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 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
7.99K+ 7.48% |
$224K - $270K
|
115K
$2.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
7.95K+ 5.25% |
$223K - $269K
|
160K
$3.08M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.95KNew |
$223K - $269K
|
7.95K
$153K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.72KNew |
$216K - $261K
|
7.72K
$149K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
7.69K+ 10.03% |
$215K - $260K
|
84.3K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
7.64K+ 8.47% |
$214K - $259K
|
97.9K
$1.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
7.6K+ 1.72% |
$213K - $258K
|
449K
$8.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
7.54KNew |
$211K - $255K
|
7.54K
$145K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.52K+ 1.93% |
$210K - $255K
|
396K
$7.64M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7.46K+ 2.35% |
$209K - $253K
|
324K
$6.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
7.44KNew |
$208K - $252K
|
7.44K
$144K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
7.22KNew |
$202K - $245K
|
7.22K
$139K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
7.1KNew |
$199K - $240K
|
7.1K
$137K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
7.06KNew |
$198K - $239K
|
7.06K
$136K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.01K+ 4.77% |
$196K - $237K
|
154K
$2.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
7.01KNew |
$196K - $237K
|
7.01K
$135K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.99KNew |
$196K - $237K
|
6.99K
$135K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
6.93K+ 30.17% |
$194K - $235K
|
29.9K
$577K
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
6.9KNew |
$193K - $234K
|
6.9K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
6.88KNew |
$193K - $233K
|
6.88K
$133K
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6.85KNew |
$192K - $232K
|
6.85K
$132K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.81KNew |
$191K - $231K
|
6.81K
$131K
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
6.76KNew |
$189K - $229K
|
6.76K
$130K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
6.74KNew |
$189K - $228K
|
6.74K
$130K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.64KNew |
$186K - $225K
|
6.64K
$128K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
6.64KNew |
$186K - $225K
|
6.64K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6.61K+ 8.06% |
$185K - $224K
|
88.6K
$1.71M
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
6.55KNew |
$183K - $222K
|
6.55K
$126K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.55K+ 80.58% |
$183K - $222K
|
14.7K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.47KNew |
$181K - $219K
|
6.47K
$125K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
6.46K+ 14.97% |
$181K - $219K
|
49.6K
$957K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.44KNew |
$180K - $218K
|
6.44K
$124K
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
6.36KNew |
$178K - $215K
|
6.36K
$123K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.35KNew |
$178K - $215K
|
6.35K
$122K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
6.33KNew |
$177K - $214K
|
6.33K
$122K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.24KNew |
$175K - $211K
|
6.24K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.18K+ 6.51% |
$173K - $209K
|
101K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.17K+ 10.85% |
$173K - $209K
|
63K
$1.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.76K+ 69.92% |
$161K - $195K
|
14K
$270K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
5.72K+ 8.89% |
$160K - $194K
|
70.1K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
5.7K+ 5.96% |
$160K - $193K
|
101K
$1.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.58K+ 4.26% |
$156K - $189K
|
137K
$2.64M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.55K+ 5.26% |
$155K - $188K
|
111K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.37K+ 316.82% |
$150K - $182K
|
7.06K
$136K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
5.34K+ 2.11% |
$150K - $181K
|
258K
$4.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.23K+ 22.54% |
$146K - $177K
|
28.4K
$548K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.21K+ 27.79% |
$146K - $176K
|
23.9K
$462K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.13K+ 2.36% |
$144K - $174K
|
223K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.12KNew |
$143K - $173K
|
5.12K
$98.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.06K+ 2.18% |
$142K - $171K
|
237K
$4.57M
|