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 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-16.7K- 9.97% |
$519K - $644K
|
151K
$5.2M
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-19KClosed |
$588K - $729K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-19.1K- 7.51% |
$592K - $734K
|
235K
$8.09M
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-21.3K- 33.59% |
$660K - $820K
|
42.1K
$1.45M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22.4K- 6.75% |
$694K - $861K
|
309K
$10.7M
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-22.8KClosed |
$707K - $878K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23.4K- 40.92% |
$727K - $902K
|
33.8K
$1.17M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-27.4K- 4.54% |
$850K - $1.06M
|
577K
$19.9M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-33.5K- 30.73% |
$1.04M - $1.29M
|
75.4K
$2.6M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-35.7K- 2.33% |
$1.11M - $1.37M
|
1.49M
$51.5M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-46.6K- 6.01% |
$1.44M - $1.79M
|
728K
$25.1M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-49.6K- 5.3% |
$1.54M - $1.91M
|
887K
$30.5M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-52.5K- 57.77% |
$1.63M - $2.02M
|
38.4K
$1.32M
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-54.2K- 96.4% |
$1.68M - $2.08M
|
2.02K
$69.6K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-55K- 74.66% |
$1.7M - $2.12M
|
18.7K
$643K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-59.5K- 72.39% |
$1.85M - $2.29M
|
22.7K
$782K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-59.6K- 56.01% |
$1.85M - $2.3M
|
46.8K
$1.61M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-63.6K- 44.74% |
$1.97M - $2.45M
|
78.5K
$2.7M
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-63.8K- 42.26% |
$1.98M - $2.45M
|
87.1K
$3M
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-77.3K- 87.27% |
$2.4M - $2.98M
|
11.3K
$389K
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-121K- 94.53% |
$3.76M - $4.67M
|
7.03K
$242K
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-134K- 48.33% |
$4.16M - $5.17M
|
143K
$4.94M
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-173K- 79.13% |
$5.36M - $6.66M
|
45.6K
$1.57M
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-232KClosed |
$7.19M - $8.92M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-247K- 20.0% |
$7.65M - $9.5M
|
987K
$34M
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-306K- 48.47% |
$9.5M - $11.8M
|
326K
$11.2M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-594K- 80.26% |
$18.4M - $22.9M
|
146K
$5.03M
|