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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-600- 6.5% |
$24.2K - $26.4K
|
8.64K
$294K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-636- 57.25% |
$25.7K - $28K
|
475
$16.2K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-708- 2.29% |
$28.6K - $31.2K
|
30.2K
$1.03M
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-858- 4.62% |
$34.7K - $37.8K
|
17.7K
$603K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-860- 6.86% |
$34.8K - $37.9K
|
11.7K
$398K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-876- 2.07% |
$35.4K - $38.6K
|
41.3K
$1.41M
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-900- 2.82% |
$36.4K - $39.7K
|
31K
$1.06M
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-1KClosed |
$40.4K - $44.1K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-1K- 13.29% |
$40.4K - $44.1K
|
6.53K
$222K
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.05K- 0.58% |
$42.4K - $46.3K
|
180K
$6.14M
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.13K- 34.97% |
$45.6K - $49.7K
|
2.1K
$71.5K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.15K- 5.03% |
$46.5K - $50.7K
|
21.7K
$739K
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
SELL
|
- |
-1.17K- 6.66% |
$47.1K - $51.4K
|
16.3K
$557K
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.2K- 0.62% |
$48.6K - $53K
|
192K
$6.54M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.34KClosed |
$54.1K - $59K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.47K- 12.05% |
$59.5K - $64.9K
|
10.8K
$366K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.52K- 6.3% |
$61.2K - $66.8K
|
22.5K
$767K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.55K- 0.91% |
$62.8K - $68.5K
|
169K
$5.77M
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.63K- 15.04% |
$65.8K - $71.8K
|
9.2K
$313K
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.84K- 2.73% |
$74.2K - $80.9K
|
65.3K
$2.22M
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.95K- 1.54% |
$78.6K - $85.7K
|
124K
$4.24M
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.98K- 11.09% |
$80K - $87.3K
|
15.9K
$541K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.05K- 7.21% |
$82.9K - $90.5K
|
26.4K
$900K
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.3K- 18.58% |
$92.8K - $101K
|
10.1K
$343K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.34K- 2.39% |
$94.7K - $103K
|
95.7K
$3.26M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.73K- 2.33% |
$110K - $120K
|
115K
$3.91M
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.78K- 1.86% |
$112K - $122K
|
147K
$5M
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-3.15K- 2.01% |
$127K - $139K
|
153K
$5.22M
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.36K- 7.11% |
$136K - $148K
|
43.8K
$1.49M
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
SELL
|
- |
-3.46K- 1.61% |
$140K - $153K
|
211K
$7.2M
|
|
Oct 21, 2021
Q3 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.64K- 2.28% |
$147K - $160K
|
156K
$5.32M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.73KClosed |
$151K - $165K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.95K- 41.21% |
$160K - $174K
|
5.64K
$192K
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-4.13K- 8.08% |
$167K - $182K
|
47K
$1.6M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.84KClosed |
$195K - $213K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.22KClosed |
$211K - $230K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.71K- 4.89% |
$231K - $252K
|
111K
$3.78M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.9K- 11.32% |
$238K - $260K
|
46.2K
$1.57M
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6.3KClosed |
$255K - $278K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-6.68K- 26.89% |
$270K - $294K
|
18.2K
$619K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.74KClosed |
$272K - $297K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.94KClosed |
$280K - $306K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.67KClosed |
$310K - $338K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.39K- 95.17% |
$339K - $370K
|
426
$14.5K
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.92KClosed |
$401K - $437K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12K- 9.57% |
$483K - $527K
|
113K
$3.85M
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-12.3K- 5.24% |
$497K - $542K
|
223K
$7.59M
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-13.1KClosed |
$530K - $578K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-15.1K- 14.62% |
$608K - $664K
|
88K
$3M
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-16.2K- 31.37% |
$653K - $712K
|
35.4K
$1.2M
|