Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
122+ 0.81% |
$3.42K - $4.13K
|
15.3K
$295K
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
116+ 0.84% |
$3.25K - $3.93K
|
13.9K
$268K
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
114+ 0.08% |
$3.19K - $3.86K
|
146K
$2.83M
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
113New |
$3.16K - $3.83K
|
113
$2.19K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
107+ 0.21% |
$3K - $3.62K
|
51K
$986K
|
|
Feb 09, 2023
Q4 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
107+ 2.63% |
$3K - $3.62K
|
4.18K
$80.8K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
97+ 9.72% |
$2.72K - $3.29K
|
1.1K
$21.2K
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
90+ 0.75% |
$2.52K - $3.05K
|
12.1K
$234K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
88+ 0.05% |
$2.46K - $2.98K
|
177K
$3.41M
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
87New |
$2.44K - $2.95K
|
87
$1.68K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
87+ 3.09% |
$2.44K - $2.95K
|
2.91K
$56.2K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
83+ 100.0% |
$2.32K - $2.81K
|
166
$3.21K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
79New |
$2.21K - $2.68K
|
79
$1.53K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
77+ 770.0% |
$2.16K - $2.61K
|
87
$1.68K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
75+ 32.75% |
$2.1K - $2.54K
|
304
$5.88K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
74+ 8.73% |
$2.07K - $2.51K
|
922
$17.8K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
65+ 0.53% |
$1.82K - $2.2K
|
12.4K
$240K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
59+ 0.84% |
$1.65K - $2K
|
7.06K
$137K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
56New |
$1.57K - $1.9K
|
56
$1.08K
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
55+ 0.56% |
$1.54K - $1.86K
|
9.91K
$192K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
51+ 1.86% |
$1.43K - $1.73K
|
2.79K
$54K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46+ 0.71% |
$1.29K - $1.56K
|
6.56K
$127K
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
46+ 0.32% |
$1.29K - $1.56K
|
14.5K
$281K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
46New |
$1.29K - $1.56K
|
46
$890
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
44+ 4400.0% |
$1.23K - $1.49K
|
45
$870
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
38+ 0.4% |
$1.06K - $1.29K
|
9.66K
$187K
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
38+ 0.49% |
$1.06K - $1.29K
|
7.87K
$152K
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
37+ 0.14% |
$1.04K - $1.25K
|
27.4K
$530K
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
34+ 0.35% |
$952 - $1.15K
|
9.8K
$190K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
31New |
$868 - $1.05K
|
31
$600
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 1.87% |
$868 - $1.05K
|
1.69K
$32.6K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30New |
$840 - $1.02K
|
30
$580
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$840 - $1.02K
|
30
$580
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
29+ 0.41% |
$812 - $982
|
7.11K
$137K
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
20+ 0.14% |
$560 - $677
|
14.4K
$278K
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
20+ 3.87% |
$560 - $677
|
537
$10.4K
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
20+ 0.09% |
$560 - $677
|
21.8K
$421K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
15New |
$420 - $508
|
15
$290
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$364 - $440
|
13
$251
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
12+ 1.49% |
$336 - $406
|
815
$15.8K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12New |
$336 - $406
|
12
$232
|
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
11+ 0.09% |
$308 - $373
|
11.6K
$225K
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
10+ 0.01% |
$280 - $339
|
77.1K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$196 - $237
|
15.6K
$301K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7New |
$196 - $237
|
7
$135
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6+ 1.72% |
$168 - $203
|
355
$6.87K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
6+ 2.02% |
$168 - $203
|
303
$5.86K
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
4+ 0.34% |
$112 - $135
|
1.2K
$23.2K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 2.9% |
$112 - $135
|
142
$2.75K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 2.22% |
$84 - $102
|
138
$2.67K
|