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 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-15K- 4.04% |
$420K - $504K
|
357K
$6.88M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-15.8K- 4.91% |
$444K - $533K
|
307K
$5.93M
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-16K- 32.65% |
$448K - $537K
|
33K
$636K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-16.7K- 3.01% |
$467K - $560K
|
538K
$10.4M
|
|
Oct 18, 2022
Q3 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-16.7K- 33.95% |
$469K - $563K
|
32.6K
$628K
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-16.9K- 32.48% |
$474K - $569K
|
35.2K
$679K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-18.2K- 2.93% |
$508K - $610K
|
602K
$11.6M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-18.5K- 17.92% |
$518K - $621K
|
84.7K
$1.63M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.7K- 11.41% |
$525K - $630K
|
146K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-19.2K- 23.03% |
$537K - $644K
|
64K
$1.24M
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-19.6K- 15.52% |
$549K - $659K
|
107K
$2.06M
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-20.3K- 56.23% |
$568K - $682K
|
15.8K
$305K
|
|
Nov 07, 2022
Q3 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-22K- 11.16% |
$615K - $738K
|
175K
$3.37M
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-24.5K- 35.74% |
$686K - $823K
|
44K
$849K
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-25.4K- 4.85% |
$713K - $855K
|
500K
$9.64M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.5K- 0.25% |
$741K - $889K
|
10.7M
$207M
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
SELL
|
- |
-26.7K- 1.42% |
$748K - $898K
|
1.85M
$35.7M
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-27.7K- 1.45% |
$777K - $932K
|
1.89M
$36.5M
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-27.9K- 15.25% |
$783K - $939K
|
155K
$2.99M
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-28.3K- 6.19% |
$794K - $953K
|
430K
$8.29M
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-30K- 17.22% |
$840K - $1.01M
|
144K
$2.78M
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-33.1K- 35.32% |
$926K - $1.11M
|
60.6K
$1.17M
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-33.3K- 72.79% |
$932K - $1.12M
|
12.4K
$240K
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-35K- 16.19% |
$980K - $1.18M
|
181K
$3.5M
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-35.6K- 6.56% |
$996K - $1.2M
|
507K
$9.78M
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-35.6K- 11.94% |
$998K - $1.2M
|
263K
$5.07M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.8K- 4.95% |
$1.03M - $1.24M
|
707K
$13.6M
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-39.4K- 18.35% |
$1.1M - $1.32M
|
175K
$3.38M
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-40.9K- 25.29% |
$1.15M - $1.37M
|
121K
$2.33M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-41K- 33.35% |
$1.15M - $1.38M
|
81.9K
$1.58M
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-42.2K- 32.82% |
$1.18M - $1.42M
|
86.4K
$1.67M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42.6K- 13.64% |
$1.19M - $1.43M
|
270K
$5.21M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-46.2K- 12.98% |
$1.29M - $1.55M
|
310K
$5.97M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-46.7K- 85.57% |
$1.31M - $1.57M
|
7.87K
$152K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-46.9K- 0.43% |
$1.31M - $1.58M
|
11M
$212M
|
|
Nov 01, 2022
Q3 2022
|
Tenret CO LLC
|
SELL
|
- |
-47K- 38.13% |
$1.32M - $1.58M
|
76.3K
$1.47M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-48.4K- 20.8% |
$1.36M - $1.63M
|
184K
$3.56M
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-48.7K- 32.77% |
$1.36M - $1.64M
|
99.9K
$1.93M
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-50.8K- 23.62% |
$1.42M - $1.71M
|
164K
$3.17M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-54.2K- 14.56% |
$1.52M - $1.82M
|
318K
$6.13M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-55K- 12.72% |
$1.54M - $1.85M
|
377K
$7.28M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-56.7K- 9.86% |
$1.59M - $1.91M
|
519K
$10M
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-57.6K- 55.5% |
$1.61M - $1.94M
|
46.2K
$891K
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-58.2K- 21.98% |
$1.63M - $1.96M
|
207K
$3.99M
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-58.9K- 42.15% |
$1.65M - $1.98M
|
80.8K
$1.56M
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-59.6K- 10.31% |
$1.67M - $2M
|
518K
$10M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-61.7K- 44.49% |
$1.73M - $2.07M
|
77K
$1.49M
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-64.5K- 6.93% |
$1.81M - $2.17M
|
866K
$16.7M
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-64.9K- 44.68% |
$1.82M - $2.18M
|
80.4K
$1.55M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-66.5K- 65.23% |
$1.86M - $2.23M
|
35.4K
$683K
|