Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q3 2021. 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 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11.8K- 11.36% |
$452K - $480K
|
91.9K
$1.73M
|
|
Nov 15, 2021
Q3 2021
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-13K- 16.13% |
$499K - $530K
|
67.6K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-13.1K- 87.09% |
$504K - $536K
|
1.95K
$36.6K
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-13.4K- 16.2% |
$514K - $547K
|
69.3K
$1.3M
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13.8K- 9.98% |
$531K - $565K
|
125K
$2.35M
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-13.9K- 9.57% |
$535K - $569K
|
132K
$2.48M
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-14.4K- 7.62% |
$551K - $586K
|
174K
$3.28M
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-14.4K- 18.22% |
$553K - $588K
|
64.8K
$1.22M
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-14.5K- 6.3% |
$555K - $591K
|
215K
$4.05M
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-14.5KClosed |
$556K - $591K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-16.5K- 16.57% |
$632K - $672K
|
82.9K
$1.56M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17.2K- 6.49% |
$661K - $703K
|
248K
$4.67M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17.2K- 6.49% |
$661K - $703K
|
248K
$4.67M
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-17.4K- 5.96% |
$666K - $708K
|
274K
$5.15M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18.1K- 40.16% |
$696K - $740K
|
27K
$508K
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-19.1K- 1.66% |
$732K - $779K
|
1.13M
$21.2M
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-20.4K- 66.54% |
$783K - $833K
|
10.3K
$193K
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-22K- 26.12% |
$844K - $898K
|
62.3K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-24.1KClosed |
$923K - $982K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-24.9K- 18.92% |
$954K - $1.01M
|
107K
$2M
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25.4K- 6.57% |
$973K - $1.03M
|
361K
$6.78M
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-27.1KClosed |
$1.04M - $1.11M
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-28.8K- 30.27% |
$1.1M - $1.17M
|
66.3K
$1.25M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-32.4K- 71.52% |
$1.24M - $1.32M
|
12.9K
$242K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-34.7K- 27.58% |
$1.33M - $1.41M
|
91K
$1.71M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43.5K- 95.46% |
$1.67M - $1.78M
|
2.07K
$38.9K
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-47.5K- 3.67% |
$1.82M - $1.94M
|
1.25M
$23.4M
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-49.8K- 21.56% |
$1.91M - $2.03M
|
181K
$3.41M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52.8K- 18.13% |
$2.03M - $2.15M
|
238K
$4.49M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-52.9K- 9.01% |
$2.03M - $2.16M
|
534K
$10M
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-64.6K- 91.44% |
$2.48M - $2.63M
|
6.05K
$114K
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
SELL
|
- |
-72.7K- 10.88% |
$2.79M - $2.97M
|
596K
$11.2M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-75.3K- 17.77% |
$2.89M - $3.07M
|
348K
$6.55M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-75.3K- 2.23% |
$2.89M - $3.07M
|
3.3M
$62.1M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-87.3KClosed |
$3.35M - $3.56M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-96.7K- 33.66% |
$3.71M - $3.94M
|
191K
$3.58M
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-111K- 45.74% |
$4.25M - $4.52M
|
132K
$2.47M
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-120KClosed |
$4.6M - $4.89M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-121KClosed |
$4.65M - $4.94M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
SELL
|
- |
-135K- 43.95% |
$5.18M - $5.51M
|
172K
$3.24M
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-192K- 22.78% |
$7.37M - $7.84M
|
651K
$12.3M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-193K- 99.92% |
$7.39M - $7.86M
|
148
$2.78K
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-236K- 93.25% |
$9.04M - $9.61M
|
17.1K
$321K
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-238K- 43.86% |
$9.12M - $9.7M
|
304K
$5.72M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-247KClosed |
$9.48M - $10.1M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-247KClosed |
$9.48M - $10.1M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-274K- 85.26% |
$10.5M - $11.2M
|
47.4K
$891K
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-290K- 92.35% |
$11.1M - $11.8M
|
24.1K
$452K
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
SELL
|
- |
-309K- 48.22% |
$11.8M - $12.6M
|
331K
$6.23M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-439K- 19.6% |
$16.8M - $17.9M
|
1.8M
$33.9M
|