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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
428+ 2.39% |
$12K - $14.5K
|
18.4K
$354K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
419+ 1.02% |
$11.7K - $14.2K
|
41.4K
$797K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
411+ 0.81% |
$11.5K - $13.9K
|
51.2K
$985K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
403New |
$11.3K - $13.6K
|
403
$7.76K
|
|
|
Feb 03, 2023
Q4 2022
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
395+ 0.98% |
$11.1K - $13.4K
|
40.7K
$783K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
386+ 0.09% |
$10.8K - $13.1K
|
412K
$7.92M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
373New |
$10.4K - $12.6K
|
373
$7.18K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
360+ 0.52% |
$10.1K - $12.2K
|
69.7K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
359+ 0.33% |
$10.1K - $12.2K
|
110K
$2.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
336+ 6.95% |
$9.41K - $11.4K
|
5.17K
$99.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
310+ 4.08% |
$8.68K - $10.5K
|
7.91K
$152K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
307New |
$8.6K - $10.4K
|
307
$5.91K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
292+ 834.29% |
$8.18K - $9.89K
|
327
$6.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
287New |
$8.04K - $9.72K
|
287
$5.52K
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
285+ 1.87% |
$7.98K - $9.65K
|
15.5K
$299K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
281New |
$7.87K - $9.52K
|
281
$5.41K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
276+ 3.71% |
$7.73K - $9.35K
|
7.71K
$148K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
275+ 1.32% |
$7.7K - $9.31K
|
21.1K
$405K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
272+ 0.44% |
$7.62K - $9.21K
|
62.1K
$1.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
261+ 1.12% |
$7.31K - $8.84K
|
23.6K
$455K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
259+ 0.92% |
$7.25K - $8.77K
|
28.4K
$548K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
255+ 1.88% |
$7.14K - $8.64K
|
13.8K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
238+ 0.76% |
$6.66K - $8.06K
|
31.7K
$610K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
233+ 0.36% |
$6.52K - $7.89K
|
64.3K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
232+ 0.69% |
$6.5K - $7.86K
|
34.1K
$656K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
230+ 0.79% |
$6.44K - $7.79K
|
29.2K
$562K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
228+ 4.67% |
$6.38K - $7.72K
|
5.11K
$98.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
213+ 7.19% |
$5.96K - $7.21K
|
3.18K
$61.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
205+ 0.34% |
$5.74K - $6.94K
|
60.8K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
205+ 2.22% |
$5.74K - $6.94K
|
9.44K
$182K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
198+ 7.0% |
$5.54K - $6.71K
|
3.03K
$58.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
196New |
$5.49K - $6.64K
|
196
$3.77K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
196+ 1.9% |
$5.49K - $6.64K
|
10.5K
$202K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
193+ 2.16% |
$5.4K - $6.54K
|
9.12K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
192+ 2.1% |
$5.38K - $6.5K
|
9.34K
$180K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
190+ 1.67% |
$5.32K - $6.44K
|
11.6K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
174+ 10.25% |
$4.87K - $5.89K
|
1.87K
$36K
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
174+ 1.2% |
$4.87K - $5.89K
|
14.6K
$281K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
161+ 0.18% |
$4.51K - $5.45K
|
88.7K
$1.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
157+ 1.6% |
$4.4K - $5.32K
|
9.95K
$192K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
153+ 1.3% |
$4.28K - $5.18K
|
11.9K
$229K
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
151+ 2.06% |
$4.23K - $5.11K
|
7.49K
$144K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
141New |
$3.95K - $4.78K
|
141
$2.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
141New |
$3.95K - $4.78K
|
141
$2.71K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
136+ 0.49% |
$3.81K - $4.61K
|
27.8K
$535K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
134+ 0.43% |
$3.75K - $4.54K
|
31.6K
$608K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
133+ 0.32% |
$3.72K - $4.5K
|
42.1K
$810K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
125+ 1.31% |
$3.5K - $4.23K
|
9.68K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
122+ 0.81% |
$3.42K - $4.13K
|
15.3K
$294K
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
116+ 0.84% |
$3.25K - $3.93K
|
13.9K
$267K
|