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 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2K+ 28.91% |
$444K - $520K
|
58.8K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.2K+ 26.18% |
$443K - $519K
|
63.4K
$1.19M
|
|
Apr 29, 2022
Q1 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
13KNew |
$436K - $511K
|
13K
$244K
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
12.8K+ 7.39% |
$431K - $505K
|
186K
$3.5M
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
12.5K+ 10.24% |
$423K - $495K
|
135K
$2.54M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.3KNew |
$414K - $485K
|
12.3K
$231K
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
12.2K+ 11.15% |
$412K - $483K
|
122K
$2.29M
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.2K+ 172.08% |
$411K - $481K
|
19.3K
$363K
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
12K+ 1.88% |
$403K - $473K
|
649K
$12.2M
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
11.8K+ 12.28% |
$397K - $466K
|
108K
$2.03M
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
11.7K+ 5.48% |
$394K - $462K
|
225K
$4.23M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.6K+ 113.98% |
$392K - $459K
|
21.8K
$411K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.4K+ 297.35% |
$385K - $451K
|
15.3K
$287K
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
BUY
|
- |
11.2K+ 3.25% |
$378K - $443K
|
357K
$6.72M
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
11.2K+ 33.15% |
$378K - $443K
|
45.1K
$848K
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
11.1K+ 2.46% |
$373K - $437K
|
461K
$8.66M
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
11.1K+ 2.46% |
$373K - $437K
|
461K
$8.66M
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10.9K+ 34.18% |
$368K - $432K
|
42.9K
$808K
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
10.9K+ 10.02% |
$367K - $430K
|
120K
$2.25M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
10.8K+ 4.23% |
$362K - $425K
|
265K
$4.98M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 7.27% |
$361K - $423K
|
158K
$2.98M
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
10.6K+ 5.92% |
$358K - $420K
|
190K
$3.58M
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
10.5K+ 15.29% |
$355K - $416K
|
79.4K
$1.49M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5K+ 2.99% |
$354K - $415K
|
362K
$6.82M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.5K+ 4.15% |
$353K - $414K
|
263K
$4.95M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 5.57% |
$352K - $413K
|
198K
$3.73M
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
BUY
|
- |
10.3K+ 15.98% |
$348K - $408K
|
75K
$1.41M
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
10.3KNew |
$346K - $405K
|
10.3K
$193K
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.2K+ 6.25% |
$345K - $404K
|
174K
$3.28M
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
10.1K+ 6.53% |
$341K - $399K
|
165K
$3.1M
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
10.1K+ 16.63% |
$340K - $399K
|
70.8K
$1.33M
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
9.91K+ 2.68% |
$334K - $391K
|
380K
$7.15M
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
9.73K+ 27.76% |
$328K - $384K
|
44.8K
$842K
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
9.67K+ 2.46% |
$325K - $382K
|
403K
$7.59M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.43KNew |
$317K - $372K
|
9.43K
$177K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
9.26K+ 58.76% |
$312K - $365K
|
25K
$471K
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
9.21K+ 178.25% |
$310K - $363K
|
14.4K
$270K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.19K+ 5.99% |
$309K - $363K
|
163K
$3.06M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.12K+ 27.48% |
$307K - $360K
|
42.3K
$796K
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9.09KNew |
$306K - $359K
|
9.09K
$171K
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
9.07K+ 1.63% |
$305K - $358K
|
566K
$10.6M
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.89KNew |
$299K - $351K
|
8.89K
$167K
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
8.78K+ 1082.24% |
$296K - $346K
|
9.59K
$180K
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
8.7K+ 6.87% |
$293K - $344K
|
135K
$2.55M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.2KNew |
$276K - $324K
|
8.2K
$154K
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
8.18KNew |
$275K - $323K
|
8.18K
$154K
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.94KNew |
$267K - $313K
|
7.94K
$149K
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.73K+ 118.36% |
$260K - $305K
|
14.3K
$268K
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7.58K+ 1.41% |
$255K - $299K
|
546K
$10.3M
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.46K+ 5.99% |
$251K - $294K
|
132K
$2.48M
|