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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.45KNew |
$251K - $294K
|
7.45K
$140K
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
BUY
|
- |
7.42K+ 9.39% |
$250K - $293K
|
86.4K
$1.63M
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
7.41KNew |
$250K - $293K
|
7.41K
$139K
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.21KNew |
$243K - $285K
|
7.21K
$136K
|
|
Apr 15, 2022
Q1 2022
|
Mayport, LLC
|
BUY
|
- |
7.03KNew |
$237K - $277K
|
7.03K
$132K
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
6.86K+ 8.05% |
$231K - $271K
|
92K
$1.73M
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
6.78KNew |
$228K - $268K
|
6.78K
$128K
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.75K+ 2.67% |
$227K - $266K
|
259K
$4.87M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.72KNew |
$226K - $265K
|
6.72K
$126K
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
6.6K+ 16923.08% |
$222K - $261K
|
6.64K
$125K
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
6.39K+ 18788.24% |
$215K - $252K
|
6.42K
$121K
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
6.31K+ 3.5% |
$212K - $249K
|
187K
$3.51M
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.3K+ 1.14% |
$212K - $249K
|
561K
$10.6M
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6.27KNew |
$211K - $247K
|
6.27K
$118K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
6.26KNew |
$211K - $247K
|
6.26K
$118K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.24K+ 56.25% |
$210K - $246K
|
17.3K
$326K
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
6.15K+ 1.49% |
$207K - $243K
|
418K
$7.86M
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.12KNew |
$206K - $241K
|
6.12K
$115K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.1KNew |
$205K - $241K
|
6.1K
$115K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.07K+ 222.4% |
$204K - $239K
|
8.8K
$165K
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.01K+ 4.32% |
$202K - $237K
|
145K
$2.73M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
6.01K+ 6.67% |
$202K - $237K
|
96.2K
$1.81M
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.94K+ 44.09% |
$200K - $234K
|
19.4K
$365K
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5.91K+ 37.59% |
$199K - $233K
|
21.6K
$407K
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
5.88K+ 13.02% |
$198K - $232K
|
51K
$959K
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.81K+ 14.32% |
$196K - $229K
|
46.4K
$873K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.71K+ 26.66% |
$192K - $225K
|
27.1K
$510K
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
5.7K+ 11.66% |
$192K - $225K
|
54.6K
$1.03M
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
5.66KNew |
$191K - $223K
|
5.66K
$106K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.64K+ 6.12% |
$190K - $223K
|
97.8K
$1.84M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.62K+ 178.32% |
$189K - $222K
|
8.77K
$165K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.6KNew |
$189K - $221K
|
5.6K
$105K
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.6KNew |
$188K - $221K
|
5.6K
$105K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.58K+ 5.94% |
$188K - $220K
|
99.5K
$1.87M
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
5.4K+ 0.97% |
$182K - $213K
|
560K
$10.5M
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
5.2K+ 3.89% |
$175K - $205K
|
139K
$2.61M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.14KNew |
$173K - $203K
|
5.14K
$96.7K
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.11K+ 35.68% |
$172K - $202K
|
19.4K
$365K
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
5.09K+ 4.23% |
$171K - $201K
|
126K
$2.36M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.96K+ 1.9% |
$167K - $196K
|
266K
$4.99M
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.35K+ 1.39% |
$147K - $172K
|
319K
$5.99M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.34K+ 18.04% |
$146K - $171K
|
28.4K
$535K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.34K+ 3.49% |
$146K - $171K
|
129K
$2.42M
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
4.16K+ 6.01% |
$140K - $164K
|
73.3K
$1.38M
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.13K+ 34.23% |
$139K - $163K
|
16.2K
$305K
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
4.1K+ 51.23% |
$138K - $162K
|
12.1K
$228K
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.03K+ 13.32% |
$136K - $159K
|
34.3K
$645K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
4K+ 4.08% |
$135K - $158K
|
102K
$1.92M
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.95K+ 27.0% |
$133K - $156K
|
18.6K
$350K
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.94K+ 39.93% |
$133K - $156K
|
13.8K
$260K
|