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 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-17.3K- 20.25% |
$698K - $761K
|
68K
$2.32M
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-18.7KClosed |
$754K - $823K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18.9K- 1.47% |
$762K - $832K
|
1.27M
$43.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-20.1K- 60.18% |
$812K - $886K
|
13.3K
$453K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-24.6K- 8.66% |
$993K - $1.08M
|
259K
$8.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25K- 22.67% |
$1.01M - $1.1M
|
85.4K
$2.91M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-36.4K- 73.08% |
$1.47M - $1.6M
|
13.4K
$457K
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-39.8K- 67.86% |
$1.61M - $1.76M
|
18.9K
$643K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-40K- 41.18% |
$1.62M - $1.77M
|
57.2K
$1.95M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52KClosed |
$2.1M - $2.29M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-62.3KClosed |
$2.52M - $2.75M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-62.3KClosed |
$2.52M - $2.75M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-72.1K- 58.58% |
$2.92M - $3.18M
|
51K
$1.74M
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-81.6K- 45.98% |
$3.3M - $3.6M
|
95.8K
$3.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-101KClosed |
$4.1M - $4.47M
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-107K- 7.39% |
$4.32M - $4.71M
|
1.34M
$45.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-122K- 60.35% |
$4.95M - $5.4M
|
80.4K
$2.74M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-196K- 60.09% |
$7.94M - $8.66M
|
130K
$4.45M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
SELL
|
- |
-288K- 30.14% |
$11.7M - $12.7M
|
668K
$22.8M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-398K- 98.01% |
$16.1M - $17.6M
|
8.08K
$275K
|
|
|
Feb 04, 2022
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-523K- 91.07% |
$21.1M - $23.1M
|
51.3K
$1.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-616K- 99.59% |
$24.9M - $27.2M
|
2.55K
$86.9K
|