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 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.64K- 9.67% |
$44.9K - $56K
|
15.3K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.65K- 7.74% |
$45.3K - $56.5K
|
19.7K
$670K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.81K- 4.13% |
$49.7K - $62K
|
42K
$1.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.92K- 2.01% |
$52.8K - $65.9K
|
93.9K
$3.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.08K- 11.61% |
$57.1K - $71.3K
|
15.8K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.19K- 1.22% |
$60.1K - $75K
|
178K
$6.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.22K- 3.22% |
$61K - $76.1K
|
66.8K
$2.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.27K- 13.08% |
$62.3K - $77.8K
|
15.1K
$514K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-2.31K- 0.71% |
$63.5K - $79.2K
|
324K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-2.45K- 3.47% |
$67.2K - $83.9K
|
68K
$2.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.47K- 3.14% |
$67.7K - $84.5K
|
76.1K
$2.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.82K- 9.22% |
$77.5K - $96.7K
|
27.8K
$946K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.57K- 17.5% |
$98.1K - $122K
|
16.8K
$574K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.58K- 7.93% |
$98.3K - $123K
|
41.5K
$1.42M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-3.97K- 7.93% |
$109K - $136K
|
46.1K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.99K- 4.56% |
$110K - $137K
|
83.5K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.02K- 11.43% |
$110K - $138K
|
31.1K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.03K- 1.9% |
$111K - $138K
|
208K
$7.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.16K- 10.02% |
$114K - $143K
|
37.4K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.27K- 7.41% |
$117K - $146K
|
53.3K
$1.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.74K- 14.01% |
$130K - $162K
|
29.1K
$992K
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-5.44K- 12.24% |
$149K - $187K
|
39K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.65K- 7.49% |
$155K - $194K
|
69.8K
$2.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-5.89K- 3.93% |
$162K - $202K
|
144K
$4.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-6.42K- 4.39% |
$176K - $220K
|
140K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.44K- 11.33% |
$204K - $255K
|
58.2K
$1.98M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.46K- 3.41% |
$205K - $256K
|
211K
$7.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-7.48K- 9.38% |
$205K - $256K
|
72.2K
$2.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7.81K- 4.95% |
$214K - $268K
|
150K
$5.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-8.77K- 38.59% |
$241K - $300K
|
13.9K
$475K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.1K- 27.33% |
$250K - $312K
|
24.2K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.1K- 6.77% |
$276K - $345K
|
139K
$4.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.2K- 0.21% |
$281K - $350K
|
4.78M
$163M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10.8K- 7.41% |
$297K - $371K
|
135K
$4.61M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-11.4K- 28.91% |
$312K - $390K
|
28K
$952K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-12.4K- 4.76% |
$340K - $425K
|
248K
$8.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-13.5K- 8.23% |
$371K - $462K
|
150K
$5.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13.7K- 51.81% |
$375K - $468K
|
12.7K
$433K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-13.8K- 36.05% |
$380K - $474K
|
24.5K
$836K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-15KClosed |
$411K - $513K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-17.3K- 7.89% |
$475K - $593K
|
202K
$6.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-18.5K- 25.17% |
$509K - $635K
|
55.1K
$1.88M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-19.7K- 12.35% |
$540K - $674K
|
140K
$4.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.8K- 1.32% |
$543K - $678K
|
1.47M
$50.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-19.9K- 72.14% |
$546K - $682K
|
7.69K
$262K
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-23.1K- 21.94% |
$635K - $792K
|
82.3K
$2.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-23.7K- 7.56% |
$652K - $813K
|
290K
$9.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-27.5K- 50.58% |
$755K - $943K
|
26.9K
$916K
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-29.5K- 33.82% |
$809K - $1.01M
|
57.7K
$1.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-57K- 34.25% |
$1.57M - $1.95M
|
109K
$3.73M
|