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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
760+ 184.91% |
$29.7K - $33.2K
|
1.17K
$40.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
739+ 5.37% |
$28.9K - $32.2K
|
14.5K
$497K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
722+ 1.28% |
$28.2K - $31.5K
|
57.3K
$1.96M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
710+ 5.79% |
$27.7K - $31K
|
13K
$444K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
706+ 0.63% |
$27.6K - $30.8K
|
114K
$3.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
679+ 8.06% |
$26.5K - $29.6K
|
9.11K
$312K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
674+ 6.54% |
$26.3K - $29.4K
|
11K
$376K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
647+ 3.16% |
$25.3K - $28.2K
|
21.1K
$725K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
645+ 4.38% |
$25.2K - $28.1K
|
15.4K
$527K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
604+ 0.42% |
$23.6K - $26.4K
|
143K
$4.91M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
586+ 8.62% |
$22.9K - $25.6K
|
7.38K
$253K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
584+ 27.84% |
$22.8K - $25.5K
|
2.68K
$92K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
552+ 10.75% |
$21.6K - $24.1K
|
5.69K
$195K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
545+ 1.32% |
$21.3K - $23.8K
|
41.9K
$1.44M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
529+ 0.93% |
$20.7K - $23.1K
|
57.3K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
477+ 150.95% |
$18.6K - $20.8K
|
793
$27.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
474+ 0.34% |
$18.5K - $20.7K
|
141K
$4.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
462+ 2.17% |
$18K - $20.2K
|
21.8K
$746K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
459+ 3.48% |
$17.9K - $20K
|
13.6K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
428+ 5.7% |
$16.7K - $18.7K
|
7.93K
$272K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
426+ 8.76% |
$16.6K - $18.6K
|
5.29K
$181K
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
387+ 5.14% |
$15.1K - $16.9K
|
7.91K
$271K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
370+ 0.41% |
$14.5K - $16.1K
|
90.4K
$3.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
365+ 4.17% |
$14.3K - $15.9K
|
9.11K
$312K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
341+ 431.65% |
$13.3K - $14.9K
|
420
$14.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
309New |
$12.1K - $13.5K
|
309
$10.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
256+ 0.17% |
$10K - $11.2K
|
154K
$5.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
247+ 4.53% |
$9.65K - $10.8K
|
5.7K
$195K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
211+ 0.25% |
$8.24K - $9.21K
|
84K
$2.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
207+ 204.95% |
$8.09K - $9.03K
|
308
$10.6K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
205+ 0.66% |
$8.01K - $8.94K
|
31.5K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
192New |
$7.5K - $8.38K
|
192
$6.58K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
184+ 0.62% |
$7.19K - $8.03K
|
30K
$1.03M
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
157+ 2.44% |
$6.13K - $6.85K
|
6.59K
$226K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
156New |
$6.09K - $6.81K
|
156
$5.35K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
155+ 6.43% |
$6.05K - $6.76K
|
2.57K
$88K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
151+ 11.67% |
$5.9K - $6.59K
|
1.45K
$49.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
146+ 2.98% |
$5.7K - $6.37K
|
5.04K
$173K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
145+ 0.93% |
$5.66K - $6.33K
|
15.8K
$541K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
143+ 0.74% |
$5.59K - $6.24K
|
19.5K
$669K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
131New |
$5.12K - $5.72K
|
131
$4.49K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
127+ 26.74% |
$4.96K - $5.54K
|
602
$20.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
118+ 14.73% |
$4.61K - $5.15K
|
919
$31.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
117+ 1.11% |
$4.57K - $5.1K
|
10.7K
$366K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
117+ 900.0% |
$4.57K - $5.1K
|
130
$4.46K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
108New |
$4.22K - $4.71K
|
108
$3.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
75+ 159.57% |
$2.93K - $3.27K
|
122
$4.18K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
73+ 0.32% |
$2.85K - $3.18K
|
22.6K
$775K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
70+ 0.25% |
$2.73K - $3.05K
|
27.7K
$948K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
58New |
$2.27K - $2.53K
|
58
$1.99K
|