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 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-9.88K- 5.81% |
$270K - $326K
|
160K
$5.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 0.71% |
$287K - $347K
|
1.46M
$50.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11K- 26.2% |
$300K - $363K
|
31K
$1.06M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-11.6K- 25.14% |
$317K - $382K
|
34.5K
$1.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-12.6K- 5.37% |
$344K - $416K
|
222K
$7.61M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.3K- 45.82% |
$364K - $440K
|
15.8K
$541K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-14.2KClosed |
$388K - $468K
|
0
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-18.9K- 96.16% |
$516K - $623K
|
755
$25.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-20.9K- 43.23% |
$570K - $688K
|
27.4K
$939K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-23.4K- 2.16% |
$640K - $773K
|
1.06M
$36.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27.6K- 11.07% |
$753K - $909K
|
221K
$7.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-28K- 34.85% |
$765K - $924K
|
52.4K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-45.2K- 30.76% |
$1.23M - $1.49M
|
102K
$3.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-55.8K- 54.57% |
$1.52M - $1.84M
|
46.5K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-56.8K- 86.85% |
$1.55M - $1.87M
|
8.6K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-58.3K- 41.78% |
$1.59M - $1.92M
|
81.3K
$2.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-65.4K- 22.51% |
$1.79M - $2.16M
|
225K
$7.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-74.5K- 35.35% |
$2.04M - $2.46M
|
136K
$4.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-82.7K- 46.6% |
$2.26M - $2.73M
|
94.8K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-108K- 23.44% |
$2.94M - $3.55M
|
352K
$12.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-120K- 4.44% |
$3.29M - $3.97M
|
2.59M
$89M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-139K- 80.73% |
$3.8M - $4.59M
|
33.2K
$1.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-183K- 18.43% |
$5M - $6.03M
|
810K
$27.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.32M- 64.66% |
$36M - $43.5M
|
721K
$24.7M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.32M- 75.79% |
$90.6M - $109M
|
1.06M
$36.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-140M- 99.99% |
$3.83B - $4.62B
|
7.91K
$271K
|