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
|
Planned Solutions, Inc.
|
BUY
|
- |
763+ 4.48% |
$28.8K - $31K
|
17.8K
$340K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
762+ 3.74% |
$28.8K - $30.9K
|
21.1K
$405K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
752+ 2.79% |
$28.4K - $30.5K
|
27.7K
$530K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
743+ 2.82% |
$28.1K - $30.2K
|
27.1K
$518K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
729New |
$27.5K - $29.6K
|
729
$14K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
725+ 7.65% |
$27.4K - $29.4K
|
10.2K
$195K
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
716+ 2.22% |
$27K - $29.1K
|
33K
$631K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
707+ 0.39% |
$26.7K - $28.7K
|
180K
$3.45M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
707+ 2.58% |
$26.7K - $28.7K
|
28.1K
$539K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
693New |
$26.2K - $28.1K
|
693
$13.3K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
678New |
$25.6K - $27.5K
|
678
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
648+ 2.61% |
$24.5K - $26.3K
|
25.5K
$487K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
646+ 1.69% |
$24.4K - $26.2K
|
38.8K
$742K
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
635+ 7.86% |
$24K - $25.8K
|
8.71K
$167K
|
|
|
Feb 02, 2022
Q4 2021
|
Gpwm LLC
|
BUY
|
- |
620New |
$23.4K - $25.2K
|
620
$11.9K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
571+ 72.1% |
$21.6K - $23.2K
|
1.36K
$26.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
570New |
$21.5K - $23.1K
|
570
$10.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
554+ 0.86% |
$20.9K - $22.5K
|
64.7K
$1.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
533+ 2.11% |
$20.1K - $21.6K
|
25.8K
$493K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
508+ 2.42% |
$19.2K - $20.6K
|
21.5K
$412K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
500+ 0.63% |
$18.9K - $20.3K
|
79.7K
$1.53M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
474+ 13.82% |
$17.9K - $19.2K
|
3.9K
$74.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
440+ 3.12% |
$16.6K - $17.9K
|
14.6K
$279K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
436+ 1.58% |
$16.5K - $17.7K
|
28.1K
$537K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
430+ 4.61% |
$16.2K - $17.5K
|
9.76K
$187K
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
415+ 1.93% |
$15.7K - $16.8K
|
21.9K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
415+ 3.95% |
$15.7K - $16.8K
|
10.9K
$209K
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
397+ 25.95% |
$15K - $16.1K
|
1.93K
$36.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
381+ 160.08% |
$14.4K - $15.5K
|
619
$11.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
380+ 5.35% |
$14.4K - $15.4K
|
7.48K
$143K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
379+ 0.92% |
$14.3K - $15.4K
|
41.7K
$797K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
373+ 8.02% |
$14.1K - $15.1K
|
5.02K
$96.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
365+ 3.76% |
$13.8K - $14.8K
|
10.1K
$193K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
362+ 75.73% |
$13.7K - $14.7K
|
840
$16.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
358+ 2.91% |
$13.5K - $14.5K
|
12.7K
$242K
|
|
|
Jan 20, 2022
Q4 2021
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
350+ 0.81% |
$13.2K - $14.2K
|
43.5K
$832K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
348+ 3.09% |
$13.1K - $14.1K
|
11.6K
$222K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
345New |
$13K - $14K
|
345
$6.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
340+ 0.39% |
$12.8K - $13.8K
|
88.1K
$1.69M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
325+ 11.55% |
$12.3K - $13.2K
|
3.14K
$60.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
321+ 2.24% |
$12.1K - $13K
|
14.6K
$280K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
318+ 1.91% |
$12K - $12.9K
|
17K
$325K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
317+ 0.86% |
$12K - $12.9K
|
37.1K
$711K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
311+ 1.4% |
$11.7K - $12.6K
|
22.5K
$430K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
300+ 0.07% |
$11.3K - $12.2K
|
452K
$8.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
294+ 5.42% |
$11.1K - $11.9K
|
5.71K
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
288+ 0.81% |
$10.9K - $11.7K
|
36K
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
271+ 0.22% |
$10.2K - $11K
|
126K
$2.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
260+ 0.86% |
$9.82K - $10.6K
|
30.5K
$583K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
250+ 1.98% |
$9.44K - $10.2K
|
12.9K
$247K
|