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 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4.16K- 26.65% |
$117K - $141K
|
11.5K
$221K
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.22K- 24.04% |
$118K - $143K
|
13.3K
$257K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.34K- 60.4% |
$122K - $147K
|
2.85K
$54.9K
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4.51K- 4.5% |
$126K - $153K
|
95.9K
$1.85M
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.54K- 5.25% |
$127K - $154K
|
81.9K
$1.58M
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-4.6K- 33.21% |
$129K - $156K
|
9.26K
$179K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.63K- 43.6% |
$130K - $157K
|
5.99K
$115K
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.64K- 0.54% |
$130K - $157K
|
863K
$16.6M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.77K- 47.61% |
$133K - $161K
|
5.24K
$101K
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.78K- 7.26% |
$134K - $162K
|
61.1K
$1.18M
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 2.8% |
$134K - $162K
|
166K
$3.21M
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.8K- 4.79% |
$134K - $163K
|
95.5K
$1.84M
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.96K- 6.35% |
$139K - $168K
|
73K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.07K- 3.71% |
$142K - $172K
|
131K
$2.54M
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5.19K- 20.39% |
$145K - $176K
|
20.3K
$391K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.26K- 49.74% |
$147K - $178K
|
5.32K
$103K
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-5.34K- 24.05% |
$149K - $181K
|
16.9K
$325K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.35K- 43.02% |
$150K - $181K
|
7.08K
$137K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.49K- 52.53% |
$154K - $186K
|
4.96K
$95.7K
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-5.7K- 23.3% |
$160K - $193K
|
18.8K
$362K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.71K- 16.85% |
$160K - $193K
|
28.2K
$544K
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-5.94K- 12.49% |
$166K - $201K
|
41.6K
$803K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.95K- 2.22% |
$167K - $201K
|
262K
$5.05M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.95K- 3.21% |
$167K - $202K
|
179K
$3.46M
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.97K- 3.0% |
$167K - $202K
|
193K
$3.72M
|
|
Jan 31, 2023
Q4 2022
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-6.07K- 5.9% |
$170K - $205K
|
96.8K
$1.87M
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6.16K- 2.26% |
$172K - $209K
|
267K
$5.15M
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.26K- 18.0% |
$175K - $212K
|
28.5K
$550K
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-6.3K- 46.08% |
$176K - $213K
|
7.38K
$142K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.52K- 14.88% |
$183K - $221K
|
37.3K
$720K
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6.77K- 34.93% |
$189K - $229K
|
12.6K
$243K
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-6.81K- 7.83% |
$191K - $231K
|
80.2K
$1.55M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.82K- 11.96% |
$191K - $231K
|
50.2K
$969K
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-6.93K- 4.46% |
$194K - $235K
|
148K
$2.86M
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-7.31K- 50.99% |
$205K - $247K
|
7.02K
$135K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.53K- 1.77% |
$211K - $255K
|
419K
$8.08M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.68K- 11.07% |
$215K - $260K
|
61.7K
$1.19M
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-7.69K- 11.66% |
$215K - $261K
|
58.3K
$1.12M
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-7.81K- 10.36% |
$219K - $265K
|
67.6K
$1.3M
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-7.87K- 74.65% |
$220K - $266K
|
2.67K
$51.5K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.93K- 29.01% |
$222K - $269K
|
19.4K
$374K
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
SELL
|
- |
-8.54K- 4.5% |
$239K - $289K
|
181K
$3.5M
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-8.73K- 1.72% |
$244K - $296K
|
498K
$9.61M
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-8.75K- 39.44% |
$245K - $296K
|
13.4K
$259K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.79K- 2.88% |
$246K - $298K
|
297K
$5.72M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.8K- 21.42% |
$246K - $298K
|
32.3K
$622K
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.99K- 48.28% |
$252K - $305K
|
9.63K
$186K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.14K- 25.8% |
$256K - $310K
|
26.3K
$507K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-9.27K- 30.07% |
$260K - $314K
|
21.6K
$416K
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-10.1K- 14.63% |
$282K - $341K
|
58.7K
$1.13M
|