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 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.9K+ 9.29% |
$2.14M - $2.28M
|
658K
$13.1M
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
55.8K+ 14.72% |
$2.14M - $2.28M
|
435K
$8.66M
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
55.4K+ 113.01% |
$2.12M - $2.26M
|
104K
$2.08M
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
55.2K+ 227.5% |
$2.12M - $2.25M
|
79.5K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
51.8K+ 22.72% |
$1.99M - $2.11M
|
280K
$5.57M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
50.9K+ 4.8% |
$1.95M - $2.07M
|
1.11M
$22.1M
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
49.8K+ 17.8% |
$1.91M - $2.03M
|
330K
$6.57M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
48.8K+ 8.1% |
$1.87M - $1.99M
|
652K
$13M
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
45.8K+ 5.72% |
$1.76M - $1.87M
|
846K
$16.9M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
43K+ 18.12% |
$1.65M - $1.75M
|
280K
$5.58M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.8KNew |
$1.64M - $1.75M
|
42.8K
$853K
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.4K+ 2049.23% |
$1.63M - $1.73M
|
44.5K
$886K
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
42.4K+ 5.37% |
$1.62M - $1.73M
|
831K
$16.6M
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
41.4K+ 13.28% |
$1.59M - $1.69M
|
353K
$7.04M
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41.4K+ 70.18% |
$1.59M - $1.69M
|
100K
$2M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
39.5K+ 43.49% |
$1.52M - $1.61M
|
130K
$2.6M
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
39.3K+ 3.24% |
$1.51M - $1.6M
|
1.25M
$24.9M
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
38.1KNew |
$1.46M - $1.56M
|
38.1K
$760K
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.9K+ 140.89% |
$1.45M - $1.55M
|
64.8K
$1.29M
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
37K+ 1.5% |
$1.42M - $1.51M
|
2.51M
$50M
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
36.5K+ 4.32% |
$1.4M - $1.49M
|
882K
$17.6M
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
36.1K+ 4.51% |
$1.39M - $1.47M
|
837K
$16.7M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.7K+ 5.33% |
$1.37M - $1.45M
|
705K
$14M
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
34.6KNew |
$1.33M - $1.41M
|
34.6K
$689K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
33.3K+ 8.93% |
$1.28M - $1.36M
|
406K
$8.09M
|
|
Nov 03, 2021
Q3 2021
|
Evergreen Advisors, LLC
|
BUY
|
- |
33K+ 3.67% |
$1.27M - $1.35M
|
934K
$18.6M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.5K+ 3.63% |
$1.25M - $1.33M
|
929K
$18.5M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
31.8KNew |
$1.22M - $1.3M
|
31.8K
$633K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.1K+ 6.09% |
$1.19M - $1.27M
|
541K
$10.8M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
30.4K+ 2.49% |
$1.17M - $1.24M
|
1.25M
$25M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
29.5K+ 3.59% |
$1.13M - $1.2M
|
852K
$17M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29.2K+ 131.07% |
$1.12M - $1.19M
|
51.4K
$1.02M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.7K+ 40.89% |
$1.1M - $1.17M
|
98.9K
$1.97M
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
28.6K+ 3.28% |
$1.1M - $1.17M
|
900K
$17.9M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
27.6KNew |
$1.06M - $1.13M
|
27.6K
$551K
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
27.3K+ 20.23% |
$1.05M - $1.11M
|
162K
$3.23M
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.3K+ 14.03% |
$1.05M - $1.11M
|
222K
$4.41M
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
26.2K+ 6.95% |
$1.01M - $1.07M
|
403K
$8.04M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.6KNew |
$980K - $1.04M
|
25.6K
$509K
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25K+ 3.13% |
$957K - $1.02M
|
824K
$16.4M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
24.7K+ 7.19% |
$948K - $1.01M
|
369K
$7.34M
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
24.5K+ 4.97% |
$941K - $1M
|
518K
$10.3M
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
24.4K+ 8.57% |
$936K - $996K
|
309K
$6.16M
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
23.9K+ 7.12% |
$915K - $973K
|
359K
$7.15M
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
23.3K+ 2.81% |
$893K - $950K
|
852K
$17M
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
23.2K+ 4.99% |
$891K - $947K
|
488K
$9.73M
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
22.8K+ 16.07% |
$876K - $931K
|
165K
$3.29M
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
22.1K+ 11.41% |
$849K - $903K
|
216K
$4.31M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22.1K+ 41.66% |
$846K - $900K
|
75K
$1.49M
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
21.2K+ 11.59% |
$813K - $865K
|
204K
$4.07M
|