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 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-338- 16.7% |
$9.23K - $11.1K
|
1.69K
$57.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-394- 2.53% |
$10.8K - $13K
|
15.2K
$521K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-446- 41.84% |
$12.2K - $14.7K
|
620
$21.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-457- 7.03% |
$12.5K - $15.1K
|
6.04K
$207K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-476- 2.55% |
$13K - $15.7K
|
18.2K
$624K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-500- 22.12% |
$13.7K - $16.5K
|
1.76K
$60.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-551- 2.15% |
$15K - $18.2K
|
25.1K
$860K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-555- 3.73% |
$15.2K - $18.3K
|
14.3K
$491K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-558- 2.01% |
$15.2K - $18.4K
|
27.2K
$933K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-663- 4.29% |
$18.1K - $21.9K
|
14.8K
$507K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-770- 5.81% |
$21K - $25.4K
|
12.5K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-826- 16.35% |
$22.6K - $27.2K
|
4.23K
$145K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-951- 7.42% |
$26K - $31.4K
|
11.9K
$407K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-963- 1.03% |
$26.3K - $31.8K
|
92.9K
$3.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-1K- 7.22% |
$27.3K - $33K
|
12.8K
$441K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.07K- 3.62% |
$29.3K - $35.4K
|
28.6K
$980K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.08K- 51.41% |
$29.5K - $35.6K
|
1.02K
$35K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.25K- 0.21% |
$34K - $41.1K
|
594K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.34K- 4.4% |
$36.7K - $44.3K
|
29.2K
$1M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.42K- 4.39% |
$38.9K - $46.9K
|
31K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.6K- 4.02% |
$43.7K - $52.7K
|
38.2K
$1.31M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.65K- 3.58% |
$45K - $54.4K
|
44.4K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.65K- 3.58% |
$45K - $54.4K
|
44.4K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.7K- 4.09% |
$46.4K - $56K
|
39.8K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-1.81K- 0.56% |
$49.4K - $59.7K
|
322K
$11M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.95K- 12.77% |
$53.3K - $64.3K
|
13.3K
$457K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.14K- 99.95% |
$58.5K - $70.6K
|
1
$34.3
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.27K- 1.49% |
$61.9K - $74.7K
|
150K
$5.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2.44K- 1.69% |
$66.5K - $80.3K
|
142K
$4.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.53K- 1.2% |
$69K - $83.3K
|
208K
$7.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.61K- 4.48% |
$71.3K - $86K
|
55.6K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.9K- 4.16% |
$79.2K - $95.6K
|
66.9K
$2.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-3.19K- 8.94% |
$87K - $105K
|
32.5K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.23K- 25.41% |
$88.2K - $106K
|
9.48K
$325K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.27K- 2.0% |
$89.2K - $108K
|
160K
$5.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-3.36K- 8.61% |
$91.8K - $111K
|
35.7K
$1.22M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-3.56K- 2.33% |
$97.1K - $117K
|
149K
$5.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-3.56K- 5.93% |
$97.1K - $117K
|
56.4K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.41K- 3.21% |
$121K - $146K
|
133K
$4.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.84K- 7.24% |
$132K - $159K
|
62K
$2.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-5K- 8.67% |
$136K - $165K
|
52.7K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.78K- 0.57% |
$158K - $191K
|
1M
$34.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-6.07K- 22.49% |
$166K - $200K
|
20.9K
$717K
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.63K- 8.06% |
$181K - $219K
|
75.6K
$2.59M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-7.48K- 30.46% |
$204K - $247K
|
17.1K
$585K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-8.33K- 10.94% |
$227K - $275K
|
67.7K
$2.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9.16K- 24.51% |
$250K - $302K
|
28.2K
$968K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-9.32K- 4.62% |
$254K - $307K
|
193K
$6.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-9.54K- 21.5% |
$261K - $315K
|
34.8K
$1.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.88K- 26.22% |
$270K - $326K
|
27.8K
$953K
|