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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
27K+ 2.9% |
$908K - $1.06M
|
956K
$18M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
26.5K+ 4.84% |
$892K - $1.05M
|
575K
$10.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
26.5K+ 29.07% |
$892K - $1.05M
|
118K
$2.21M
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
26.5K+ 159.77% |
$891K - $1.04M
|
43K
$810K
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
26.3K+ 5.14% |
$885K - $1.04M
|
537K
$10.1M
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
25.1K+ 9.23% |
$846K - $992K
|
297K
$5.59M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
24.7KNew |
$832K - $975K
|
24.7K
$465K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
24.6K+ 30.23% |
$828K - $970K
|
106K
$1.99M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
24.4K+ 6.46% |
$821K - $962K
|
402K
$7.55M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
24.4KNew |
$820K - $961K
|
24.4K
$458K
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
24.3K+ 82.5% |
$817K - $958K
|
53.7K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
23.9K+ 5.6% |
$804K - $942K
|
450K
$8.46M
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
23.7KNew |
$797K - $934K
|
23.7K
$445K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.9K+ 5.57% |
$770K - $903K
|
433K
$8.15M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.6KNew |
$761K - $892K
|
22.6K
$425K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
22.5K+ 24.92% |
$756K - $886K
|
113K
$2.12M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
22.3K+ 98.03% |
$752K - $882K
|
45.1K
$849K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
22.2K+ 12.59% |
$746K - $875K
|
198K
$3.73M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.9KNew |
$738K - $865K
|
21.9K
$412K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21.9K+ 5.1% |
$737K - $865K
|
452K
$8.49M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
21.4K+ 5.34% |
$720K - $844K
|
422K
$7.93M
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
21.3K+ 11.1% |
$717K - $840K
|
213K
$4.01M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.3KNew |
$717K - $840K
|
21.3K
$400K
|
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
20.8K+ 93.18% |
$701K - $821K
|
43.1K
$811K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
20.3K+ 1.59% |
$682K - $799K
|
1.3M
$24.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
20KNew |
$675K - $791K
|
20K
$377K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.6K+ 124.42% |
$660K - $774K
|
35.4K
$665K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
19.6K+ 8.56% |
$659K - $773K
|
248K
$4.67M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
19.2K+ 35.43% |
$648K - $759K
|
73.5K
$1.38M
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
18.2K+ 2.19% |
$614K - $720K
|
851K
$16M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
18.1K+ 5.92% |
$608K - $713K
|
323K
$6.07M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.7K+ 1.44% |
$595K - $697K
|
1.24M
$23.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
17.4K+ 17.24% |
$586K - $686K
|
118K
$2.23M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.2K+ 1799.37% |
$579K - $678K
|
18.1K
$341K
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
16.6K+ 4.15% |
$560K - $657K
|
418K
$7.85M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15.7K+ 171.18% |
$528K - $619K
|
24.9K
$468K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15.6K+ 2.71% |
$525K - $616K
|
592K
$11.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
15.5K+ 3.65% |
$521K - $611K
|
439K
$8.26M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15.3K+ 169.64% |
$515K - $604K
|
24.3K
$457K
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
15.3K+ 1.81% |
$514K - $603K
|
861K
$16.2M
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
14.9K+ 21.33% |
$503K - $589K
|
84.9K
$1.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14.5KNew |
$488K - $572K
|
14.5K
$273K
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
14.4KNew |
$486K - $569K
|
14.4K
$271K
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
14.4K+ 6.07% |
$485K - $568K
|
252K
$4.73M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.3K+ 6.51% |
$483K - $566K
|
235K
$4.41M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14.1K+ 2.9% |
$475K - $557K
|
500K
$9.41M
|
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
13.9KNew |
$467K - $547K
|
13.9K
$261K
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 6.06% |
$457K - $536K
|
238K
$4.47M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
13.6K+ 11.47% |
$457K - $536K
|
132K
$2.48M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.5K+ 25.84% |
$453K - $531K
|
65.6K
$1.23M
|