.61% |
$41K - $50.9K
|
2.81K
$96.9K
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.31K+ 5.05% |
$40.6K - $50.5K
|
27.3K
$939K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.31KNew |
$40.6K - $50.4K
|
1.31K
$45.1K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.27K+ 8.08% |
$39.4K - $48.9K
|
17K
$585K
|
|
Jul 13, 2022
Q2 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.27K+ 20.54% |
$39.2K - $48.7K
|
7.42K
$256K
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1.25KNew |
$38.7K - $48K
|
1.25K
$42.9K
|
|
Aug 03, 2022
Q2 2022
|
Ltg Capital LLC
|
BUY
|
- |
1.25K+ 5.63% |
$38.6K - $48K
|
23.4K
$804K
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.24K+ 6.0% |
$38.6K - $47.9K
|
22K
$757K
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 5.27% |
$36.1K - $44.8K
|
23.2K
$801K
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.14K+ 0.56% |
$35.3K - $43.8K
|
204K
$7.01M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.03K+ 6.03% |
$31.9K - $39.6K
|
18.1K
$623K
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.01K+ 14.4% |
$31.4K - $39K
|
8.06K
$277K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
983+ 2.52% |
$30.5K - $37.8K
|
40K
$1.38M
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
956+ 0.63% |
$29.6K - $36.8K
|
153K
$5.26M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
951+ 3.19% |
$29.5K - $36.6K
|
30.8K
$1.06M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
949+ 9.7% |
$29.4K - $36.5K
|
10.7K
$370K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
910New |
$28.2K - $35K
|
910
$31.3K
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
905+ 14.67% |
$28.1K - $34.8K
|
7.08K
$244K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
811+ 8.11% |
$25.1K - $31.2K
|
10.8K
$372K
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
759+ 9.58% |
$23.5K - $29.2K
|
8.69K
$299K
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
714+ 5.9% |
$22.1K - $27.5K
|
12.8K
$441K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
710+ 66.98% |
$22K - $27.3K
|
1.77K
$61K
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
635+ 1.1% |
$19.7K - $24.4K
|
58.4K
$2.01M
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
621+ 6.9% |
$19.3K - $23.9K
|
9.63K
$332K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
570+ 2.1% |
$17.7K - $21.9K
|
27.7K
$954K
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
569+ 2.24% |
$17.6K - $21.9K
|
26K
$896K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
564+ 5640.0% |
$17.5K - $21.7K
|
574
$19.8K
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
538+ 3.72% |
$16.7K - $20.7K
|
15K
$516K
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
537+ 1.62% |
$16.6K - $20.7K
|
33.8K
$1.16M
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
533+ 4.04% |
$16.5K - $20.5K
|
13.7K
$473K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
486+ 900.0% |
$15.1K - $18.7K
|
540
$18.6K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
440New |
$13.6K - $16.9K
|
440
$15.2K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
432+ 6171.43% |
$13.4K - $16.6K
|
439
$15.1K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
429New |
$13.3K - $16.5K
|
429
$14.8K
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
424+ 2.57% |
$13.1K - $16.3K
|
16.9K
$582K
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
412+ 6.84% |
$12.8K - $15.9K
|
6.44K
$222K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
397+ 559.15% |
$12.3K - $15.3K
|
468
$16.1K
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
380+ 2.86% |
$11.8K - $14.6K
|
13.6K
$470K
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
352+ 4.83% |
$10.9K - $13.5K
|
7.65K
$263K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
344+ 1146.67% |
$10.7K - $13.2K
|
374
$12.9K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
341New |
$10.6K - $13.1K
|
341
$11.7K
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
296+ 1.35% |
$9.18K - $11.4K
|
22.2K
$764K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
256+ 51.61% |
$7.94K - $9.85K
|
752
$25.9K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
210+ 63.64% |
$6.51K - $8.08K
|
540
$18.6K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
200New |
$6.2K - $7.7K
|
200
$6.89K
|