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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
86K+ 2.69% |
$2.68M - $3.2M
|
3.29M
$62.9M
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
80.6K+ 187.3% |
$2.51M - $3M
|
124K
$2.37M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
79.3K+ 15.99% |
$2.47M - $2.95M
|
575K
$11M
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
75.9K+ 19.96% |
$2.36M - $2.82M
|
456K
$8.73M
|
|
Aug 15, 2022
Q2 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
75KNew |
$2.34M - $2.79M
|
75K
$1.44M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.4K+ 11.12% |
$2.32M - $2.77M
|
744K
$14.2M
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
74.1K+ 190.96% |
$2.31M - $2.75M
|
113K
$2.16M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.1K+ 7.34% |
$2.24M - $2.68M
|
1.05M
$20.2M
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
71K+ 5.47% |
$2.21M - $2.64M
|
1.37M
$26.2M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
69.6K+ 203.51% |
$2.17M - $2.59M
|
104K
$1.99M
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
62.7K+ 5.66% |
$1.95M - $2.33M
|
1.17M
$22.4M
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
62K+ 25.13% |
$1.93M - $2.31M
|
309K
$5.91M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
60.7K+ 1.71% |
$1.89M - $2.26M
|
3.62M
$69.3M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
60.2K+ 51.95% |
$1.87M - $2.24M
|
176K
$3.37M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60.2K+ 51.95% |
$1.87M - $2.24M
|
176K
$3.37M
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
59.9K+ 13.6% |
$1.86M - $2.23M
|
500K
$9.57M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
59.1K+ 100.2% |
$1.84M - $2.2M
|
118K
$2.26M
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
58.5KNew |
$1.82M - $2.17M
|
58.5K
$1.12M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
58.2KNew |
$1.81M - $2.16M
|
58.2K
$1.11M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
57.5K+ 13.28% |
$1.79M - $2.14M
|
491K
$9.39M
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
57.3K+ 47.66% |
$1.78M - $2.13M
|
177K
$3.4M
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
56.3K+ 4.21% |
$1.75M - $2.09M
|
1.39M
$26.7M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.1K+ 29.83% |
$1.72M - $2.05M
|
240K
$4.59M
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
53.7K+ 10.0% |
$1.67M - $2M
|
591K
$11.3M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
53.4K+ 12.65% |
$1.66M - $1.98M
|
475K
$9.09M
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
53KNew |
$1.65M - $1.97M
|
53K
$1.01M
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
49KNew |
$1.52M - $1.82M
|
49K
$937K
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
48.6K+ 15.37% |
$1.51M - $1.81M
|
365K
$6.98M
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
47.3KNew |
$1.47M - $1.76M
|
47.3K
$905K
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
46.8KNew |
$1.46M - $1.74M
|
46.8K
$896K
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
46.5K+ 39.53% |
$1.45M - $1.73M
|
164K
$3.14M
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
46.5K+ 8.51% |
$1.45M - $1.73M
|
592K
$11.3M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
45.9K+ 270252.94% |
$1.43M - $1.71M
|
46K
$880K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
45.5K+ 7.92% |
$1.42M - $1.69M
|
620K
$11.9M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
44.3K+ 129.62% |
$1.38M - $1.65M
|
78.5K
$1.5M
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
44.2K+ 35.19% |
$1.38M - $1.64M
|
170K
$3.25M
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
44K+ 1.66% |
$1.37M - $1.64M
|
2.7M
$51.7M
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
43.5K+ 12.97% |
$1.36M - $1.62M
|
379K
$7.26M
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
42.8KNew |
$1.33M - $1.59M
|
42.8K
$819K
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
41.6KNew |
$1.29M - $1.55M
|
41.6K
$796K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
39.1K+ 11.62% |
$1.22M - $1.45M
|
376K
$7.19M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
38.6K+ 8.78% |
$1.2M - $1.43M
|
478K
$9.15M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
38.3K+ 289.6% |
$1.19M - $1.43M
|
51.6K
$987K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
36.9K+ 420.55% |
$1.15M - $1.37M
|
45.7K
$874K
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
35.9K+ 4.16% |
$1.12M - $1.33M
|
897K
$17.2M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
35.8K+ 3.1% |
$1.11M - $1.33M
|
1.19M
$22.8M
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
35.5K+ 2.45% |
$1.11M - $1.32M
|
1.49M
$28.5M
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
33.4KNew |
$1.04M - $1.24M
|
33.4K
$638K
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
33.1K+ 87.02% |
$1.03M - $1.23M
|
71K
$1.36M
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
BUY
|
- |
32.3K+ 33.26% |
$1.01M - $1.2M
|
129K
$2.48M
|