Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10.4M+ 8261.0% |
$349M - $409M
|
10.5M
$197M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3M+ 13.09% |
$345M - $405M
|
88.6M
$1.67B
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.29M+ 10.05% |
$144M - $169M
|
47M
$884M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.98M+ 37.2% |
$134M - $157M
|
14.7M
$276M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.54M+ 5.86% |
$119M - $140M
|
63.9M
$1.2B
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.08M+ 6.99% |
$69.9M - $82M
|
31.8M
$598M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.32M+ 45.73% |
$44.6M - $52.2M
|
4.22M
$79.3M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.2M+ 13.64% |
$40.5M - $47.4M
|
10M
$188M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13M+ 11.73% |
$37.9M - $44.5M
|
10.7M
$202M
|
|
May 06, 2022
Q1 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
998KNew |
$33.6M - $39.4M
|
998K
$18.8M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
815K+ 1.3% |
$27.5M - $32.2M
|
63.4M
$1.19B
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
667KNew |
$22.4M - $26.3M
|
667K
$12.5M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
659K+ 7.05% |
$22.2M - $26M
|
10M
$188M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
658K+ 191.11% |
$22.2M - $26M
|
1M
$18.9M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
657K+ 18.84% |
$22.1M - $25.9M
|
4.15M
$78M
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
581K+ 51.68% |
$19.6M - $22.9M
|
1.71M
$32.1M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
491KNew |
$16.5M - $19.4M
|
491K
$9.23M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
446K+ 302.06% |
$15M - $17.6M
|
593K
$11.2M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
411KNew |
$13.8M - $16.2M
|
411K
$7.72M
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
377K+ 411.17% |
$12.7M - $14.9M
|
468K
$8.81M
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
352K+ 37.29% |
$11.8M - $13.9M
|
1.29M
$24.3M
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
337KNew |
$11.3M - $13.3M
|
337K
$6.33M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
324K+ 49.21% |
$10.9M - $12.8M
|
982K
$18.5M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
278K+ 15.14% |
$9.35M - $11M
|
2.11M
$39.7M
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
256K+ 30.07% |
$8.62M - $10.1M
|
1.11M
$20.8M
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
216K+ 44.17% |
$7.28M - $8.54M
|
706K
$13.3M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
199K+ 58.06% |
$6.71M - $7.87M
|
543K
$10.2M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
197K+ 4.87% |
$6.63M - $7.77M
|
4.24M
$79.8M
|
|
May 13, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
189KNew |
$6.35M - $7.44M
|
189K
$3.55M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
186K+ 6.18% |
$6.27M - $7.35M
|
3.2M
$60.2M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
171K+ 13.23% |
$5.74M - $6.73M
|
1.46M
$27.5M
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
BUY
|
- |
166K+ 3134.04% |
$5.59M - $6.55M
|
171K
$3.22M
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
164KNew |
$5.52M - $6.47M
|
164K
$3.08M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
154KNew |
$5.17M - $6.06M
|
154K
$2.89M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
148K+ 42.39% |
$4.97M - $5.83M
|
496K
$9.33M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
146K+ 42.35% |
$4.92M - $5.76M
|
491K
$9.23M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
142K+ 12.3% |
$4.78M - $5.6M
|
1.3M
$24.4M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
132K+ 99.73% |
$4.44M - $5.21M
|
264K
$4.97M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
127KNew |
$4.26M - $5M
|
127K
$2.38M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
115K+ 68.43% |
$3.86M - $4.53M
|
283K
$5.31M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
110K+ 11.53% |
$3.7M - $4.34M
|
1.06M
$20M
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
98.4K+ 54.75% |
$3.31M - $3.88M
|
278K
$5.23M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
96.9K+ 1538.63% |
$3.26M - $3.83M
|
103K
$1.94M
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
89.2KNew |
$3M - $3.52M
|
89.2K
$1.68M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
88.9K+ 6.52% |
$2.99M - $3.51M
|
1.45M
$27.3M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88.8K+ 25.1% |
$2.99M - $3.51M
|
443K
$8.33M
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
88.6K+ 10.42% |
$2.98M - $3.5M
|
939K
$17.7M
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
86.5K+ 22.72% |
$2.91M - $3.41M
|
467K
$8.78M
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
86.1KNew |
$2.9M - $3.4M
|
86.1K
$1.62M
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
85.7KNew |
$2.89M - $3.38M
|
85.7K
$1.61M
|