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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
459+ 13.48% |
$17.6K - $18.7K
|
3.86K
$74.7K
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
440New |
$16.9K - $17.9K
|
440
$8.51K
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
415+ 0.8% |
$15.9K - $16.9K
|
52K
$1.01M
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
411+ 0.27% |
$15.8K - $16.8K
|
152K
$2.93M
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
BUY
|
- |
400+ 6.04% |
$15.3K - $16.3K
|
7.02K
$136K
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
397+ 2.9% |
$15.2K - $16.2K
|
14.1K
$273K
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
390+ 0.43% |
$15K - $15.9K
|
90.5K
$1.75M
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
387+ 68.5% |
$14.8K - $15.8K
|
952
$18.4K
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
384+ 1.33% |
$14.7K - $15.7K
|
29.2K
$565K
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
382+ 1.84% |
$14.6K - $15.6K
|
21.2K
$409K
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
372+ 1.61% |
$14.3K - $15.2K
|
23.5K
$454K
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
371+ 6.45% |
$14.2K - $15.1K
|
6.13K
$118K
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
361+ 0.75% |
$13.8K - $14.7K
|
48.2K
$932K
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
345+ 1.39% |
$13.2K - $14.1K
|
25.2K
$487K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
344New |
$13.2K - $14K
|
344
$6.65K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
338+ 8.15% |
$13K - $13.8K
|
4.49K
$86.7K
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
BUY
|
- |
332+ 0.84% |
$12.7K - $13.5K
|
40K
$774K
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
326+ 1.54% |
$12.5K - $13.3K
|
21.5K
$415K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
315+ 5.93% |
$12.1K - $12.8K
|
5.63K
$109K
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
309+ 0.25% |
$11.9K - $12.6K
|
123K
$2.38M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
301+ 0.94% |
$11.5K - $12.3K
|
32.3K
$624K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
297+ 0.61% |
$11.4K - $12.1K
|
49K
$948K
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
296+ 314.89% |
$11.4K - $12.1K
|
390
$7.54K
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
295+ 0.46% |
$11.3K - $12K
|
64.8K
$1.25M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
294+ 1.8% |
$11.3K - $12K
|
16.7K
$322K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
272+ 0.66% |
$10.4K - $11.1K
|
41.3K
$798K
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
270+ 5.11% |
$10.4K - $11K
|
5.55K
$107K
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
265+ 0.93% |
$10.2K - $10.8K
|
28.7K
$554K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
263+ 3.32% |
$10.1K - $10.7K
|
8.2K
$158K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
262+ 106.07% |
$10K - $10.7K
|
509
$9.84K
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
257+ 2.45% |
$9.86K - $10.5K
|
10.8K
$208K
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
244+ 1.85% |
$9.36K - $9.95K
|
13.4K
$260K
|
|
Nov 09, 2021
Q3 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
241+ 2.89% |
$9.24K - $9.83K
|
8.59K
$166K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
214+ 0.7% |
$8.21K - $8.73K
|
30.8K
$595K
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
BUY
|
- |
208+ 2.95% |
$7.98K - $8.48K
|
7.25K
$140K
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
198+ 2.87% |
$7.59K - $8.08K
|
7.1K
$137K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
195+ 14.13% |
$7.48K - $7.95K
|
1.58K
$30.4K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
186+ 0.41% |
$7.13K - $7.59K
|
45.1K
$872K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
185+ 26.09% |
$7.09K - $7.55K
|
894
$17.3K
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
185+ 0.51% |
$7.09K - $7.55K
|
36.1K
$698K
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
175+ 4.63% |
$6.71K - $7.14K
|
3.96K
$76.5K
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
175+ 1.61% |
$6.71K - $7.14K
|
11K
$213K
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
170+ 0.53% |
$6.52K - $6.93K
|
32.3K
$624K
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
163+ 2.08% |
$6.25K - $6.65K
|
8K
$155K
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
162+ 0.67% |
$6.21K - $6.61K
|
24.2K
$468K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
162+ 0.81% |
$6.21K - $6.61K
|
20.2K
$391K
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
160+ 11.68% |
$6.14K - $6.53K
|
1.53K
$29.6K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
153+ 1.35% |
$5.87K - $6.24K
|
11.5K
$222K
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
132+ 1.06% |
$5.06K - $5.38K
|
12.5K
$242K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
132+ 0.52% |
$5.06K - $5.38K
|
25.5K
$492K
|