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
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-100- 0.36% |
$3.91K - $4.36K
|
28K
$961K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-112Closed |
$4.37K - $4.89K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-126- 20.45% |
$4.92K - $5.5K
|
490
$16.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-130Closed |
$5.08K - $5.67K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-152Closed |
$5.94K - $6.63K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-169- 0.39% |
$6.6K - $7.37K
|
43.6K
$1.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-173- 1.48% |
$6.76K - $7.55K
|
11.5K
$394K
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-175- 0.56% |
$6.84K - $7.64K
|
31K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-178- 0.59% |
$6.95K - $7.77K
|
30.1K
$1.03M
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-178- 0.33% |
$6.95K - $7.77K
|
54.3K
$1.86M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-179- 1.84% |
$6.99K - $7.81K
|
9.52K
$327K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-203Closed |
$7.93K - $8.86K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-204- 1.42% |
$7.97K - $8.9K
|
14.2K
$485K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-225- 19.3% |
$8.79K - $9.82K
|
941
$32.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-234- 1.24% |
$9.14K - $10.2K
|
18.6K
$639K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-252- 94.74% |
$9.84K - $11K
|
14
$480
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-265- 91.38% |
$10.4K - $11.6K
|
25
$857
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-270- 0.58% |
$10.5K - $11.8K
|
46.7K
$1.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-273- 1.54% |
$10.7K - $11.9K
|
17.4K
$598K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-340Closed |
$13.3K - $14.8K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-346Closed |
$13.5K - $15.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-369- 7.01% |
$14.4K - $16.1K
|
4.89K
$168K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-381- 36.32% |
$14.9K - $16.6K
|
668
$22.9K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-381- 36.32% |
$14.9K - $16.6K
|
668
$22.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-383- 5.19% |
$15K - $16.7K
|
6.99K
$240K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-426Closed |
$16.6K - $18.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-438- 2.02% |
$17.1K - $19.1K
|
21.3K
$729K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-460Closed |
$18K - $20.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-511Closed |
$20K - $22.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-546Closed |
$21.3K - $23.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-556- 3.16% |
$21.7K - $24.3K
|
17K
$584K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-600- 1.57% |
$23.4K - $26.2K
|
37.7K
$1.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-649- 0.32% |
$25.3K - $28.3K
|
200K
$6.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-668- 9.24% |
$26.1K - $29.1K
|
6.56K
$225K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-693Closed |
$27.1K - $30.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-734- 0.33% |
$28.7K - $32K
|
222K
$7.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-849- 0.54% |
$33.2K - $37K
|
155K
$5.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
SELL
|
- |
-881- 0.42% |
$34.4K - $38.4K
|
211K
$7.22M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.15K- 8.67% |
$44.8K - $50.1K
|
12.1K
$415K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.2KClosed |
$46.7K - $52.2K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.26K- 0.66% |
$49.3K - $55K
|
191K
$6.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.28K- 4.45% |
$49.8K - $55.7K
|
27.4K
$940K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.39KClosed |
$54.3K - $60.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.53K- 1.34% |
$59.8K - $66.8K
|
113K
$3.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.82K- 10.45% |
$71.1K - $79.4K
|
15.6K
$535K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-1.97K- 1.6% |
$76.9K - $85.9K
|
121K
$4.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-2.05K- 1.21% |
$80.2K - $89.5K
|
167K
$5.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.16K- 26.31% |
$84.5K - $94.4K
|
6.06K
$208K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.83K- 29.0% |
$111K - $124K
|
6.93K
$238K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.88KClosed |
$112K - $126K
|
0
$0
|