Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q4 2022. 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 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.8M+ 12.77% |
$358M - $433M
|
113M
$2.18B
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.4MNew |
$347M - $419M
|
12.4M
$239M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.9MNew |
$137M - $166M
|
4.9M
$94.6M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.25M+ 4.34% |
$91M - $110M
|
78.1M
$1.51B
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.63MNew |
$73.8M - $89.2M
|
2.63M
$50.8M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.63M+ 1727.37% |
$45.5M - $55.1M
|
1.72M
$33.2M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.4MNew |
$39.1M - $47.4M
|
1.4M
$27M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.36MNew |
$38M - $46M
|
1.36M
$26.2M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.34MNew |
$37.6M - $45.4M
|
1.34M
$25.9M
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.32MNew |
$36.8M - $44.6M
|
1.32M
$25.4M
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.2M+ 139.03% |
$33.7M - $40.8M
|
2.07M
$39.9M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
993K+ 12548.83% |
$27.8M - $33.6M
|
1M
$19.3M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
992K+ 429.16% |
$27.8M - $33.6M
|
1.22M
$23.6M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
977K+ 82.84% |
$27.4M - $33.1M
|
2.16M
$41.6M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
900K+ 1.25% |
$25.2M - $30.5M
|
72.9M
$1.41B
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
795K+ 382.35% |
$22.3M - $26.9M
|
1M
$19.4M
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
789KNew |
$22.1M - $26.7M
|
789K
$15.2M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
776K+ 287.65% |
$21.7M - $26.3M
|
1.05M
$20.2M
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
724K+ 349.34% |
$20.3M - $24.5M
|
931K
$18M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
633KNew |
$17.7M - $21.4M
|
633K
$12.2M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
630K+ 203.43% |
$17.6M - $21.3M
|
939K
$18.1M
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
499KNew |
$14M - $16.9M
|
499K
$9.62M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
395K+ 0.56% |
$11.1M - $13.4M
|
71.3M
$1.38B
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
355K+ 60.33% |
$9.95M - $12M
|
945K
$18.2M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
335K+ 87.06% |
$9.37M - $11.3M
|
719K
$13.9M
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
331KNew |
$9.27M - $11.2M
|
331K
$6.39M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
330K+ 76.87% |
$9.25M - $11.2M
|
760K
$14.7M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
324K+ 3004.62% |
$9.07M - $11M
|
335K
$6.45M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
306K+ 147.09% |
$8.56M - $10.4M
|
514K
$9.91M
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
285K+ 13.66% |
$7.98M - $9.66M
|
2.37M
$45.8M
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
279K+ 42.53% |
$7.81M - $9.45M
|
935K
$18M
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
263KNew |
$7.37M - $8.91M
|
263K
$5.08M
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
258K+ 17.34% |
$7.24M - $8.75M
|
1.75M
$33.7M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
256K+ 5.84% |
$7.17M - $8.68M
|
4.64M
$89.6M
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
255KNew |
$7.13M - $8.62M
|
255K
$4.91M
|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
BUY
|
- |
236KNew |
$6.6M - $7.98M
|
236K
$4.55M
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
213KNew |
$5.96M - $7.21M
|
213K
$4.11M
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
189KNew |
$5.28M - $6.39M
|
189K
$3.64M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
184K+ 118.28% |
$5.17M - $6.25M
|
340K
$6.57M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
184K+ 7.61% |
$5.15M - $6.23M
|
2.6M
$50.1M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
182KNew |
$5.09M - $6.16M
|
182K
$3.51M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
175K+ 21.1% |
$4.9M - $5.93M
|
1M
$19.4M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
174K+ 74.48% |
$4.87M - $5.89M
|
407K
$7.85M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
174K+ 65.2% |
$4.86M - $5.88M
|
440K
$8.48M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
171KNew |
$4.78M - $5.78M
|
171K
$3.29M
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
163KNew |
$4.57M - $5.53M
|
163K
$3.15M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
161K+ 241.39% |
$4.52M - $5.46M
|
228K
$4.4M
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
161K+ 120279.85% |
$4.51M - $5.46M
|
161K
$3.11M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
160KNew |
$4.48M - $5.42M
|
160K
$3.09M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
158KNew |
$4.44M - $5.37M
|
158K
$3.06M
|