Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
991K+ 3.55% |
$40M - $43.7M
|
28.9M
$986M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
399K+ 5477.29% |
$16.1M - $17.6M
|
406K
$13.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
236KNew |
$9.55M - $10.4M
|
236K
$8.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
210K+ 5.3% |
$8.49M - $9.26M
|
4.17M
$142M
|
|
|
Nov 15, 2021
Q3 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
188K+ 36.41% |
$7.6M - $8.29M
|
705K
$24M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
147K+ 4.33% |
$5.94M - $6.48M
|
3.54M
$121M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
141KNew |
$5.69M - $6.2M
|
141K
$4.79M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
110K+ 4.71% |
$4.45M - $4.85M
|
2.45M
$83.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
109K+ 51.39% |
$4.4M - $4.8M
|
321K
$10.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.5K+ 47.5% |
$2.89M - $3.15M
|
222K
$7.56M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
64.2K+ 12.58% |
$2.59M - $2.83M
|
574K
$19.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59.4K+ 4.08% |
$2.4M - $2.62M
|
1.52M
$51.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.7KNew |
$2.25M - $2.45M
|
55.7K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
55KNew |
$2.22M - $2.42M
|
55K
$1.87M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$2.02M - $2.2M
|
50K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
49.6KNew |
$2.01M - $2.19M
|
49.6K
$1.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
49.1KNew |
$1.98M - $2.16M
|
49.1K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
47.1K+ 11.75% |
$1.9M - $2.08M
|
448K
$15.3M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
39.2K+ 5.45% |
$1.58M - $1.73M
|
759K
$25.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
34.7KNew |
$1.4M - $1.53M
|
34.7K
$1.18M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32K+ 1.71% |
$1.3M - $1.41M
|
1.91M
$64.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
24.1K+ 602.27% |
$975K - $1.06M
|
28.1K
$958K
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
22K+ 7.96% |
$888K - $968K
|
298K
$10.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
21.9K+ 21.69% |
$885K - $966K
|
123K
$4.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
21.5K+ 4.66% |
$870K - $950K
|
484K
$16.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 34.85% |
$864K - $942K
|
82.7K
$2.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
20.8KNew |
$839K - $915K
|
20.8K
$708K
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
19.4K+ 65.11% |
$784K - $855K
|
49.2K
$1.68M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.2K+ 2.28% |
$696K - $759K
|
771K
$26.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
15.5KNew |
$627K - $684K
|
15.5K
$529K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
15.4K+ 1.88% |
$622K - $678K
|
832K
$28.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14.7KNew |
$595K - $649K
|
14.7K
$502K
|
|
|
Nov 12, 2021
Q3 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
14.4K+ 1.7% |
$583K - $636K
|
864K
$29.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
14.4K+ 14.11% |
$582K - $635K
|
116K
$3.97M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
13.7K+ 164.86% |
$554K - $604K
|
22K
$750K
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.1KNew |
$530K - $579K
|
13.1K
$447K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
12.1K+ 8.55% |
$490K - $534K
|
154K
$5.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
11.3K+ 15.05% |
$455K - $497K
|
86.1K
$2.93M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 45.47% |
$442K - $483K
|
35K
$1.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
10.9K+ 5.9% |
$440K - $480K
|
196K
$6.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 6.02% |
$422K - $460K
|
184K
$6.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.4K+ 14.98% |
$422K - $460K
|
80.1K
$2.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.74K+ 10.6% |
$394K - $429K
|
102K
$3.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.28K+ 50.15% |
$375K - $409K
|
27.8K
$947K
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
8.86K+ 19.28% |
$358K - $391K
|
54.8K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
8.44K+ 77.92% |
$341K - $372K
|
19.3K
$657K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.68K+ 10.36% |
$310K - $339K
|
81.8K
$2.79M
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
7.64K+ 5.58% |
$309K - $337K
|
145K
$4.93M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.07KNew |
$286K - $312K
|
7.07K
$241K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.97KNew |
$282K - $307K
|
6.97K
$237K
|