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 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22K+ 9.6% |
$600K - $724K
|
251K
$9.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
21.6KNew |
$589K - $711K
|
21.6K
$792K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.9K+ 15.76% |
$544K - $657K
|
146K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.2KNew |
$498K - $601K
|
18.2K
$669K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
17.4KNew |
$474K - $573K
|
17.4K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16KNew |
$437K - $528K
|
16K
$588K
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
15.6K+ 6.73% |
$427K - $516K
|
248K
$9.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.6K+ 62.75% |
$425K - $513K
|
40.4K
$1.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15.5KNew |
$423K - $510K
|
15.5K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4KNew |
$422K - $509K
|
15.4K
$567K
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15.4KNew |
$421K - $508K
|
15.4K
$566K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
15.3K+ 15793.81% |
$418K - $505K
|
15.4K
$566K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.7K+ 1.43% |
$403K - $486K
|
1.05M
$38.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.5K+ 380.59% |
$396K - $478K
|
18.3K
$672K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.9K+ 7.92% |
$380K - $459K
|
190K
$6.96M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
13.3KNew |
$364K - $440K
|
13.3K
$490K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
13.2K+ 64.97% |
$360K - $435K
|
33.5K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
12.8K+ 6.07% |
$350K - $423K
|
224K
$8.23M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
12.8KNew |
$350K - $422K
|
12.8K
$471K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12.8K+ 324.73% |
$350K - $422K
|
16.7K
$615K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$336K - $405K
|
12.3K
$452K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
12KNew |
$328K - $396K
|
12K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
11.3KNew |
$309K - $374K
|
11.3K
$416K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.2KNew |
$306K - $369K
|
11.2K
$411K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
11.1KNew |
$302K - $364K
|
11.1K
$406K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.8K+ 3.48% |
$296K - $358K
|
322K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4K+ 13.8% |
$284K - $343K
|
85.9K
$3.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
10.4K+ 5.74% |
$284K - $343K
|
192K
$7.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1KNew |
$277K - $334K
|
10.1K
$372K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
10K+ 6.38% |
$273K - $330K
|
167K
$6.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.59KNew |
$262K - $316K
|
9.59K
$352K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.36K+ 33.48% |
$256K - $309K
|
37.3K
$1.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
9.03KNew |
$247K - $298K
|
9.03K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
BUY
|
- |
9.03KNew |
$247K - $298K
|
9.03K
$332K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.99KNew |
$245K - $296K
|
8.99K
$330K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.85K+ 67.12% |
$242K - $292K
|
22K
$809K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.55K+ 5.28% |
$234K - $282K
|
170K
$6.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.97KNew |
$218K - $263K
|
7.97K
$293K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.57KNew |
$207K - $250K
|
7.57K
$278K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7.57K+ 5.42% |
$207K - $250K
|
147K
$5.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
7.17K+ 4.59% |
$196K - $237K
|
163K
$6M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.07KNew |
$193K - $233K
|
7.07K
$260K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
6.94K+ 31.2% |
$189K - $229K
|
29.2K
$1.07M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
6.89KNew |
$188K - $227K
|
6.89K
$253K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6.86KNew |
$187K - $226K
|
6.86K
$252K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.8KNew |
$186K - $224K
|
6.8K
$250K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.79KNew |
$186K - $224K
|
6.79K
$250K
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
6.74KNew |
$184K - $222K
|
6.74K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6.72KNew |
$184K - $222K
|
6.72K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.46KNew |
$177K - $213K
|
6.46K
$237K
|