Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q3 2021. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL EQTY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-250- 0.62% |
$9.59K - $10.2K
|
40.3K
$800K
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-251- 1.03% |
$9.63K - $10.2K
|
24.2K
$481K
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-271- 3.38% |
$10.4K - $11.1K
|
7.74K
$154K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-296- 2.54% |
$11.4K - $12.1K
|
11.3K
$225K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-300- 3.31% |
$11.5K - $12.2K
|
8.75K
$174K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-311- 1.35% |
$11.9K - $12.7K
|
22.7K
$450K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-322- 0.76% |
$12.3K - $13.1K
|
42.1K
$835K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-324- 4.66% |
$12.4K - $13.2K
|
6.63K
$132K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-325- 33.06% |
$12.5K - $13.3K
|
658
$13.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-330- 0.34% |
$12.7K - $13.5K
|
96.1K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-332- 4.2% |
$12.7K - $13.5K
|
7.58K
$150K
|
|
|
Oct 08, 2021
Q3 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-351- 2.59% |
$13.5K - $14.3K
|
13.2K
$262K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-352- 2.96% |
$13.5K - $14.4K
|
11.5K
$229K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-365- 1.78% |
$14K - $14.9K
|
20.2K
$400K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-389- 0.33% |
$14.9K - $15.9K
|
117K
$2.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-400- 1.21% |
$15.3K - $16.3K
|
32.7K
$649K
|
|
|
Nov 05, 2021
Q3 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-400- 4.98% |
$15.3K - $16.3K
|
7.63K
$152K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-400- 7.23% |
$15.3K - $16.3K
|
5.14K
$102K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-409- 6.79% |
$15.7K - $16.7K
|
5.61K
$111K
|
|
|
Aug 23, 2023
Q3 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-411- 1.05% |
$15.8K - $16.8K
|
38.9K
$772K
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-445- 97.37% |
$17.1K - $18.2K
|
12
$238
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-446- 1.86% |
$17.1K - $18.2K
|
23.5K
$467K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-449- 1.6% |
$17.2K - $18.3K
|
27.6K
$549K
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-456- 1.03% |
$17.5K - $18.6K
|
44K
$874K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-456- 0.56% |
$17.5K - $18.6K
|
80.9K
$1.61M
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-459- 1.71% |
$17.6K - $18.7K
|
26.4K
$524K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-464- 3.49% |
$17.8K - $18.9K
|
12.8K
$255K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-469- 0.08% |
$18K - $19.1K
|
557K
$11.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-470- 3.57% |
$18K - $19.2K
|
12.7K
$252K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-470Closed |
$18K - $19.2K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-484- 0.68% |
$18.6K - $19.7K
|
70.3K
$1.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-487- 13.7% |
$18.7K - $19.9K
|
3.07K
$60.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
SELL
|
- |
-490- 1.44% |
$18.8K - $20K
|
33.6K
$667K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-499- 1.54% |
$19.1K - $20.4K
|
31.9K
$633K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-500- 7.44% |
$19.2K - $20.4K
|
6.22K
$123K
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-504- 5.14% |
$19.3K - $20.6K
|
9.29K
$185K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-509- 0.75% |
$19.5K - $20.8K
|
66.9K
$1.33M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-513- 13.01% |
$19.7K - $20.9K
|
3.43K
$68.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-518Closed |
$19.9K - $21.1K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-535- 5.22% |
$20.5K - $21.8K
|
9.71K
$193K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-556- 3.49% |
$21.3K - $22.7K
|
15.4K
$305K
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-584- 0.37% |
$22.4K - $23.8K
|
157K
$3.12M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-589- 96.08% |
$22.6K - $24K
|
24
$477
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-597- 9.14% |
$22.9K - $24.4K
|
5.93K
$118K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-619Closed |
$23.7K - $25.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-623- 2.35% |
$23.9K - $25.4K
|
25.9K
$515K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-631- 41.46% |
$24.2K - $25.7K
|
891
$17.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-631- 3.85% |
$24.2K - $25.7K
|
15.8K
$313K
|
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-632- 0.98% |
$24.2K - $25.8K
|
64.2K
$1.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-634- 4.94% |
$24.3K - $25.9K
|
12.2K
$242K
|