Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q2 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 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.65M+ 7.34% |
$145M - $173M
|
68M
$1.3B
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.21M+ 4.75% |
$131M - $156M
|
92.8M
$1.78B
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.04M+ 27.52% |
$126M - $150M
|
18.7M
$359M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.82M+ 4.41% |
$87.7M - $105M
|
66.7M
$1.28B
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.73M+ 17.33% |
$54M - $64.5M
|
11.7M
$225M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.49M+ 13.92% |
$46.5M - $55.6M
|
12.2M
$234M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.01M+ 10.12% |
$31.5M - $37.7M
|
11M
$211M
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
895K+ 72.7% |
$27.9M - $33.3M
|
2.13M
$40.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
759K+ 2.39% |
$23.6M - $28.2M
|
32.5M
$623M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
721K+ 27.87% |
$22.4M - $26.8M
|
3.31M
$63.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
571KNew |
$17.8M - $21.2M
|
571K
$10.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
542K+ 5.3% |
$16.9M - $20.1M
|
10.8M
$206M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
420K+ 2466.23% |
$13.1M - $15.6M
|
437K
$8.36M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
418K+ 41.76% |
$13M - $15.5M
|
1.42M
$27.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
345K+ 1289.77% |
$10.7M - $12.8M
|
372K
$7.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
336KNew |
$10.5M - $12.5M
|
336K
$6.44M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
333K+ 35.13% |
$10.4M - $12.4M
|
1.28M
$24.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
310K+ 57.21% |
$9.66M - $11.5M
|
853K
$16.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
301K+ 0.39% |
$9.37M - $11.2M
|
76.8M
$1.47B
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
297K+ 36.95% |
$9.23M - $11M
|
1.1M
$21M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
274K+ 1409.65% |
$8.52M - $10.2M
|
293K
$5.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
272K+ 16.5% |
$8.46M - $10.1M
|
1.92M
$36.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
270KNew |
$8.4M - $10M
|
270K
$5.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
254K+ 6.13% |
$7.91M - $9.45M
|
4.4M
$84.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
239K+ 22.15% |
$7.43M - $8.87M
|
1.32M
$25.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
229K+ 5351.17% |
$7.12M - $8.5M
|
233K
$4.46M
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
224K+ 31.79% |
$6.99M - $8.35M
|
930K
$17.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
216KNew |
$6.73M - $8.04M
|
216K
$4.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
BUY
|
- |
210KNew |
$6.54M - $7.81M
|
210K
$4.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
209K+ 310.34% |
$6.52M - $7.79M
|
277K
$5.3M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
179K+ 26.91% |
$5.59M - $6.67M
|
846K
$16.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
178K+ 10.01% |
$5.53M - $6.61M
|
1.95M
$37.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
170K+ 379.88% |
$5.3M - $6.33M
|
215K
$4.11M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
161K+ 3.8% |
$5.01M - $5.99M
|
4.4M
$84.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
147KNew |
$4.57M - $5.46M
|
147K
$2.81M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
145K+ 11.19% |
$4.51M - $5.39M
|
1.44M
$27.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
133K+ 10.85% |
$4.14M - $4.95M
|
1.36M
$26M
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
132K+ 1311.11% |
$4.09M - $4.89M
|
142K
$2.71M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
130K+ 8.92% |
$4.05M - $4.84M
|
1.59M
$30.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
114K+ 89.02% |
$3.56M - $4.26M
|
243K
$4.65M
|
|
|
Jul 20, 2022
Q2 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
109K+ 210.44% |
$3.4M - $4.07M
|
161K
$3.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 10.48% |
$3.33M - $3.98M
|
1.13M
$21.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
107K+ 324.78% |
$3.33M - $3.97M
|
140K
$2.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
104KNew |
$3.24M - $3.87M
|
104K
$1.99M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
99.8K+ 431.05% |
$3.11M - $3.71M
|
123K
$2.35M
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
99.6K+ 132.05% |
$3.1M - $3.7M
|
175K
$3.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
97.1K+ 363.75% |
$3.02M - $3.61M
|
124K
$2.37M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
96.6K+ 66.1% |
$3.01M - $3.59M
|
243K
$4.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
86.5K+ 10.96% |
$2.69M - $3.22M
|
876K
$16.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
86K+ 2.69% |
$2.68M - $3.2M
|
3.29M
$62.9M
|