Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
899New |
$24.6K - $29.6K
|
899
$31K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
861+ 606.34% |
$23.5K - $28.4K
|
1K
$34.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
794New |
$21.7K - $26.2K
|
794
$27.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
761+ 4.74% |
$20.8K - $25.1K
|
16.8K
$579K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
751+ 5.7% |
$20.5K - $24.8K
|
13.9K
$480K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
646+ 17.01% |
$17.6K - $21.3K
|
4.44K
$153K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
632New |
$17.3K - $20.8K
|
632
$21.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
627+ 9.09% |
$17.1K - $20.7K
|
7.53K
$259K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
621New |
$17K - $20.5K
|
621
$21.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
534+ 8.03% |
$14.6K - $17.6K
|
7.18K
$247K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
534+ 69.44% |
$14.6K - $17.6K
|
1.3K
$44.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
510+ 6.01% |
$13.9K - $16.8K
|
8.99K
$310K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
506+ 28.4% |
$13.8K - $16.7K
|
2.29K
$78.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
465+ 5.46% |
$12.7K - $15.3K
|
8.98K
$309K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
465+ 1.15% |
$12.7K - $15.3K
|
40.8K
$1.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
435+ 5.52% |
$11.9K - $14.3K
|
8.32K
$287K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
354+ 12.34% |
$9.67K - $11.7K
|
3.22K
$111K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
354+ 12.34% |
$9.67K - $11.7K
|
3.22K
$111K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
338+ 375.56% |
$9.23K - $11.1K
|
428
$14.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
327New |
$8.93K - $10.8K
|
327
$11.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
274+ 0.87% |
$7.48K - $9.04K
|
31.9K
$1.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
271+ 1.74% |
$7.4K - $8.94K
|
15.9K
$546K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
237+ 1.46% |
$6.47K - $7.82K
|
16.5K
$569K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
228+ 0.82% |
$6.23K - $7.52K
|
28K
$965K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
224New |
$6.12K - $7.39K
|
224
$7.71K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
220+ 5.7% |
$6.01K - $7.26K
|
4.08K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
209New |
$5.71K - $6.89K
|
209
$7.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
205+ 173.73% |
$5.6K - $6.76K
|
323
$11.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
200+ 0.83% |
$5.46K - $6.6K
|
24.4K
$840K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
200New |
$5.46K - $6.6K
|
200
$6.89K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
187+ 4.15% |
$5.11K - $6.17K
|
4.69K
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
168+ 2.78% |
$4.59K - $5.54K
|
6.22K
$214K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
168+ 46.15% |
$4.59K - $5.54K
|
532
$18.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
157+ 11.48% |
$4.29K - $5.18K
|
1.53K
$52.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
151+ 7.03% |
$4.12K - $4.98K
|
2.3K
$79.1K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
136New |
$3.71K - $4.49K
|
136
$4.68K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
136+ 1.72% |
$3.71K - $4.49K
|
8.07K
$278K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
129+ 444.83% |
$3.52K - $4.25K
|
158
$5.44K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
128New |
$3.5K - $4.22K
|
128
$4.41K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
122+ 100.0% |
$3.33K - $4.02K
|
244
$8.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
110+ 1.39% |
$3K - $3.63K
|
8K
$275K
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
109+ 1.18% |
$2.98K - $3.59K
|
9.35K
$322K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
103New |
$2.81K - $3.4K
|
103
$3.55K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$2.73K - $3.3K
|
100
$3.44K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
96+ 31.68% |
$2.62K - $3.17K
|
399
$13.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
95+ 202.13% |
$2.59K - $3.13K
|
142
$4.89K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
95+ 0.69% |
$2.59K - $3.13K
|
13.8K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
79+ 0.25% |
$2.16K - $2.61K
|
31.2K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
77New |
$2.1K - $2.54K
|
77
$2.65K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62+ 0.59% |
$1.69K - $2.04K
|
10.5K
$361K
|