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 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
9+ 0.31% |
$247 - $308
|
2.87K
$105K
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
4+ 0.01% |
$110 - $137
|
55.2K
$2.01M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.22% |
$82.4 - $103
|
1.37K
$49.9K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.46% |
$54.9 - $68.5
|
441
$16.1K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$54.9 - $68.5
|
13.7K
$501K
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 1.85% |
$275 - $343
|
530
$19.3K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 37.25% |
$522 - $651
|
32
$1.17K
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-24- 0.27% |
$659 - $822
|
8.94K
$326K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-34- 5.27% |
$934 - $1.17K
|
611
$22.3K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-38- 0.39% |
$1.04K - $1.3K
|
9.75K
$355K
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
SELL
|
- |
-50- 0.21% |
$1.37K - $1.71K
|
23.3K
$850K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-75- 0.94% |
$2.06K - $2.57K
|
7.89K
$288K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-103- 1.2% |
$2.83K - $3.53K
|
8.48K
$309K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-115- 4.67% |
$3.16K - $3.94K
|
2.35K
$85.5K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-115- 1.09% |
$3.16K - $3.94K
|
10.4K
$380K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-138- 0.75% |
$3.79K - $4.73K
|
18.3K
$666K
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-162- 30.0% |
$4.45K - $5.55K
|
378
$13.8K
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-176- 2.03% |
$4.83K - $6.03K
|
8.51K
$310K
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-203- 0.13% |
$5.57K - $6.96K
|
152K
$5.56M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-229- 74.35% |
$6.29K - $7.85K
|
79
$2.88K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-243- 0.79% |
$6.67K - $8.33K
|
30.5K
$1.11M
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-362- 2.37% |
$9.94K - $12.4K
|
14.9K
$543K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-385- 14.56% |
$10.6K - $13.2K
|
2.26K
$82.4K
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-387- 1.49% |
$10.6K - $13.3K
|
25.6K
$934K
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-405- 2.97% |
$11.1K - $13.9K
|
13.2K
$483K
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-428- 3.15% |
$11.8K - $14.7K
|
13.2K
$481K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-488- 0.21% |
$13.4K - $16.7K
|
235K
$8.55M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-560- 97.56% |
$15.4K - $19.2K
|
14
$510
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-570- 2.07% |
$15.7K - $19.5K
|
27K
$984K
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-572- 0.27% |
$15.7K - $19.6K
|
212K
$7.72M
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-616- 33.68% |
$16.9K - $21.1K
|
1.21K
$44.2K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-675- 9.41% |
$18.5K - $23.1K
|
6.5K
$237K
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-710- 8.01% |
$19.5K - $24.3K
|
8.15K
$297K
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-760- 80.77% |
$20.9K - $26K
|
181
$6.6K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-825- 31.65% |
$22.7K - $28.3K
|
1.78K
$65K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-844- 61.03% |
$23.2K - $28.9K
|
539
$19.7K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-903- 2.22% |
$24.8K - $30.9K
|
39.8K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-926- 1.88% |
$25.4K - $31.7K
|
48.2K
$1.76M
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-985- 16.31% |
$27K - $33.8K
|
5.05K
$184K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.02K- 2.46% |
$27.9K - $34.9K
|
40.3K
$1.47M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
SELL
|
- |
-1.07K- 2.91% |
$29.4K - $36.7K
|
35.7K
$1.3M
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 12.83% |
$33.3K - $41.6K
|
8.25K
$301K
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 0.81% |
$34K - $42.4K
|
152K
$5.54M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.27K- 3.76% |
$34.8K - $43.4K
|
32.4K
$1.18M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.3K- 3.96% |
$35.8K - $44.6K
|
31.6K
$1.15M
|