Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.03K- 12.88% |
$228K - $245K
|
40.8K
$837K
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-6.05KClosed |
$228K - $246K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-6.05KClosed |
$228K - $246K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.07K- 6.82% |
$229K - $247K
|
83K
$1.7M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.19K- 7.85% |
$234K - $251K
|
72.7K
$1.49M
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.24K- 4.75% |
$236K - $254K
|
125K
$2.57M
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6.41K- 23.17% |
$242K - $260K
|
21.2K
$436K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-7.31KClosed |
$276K - $297K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7.51K- 10.13% |
$284K - $305K
|
66.7K
$1.37M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.58KClosed |
$286K - $308K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-7.66K- 3.56% |
$289K - $311K
|
208K
$4.26M
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.21KClosed |
$310K - $333K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.71K- 14.83% |
$329K - $354K
|
50K
$1.03M
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-8.92K- 14.33% |
$337K - $362K
|
53.4K
$1.09M
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-9.24K- 1.98% |
$349K - $375K
|
458K
$9.4M
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-9.33K- 11.26% |
$353K - $379K
|
73.6K
$1.51M
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-10.2K- 59.24% |
$386K - $415K
|
7.04K
$144K
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10.3K- 50.0% |
$388K - $417K
|
10.3K
$210K
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-11.3K- 55.89% |
$428K - $460K
|
8.93K
$183K
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-12.1K- 3.33% |
$458K - $493K
|
353K
$7.23M
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-12.2K- 11.51% |
$459K - $494K
|
93.5K
$1.92M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.6K- 4.55% |
$478K - $514K
|
265K
$5.44M
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.7K- 5.45% |
$480K - $516K
|
220K
$4.52M
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12.8K- 26.88% |
$482K - $518K
|
34.7K
$712K
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-12.9KClosed |
$486K - $522K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-13.2K- 59.49% |
$500K - $538K
|
9.01K
$185K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.8K- 9.89% |
$523K - $562K
|
126K
$2.59M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 4.53% |
$527K - $567K
|
294K
$6.03M
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.4KClosed |
$542K - $583K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-14.6K- 93.21% |
$551K - $593K
|
1.06K
$21.8K
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-15.1KClosed |
$572K - $615K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.9K- 17.07% |
$638K - $686K
|
82K
$1.68M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-17.1KClosed |
$644K - $692K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-17.7K- 7.58% |
$667K - $717K
|
216K
$4.42M
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-19K- 36.22% |
$716K - $770K
|
33.4K
$685K
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-19.3K- 45.8% |
$727K - $782K
|
22.8K
$467K
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.3K- 14.59% |
$728K - $782K
|
113K
$2.31M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-19.3K- 14.59% |
$728K - $782K
|
113K
$2.31M
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-20.4K- 19.11% |
$769K - $827K
|
86.2K
$1.77M
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-21.1KClosed |
$796K - $856K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-21.2K- 15.17% |
$799K - $859K
|
118K
$2.43M
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-21.2KClosed |
$800K - $860K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-21.9K- 17.33% |
$828K - $890K
|
105K
$2.14M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22K- 8.59% |
$830K - $892K
|
234K
$4.79M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22.5KClosed |
$851K - $915K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-24.2KClosed |
$915K - $984K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-25.6K- 2.98% |
$968K - $1.04M
|
836K
$17.1M
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-25.8K- 62.47% |
$975K - $1.05M
|
15.5K
$318K
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-26.9K- 48.98% |
$1.01M - $1.09M
|
28K
$574K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-28.7K- 15.05% |
$1.08M - $1.16M
|
162K
$3.32M
|