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 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-168- 12.33% |
$4.71K - $5.65K
|
1.19K
$23K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-171- 1.13% |
$4.79K - $5.75K
|
15K
$290K
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-175- 1.55% |
$4.9K - $5.88K
|
11.1K
$214K
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-176Closed |
$4.93K - $5.92K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-187- 0.75% |
$5.24K - $6.29K
|
24.7K
$476K
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-189- 84.38% |
$5.29K - $6.35K
|
35
$675
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 0.75% |
$5.6K - $6.72K
|
26.6K
$513K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-203- 3.39% |
$5.69K - $6.82K
|
5.79K
$112K
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-236- 0.45% |
$6.61K - $7.93K
|
52.4K
$1.01M
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-250- 2.37% |
$7K - $8.4K
|
10.3K
$198K
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-254- 0.61% |
$7.11K - $8.54K
|
41.1K
$793K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-271- 1.28% |
$7.59K - $9.11K
|
20.9K
$404K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-294- 2.04% |
$8.23K - $9.88K
|
14.1K
$272K
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-295- 0.13% |
$8.26K - $9.91K
|
232K
$4.48M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-300- 0.59% |
$8.4K - $10.1K
|
50.8K
$980K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-303- 26.32% |
$8.49K - $10.2K
|
848
$16.4K
|
|
Oct 13, 2022
Q3 2022
|
Madden Securities Corp
|
SELL
|
- |
-305- 0.55% |
$8.54K - $10.3K
|
55.3K
$1.07M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-316- 0.18% |
$8.85K - $10.6K
|
176K
$3.39M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-316- 0.18% |
$8.85K - $10.6K
|
176K
$3.39M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-336- 14.57% |
$9.41K - $11.3K
|
1.97K
$38K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-346- 51.03% |
$9.69K - $11.6K
|
332
$6.4K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-366- 0.96% |
$10.3K - $12.3K
|
37.7K
$728K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-376- 1.28% |
$10.5K - $12.6K
|
28.9K
$557K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-385- 10.54% |
$10.8K - $12.9K
|
3.27K
$63.1K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-413- 1.3% |
$11.6K - $13.9K
|
31.4K
$605K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-433- 1.02% |
$12.1K - $14.6K
|
42.2K
$813K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-445- 4.11% |
$12.5K - $15K
|
10.4K
$200K
|
|
Oct 12, 2022
Q3 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-464- 5.87% |
$13K - $15.6K
|
7.44K
$143K
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-467- 43.16% |
$13.1K - $15.7K
|
615
$11.9K
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-480- 3.05% |
$13.4K - $16.1K
|
15.2K
$294K
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-487- 4.37% |
$13.6K - $16.4K
|
10.6K
$205K
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-493- 4.53% |
$13.8K - $16.6K
|
10.4K
$200K
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-496- 3.96% |
$13.9K - $16.7K
|
12K
$232K
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
SELL
|
- |
-510- 0.17% |
$14.3K - $17.1K
|
303K
$5.85M
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-511- 1.17% |
$14.3K - $17.2K
|
43.2K
$833K
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-516- 3.48% |
$14.5K - $17.3K
|
14.3K
$276K
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-529- 72.57% |
$14.8K - $17.8K
|
200
$3.86K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-535- 2.88% |
$15K - $18K
|
18K
$348K
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-535- 0.86% |
$15K - $18K
|
61.8K
$1.19M
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-574- 4.36% |
$16.1K - $19.3K
|
12.6K
$243K
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-577- 0.62% |
$16.2K - $19.4K
|
93.2K
$1.8M
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-580- 1.37% |
$16.2K - $19.5K
|
41.7K
$804K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-600- 7.43% |
$16.8K - $20.2K
|
7.47K
$144K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-605- 2.23% |
$16.9K - $20.3K
|
26.5K
$512K
|
|
Nov 10, 2022
Q3 2022
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-609- 0.59% |
$17.1K - $20.5K
|
103K
$1.98M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-631- 4.69% |
$17.7K - $21.2K
|
12.8K
$247K
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-650- 0.46% |
$18.2K - $21.8K
|
140K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-651- 94.21% |
$18.2K - $21.9K
|
40
$772
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-655- 5.33% |
$18.3K - $22K
|
11.6K
$225K
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-659- 8.01% |
$18.5K - $22.1K
|
7.57K
$146K
|