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 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7New |
$283 - $309
|
7
$238
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.02% |
$80.8 - $88.2
|
12.3K
$418K
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2- 0.51% |
$80.8 - $88.2
|
391
$13.3K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6Closed |
$242 - $264
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 8.14% |
$283 - $309
|
79
$2.69K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-9- 0.18% |
$364 - $397
|
4.86K
$166K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18- 47.37% |
$727 - $793
|
20
$681
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-21- 1.99% |
$849 - $926
|
1.03K
$35.2K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-28- 1.37% |
$1.13K - $1.23K
|
2.02K
$68.7K
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-37- 0.69% |
$1.5K - $1.63K
|
5.29K
$180K
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-40Closed |
$1.62K - $1.76K
|
0
$0
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-41- 36.94% |
$1.66K - $1.81K
|
70
$2.38K
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-56- 0.18% |
$2.26K - $2.47K
|
31.2K
$1.06M
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-67- 1.34% |
$2.71K - $2.95K
|
4.93K
$168K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-75- 0.42% |
$3.03K - $3.31K
|
17.9K
$610K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76- 0.52% |
$3.07K - $3.35K
|
14.6K
$499K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-77- 1.02% |
$3.11K - $3.39K
|
7.5K
$256K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-80- 5.56% |
$3.23K - $3.53K
|
1.36K
$46.3K
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-80- 0.28% |
$3.23K - $3.53K
|
28.7K
$977K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-81- 4.44% |
$3.27K - $3.57K
|
1.74K
$59.3K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-93- 21.18% |
$3.76K - $4.1K
|
346
$11.8K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-93- 0.58% |
$3.76K - $4.1K
|
16K
$544K
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 1.39% |
$4.04K - $4.41K
|
7.11K
$242K
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-114- 0.13% |
$4.61K - $5.03K
|
90K
$3.07M
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-120Closed |
$4.85K - $5.29K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-128- 2.13% |
$5.17K - $5.64K
|
5.88K
$200K
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-145- 0.13% |
$5.86K - $6.39K
|
111K
$3.79M
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-148- 0.72% |
$5.98K - $6.52K
|
20.5K
$698K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-212- 55.35% |
$8.57K - $9.34K
|
171
$5.83K
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-213- 97.71% |
$8.61K - $9.39K
|
5
$170
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-225- 16.18% |
$9.09K - $9.92K
|
1.17K
$39.7K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-241Closed |
$9.74K - $10.6K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-265Closed |
$10.7K - $11.7K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-274- 2.75% |
$11.1K - $12.1K
|
9.7K
$331K
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-305- 0.79% |
$12.3K - $13.4K
|
38.3K
$1.31M
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-315- 1.62% |
$12.7K - $13.9K
|
19.1K
$651K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-315- 9.86% |
$12.7K - $13.9K
|
2.88K
$98.1K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-315- 9.86% |
$12.7K - $13.9K
|
2.88K
$98.1K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-352- 1.35% |
$14.2K - $15.5K
|
25.8K
$878K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-410- 6.59% |
$16.6K - $18.1K
|
5.81K
$198K
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-420- 7.16% |
$17K - $18.5K
|
5.45K
$186K
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-453- 0.35% |
$18.3K - $20K
|
128K
$4.37M
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-466- 3.4% |
$18.8K - $20.5K
|
13.2K
$451K
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-484- 6.28% |
$19.6K - $21.3K
|
7.23K
$246K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-487Closed |
$19.7K - $21.5K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-575- 1.04% |
$23.2K - $25.3K
|
54.5K
$1.86M
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-590- 95.78% |
$23.8K - $26K
|
26
$886
|