Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.88KClosed |
$112K - $126K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.12KClosed |
$122K - $136K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.17K- 4.2% |
$124K - $138K
|
72.4K
$2.64M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.81K- 23.83% |
$149K - $166K
|
12.2K
$444K
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 7.27% |
$156K - $174K
|
51K
$1.86M
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.18K- 41.54% |
$163K - $182K
|
5.88K
$214K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.49K- 0.3% |
$175K - $196K
|
1.51M
$55.1M
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.77KClosed |
$186K - $208K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4.93KClosed |
$192K - $215K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-5KClosed |
$195K - $218K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-5.29KClosed |
$207K - $231K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-5.43K- 3.55% |
$212K - $237K
|
148K
$5.39M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.55K- 6.84% |
$256K - $286K
|
89.2K
$3.25M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.78KClosed |
$265K - $296K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.79K- 46.41% |
$265K - $296K
|
7.84K
$286K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.97KClosed |
$272K - $304K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.07KClosed |
$276K - $308K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.14KClosed |
$279K - $312K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.15K- 12.49% |
$279K - $312K
|
50.1K
$1.83M
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-8.4K- 23.75% |
$328K - $366K
|
27K
$983K
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-9.64K- 50.0% |
$376K - $421K
|
9.64K
$351K
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-12.5KClosed |
$490K - $547K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-13.3KClosed |
$519K - $580K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-15.4K- 99.19% |
$601K - $672K
|
125
$4.56K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.4K- 8.38% |
$602K - $673K
|
169K
$6.15M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.1K- 21.23% |
$667K - $745K
|
63.4K
$2.31M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.6K- 91.26% |
$689K - $769K
|
1.69K
$61.5K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-22.1KClosed |
$864K - $965K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-23.4KClosed |
$915K - $1.02M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.4K- 59.23% |
$1.07M - $1.19M
|
18.8K
$687K
|
|
Feb 03, 2022
Q4 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-38.8K- 57.04% |
$1.52M - $1.69M
|
29.2K
$1.07M
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-44.1K- 39.75% |
$1.72M - $1.93M
|
66.9K
$2.44M
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-62.7KClosed |
$2.45M - $2.74M
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-90.1K- 94.0% |
$3.52M - $3.93M
|
5.74K
$209K
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-95.6K- 29.79% |
$3.73M - $4.17M
|
225K
$8.21M
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-102K- 56.83% |
$4M - $4.47M
|
77.8K
$2.84M
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-113KClosed |
$4.42M - $4.94M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-148K- 95.91% |
$5.76M - $6.44M
|
6.3K
$230K
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-179K- 40.95% |
$6.98M - $7.79M
|
258K
$9.39M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-222KClosed |
$8.67M - $9.68M
|
0
$0
|