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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
62New |
$1.69K - $2.04K
|
62
$2.13K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
58New |
$1.58K - $1.91K
|
58
$1.99K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
58New |
$1.58K - $1.91K
|
58
$1.99K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41New |
$1.12K - $1.35K
|
41
$1.41K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
39New |
$1.07K - $1.29K
|
39
$1.34K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
38+ 1.1% |
$1.04K - $1.25K
|
3.5K
$120K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
37+ 1.76% |
$1.01K - $1.22K
|
2.13K
$73.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
34New |
$929 - $1.12K
|
34
$1.17K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
32New |
$874 - $1.06K
|
32
$1.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.75% |
$519 - $627
|
1.1K
$37.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19New |
$519 - $627
|
19
$652
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16New |
$437 - $528
|
16
$549
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
16New |
$437 - $528
|
16
$549
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15New |
$410 - $495
|
15
$514
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10+ 1.64% |
$273 - $330
|
621
$21.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 0.46% |
$273 - $330
|
2.18K
$74.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
9+ 0.1% |
$246 - $297
|
8.95K
$307K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
8+ 1.81% |
$218 - $264
|
449
$15.4K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8New |
$218 - $264
|
8
$274
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 1.0% |
$164 - $198
|
608
$20.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$109 - $132
|
8.25K
$283K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$54.6 - $66
|
805
$27.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.01% |
$54.6 - $66
|
16.1K
$552K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$54.6 - $66
|
2
$68.6
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2New |
$54.6 - $66
|
2
$68.6
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 10.0% |
$27.3 - $33
|
11
$377
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 1.59% |
$27.3 - $33
|
64
$2.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.26% |
$27.3 - $33
|
379
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1- 0.01% |
$27.3 - $33
|
11K
$378K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-4- 5.06% |
$109 - $132
|
75
$2.57K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-13- 20.0% |
$355 - $429
|
52
$1.78K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14- 15.56% |
$382 - $462
|
76
$2.61K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-23- 0.17% |
$628 - $759
|
13.4K
$460K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-64- 58.72% |
$1.75K - $2.11K
|
45
$1.54K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-81- 0.1% |
$2.21K - $2.67K
|
83.4K
$2.86M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 77.36% |
$2.24K - $2.7K
|
24
$823
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-98- 1.15% |
$2.68K - $3.23K
|
8.41K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-99- 1.02% |
$2.7K - $3.27K
|
9.56K
$328K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-100- 0.42% |
$2.73K - $3.3K
|
23.7K
$812K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-107- 27.94% |
$2.92K - $3.53K
|
276
$9.46K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-108- 6.15% |
$2.95K - $3.56K
|
1.65K
$56.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-115- 0.19% |
$3.14K - $3.79K
|
59.9K
$2.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-135- 0.49% |
$3.69K - $4.45K
|
27.7K
$949K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-135- 0.61% |
$3.69K - $4.45K
|
22K
$756K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-152- 31.02% |
$4.15K - $5.01K
|
338
$11.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-195- 1.15% |
$5.33K - $6.43K
|
16.8K
$577K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-212- 39.33% |
$5.79K - $6.99K
|
327
$11.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-234- 25.19% |
$6.39K - $7.72K
|
695
$23.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-240- 10.23% |
$6.55K - $7.92K
|
2.11K
$72.2K
|