Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.08K+ 5.14% |
$29.7K - $37.1K
|
22.2K
$808K
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.08K+ 7.22% |
$29.7K - $37K
|
16K
$585K
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
914+ 9.5% |
$25.1K - $31.3K
|
10.5K
$384K
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
828+ 1.6% |
$22.7K - $28.4K
|
52.5K
$1.92M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
796+ 3.37% |
$21.9K - $27.3K
|
24.4K
$891K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
763+ 4.92% |
$21K - $26.1K
|
16.3K
$593K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
675New |
$18.5K - $23.1K
|
675
$24.6K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
626+ 142.27% |
$17.2K - $21.5K
|
1.07K
$38.9K
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
534+ 1.96% |
$14.7K - $18.3K
|
27.8K
$1.01M
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
534+ 0.91% |
$14.7K - $18.3K
|
58.9K
$2.15M
|
|
Oct 14, 2022
Q3 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
479+ 2.06% |
$13.2K - $16.4K
|
23.7K
$865K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
401+ 22.66% |
$11K - $13.7K
|
2.17K
$79.2K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
393New |
$10.8K - $13.5K
|
393
$14.3K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
322New |
$8.84K - $11K
|
322
$11.7K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
315+ 1.88% |
$8.65K - $10.8K
|
17.1K
$623K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
300New |
$8.24K - $10.3K
|
300
$10.9K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
283+ 283.0% |
$7.77K - $9.7K
|
383
$14K
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
282+ 3.69% |
$7.74K - $9.66K
|
7.93K
$289K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
270+ 1.59% |
$7.41K - $9.25K
|
17.3K
$629K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
257New |
$7.06K - $8.81K
|
257
$9.37K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
250+ 37.43% |
$6.87K - $8.57K
|
918
$33.5K
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
250+ 2.32% |
$6.87K - $8.57K
|
11K
$402K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
250+ 37.43% |
$6.87K - $8.57K
|
918
$33.5K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
228New |
$6.26K - $7.81K
|
228
$8.31K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
213+ 3.31% |
$5.85K - $7.3K
|
6.65K
$242K
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
181+ 0.82% |
$4.97K - $6.2K
|
22.2K
$811K
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
127+ 6.29% |
$3.49K - $4.35K
|
2.15K
$78.3K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
123+ 3.35% |
$3.38K - $4.22K
|
3.8K
$138K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
90New |
$2.47K - $3.08K
|
90
$3.28K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 16.22% |
$2.31K - $2.88K
|
602
$21.9K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
82+ 0.78% |
$2.25K - $2.81K
|
10.5K
$384K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
56+ 3.29% |
$1.54K - $1.92K
|
1.76K
$64K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
52+ 400.0% |
$1.43K - $1.78K
|
65
$2.37K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
51+ 92.73% |
$1.4K - $1.75K
|
106
$3.86K
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
45+ 0.19% |
$1.24K - $1.54K
|
23.8K
$867K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
42+ 840.0% |
$1.15K - $1.44K
|
47
$1.71K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
42+ 0.27% |
$1.15K - $1.44K
|
15.5K
$563K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
38New |
$1.04K - $1.3K
|
38
$1.39K
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30+ 0.5% |
$824 - $1.03K
|
6.05K
$221K
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
28+ 0.3% |
$769 - $960
|
9.24K
$337K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28+ 29.79% |
$769 - $960
|
122
$4.45K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
27New |
$741 - $925
|
27
$984
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27+ 32.93% |
$741 - $925
|
109
$3.97K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
21+ 0.09% |
$577 - $720
|
22.2K
$809K
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20+ 28.57% |
$549 - $685
|
90
$3.28K
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
20+ 0.13% |
$549 - $685
|
15.6K
$570K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
19New |
$522 - $651
|
19
$693
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 2.26% |
$467 - $583
|
769
$28K
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
9New |
$247 - $308
|
9
$328
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.31% |
$247 - $308
|
2.87K
$105K
|