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 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.86K+ 20.25% |
$80K - $96.7K
|
17K
$327K
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.83K+ 1.35% |
$79.2K - $95.9K
|
212K
$4.08M
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
2.73K+ 37.8% |
$76.5K - $92.5K
|
9.96K
$192K
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.7K+ 2.24% |
$75.5K - $91.3K
|
123K
$2.36M
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.64K+ 6.76% |
$74K - $89.5K
|
41.7K
$803K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.64KNew |
$73.8K - $89.3K
|
2.64K
$50.8K
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
2.56K+ 4.4% |
$71.7K - $86.8K
|
60.8K
$1.17M
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
2.52K+ 126050.0% |
$70.6K - $85.4K
|
2.52K
$48.6K
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2.49K+ 0.85% |
$69.7K - $84.4K
|
297K
$5.72M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.39K+ 30.08% |
$66.8K - $80.8K
|
10.3K
$199K
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.36K+ 1.94% |
$66.1K - $79.9K
|
124K
$2.39M
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
2.29K+ 1.24% |
$64K - $77.5K
|
187K
$3.6M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.23K+ 4.6% |
$62.3K - $75.4K
|
50.6K
$975K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.11K+ 34.34% |
$59.1K - $71.5K
|
8.26K
$159K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.09K+ 13946.67% |
$58.6K - $70.9K
|
2.11K
$40.6K
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.06K+ 0.82% |
$57.6K - $69.6K
|
253K
$4.87M
|
|
Feb 14, 2023
Q4 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
2K+ 2.96% |
$56K - $67.7K
|
69.6K
$1.34M
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.99K+ 42.77% |
$55.6K - $67.3K
|
6.63K
$128K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.97K+ 8.41% |
$55.1K - $66.7K
|
25.4K
$489K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.91K+ 1.23% |
$53.4K - $64.6K
|
157K
$3.03M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$53.3K - $64.5K
|
1.9K
$36.6K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.89K+ 8.24% |
$52.9K - $64K
|
24.8K
$478K
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.86K+ 5.87% |
$52.1K - $63.1K
|
33.6K
$647K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.84K+ 44.72% |
$51.6K - $62.5K
|
5.97K
$115K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.72K+ 64.91% |
$48.1K - $58.2K
|
4.36K
$84K
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.71K+ 0.62% |
$47.9K - $58K
|
278K
$5.36M
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.64K+ 4087.5% |
$45.8K - $55.4K
|
1.68K
$32.2K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.59K+ 17.87% |
$44.5K - $53.8K
|
10.5K
$202K
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
1.57K+ 0.84% |
$44K - $53.2K
|
188K
$3.62M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55K+ 1.47% |
$43.5K - $52.6K
|
107K
$2.06M
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
1.5K+ 0.5% |
$42K - $50.8K
|
305K
$5.86M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.48KNew |
$41.3K - $50K
|
1.48K
$28.4K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 3.81% |
$41K - $49.7K
|
39.9K
$768K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.45KNew |
$40.5K - $49K
|
1.45K
$27.9K
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
1.44K+ 3.5% |
$40.3K - $48.7K
|
42.6K
$819K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.39K+ 6.69% |
$38.9K - $47K
|
22.1K
$426K
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.37K+ 5.86% |
$38.3K - $46.3K
|
24.7K
$476K
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 18.07% |
$37.8K - $45.7K
|
8.82K
$170K
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
1.33K+ 6.9% |
$37.2K - $45K
|
20.6K
$397K
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 0.25% |
$37.1K - $44.9K
|
534K
$10.3M
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.3K+ 212.07% |
$36.4K - $44K
|
1.91K
$36.8K
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.27K+ 1.67% |
$35.5K - $42.9K
|
77.1K
$1.48M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.26K+ 923.53% |
$35.2K - $42.5K
|
1.39K
$26.8K
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.22K+ 8.42% |
$34.1K - $41.3K
|
15.7K
$302K
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.2K+ 0.87% |
$33.5K - $40.5K
|
139K
$2.68M
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.16K+ 7.31% |
$32.3K - $39.1K
|
16.9K
$326K
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.13KNew |
$31.7K - $38.4K
|
1.13K
$21.8K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.12KNew |
$31.3K - $37.9K
|
1.12K
$21.5K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.09K+ 13.8% |
$30.5K - $36.9K
|
8.98K
$173K
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.08K+ 0.69% |
$30.4K - $36.7K
|
158K
$3.03M
|