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 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-32.5K- 85.51% |
$909K - $1.1M
|
5.5K
$106K
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-32.6K- 7.34% |
$912K - $1.1M
|
411K
$7.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-32.8K- 6.33% |
$919K - $1.11M
|
485K
$9.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-33.2K- 11.54% |
$930K - $1.13M
|
255K
$4.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-33.6K- 39.76% |
$941K - $1.14M
|
50.9K
$982K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.3K- 4.99% |
$987K - $1.19M
|
671K
$13M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-36.1K- 84.12% |
$1.01M - $1.22M
|
6.81K
$131K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-36.3K- 43.32% |
$1.02M - $1.23M
|
47.5K
$916K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-36.3K- 3.52% |
$1.02M - $1.23M
|
996K
$19.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-36.6K- 75.88% |
$1.02M - $1.24M
|
11.6K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-37.4KClosed |
$1.05M - $1.27M
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
SELL
|
- |
-37.8K- 49.55% |
$1.06M - $1.28M
|
38.5K
$743K
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-38.1K- 5.81% |
$1.07M - $1.29M
|
617K
$11.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-41.9K- 20.2% |
$1.17M - $1.42M
|
166K
$3.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-42.8K- 7.33% |
$1.2M - $1.45M
|
541K
$10.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-43.6K- 73.32% |
$1.22M - $1.48M
|
15.8K
$306K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-44.7K- 11.05% |
$1.25M - $1.51M
|
360K
$6.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-45.7K- 21.2% |
$1.28M - $1.55M
|
170K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-46.5K- 45.44% |
$1.3M - $1.57M
|
55.8K
$1.08M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-47.9K- 33.91% |
$1.34M - $1.62M
|
93.2K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-48.1K- 26.44% |
$1.35M - $1.63M
|
134K
$2.58M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-52.6K- 68.42% |
$1.47M - $1.78M
|
24.3K
$468K
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-53K- 28.95% |
$1.48M - $1.79M
|
130K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-54.7K- 10.66% |
$1.53M - $1.85M
|
458K
$8.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-54.9K- 3.21% |
$1.54M - $1.86M
|
1.66M
$32M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-56.7K- 59.91% |
$1.59M - $1.92M
|
38K
$732K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-58.3K- 57.3% |
$1.63M - $1.97M
|
43.4K
$838K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-61.6K- 75.64% |
$1.72M - $2.09M
|
19.8K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-62K- 69.89% |
$1.74M - $2.1M
|
26.7K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-66.4K- 24.42% |
$1.86M - $2.25M
|
206K
$3.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-67.8K- 4.53% |
$1.9M - $2.3M
|
1.43M
$27.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-70.4K- 30.54% |
$1.97M - $2.38M
|
160K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73.3K- 58.3% |
$2.05M - $2.48M
|
52.4K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-74.7K- 34.86% |
$2.09M - $2.53M
|
140K
$2.69M
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-75.2K- 70.46% |
$2.11M - $2.55M
|
31.5K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-76.7K- 91.08% |
$2.15M - $2.6M
|
7.52K
$145K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-86.9K- 4.74% |
$2.43M - $2.94M
|
1.75M
$33.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-92.5K- 44.53% |
$2.59M - $3.13M
|
115K
$2.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-93.8K- 13.8% |
$2.63M - $3.18M
|
586K
$11.3M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-93.8K- 38.55% |
$2.63M - $3.18M
|
150K
$2.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-106K- 0.52% |
$2.96M - $3.58M
|
20.2M
$390M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-113K- 2.19% |
$3.16M - $3.83M
|
5.04M
$97.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-113K- 7.18% |
$3.18M - $3.84M
|
1.47M
$28.3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-116K- 4.52% |
$3.26M - $3.94M
|
2.46M
$47.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-119K- 22.01% |
$3.35M - $4.05M
|
423K
$8.17M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-124K- 38.99% |
$3.47M - $4.2M
|
194K
$3.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-135K- 6.74% |
$3.78M - $4.57M
|
1.87M
$36M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-144K- 7.6% |
$4.02M - $4.87M
|
1.75M
$33.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-147K- 93.19% |
$4.12M - $4.98M
|
10.8K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-159K- 4.89% |
$4.47M - $5.4M
|
3.1M
$59.9M
|