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 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
129+ 1.88% |
$4.95K - $5.26K
|
7.01K
$139K
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
129+ 0.72% |
$4.95K - $5.26K
|
18.1K
$359K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
127+ 8.05% |
$4.87K - $5.18K
|
1.71K
$33.9K
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
120+ 127.66% |
$4.6K - $4.89K
|
214
$4.25K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
108New |
$4.14K - $4.41K
|
108
$2.14K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
107New |
$4.1K - $4.36K
|
107
$2.13K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
105New |
$4.03K - $4.28K
|
105
$2.09K
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
100+ 3.68% |
$3.84K - $4.08K
|
2.81K
$55.9K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100New |
$3.84K - $4.08K
|
100
$1.99K
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
86+ 0.19% |
$3.3K - $3.51K
|
46.4K
$921K
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
79New |
$3.03K - $3.22K
|
79
$1.57K
|
|
Oct 15, 2021
Q3 2021
|
Lathrop Investment Management Corp
|
BUY
|
- |
75+ 0.5% |
$2.88K - $3.06K
|
15.2K
$301K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
72+ 1.93% |
$2.76K - $2.94K
|
3.81K
$75.6K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
67+ 5.41% |
$2.57K - $2.73K
|
1.31K
$25.9K
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
66+ 0.3% |
$2.53K - $2.69K
|
22.3K
$443K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
57+ 21.51% |
$2.19K - $2.33K
|
322
$6.39K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
47+ 0.74% |
$1.8K - $1.92K
|
6.39K
$127K
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
40+ 2.2% |
$1.53K - $1.63K
|
1.86K
$36.9K
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
34+ 0.2% |
$1.3K - $1.39K
|
17K
$338K
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
32+ 0.35% |
$1.23K - $1.31K
|
9.23K
$183K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
30+ 0.82% |
$1.15K - $1.22K
|
3.71K
$73.6K
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
27+ 0.1% |
$1.04K - $1.1K
|
26.9K
$535K
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
27New |
$1.04K - $1.1K
|
27
$536
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
25+ 0.18% |
$959 - $1.02K
|
14.2K
$283K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
23+ 3.87% |
$882 - $938
|
618
$12.3K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
23+ 8.98% |
$882 - $938
|
279
$5.54K
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21+ 0.38% |
$805 - $857
|
5.59K
$111K
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
20+ 2.67% |
$767 - $816
|
768
$15.3K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19+ 0.6% |
$729 - $775
|
3.2K
$63.5K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
19+ 5.32% |
$729 - $775
|
376
$7.47K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
19New |
$729 - $775
|
19
$377
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.18% |
$422 - $449
|
5.97K
$119K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 0.01% |
$384 - $408
|
68K
$1.35M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
10+ 0.96% |
$384 - $408
|
1.06K
$21K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9+ 0.01% |
$345 - $367
|
67.7K
$1.34M
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
7+ 31.82% |
$268 - $286
|
29
$576
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6+ 0.02% |
$230 - $245
|
29.7K
$591K
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5+ 0.01% |
$192 - $204
|
75.3K
$1.5M
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$76.7 - $81.6
|
2.8K
$55.6K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.96% |
$38.4 - $40.8
|
105
$2.09K
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1+ 0.0% |
$38.4 - $40.8
|
21K
$417K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.03% |
$38.4 - $40.8
|
3.94K
$78.2K
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$38.4 - $40.8
|
9.09K
$181K
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1- -0.0% |
$38.4 - $40.8
|
37.7K
$748K
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-11Closed |
$422 - $449
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-12Closed |
$460 - $489
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13- 7.07% |
$499 - $530
|
171
$3.4K
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-14- 8.54% |
$537 - $571
|
150
$2.98K
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-15- 0.02% |
$575 - $612
|
83.1K
$1.65M
|