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
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.92K- 4.82% |
$53.6K - $64.9K
|
37.9K
$730K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.95K- 1.86% |
$54.5K - $65.9K
|
103K
$1.99M
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.95K- 1.86% |
$54.5K - $65.9K
|
103K
$1.99M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.97K- 6.19% |
$55K - $66.6K
|
29.8K
$575K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2K- 6.11% |
$56K - $67.8K
|
30.8K
$593K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.04K- 3.97% |
$57.1K - $69.1K
|
49.4K
$952K
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-2.08K- 5.26% |
$58.3K - $70.5K
|
37.5K
$723K
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.11K- 0.56% |
$59.1K - $71.5K
|
376K
$7.25M
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.14K- 6.08% |
$59.9K - $72.5K
|
33K
$637K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.14K- 46.73% |
$60K - $72.6K
|
2.44K
$47.1K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.17K- 3.96% |
$60.7K - $73.4K
|
52.5K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.24K- 17.11% |
$62.8K - $76K
|
10.9K
$210K
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-2.25K- 22.29% |
$62.9K - $76K
|
7.83K
$151K
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.27K- 1.25% |
$63.5K - $76.8K
|
179K
$3.45M
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.29K- 10.93% |
$64.1K - $77.5K
|
18.6K
$360K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.29K- 11.85% |
$64.1K - $77.6K
|
17K
$329K
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.3K- 64.07% |
$64.5K - $78K
|
1.29K
$24.9K
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.35K- 7.66% |
$65.7K - $79.4K
|
28.3K
$545K
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.37K- 7.4% |
$66.4K - $80.3K
|
29.7K
$572K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.42K- 5.64% |
$67.8K - $82K
|
40.6K
$782K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.45K- 16.58% |
$68.6K - $83K
|
12.3K
$238K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-2.5K- 2.96% |
$70.1K - $84.7K
|
82.2K
$1.58M
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.56K- 5.01% |
$71.7K - $86.8K
|
48.6K
$937K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 18.01% |
$72.1K - $87.2K
|
11.7K
$226K
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2.61K- 5.68% |
$73.1K - $88.4K
|
43.4K
$836K
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.61K- 6.46% |
$73.1K - $88.5K
|
37.8K
$729K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.65K- 7.14% |
$74.2K - $89.8K
|
34.5K
$665K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.66K- 7.11% |
$74.6K - $90.2K
|
34.8K
$671K
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-2.67K- 0.55% |
$74.6K - $90.3K
|
481K
$9.27M
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-2.72K- 11.8% |
$76.1K - $92.1K
|
20.3K
$392K
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.74K- 7.31% |
$76.7K - $92.8K
|
34.7K
$670K
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.77K- 11.76% |
$77.6K - $93.9K
|
20.8K
$401K
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.82K- 99.93% |
$78.8K - $95.3K
|
2
$38.6
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.9K- 8.91% |
$81.3K - $98.3K
|
29.7K
$572K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.98K- 1.39% |
$83.6K - $101K
|
212K
$4.1M
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3K- 11.11% |
$83.9K - $102K
|
24K
$462K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3K- 43.83% |
$83.9K - $102K
|
3.84K
$74.1K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.01K- 9.26% |
$84.2K - $102K
|
29.5K
$568K
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3.03K- 33.77% |
$84.7K - $102K
|
5.93K
$114K
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 0.68% |
$85K - $103K
|
441K
$8.52M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.35K- 12.15% |
$93.9K - $114K
|
24.3K
$468K
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.44K- 0.75% |
$96.3K - $116K
|
456K
$8.8M
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-3.61K- 8.9% |
$101K - $122K
|
36.9K
$712K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.65K- 2.07% |
$102K - $123K
|
172K
$3.32M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.65K- 2.07% |
$102K - $123K
|
172K
$3.32M
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.66K- 11.11% |
$103K - $124K
|
29.3K
$565K
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.67K- 2.53% |
$103K - $124K
|
141K
$2.73M
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.96K- 8.6% |
$111K - $134K
|
42K
$811K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.1K- 4.99% |
$115K - $139K
|
78.1K
$1.51M
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.12K- 18.09% |
$115K - $139K
|
18.6K
$360K
|