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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3.17K- 26.12% |
$88.7K - $106K
|
8.96K
$173K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.24K- 5.14% |
$90.7K - $109K
|
59.7K
$1.15M
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
SELL
|
- |
-3.24K- 1.68% |
$90.7K - $109K
|
190K
$3.66M
|
|
Oct 27, 2022
Q3 2022
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-3.28K- 7.52% |
$91.8K - $110K
|
40.3K
$777K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.35K- 12.62% |
$93.9K - $113K
|
23.2K
$447K
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.38K- 3.93% |
$94.5K - $113K
|
82.4K
$1.59M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.38K- 36.34% |
$94.6K - $113K
|
5.91K
$114K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.42K- 27.97% |
$95.7K - $115K
|
8.79K
$170K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.47K- 0.98% |
$97.2K - $117K
|
350K
$6.75M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.47K- 7.81% |
$97.3K - $117K
|
41K
$790K
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-3.61K- 43.73% |
$101K - $121K
|
4.64K
$89.6K
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.67K- 2.61% |
$103K - $123K
|
137K
$2.63M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.79K- 0.79% |
$106K - $127K
|
474K
$9.15M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.97K- 7.57% |
$111K - $133K
|
48.4K
$934K
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4K- 22.61% |
$112K - $134K
|
13.7K
$264K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.06K- 14.32% |
$114K - $136K
|
24.3K
$469K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.22K- 9.31% |
$118K - $142K
|
41.1K
$792K
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-4.27K- 4.59% |
$120K - $143K
|
88.7K
$1.71M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-4.28K- 10.96% |
$120K - $144K
|
34.8K
$670K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.31K- 2.27% |
$121K - $145K
|
185K
$3.58M
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-4.35K- 0.94% |
$122K - $146K
|
459K
$8.86M
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.38K- 7.94% |
$123K - $147K
|
50.8K
$980K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.41K- 12.53% |
$124K - $148K
|
30.8K
$594K
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-4.43K- 2.32% |
$124K - $149K
|
187K
$3.6M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.48K- 24.6% |
$126K - $151K
|
13.7K
$265K
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-4.49K- 4.74% |
$126K - $151K
|
90.2K
$1.74M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.53K- 4.71% |
$127K - $152K
|
91.6K
$1.77M
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-4.71K- 1.05% |
$132K - $158K
|
444K
$8.56M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.79K- 1.27% |
$134K - $161K
|
371K
$7.15M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.97K- 20.45% |
$139K - $167K
|
19.3K
$373K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.01K- 32.16% |
$140K - $169K
|
10.6K
$204K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.04K- 43.64% |
$141K - $170K
|
6.51K
$126K
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-5.09K- 12.52% |
$143K - $171K
|
35.6K
$687K
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-5.14K- 2.83% |
$144K - $173K
|
176K
$3.4M
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-5.16K- 9.68% |
$145K - $174K
|
48.2K
$930K
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-5.3K- 33.31% |
$148K - $178K
|
10.6K
$205K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-5.33K- 0.82% |
$149K - $179K
|
643K
$12.4M
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.39K- 7.91% |
$151K - $181K
|
62.7K
$1.21M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.46K- 6.22% |
$153K - $183K
|
82.2K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5.54K- 98.79% |
$155K - $186K
|
68
$1.31K
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-5.59K- 1.42% |
$157K - $188K
|
389K
$7.5M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.65K- 35.81% |
$158K - $190K
|
10.1K
$195K
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5.67K- 41.39% |
$159K - $190K
|
8.03K
$155K
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.67K- 22.34% |
$159K - $191K
|
19.7K
$380K
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5.87K- 6.49% |
$164K - $197K
|
84.5K
$1.63M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.1K- 5.47% |
$171K - $205K
|
106K
$2.04M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.15K- 15.36% |
$172K - $207K
|
33.9K
$654K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.17K- 86.07% |
$173K - $207K
|
998
$19.3K
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-6.37K- 3.1% |
$178K - $214K
|
199K
$3.84M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.4K- 3.78% |
$179K - $215K
|
163K
$3.14M
|