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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
11.6K+ 12.75% |
$318K - $397K
|
102K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.6K+ 6.94% |
$291K - $363K
|
163K
$5.56M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
10.5K+ 21.24% |
$289K - $360K
|
60K
$2.04M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10.5K+ 39.26% |
$288K - $359K
|
37.2K
$1.27M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
9.65K+ 90.81% |
$265K - $331K
|
20.3K
$691K
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
9.63K+ 16.89% |
$264K - $330K
|
66.6K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.6K+ 3.18% |
$264K - $329K
|
312K
$10.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.57K+ 5.76% |
$263K - $328K
|
176K
$5.99M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
9.42KNew |
$259K - $323K
|
9.42K
$321K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.89KNew |
$217K - $270K
|
7.89K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
7.78K+ 43.24% |
$214K - $266K
|
25.8K
$878K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.69KNew |
$211K - $264K
|
7.69K
$262K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.58KNew |
$208K - $260K
|
7.58K
$258K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
7.41K+ 3.64% |
$203K - $254K
|
211K
$7.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
6.64K+ 5.9% |
$182K - $227K
|
119K
$4.06M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.26K+ 9.79% |
$172K - $215K
|
70.3K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
5.98K+ 3.99% |
$164K - $205K
|
156K
$5.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5.69KNew |
$156K - $195K
|
5.69K
$194K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.61K+ 3.59% |
$154K - $192K
|
162K
$5.52M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.34K+ 21.87% |
$147K - $183K
|
29.8K
$1.01M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.71K+ 3.87% |
$129K - $161K
|
126K
$4.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.58K+ 53.21% |
$126K - $157K
|
13.2K
$449K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.56K+ 16.89% |
$125K - $156K
|
31.6K
$1.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
3.79K+ 11.21% |
$104K - $130K
|
37.6K
$1.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.58K+ 1288.49% |
$98.4K - $123K
|
3.86K
$132K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.39KNew |
$93.1K - $116K
|
3.39K
$115K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.34K+ 36.2% |
$91.7K - $114K
|
12.6K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.26K+ 6.96% |
$89.5K - $112K
|
50.1K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.14K+ 4.06% |
$86.2K - $108K
|
80.4K
$2.74M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.02K+ 7.17% |
$82.9K - $103K
|
45.1K
$1.54M
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.92K+ 1.9% |
$80.1K - $100K
|
156K
$5.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.83K+ 36.5% |
$77.7K - $96.9K
|
10.6K
$360K
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
2.72K+ 9.99% |
$74.6K - $93.1K
|
29.9K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.49K+ 5.72% |
$68.4K - $85.3K
|
46K
$1.57M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.49K+ 5.72% |
$68.4K - $85.3K
|
46K
$1.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.45K+ 9.02% |
$67.3K - $84K
|
29.6K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.19K+ 13.3% |
$60.2K - $75.1K
|
18.7K
$636K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.14K+ 214200.0% |
$58.8K - $73.4K
|
2.14K
$73K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.13K+ 5.33% |
$58.5K - $73K
|
42.1K
$1.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.1KNew |
$57.6K - $71.9K
|
2.1K
$71.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.09K+ 7.55% |
$57.4K - $71.7K
|
29.8K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.04K+ 3.0% |
$55.9K - $69.8K
|
70K
$2.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.73K+ 78.13% |
$47.5K - $59.3K
|
3.94K
$134K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.55K+ 336.96% |
$42.6K - $53.1K
|
2.01K
$68.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.52K+ 4.24% |
$41.6K - $51.9K
|
37.3K
$1.27M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.51K+ 1.52% |
$41.4K - $51.7K
|
101K
$3.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5K+ 65.31% |
$41.3K - $51.5K
|
3.81K
$130K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.45K+ 2.47% |
$39.8K - $49.6K
|
60K
$2.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.15K+ 120.02% |
$31.4K - $39.2K
|
2.1K
$71.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.09K+ 14.67% |
$29.9K - $37.3K
|
8.51K
$290K
|