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 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-150- 7.49% |
$4.2K - $5.08K
|
1.85K
$35.7K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-155- 1.58% |
$4.34K - $5.25K
|
9.68K
$186K
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-157- 1.59% |
$4.4K - $5.32K
|
9.73K
$187K
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-177- 1.72% |
$4.96K - $5.99K
|
10.1K
$195K
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-188- 1.16% |
$5.26K - $6.37K
|
16K
$307K
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-190- 0.53% |
$5.32K - $6.44K
|
35.7K
$688K
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-204- 0.2% |
$5.71K - $6.91K
|
99.7K
$1.92M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-205- 1.04% |
$5.74K - $6.94K
|
19.5K
$375K
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-209- 0.35% |
$5.85K - $7.08K
|
60.2K
$1.16M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-213- 42.94% |
$5.96K - $7.21K
|
283
$5.45K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-235- 38.46% |
$6.58K - $7.96K
|
376
$7.24K
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-256- 3.25% |
$7.17K - $8.67K
|
7.61K
$146K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-264- 0.62% |
$7.39K - $8.94K
|
42.3K
$814K
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-264- 1.78% |
$7.39K - $8.94K
|
14.6K
$280K
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-288- 3.81% |
$8.06K - $9.75K
|
7.28K
$140K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-300- 61.98% |
$8.4K - $10.2K
|
184
$3.54K
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-330- 1.73% |
$9.24K - $11.2K
|
18.8K
$361K
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-339- 2.46% |
$9.49K - $11.5K
|
13.4K
$258K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-340- 17.21% |
$9.52K - $11.5K
|
1.64K
$31.5K
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-348- 2.25% |
$9.74K - $11.8K
|
15.1K
$290K
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-350- 0.46% |
$9.8K - $11.9K
|
75.3K
$1.45M
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-352- 4.27% |
$9.86K - $11.9K
|
7.9K
$152K
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-352- 2.31% |
$9.86K - $11.9K
|
14.9K
$286K
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-361- 1.68% |
$10.1K - $12.2K
|
21.2K
$408K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-400- 1.33% |
$11.2K - $13.5K
|
29.7K
$572K
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-401- 0.87% |
$11.2K - $13.6K
|
46K
$885K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-401- 5.47% |
$11.2K - $13.6K
|
6.93K
$133K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-415- 1.56% |
$11.6K - $14.1K
|
26.2K
$504K
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-416- 2.06% |
$11.6K - $14.1K
|
19.8K
$381K
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-435- 1.85% |
$12.2K - $14.7K
|
23.1K
$445K
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-436- 0.83% |
$12.2K - $14.8K
|
52K
$1M
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-440- 0.55% |
$12.3K - $14.9K
|
80.2K
$1.54M
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-440- 0.97% |
$12.3K - $14.9K
|
44.8K
$863K
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-466- 4.72% |
$13K - $15.8K
|
9.41K
$181K
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-479- 4.31% |
$13.4K - $16.2K
|
10.6K
$205K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-486- 52.65% |
$13.6K - $16.5K
|
437
$8.41K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-500- 4.5% |
$14K - $16.9K
|
10.6K
$204K
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-500- 3.79% |
$14K - $16.9K
|
12.7K
$245K
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-516- 7.11% |
$14.4K - $17.5K
|
6.74K
$130K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-557- 3.71% |
$15.6K - $18.9K
|
14.5K
$278K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-565- 0.33% |
$15.8K - $19.1K
|
171K
$3.29M
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-569- 1.33% |
$15.9K - $19.3K
|
42.3K
$814K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-575- 26.05% |
$16.1K - $19.5K
|
1.63K
$31.4K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-602- 12.39% |
$16.9K - $20.4K
|
4.26K
$81.9K
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-610- 5.31% |
$17.1K - $20.7K
|
10.9K
$209K
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-613- 5.91% |
$17.2K - $20.8K
|
9.76K
$188K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-642- 1.53% |
$18K - $21.7K
|
41.4K
$797K
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-695- 1.76% |
$19.5K - $23.5K
|
38.9K
$749K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-701- 12.1% |
$19.6K - $23.7K
|
5.09K
$98K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-707- 8.01% |
$19.8K - $23.9K
|
8.12K
$156K
|