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 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
41KNew |
$1.55M - $1.67M
|
41K
$793K
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
39.7KNew |
$1.5M - $1.61M
|
39.7K
$767K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
38K+ 17.58% |
$1.43M - $1.54M
|
254K
$4.91M
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
37.7KNew |
$1.42M - $1.53M
|
37.7K
$729K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
37.6K+ 10.46% |
$1.42M - $1.52M
|
397K
$7.67M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37.4K+ 290.18% |
$1.41M - $1.52M
|
50.3K
$972K
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
37.4K+ 2.99% |
$1.41M - $1.52M
|
1.29M
$24.9M
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
37.3K+ 9.5% |
$1.41M - $1.51M
|
430K
$8.31M
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
36.4K+ 10.89% |
$1.38M - $1.48M
|
371K
$7.17M
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
36.2K+ 21.95% |
$1.37M - $1.47M
|
201K
$3.89M
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
35.4K+ 2.83% |
$1.34M - $1.44M
|
1.29M
$24.9M
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
34.8K+ 109.57% |
$1.32M - $1.41M
|
66.6K
$1.29M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34K+ 10.63% |
$1.28M - $1.38M
|
354K
$6.84M
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
33.9KNew |
$1.28M - $1.38M
|
33.9K
$655K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
33.2KNew |
$1.25M - $1.35M
|
33.2K
$642K
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
32.2K+ 3.83% |
$1.22M - $1.31M
|
875K
$16.9M
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
32KNew |
$1.21M - $1.3M
|
32K
$619K
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31.4K+ 2.52% |
$1.19M - $1.27M
|
1.28M
$24.7M
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
30.8K+ 8.29% |
$1.16M - $1.25M
|
403K
$7.78M
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
30.5KNew |
$1.15M - $1.24M
|
30.5K
$590K
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.9K+ 9.49% |
$1.13M - $1.21M
|
345K
$6.67M
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29.8K+ 29.69% |
$1.13M - $1.21M
|
130K
$2.52M
|
|
Feb 03, 2022
Q4 2021
|
Evergreen Advisors, LLC
|
BUY
|
- |
29.5K+ 3.16% |
$1.12M - $1.2M
|
963K
$18.6M
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
29.4KNew |
$1.11M - $1.19M
|
29.4K
$569K
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
28.7K+ 26.74% |
$1.09M - $1.17M
|
136K
$2.63M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
28.7K+ 1291.41% |
$1.08M - $1.17M
|
30.9K
$598K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
28.6K+ 741.07% |
$1.08M - $1.16M
|
32.5K
$628K
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
28.1K+ 5.75% |
$1.06M - $1.14M
|
516K
$9.98M
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
27.8KNew |
$1.05M - $1.13M
|
27.8K
$537K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27.2K+ 42.61% |
$1.03M - $1.11M
|
91.1K
$1.76M
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
27.1K+ 7.67% |
$1.02M - $1.1M
|
381K
$7.36M
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
26.9K+ 148.88% |
$1.02M - $1.09M
|
45K
$870K
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
BUY
|
- |
26.9K+ 1.38% |
$1.01M - $1.09M
|
1.97M
$38M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7K+ 8.22% |
$1.01M - $1.09M
|
352K
$6.8M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
26.1KNew |
$985K - $1.06M
|
26.1K
$504K
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
25.5K+ 21.5% |
$962K - $1.03M
|
144K
$2.78M
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
25.2KNew |
$954K - $1.03M
|
25.2K
$488K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.3K+ 88.01% |
$920K - $989K
|
52K
$1.01M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24.2KNew |
$913K - $982K
|
24.2K
$467K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
24K+ 6.51% |
$906K - $974K
|
393K
$7.59M
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
23.7KNew |
$894K - $961K
|
23.7K
$457K
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
23.2KNew |
$878K - $944K
|
23.2K
$449K
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
22.7K+ 2.8% |
$858K - $922K
|
833K
$16.1M
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
22.4K+ 4.98% |
$846K - $910K
|
472K
$9.13M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22.4K+ 15.14% |
$846K - $909K
|
170K
$3.29M
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
22.3K+ 16.35% |
$844K - $907K
|
159K
$3.07M
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
22.3KNew |
$843K - $906K
|
22.3K
$432K
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
22.3K+ 2.71% |
$842K - $905K
|
846K
$16.3M
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
22.2K+ 17.2% |
$838K - $900K
|
151K
$2.92M
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
22.2K+ 2.62% |
$837K - $900K
|
869K
$16.8M
|