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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.03K+ 1.96% |
$228K - $245K
|
314K
$6.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.93KNew |
$224K - $241K
|
5.93K
$114K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.76KNew |
$217K - $234K
|
5.76K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.74KNew |
$217K - $233K
|
5.74K
$111K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
5.72KNew |
$216K - $232K
|
5.72K
$110K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.72K+ 8.43% |
$216K - $232K
|
73.6K
$1.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.69KNew |
$215K - $231K
|
5.69K
$110K
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.58KNew |
$211K - $226K
|
5.58K
$108K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
5.57KNew |
$210K - $226K
|
5.57K
$107K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.39K+ 8.34% |
$204K - $219K
|
70K
$1.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5.37KNew |
$203K - $218K
|
5.37K
$104K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.35K+ 3.99% |
$202K - $217K
|
139K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.3KNew |
$200K - $215K
|
5.3K
$102K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.26KNew |
$199K - $214K
|
5.26K
$101K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.25K+ 16.34% |
$198K - $213K
|
37.4K
$721K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
5.24KNew |
$198K - $213K
|
5.24K
$101K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
5.24K+ 2.46% |
$198K - $213K
|
218K
$4.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.23K+ 32.99% |
$198K - $212K
|
21.1K
$407K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
5.22KNew |
$197K - $212K
|
5.22K
$101K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.21K+ 6.14% |
$197K - $211K
|
90.1K
$1.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.19K+ 5.42% |
$196K - $211K
|
101K
$1.95M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
5.18KNew |
$196K - $210K
|
5.18K
$100K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
5.15KNew |
$194K - $209K
|
5.15K
$99.3K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.08K+ 5.83% |
$192K - $206K
|
92.1K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5K+ 4.84% |
$189K - $203K
|
108K
$2.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
4.88K+ 7.55% |
$184K - $198K
|
69.6K
$1.34M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.88K+ 2.59% |
$184K - $198K
|
193K
$3.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
4.84K+ 8.66% |
$183K - $197K
|
60.7K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
4.83K+ 1.65% |
$182K - $196K
|
298K
$5.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.69K+ 12.47% |
$177K - $190K
|
42.3K
$816K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$171K - $184K
|
4.52K
$87.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.46K+ 5.37% |
$168K - $181K
|
87.4K
$1.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
4.19K+ 23.27% |
$158K - $170K
|
22.2K
$428K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
4.14K+ 12.72% |
$156K - $168K
|
36.7K
$708K
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
4.11K+ 1.98% |
$155K - $167K
|
212K
$4.08M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.05K+ 28.73% |
$153K - $165K
|
18.2K
$350K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4.05KNew |
$153K - $164K
|
4.05K
$78.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
4.03K+ 1.5% |
$152K - $163K
|
272K
$5.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.94K+ 0.72% |
$149K - $160K
|
548K
$10.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.94KNew |
$149K - $160K
|
3.94K
$75.9K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.88K+ 1.56% |
$147K - $158K
|
252K
$4.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.88K+ 1.56% |
$147K - $158K
|
252K
$4.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
3.88K+ 4.12% |
$146K - $157K
|
98.1K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.88K+ 8.21% |
$146K - $157K
|
51.1K
$985K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.85K+ 4.79% |
$145K - $156K
|
84.2K
$1.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.83K+ 5.87% |
$145K - $156K
|
69.2K
$1.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.69K+ 2.84% |
$139K - $150K
|
134K
$2.58M
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.63K+ 1.47% |
$137K - $147K
|
251K
$4.84M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 1.5% |
$135K - $145K
|
242K
$4.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.47K+ 11.6% |
$131K - $141K
|
33.4K
$644K
|