Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.04M+ 5.96% |
$56.1M - $70M
|
36.3M
$1.24B
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.89M+ 1297.48% |
$52M - $64.9M
|
2.04M
$69.5M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.89M+ 1297.48% |
$52M - $64.9M
|
2.04M
$69.5M
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
340K+ 109.54% |
$9.32M - $11.6M
|
650K
$22.1M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
211KNew |
$5.8M - $7.24M
|
211K
$7.2M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
115K+ 494.38% |
$3.17M - $3.95M
|
139K
$4.72M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
114K+ 4.81% |
$3.14M - $3.91M
|
2.49M
$84.7M
|
|
Nov 14, 2022
Q3 2022
|
Latigo Investments, LLC
|
BUY
|
- |
107KNew |
$2.95M - $3.68M
|
107K
$3.66M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
106K+ 11.92% |
$2.9M - $3.62M
|
992K
$33.8M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
93.5K+ 2.18% |
$2.57M - $3.2M
|
4.38M
$149M
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
92.8K+ 171.22% |
$2.55M - $3.18M
|
147K
$5.01M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
85.5K+ 36.12% |
$2.35M - $2.93M
|
322K
$11M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
79.9K+ 7.94% |
$2.19M - $2.74M
|
1.09M
$37M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.9K+ 19.79% |
$2.08M - $2.6M
|
459K
$15.6M
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
68.7K+ 9.44% |
$1.89M - $2.36M
|
797K
$27.2M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
66.8K+ 6.9% |
$1.83M - $2.29M
|
1.03M
$35.3M
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
63.8K+ 711.17% |
$1.75M - $2.19M
|
72.8K
$2.48M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
54.1K+ 479.67% |
$1.49M - $1.85M
|
65.4K
$2.23M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
49.1KNew |
$1.35M - $1.68M
|
49.1K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
38.6K+ 4.04% |
$1.06M - $1.32M
|
992K
$33.8M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
36.7K+ 30.72% |
$1.01M - $1.26M
|
156K
$5.32M
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
35.6K+ 18.09% |
$977K - $1.22M
|
232K
$7.91M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.6K+ 38.51% |
$924K - $1.15M
|
121K
$4.12M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
30.3K+ 20.06% |
$832K - $1.04M
|
181K
$6.18M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
30K+ 67.59% |
$824K - $1.03M
|
74.4K
$2.54M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.8K+ 29.99% |
$764K - $954K
|
121K
$4.11M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
27.8K+ 71.6% |
$762K - $951K
|
66.5K
$2.27M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27K+ 55.65% |
$741K - $924K
|
75.4K
$2.57M
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
26.7K+ 18.62% |
$734K - $916K
|
170K
$5.8M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.6K+ 11.93% |
$729K - $910K
|
249K
$8.48M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
25.4K+ 4.46% |
$698K - $871K
|
595K
$20.3M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.8KNew |
$681K - $850K
|
24.8K
$845K
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
24.5K+ 134.46% |
$673K - $841K
|
42.8K
$1.46M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
23.2K+ 2.35% |
$638K - $796K
|
1.01M
$34.4M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
23.1K+ 8.41% |
$635K - $792K
|
298K
$10.2M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.2K+ 56.11% |
$528K - $659K
|
53.5K
$1.82M
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18.8K+ 3.25% |
$515K - $643K
|
596K
$20.3M
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
16.5K+ 17.43% |
$454K - $567K
|
111K
$3.8M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 7.5% |
$404K - $504K
|
211K
$7.18M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.2KNew |
$390K - $486K
|
14.2K
$483K
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
14K+ 45.9% |
$383K - $478K
|
44.4K
$1.51M
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
13.8KNew |
$380K - $475K
|
13.8K
$472K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13.7K+ 11.34% |
$375K - $468K
|
134K
$4.57M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
13.4KNew |
$369K - $460K
|
13.4K
$457K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$367K - $458K
|
13.4K
$455K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
13.2K+ 72.87% |
$362K - $452K
|
31.3K
$1.07M
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12.6K+ 5.84% |
$347K - $433K
|
229K
$7.8M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5KNew |
$344K - $430K
|
12.5K
$427K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
12.3K+ 9.83% |
$339K - $422K
|
138K
$4.69M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.3K+ 7.69% |
$337K - $421K
|
172K
$5.86M
|