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 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5.49KNew |
$214K - $239K
|
5.49K
$188K
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.44KNew |
$212K - $237K
|
5.44K
$186K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
5.27K+ 14.86% |
$206K - $230K
|
40.7K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.26K+ 3.03% |
$205K - $229K
|
179K
$6.14M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.13KNew |
$201K - $224K
|
5.13K
$176K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.11K+ 4.6% |
$200K - $223K
|
116K
$3.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.02K+ 5.21% |
$196K - $219K
|
101K
$3.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
4.95KNew |
$193K - $216K
|
4.95K
$170K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
4.5K+ 2.02% |
$176K - $196K
|
228K
$7.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.35K+ 15.91% |
$170K - $190K
|
31.7K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
4.23K+ 1.63% |
$165K - $185K
|
263K
$9.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.22K+ 58.2% |
$165K - $184K
|
11.5K
$393K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.01K+ 2.04% |
$157K - $175K
|
200K
$6.87M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
3.98K+ 24.36% |
$155K - $174K
|
20.3K
$697K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 14.29% |
$155K - $173K
|
31.8K
$1.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.96K+ 70.35% |
$155K - $173K
|
9.6K
$329K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.83K+ 4.78% |
$150K - $167K
|
84K
$2.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.79K+ 6.68% |
$148K - $165K
|
60.6K
$2.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.73KNew |
$146K - $163K
|
3.73K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.63K+ 19.28% |
$142K - $158K
|
22.4K
$770K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.58K+ 44.36% |
$140K - $156K
|
11.7K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.89K+ 15.11% |
$113K - $126K
|
22K
$754K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.53K+ 47.0% |
$98.8K - $110K
|
7.91K
$271K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.52KNew |
$98.2K - $110K
|
2.52K
$86.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.46K+ 19.93% |
$95.9K - $107K
|
14.8K
$507K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.38K+ 1.62% |
$93K - $104K
|
149K
$5.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.23K+ 15.75% |
$86.9K - $97.1K
|
16.4K
$561K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.94K+ 14.1% |
$75.9K - $84.7K
|
15.7K
$539K
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.89K+ 2.89% |
$73.8K - $82.4K
|
67.2K
$2.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.82K+ 13.84% |
$71K - $79.3K
|
14.9K
$512K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$65.5K - $73.1K
|
1.68K
$57.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.63K+ 17.84% |
$63.7K - $71.1K
|
10.8K
$369K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
1.49K+ 1.03% |
$58.2K - $65K
|
146K
$5.01M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.48KNew |
$57.8K - $64.6K
|
1.48K
$50.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.47KNew |
$57.3K - $64K
|
1.47K
$50.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.44K+ 20.96% |
$56.2K - $62.8K
|
8.31K
$285K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$51.9K - $58K
|
1.33K
$45.6K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
1.3KNew |
$50.8K - $56.7K
|
1.3K
$44.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.23K+ 3.84% |
$48K - $53.7K
|
33.3K
$1.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.2KNew |
$46.9K - $52.4K
|
1.2K
$41.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.19K+ 107.66% |
$46.6K - $52.1K
|
2.3K
$79K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.08K+ 10820.0% |
$42.3K - $47.2K
|
1.09K
$37.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
985+ 8.0% |
$38.5K - $43K
|
13.3K
$456K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
978+ 38.34% |
$38.2K - $42.7K
|
3.53K
$121K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
975+ 1.14% |
$38.1K - $42.5K
|
86.4K
$2.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
942+ 0.63% |
$36.8K - $41.1K
|
149K
$5.12M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
939+ 18.52% |
$36.7K - $41K
|
6.01K
$206K
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
821+ 3.94% |
$32.1K - $35.8K
|
21.7K
$743K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
819+ 2.13% |
$32K - $35.7K
|
39.4K
$1.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
766New |
$29.9K - $33.4K
|
766
$26.3K
|