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 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.46K+ 91.38% |
$209K - $251K
|
15.6K
$301K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.35K+ 105.61% |
$206K - $247K
|
14.3K
$276K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.17K+ 6.96% |
$201K - $241K
|
110K
$2.13M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.15K+ 2.67% |
$200K - $240K
|
275K
$5.31M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.07K+ 5.05% |
$198K - $238K
|
147K
$2.84M
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
7.04K+ 5.0% |
$197K - $237K
|
148K
$2.85M
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.03K+ 33.26% |
$197K - $236K
|
28.2K
$544K
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
6.89K+ 10.02% |
$193K - $232K
|
75.7K
$1.46M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.89K+ 311.87% |
$193K - $231K
|
9.09K
$175K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.88K+ 2.83% |
$193K - $231K
|
250K
$4.82M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.88K+ 31.29% |
$193K - $231K
|
28.8K
$556K
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
BUY
|
- |
6.86K+ 3.86% |
$192K - $231K
|
185K
$3.56M
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6.78K+ 5.91% |
$190K - $228K
|
122K
$2.35M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
6.68K+ 0.57% |
$187K - $225K
|
1.18M
$22.7M
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6.5K+ 7.36% |
$182K - $218K
|
94.7K
$1.83M
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
6.11K+ 6.3% |
$171K - $205K
|
103K
$1.99M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.03K+ 272.1% |
$169K - $203K
|
8.24K
$159K
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.83K+ 4.41% |
$163K - $196K
|
138K
$2.66M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.82K+ 9.22% |
$163K - $196K
|
69K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
5.76K+ 5.16% |
$161K - $194K
|
117K
$2.26M
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.61K+ 61.21% |
$157K - $189K
|
14.8K
$285K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.52K+ 1.13% |
$155K - $186K
|
496K
$9.57M
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
5.14K+ 12.5% |
$144K - $173K
|
46.2K
$892K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
5.07K+ 2.34% |
$142K - $170K
|
222K
$4.28M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.88K+ 70.76% |
$137K - $164K
|
11.8K
$227K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.86KNew |
$136K - $163K
|
4.86K
$93.7K
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.62K+ 7.96% |
$129K - $155K
|
62.7K
$1.21M
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.51K+ 15.2% |
$126K - $151K
|
34.2K
$659K
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.43K+ 91.98% |
$124K - $149K
|
9.24K
$178K
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.29K+ 51.27% |
$120K - $144K
|
12.7K
$244K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
4.28K+ 2.03% |
$120K - $144K
|
215K
$4.16M
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.26KNew |
$119K - $143K
|
4.26K
$82.2K
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
4.15K+ 1.02% |
$116K - $140K
|
411K
$7.93M
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.09K+ 3.44% |
$114K - $137K
|
123K
$2.37M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.08K+ 12.47% |
$114K - $137K
|
36.8K
$710K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.03K+ 20.78% |
$113K - $135K
|
23.4K
$452K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.02K+ 1.65% |
$112K - $135K
|
248K
$4.78M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.02K+ 1.65% |
$112K - $135K
|
248K
$4.78M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.96K+ 15.09% |
$111K - $133K
|
30.2K
$583K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
3.94K+ 4.68% |
$110K - $132K
|
88.1K
$1.7M
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.91K+ 10.28% |
$110K - $131K
|
41.9K
$809K
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.7K+ 31.5% |
$104K - $124K
|
15.4K
$298K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 19.05% |
$103K - $123K
|
22.9K
$442K
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.62K+ 5.0% |
$101K - $122K
|
76.2K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.62K+ 0.78% |
$101K - $122K
|
468K
$9.03M
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
3.53K+ 5.7% |
$98.8K - $119K
|
65.4K
$1.26M
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.35K+ 7.28% |
$93.8K - $113K
|
49.3K
$951K
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
3.22K+ 2.53% |
$90.3K - $108K
|
131K
$2.52M
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.14K+ 5.82% |
$87.9K - $106K
|
57.1K
$1.1M
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
3.13K+ 15.8% |
$87.6K - $105K
|
22.9K
$442K
|