Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.6K+ 18.34% |
$728K - $813K
|
120K
$4.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
18.4K+ 2.62% |
$721K - $805K
|
723K
$24.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
17.5K+ 14.08% |
$684K - $764K
|
142K
$4.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
17K+ 8.7% |
$665K - $742K
|
213K
$7.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
17KNew |
$663K - $741K
|
17K
$582K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16.6KNew |
$648K - $723K
|
16.6K
$568K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
15.9KNew |
$621K - $694K
|
15.9K
$545K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.9K+ 31.97% |
$620K - $692K
|
65.5K
$2.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.4K+ 37.97% |
$602K - $673K
|
56K
$1.92M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
15.1KNew |
$590K - $659K
|
15.1K
$518K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.2K+ 12.63% |
$517K - $577K
|
118K
$4.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.1K+ 25.66% |
$511K - $571K
|
64.1K
$2.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
13.1K+ 15.19% |
$511K - $571K
|
99.2K
$3.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
12.7K+ 36.62% |
$496K - $554K
|
47.4K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 38.29% |
$492K - $549K
|
45.5K
$1.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12.1K+ 71.89% |
$473K - $528K
|
28.9K
$993K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
12.1K+ 518.06% |
$473K - $528K
|
14.4K
$495K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.4KNew |
$446K - $498K
|
11.4K
$391K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 12.44% |
$437K - $488K
|
101K
$3.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
11KNew |
$429K - $479K
|
11K
$376K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
10.8K+ 19.91% |
$420K - $470K
|
64.8K
$2.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.8KNew |
$420K - $469K
|
10.8K
$369K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$409K - $457K
|
10.5K
$359K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
10.3KNew |
$402K - $449K
|
10.3K
$353K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
10.3KNew |
$402K - $449K
|
10.3K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10KNew |
$392K - $438K
|
10K
$344K
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
9.75K+ 9.79% |
$381K - $425K
|
109K
$3.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9.75KNew |
$381K - $425K
|
9.75K
$334K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
9.69KNew |
$378K - $423K
|
9.69K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
9.68K+ 42.84% |
$378K - $422K
|
32.3K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9.04K+ 5.14% |
$353K - $395K
|
185K
$6.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
8.89K+ 18.08% |
$347K - $388K
|
58.1K
$1.99M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.79KNew |
$343K - $384K
|
8.79K
$302K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
8.75K+ 15.97% |
$342K - $382K
|
63.6K
$2.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.85KNew |
$307K - $342K
|
7.85K
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.54K+ 13.54% |
$294K - $329K
|
63.2K
$2.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
7.36K+ 19.92% |
$287K - $321K
|
44.3K
$1.52M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.3KNew |
$285K - $318K
|
7.3K
$250K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
7.16K+ 5.58% |
$280K - $313K
|
136K
$4.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
7.03K+ 81.38% |
$274K - $307K
|
15.7K
$537K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.82KNew |
$267K - $298K
|
6.82K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.76K+ 8.26% |
$264K - $295K
|
88.6K
$3.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.7K+ 5.13% |
$262K - $292K
|
137K
$4.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
6.53K+ 38.36% |
$255K - $285K
|
23.6K
$808K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
6.4KNew |
$250K - $279K
|
6.4K
$219K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.12KNew |
$239K - $267K
|
6.12K
$210K
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
BUY
|
- |
6.04K+ 48.51% |
$236K - $264K
|
18.5K
$634K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.02KNew |
$235K - $263K
|
6.02K
$206K
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
6KNew |
$234K - $262K
|
6K
$206K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.81K+ 34.26% |
$227K - $253K
|
22.8K
$780K
|