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 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
157K+ 107.66% |
$4.39M - $5.31M
|
302K
$6.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
154K+ 6.13% |
$4.31M - $5.21M
|
2.66M
$53.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
153K+ 300.95% |
$4.28M - $5.18M
|
204K
$4.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
148K+ 80.27% |
$4.14M - $5.01M
|
332K
$6.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
146K+ 103.56% |
$4.09M - $4.95M
|
287K
$5.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
133K+ 350.7% |
$3.73M - $4.51M
|
171K
$3.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
131K+ 26.75% |
$3.67M - $4.44M
|
621K
$12.4M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
130K+ 1369.33% |
$3.65M - $4.42M
|
140K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
125K+ 102.55% |
$3.49M - $4.23M
|
247K
$4.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
124K+ 100.82% |
$3.47M - $4.19M
|
247K
$4.92M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
121K+ 14.42% |
$3.39M - $4.09M
|
959K
$19.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
117K+ 47.09% |
$3.29M - $3.98M
|
367K
$7.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
116K+ 88.8% |
$3.24M - $3.92M
|
246K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
113K+ 314.66% |
$3.17M - $3.83M
|
149K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
111K+ 425.36% |
$3.1M - $3.75M
|
137K
$2.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
102KNew |
$2.84M - $3.44M
|
102K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
99.5KNew |
$2.79M - $3.37M
|
99.5K
$1.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
98.7K+ 19.03% |
$2.76M - $3.34M
|
617K
$12.3M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
95.4KNew |
$2.67M - $3.23M
|
95.4K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
94.9K+ 8.13% |
$2.66M - $3.22M
|
1.26M
$25.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
93.8K+ 8.34% |
$2.63M - $3.18M
|
1.22M
$24.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
91.8K+ 7.95% |
$2.57M - $3.11M
|
1.25M
$24.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
90.6K+ 44.58% |
$2.54M - $3.07M
|
294K
$5.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
89.9K+ 71.68% |
$2.52M - $3.04M
|
215K
$4.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
89.3KNew |
$2.5M - $3.02M
|
89.3K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
81.4K+ 165.1% |
$2.28M - $2.76M
|
131K
$2.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
81.2KNew |
$2.27M - $2.75M
|
81.2K
$1.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
81.1K+ 4.43% |
$2.27M - $2.75M
|
1.91M
$38.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
80.7K+ 13.4% |
$2.26M - $2.73M
|
683K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
79.6KNew |
$2.23M - $2.7M
|
79.6K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
79.1KNew |
$2.21M - $2.68M
|
79.1K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
78.5K+ 13.65% |
$2.2M - $2.66M
|
654K
$13.1M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
76.8K+ 81.84% |
$2.15M - $2.6M
|
171K
$3.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
75.1K+ 336.96% |
$2.1M - $2.54M
|
97.4K
$1.94M
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
73.7KNew |
$2.06M - $2.5M
|
73.7K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
73K+ 652.11% |
$2.05M - $2.47M
|
84.3K
$1.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
67.2K+ 412.21% |
$1.88M - $2.28M
|
83.5K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
67K+ 27.76% |
$1.88M - $2.27M
|
308K
$6.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
64KNew |
$1.79M - $2.17M
|
64K
$1.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
59.8K+ 276.24% |
$1.67M - $2.03M
|
81.5K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
59.8K+ 67.87% |
$1.67M - $2.03M
|
148K
$2.95M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
59.3KNew |
$1.66M - $2.01M
|
59.3K
$1.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
59.1K+ 15.41% |
$1.65M - $2M
|
443K
$8.84M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
57.7K+ 40.37% |
$1.61M - $1.95M
|
201K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
57.4K+ 100.81% |
$1.61M - $1.94M
|
114K
$2.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
56.6KNew |
$1.58M - $1.92M
|
56.6K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.5K+ 0.37% |
$1.58M - $1.91M
|
15.2M
$303M
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
BUY
|
- |
56.1KNew |
$1.57M - $1.9M
|
56.1K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
56.1KNew |
$1.57M - $1.9M
|
56.1K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
55.1K+ 14.53% |
$1.54M - $1.87M
|
434K
$8.67M
|