Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q3 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
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10.3M+ 98.43% |
$289M - $347M
|
20.8M
$402M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.29M+ 7.86% |
$204M - $245M
|
100M
$1.93B
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.19M+ 6.28% |
$117M - $141M
|
70.9M
$1.37B
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.99M+ 5.86% |
$112M - $134M
|
72M
$1.39B
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9M+ 23.7% |
$81.2M - $97.4M
|
15.1M
$292M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.77M+ 4192.29% |
$77.6M - $93.1M
|
2.84M
$54.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.62M+ 22.29% |
$73.3M - $88M
|
14.4M
$277M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.51M+ 7.72% |
$70.4M - $84.4M
|
35.1M
$676M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.62M+ 8.62% |
$45.2M - $54.3M
|
20.3M
$393M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.46M+ 44.31% |
$40.8M - $49M
|
4.74M
$91.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.2M+ 2050.01% |
$33.6M - $40.3M
|
1.26M
$24.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.03M+ 0.0% |
$28.9M - $34.7M
|
1.03M
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
897K+ 1353.02% |
$25.1M - $30.1M
|
963K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
804K+ 62.64% |
$22.5M - $27M
|
2.09M
$40.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
754K+ 17.13% |
$21.1M - $25.3M
|
5.15M
$99.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
746K+ 183.17% |
$20.9M - $25.1M
|
1.15M
$22.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
634K+ 33.84% |
$17.8M - $21.3M
|
2.51M
$48.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
571K+ 3421.88% |
$16M - $19.2M
|
587K
$11.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
562K+ 39.02% |
$15.7M - $18.9M
|
2M
$38.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
529K+ 48.12% |
$14.8M - $17.8M
|
1.63M
$31.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
522K+ 2938.38% |
$14.6M - $17.6M
|
540K
$10.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
505K+ 1323.72% |
$14.1M - $17M
|
543K
$10.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
408KNew |
$11.4M - $13.7M
|
408K
$7.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
363K+ 123.82% |
$10.2M - $12.2M
|
656K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
327K+ 38.33% |
$9.16M - $11M
|
1.18M
$22.8M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
307K+ 6.97% |
$8.59M - $10.3M
|
4.71M
$90.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
290K+ 13.62% |
$8.11M - $9.73M
|
2.42M
$46.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
288KNew |
$8.06M - $9.67M
|
288K
$5.55M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
280K+ 170.96% |
$7.85M - $9.43M
|
444K
$8.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
271KNew |
$7.58M - $9.1M
|
271K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
258K+ 3164.24% |
$7.23M - $8.67M
|
266K
$5.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
250K+ 6.05% |
$7.01M - $8.41M
|
4.39M
$84.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
233K+ 1275.5% |
$6.51M - $7.82M
|
251K
$4.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
222K+ 1962.13% |
$6.22M - $7.46M
|
233K
$4.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
214K+ 72.46% |
$5.98M - $7.18M
|
508K
$9.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
193K+ 101.22% |
$5.41M - $6.5M
|
384K
$7.41M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
182K+ 2470.26% |
$5.1M - $6.12M
|
190K
$3.66M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
174K+ 8.54% |
$4.86M - $5.84M
|
2.21M
$42.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
167K+ 12.23% |
$4.69M - $5.63M
|
1.54M
$29.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
164K+ 33.4% |
$4.6M - $5.51M
|
655K
$12.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
150K+ 261.31% |
$4.2M - $5.03M
|
207K
$4M
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
135K+ 64.05% |
$3.77M - $4.52M
|
345K
$6.65M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
133K+ 30.33% |
$3.71M - $4.45M
|
570K
$11M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
122K+ 7.69% |
$3.42M - $4.11M
|
1.71M
$33M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
120K+ 529.22% |
$3.37M - $4.04M
|
143K
$2.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
119K+ 250.05% |
$3.32M - $3.98M
|
166K
$3.2M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
116KNew |
$3.24M - $3.88M
|
116K
$2.23M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
106KNew |
$2.96M - $3.55M
|
106K
$2.04M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
103K+ 7.42% |
$2.9M - $3.48M
|
1.5M
$28.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
94.9K+ 10.82% |
$2.66M - $3.19M
|
971K
$18.7M
|