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
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-906- 1.99% |
$28.2K - $33.7K
|
44.6K
$854K
|
|
Jul 25, 2022
Q2 2022
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-937- 2.11% |
$29.2K - $34.8K
|
43.6K
$834K
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-969- 3.53% |
$30.2K - $36K
|
26.5K
$507K
|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1K- 7.43% |
$31.1K - $37.2K
|
12.5K
$238K
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.02K- 1.49% |
$31.6K - $37.8K
|
67.4K
$1.29M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.06K- 64.5% |
$33K - $39.5K
|
584
$11.2K
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.07K- 2.51% |
$33.2K - $39.7K
|
41.4K
$792K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.07K- 6.39% |
$33.4K - $39.9K
|
15.7K
$301K
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-1.08K- 11.43% |
$33.5K - $40.1K
|
8.35K
$160K
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.09K- 7.67% |
$34.1K - $40.7K
|
13.2K
$252K
|
|
Aug 16, 2022
Q2 2022
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-1.1K- 8.49% |
$34.2K - $40.9K
|
11.9K
$227K
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.12K- 9.84% |
$34.8K - $41.5K
|
10.2K
$196K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.14K- 9.14% |
$35.4K - $42.3K
|
11.3K
$217K
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.15K- 4.32% |
$35.7K - $42.7K
|
25.4K
$486K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.15K- 1.06% |
$35.9K - $42.8K
|
107K
$2.06M
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.16K- 0.94% |
$36.2K - $43.3K
|
122K
$2.33M
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.2K- 0.14% |
$37.3K - $44.6K
|
850K
$16.3M
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.21K- 46.98% |
$37.5K - $44.8K
|
1.36K
$26K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 32.86% |
$38.8K - $46.4K
|
2.55K
$48.8K
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-1.27K- 5.31% |
$39.4K - $47.1K
|
22.6K
$432K
|
|
Aug 11, 2022
Q2 2022
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-1.29K- 1.23% |
$40.1K - $47.9K
|
103K
$1.98M
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.3K- 1.25% |
$40.6K - $48.5K
|
103K
$1.96M
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.39K- 24.73% |
$43.1K - $51.5K
|
4.22K
$80.7K
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.39K- 9.27% |
$43.2K - $51.6K
|
13.6K
$260K
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.43K- 2.06% |
$44.5K - $53.2K
|
68.1K
$1.3M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.44KClosed |
$44.7K - $53.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.45K- 2.36% |
$45K - $53.7K
|
59.8K
$1.15M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.47K- 16.04% |
$45.6K - $54.5K
|
7.67K
$147K
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.47K- 2.15% |
$45.7K - $54.6K
|
66.9K
$1.28M
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.47KClosed |
$45.9K - $54.8K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.49K- 6.11% |
$46.3K - $55.3K
|
22.9K
$438K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.51KClosed |
$46.9K - $56.1K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.61KClosed |
$50K - $59.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.61KClosed |
$50.2K - $59.9K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.66K- 0.8% |
$51.7K - $61.7K
|
205K
$3.93M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.69K- 3.97% |
$52.7K - $63K
|
41K
$785K
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-1.7K- 1.84% |
$52.8K - $63K
|
90.3K
$1.73M
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.76K- 43.23% |
$54.7K - $65.3K
|
2.31K
$44.1K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.76K- 26.51% |
$54.7K - $65.4K
|
4.87K
$93.3K
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.84K- 3.95% |
$57.2K - $68.3K
|
44.7K
$856K
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 3.44% |
$57.8K - $69.1K
|
52.1K
$996K
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.88K- 3.42% |
$58.4K - $69.8K
|
53K
$1.01M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.06K- 18.43% |
$64K - $76.5K
|
9.1K
$174K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.06K- 18.43% |
$64K - $76.5K
|
9.1K
$174K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.07K- 0.4% |
$64.4K - $76.9K
|
520K
$9.95M
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.08K- 14.41% |
$64.7K - $77.3K
|
12.3K
$236K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.1KClosed |
$65.3K - $78K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 2.2% |
$65.7K - $78.5K
|
93.8K
$1.79M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.14K- 6.14% |
$66.6K - $79.6K
|
32.7K
$626K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.14K- 4.78% |
$66.6K - $79.6K
|
42.6K
$815K
|