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 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
549+ 12.66% |
$15.4K - $18.5K
|
4.88K
$94.2K
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
548+ 1.23% |
$15.3K - $18.4K
|
45.3K
$873K
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
540+ 7.65% |
$15.1K - $18.1K
|
7.6K
$147K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
538+ 4.41% |
$15.1K - $18.1K
|
12.7K
$246K
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
528+ 2.14% |
$14.8K - $17.7K
|
25.3K
$487K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
497+ 19.56% |
$13.9K - $16.7K
|
3.04K
$58.6K
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
469+ 2.08% |
$13.1K - $15.8K
|
23K
$444K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
452+ 4.57% |
$12.7K - $15.2K
|
10.3K
$199K
|
|
Oct 14, 2022
Q3 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
449+ 1.79% |
$12.6K - $15.1K
|
25.5K
$492K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
446+ 6.48% |
$12.5K - $15K
|
7.33K
$141K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
432+ 1.18% |
$12.1K - $14.5K
|
37.1K
$716K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
411+ 17.07% |
$11.5K - $13.8K
|
2.82K
$54.4K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
393New |
$11K - $13.2K
|
393
$7.58K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
386New |
$10.8K - $13K
|
386
$7.45K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
381+ 1.41% |
$10.7K - $12.8K
|
27.4K
$528K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
377+ 8.35% |
$10.6K - $12.7K
|
4.89K
$94.3K
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
371+ 0.62% |
$10.4K - $12.5K
|
60.4K
$1.17M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
354+ 0.71% |
$9.92K - $11.9K
|
50.1K
$965K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
324+ 48.5% |
$9.08K - $10.9K
|
992
$19.1K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
301+ 1.18% |
$8.43K - $10.1K
|
25.8K
$498K
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
293+ 2.72% |
$8.21K - $9.85K
|
11.1K
$214K
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
283+ 1.63% |
$7.93K - $9.51K
|
17.7K
$341K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
279+ 3.67% |
$7.81K - $9.38K
|
7.89K
$152K
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
277+ 1.75% |
$7.76K - $9.31K
|
16.1K
$311K
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
270New |
$7.56K - $9.07K
|
270
$5.21K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
252+ 4.27% |
$7.06K - $8.47K
|
6.15K
$119K
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
221+ 0.3% |
$6.19K - $7.43K
|
74.9K
$1.45M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
213+ 0.56% |
$5.97K - $7.16K
|
38.5K
$743K
|
|
Nov 14, 2022
Q3 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
211+ 5.46% |
$5.91K - $7.09K
|
4.07K
$78.5K
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
210+ 2.76% |
$5.88K - $7.06K
|
7.83K
$151K
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
206+ 2.93% |
$5.77K - $6.92K
|
7.23K
$139K
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
185+ 0.59% |
$5.18K - $6.22K
|
31.5K
$607K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
176New |
$4.93K - $5.92K
|
176
$3.4K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
170+ 0.11% |
$4.76K - $5.71K
|
155K
$2.99M
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
164+ 0.71% |
$4.59K - $5.51K
|
23.4K
$451K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
160+ 2.17% |
$4.48K - $5.38K
|
7.52K
$145K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
141New |
$3.95K - $4.74K
|
141
$2.72K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
136New |
$3.81K - $4.57K
|
136
$2.62K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
135New |
$3.78K - $4.54K
|
135
$2.6K
|
|
Oct 27, 2022
Q3 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
131+ 1.24% |
$3.67K - $4.4K
|
10.7K
$207K
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
130+ 1.8% |
$3.64K - $4.37K
|
7.34K
$142K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
118+ 1.89% |
$3.31K - $3.97K
|
6.37K
$123K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
102New |
$2.86K - $3.43K
|
102
$1.97K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
98+ 89.91% |
$2.74K - $3.29K
|
207
$3.99K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
92+ 0.64% |
$2.58K - $3.09K
|
14.5K
$279K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
83+ 3.02% |
$2.32K - $2.79K
|
2.83K
$54.6K
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
82+ 256.25% |
$2.3K - $2.76K
|
114
$2.2K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
67+ 0.25% |
$1.88K - $2.25K
|
26.5K
$512K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
60+ 0.41% |
$1.68K - $2.02K
|
14.7K
$283K
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
56+ 0.05% |
$1.57K - $1.88K
|
124K
$2.39M
|