Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.04M+ 9.87% |
$266M - $286M
|
78.3M
$1.5B
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.82M+ 9.77% |
$258M - $277M
|
76.7M
$1.47B
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.05M+ 10.49% |
$153M - $165M
|
42.7M
$817M
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.36M+ 5.89% |
$127M - $136M
|
60.4M
$1.16B
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.59M+ 531.58% |
$97.9M - $105M
|
3.08M
$59M
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.27M+ 8.27% |
$85.7M - $92.1M
|
29.7M
$569M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.26M+ 34.56% |
$85.4M - $91.8M
|
8.81M
$169M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.24M+ 30.42% |
$84.6M - $90.9M
|
9.6M
$184M
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.07M+ 3.42% |
$78M - $83.9M
|
62.6M
$1.2B
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.14MNew |
$43.1M - $46.3M
|
1.14M
$21.8M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.01M+ 10.41% |
$38.1M - $41M
|
10.7M
$205M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
947KNew |
$35.8M - $38.5M
|
947K
$18.1M
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
919KNew |
$34.7M - $37.3M
|
919K
$17.6M
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
850KNew |
$32.1M - $34.5M
|
850K
$16.3M
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
653KNew |
$24.7M - $26.5M
|
653K
$12.5M
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
627K+ 6.58% |
$23.7M - $25.5M
|
10.2M
$194M
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
538K+ 6.1% |
$20.3M - $21.8M
|
9.35M
$179M
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
474KNew |
$17.9M - $19.2M
|
474K
$9.07M
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
470KNew |
$17.8M - $19.1M
|
470K
$9M
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
381KNew |
$14.4M - $15.5M
|
381K
$7.28M
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
377KNew |
$14.2M - $15.3M
|
377K
$7.22M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
363K+ 9.85% |
$13.7M - $14.7M
|
4.04M
$77.4M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
357K+ 70.82% |
$13.5M - $14.5M
|
862K
$16.5M
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
346KNew |
$13.1M - $14M
|
346K
$6.62M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
344KNew |
$13M - $14M
|
344K
$6.59M
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
340KNew |
$12.8M - $13.8M
|
340K
$6.5M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
292K+ 567.85% |
$11M - $11.9M
|
343K
$6.57M
|
|
Apr 28, 2022
Q4 2021
|
Libra Wealth LLC
|
BUY
|
- |
282KNew |
$10.7M - $11.5M
|
282K
$5.41M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
249K+ 26.75% |
$9.41M - $10.1M
|
1.18M
$22.6M
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
237KNew |
$8.96M - $9.63M
|
237K
$4.54M
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
236K+ 13.19% |
$8.93M - $9.6M
|
2.03M
$38.8M
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
206KNew |
$7.78M - $8.37M
|
206K
$3.95M
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
205K+ 6.61% |
$7.75M - $8.34M
|
3.31M
$63.3M
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
205KNew |
$7.74M - $8.32M
|
205K
$3.92M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
187K+ 5.66% |
$7.06M - $7.59M
|
3.49M
$66.8M
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
161KNew |
$6.1M - $6.55M
|
161K
$3.09M
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
160K+ 48.43% |
$6.03M - $6.49M
|
490K
$9.37M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
154K+ 62.72% |
$5.84M - $6.27M
|
401K
$7.67M
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
144K+ 8.94% |
$5.45M - $5.86M
|
1.76M
$33.7M
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
144KNew |
$5.45M - $5.86M
|
144K
$2.76M
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
144KNew |
$5.43M - $5.83M
|
144K
$2.75M
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
136KNew |
$5.13M - $5.51M
|
136K
$2.6M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
133K+ 4.83% |
$5.04M - $5.42M
|
2.89M
$55.4M
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
132K+ 247.35% |
$4.99M - $5.37M
|
186K
$3.55M
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
124KNew |
$4.69M - $5.04M
|
124K
$2.38M
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
123KNew |
$4.63M - $4.97M
|
123K
$2.35M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 17.29% |
$4.6M - $4.95M
|
827K
$15.8M
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
120KNew |
$4.54M - $4.88M
|
120K
$2.3M
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
116K+ 6.72% |
$4.37M - $4.69M
|
1.83M
$35.1M
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
112K+ 4.45% |
$4.22M - $4.53M
|
2.62M
$50.1M
|