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 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
14.4KNew |
$403K - $488K
|
14.4K
$278K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.5K+ 36.78% |
$379K - $458K
|
50.3K
$971K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
13.5K+ 20.57% |
$377K - $456K
|
78.8K
$1.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
13.3K+ 4.33% |
$372K - $450K
|
320K
$6.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
13.3K+ 4.7% |
$372K - $450K
|
296K
$5.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13.2K+ 13.09% |
$370K - $447K
|
114K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
12.7KNew |
$355K - $430K
|
12.7K
$245K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
12.7K+ 6.87% |
$355K - $429K
|
197K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
12.3KNew |
$346K - $418K
|
12.3K
$238K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 104.2% |
$345K - $417K
|
24.2K
$466K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
12.3K+ 4.25% |
$345K - $417K
|
302K
$5.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
12.2K+ 113.05% |
$343K - $415K
|
23.1K
$445K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12.1KNew |
$340K - $411K
|
12.1K
$234K
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
11.9K+ 4.97% |
$332K - $402K
|
251K
$4.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
11.8K+ 42.04% |
$332K - $401K
|
40K
$772K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.8KNew |
$330K - $400K
|
11.8K
$228K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.8K+ 29.08% |
$330K - $399K
|
52.4K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.7K+ 128.19% |
$329K - $398K
|
20.9K
$403K
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
11.1KNew |
$311K - $376K
|
11.1K
$214K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10.7K+ 21.1% |
$301K - $364K
|
61.6K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
10.5KNew |
$293K - $355K
|
10.5K
$202K
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
10.5KNew |
$293K - $354K
|
10.5K
$202K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10.4K+ 79.94% |
$292K - $353K
|
23.5K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.2K+ 0.66% |
$285K - $344K
|
1.55M
$29.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
10.1K+ 38.0% |
$282K - $341K
|
36.6K
$706K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
10.1KNew |
$282K - $341K
|
10.1K
$194K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
10KNew |
$281K - $340K
|
10K
$194K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.9K+ 10.81% |
$277K - $335K
|
102K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9.83K+ 8.94% |
$275K - $333K
|
120K
$2.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
9.69KNew |
$271K - $328K
|
9.69K
$187K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
9.51K+ 30.28% |
$266K - $322K
|
40.9K
$789K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
9.43KNew |
$264K - $319K
|
9.43K
$182K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.43K+ 14.3% |
$264K - $319K
|
75.4K
$1.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
9.37K+ 7.18% |
$262K - $317K
|
140K
$2.7M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.37KNew |
$262K - $317K
|
9.37K
$181K
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
9.29K+ 1.86% |
$260K - $315K
|
510K
$9.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
9.27KNew |
$260K - $314K
|
9.27K
$179K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.19K+ 116.68% |
$257K - $311K
|
17.1K
$329K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
9.09K+ 7.17% |
$254K - $308K
|
136K
$2.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
9K+ 83.0% |
$252K - $305K
|
19.8K
$383K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.92KNew |
$250K - $302K
|
8.92K
$172K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.79K+ 12.31% |
$246K - $298K
|
80.2K
$1.55M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
8.78KNew |
$246K - $297K
|
8.78K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.76K+ 17.5% |
$245K - $297K
|
58.8K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.71KNew |
$244K - $295K
|
8.71K
$168K
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
8.67K+ 111.49% |
$243K - $294K
|
16.5K
$317K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.66K+ 112.21% |
$242K - $293K
|
16.4K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.54K+ 1.72% |
$239K - $289K
|
505K
$9.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.51KNew |
$238K - $288K
|
8.51K
$164K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8K+ 63.6% |
$224K - $271K
|
20.6K
$397K
|