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 12, 2022
Q1 2022
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
2.12K+ 2.06% |
$71.2K - $83.5K
|
105K
$1.97M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.1KNew |
$70.6K - $82.8K
|
2.1K
$39.4K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
2.07K+ 655.56% |
$69.5K - $81.5K
|
2.38K
$44.8K
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
2.04K+ 2.93% |
$68.7K - $80.5K
|
71.6K
$1.35M
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.04K+ 7.81% |
$68.6K - $80.4K
|
28.1K
$529K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2.02K+ 1.46% |
$67.8K - $79.5K
|
140K
$2.63M
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.99K+ 0.64% |
$67.1K - $78.7K
|
313K
$5.88M
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.88K+ 1.36% |
$63.4K - $74.4K
|
141K
$2.64M
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.88K+ 5.04% |
$63.4K - $74.3K
|
39.2K
$738K
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
1.8K+ 4.09% |
$60.5K - $71K
|
45.8K
$861K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.77K+ 397.31% |
$59.7K - $69.9K
|
2.22K
$41.7K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
1.73K+ 71.19% |
$58.3K - $68.4K
|
4.17K
$78.3K
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.72K+ 4.19% |
$58K - $68K
|
42.9K
$806K
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
1.56K+ 7.0% |
$52.5K - $61.6K
|
23.8K
$448K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.56K+ 8.68% |
$52.4K - $61.4K
|
19.5K
$366K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.55K+ 3.79% |
$52.1K - $61.1K
|
42.3K
$796K
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.54K+ 25.87% |
$51.8K - $60.7K
|
7.49K
$141K
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.51KNew |
$50.8K - $59.5K
|
1.51K
$28.4K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.5K+ 14.38% |
$50.5K - $59.2K
|
11.9K
$224K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 3.98% |
$49.8K - $58.3K
|
38.6K
$726K
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.47KNew |
$49.6K - $58.1K
|
1.47K
$27.7K
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
1.47K+ 3.51% |
$49.4K - $57.9K
|
43.2K
$813K
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.46K+ 1.35% |
$49.3K - $57.7K
|
110K
$2.07M
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.46K+ 3.69% |
$49K - $57.4K
|
40.8K
$768K
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
1.45K+ 3.88% |
$48.9K - $57.3K
|
38.8K
$730K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.43KNew |
$48.2K - $56.5K
|
1.43K
$26.9K
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
1.43K+ 25.46% |
$48K - $56.2K
|
7.02K
$132K
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.41K+ 14.66% |
$47.5K - $55.7K
|
11K
$208K
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
1.39K+ 0.87% |
$46.8K - $54.9K
|
162K
$3.04M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.35K+ 25.71% |
$45.5K - $53.4K
|
6.61K
$124K
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.34K+ 8.15% |
$44.9K - $52.7K
|
17.7K
$333K
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.31K+ 1.76% |
$44K - $51.6K
|
75.4K
$1.42M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.28K+ 1.19% |
$43K - $50.4K
|
109K
$2.04M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.26K+ 4.14% |
$42.5K - $49.9K
|
31.7K
$597K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.25K+ 2.88% |
$42.2K - $49.5K
|
44.7K
$841K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.24K+ 4.05% |
$41.6K - $48.8K
|
31.7K
$597K
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1.23K+ 3.84% |
$41.2K - $48.4K
|
33.1K
$623K
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
1.22K+ 1.82% |
$41.1K - $48.2K
|
68.4K
$1.29M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.22K+ 17.68% |
$40.9K - $48K
|
8.09K
$152K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
1.19K+ 90.45% |
$40.2K - $47.1K
|
2.51K
$47.3K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.17K+ 6.21% |
$39.4K - $46.2K
|
20K
$377K
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.17K+ 2.77% |
$39.4K - $46.2K
|
43.5K
$818K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.14K+ 101.97% |
$38.2K - $44.8K
|
2.25K
$42.3K
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.14K+ 7.95% |
$38.2K - $44.8K
|
15.4K
$290K
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.1K+ 0.12% |
$37.1K - $43.5K
|
920K
$17.3M
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 18.49% |
$37K - $43.4K
|
7.05K
$133K
|
|
Apr 18, 2022
Q1 2022
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
1.06K+ 2.44% |
$35.7K - $41.9K
|
44.5K
$837K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.06K+ 181.68% |
$35.7K - $41.9K
|
1.65K
$30.9K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.06K+ 0.7% |
$35.7K - $41.8K
|
152K
$2.86M
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.05K+ 1.28% |
$35.5K - $41.6K
|
83.3K
$1.57M
|