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 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
27.6K+ 67.29% |
$773K - $935K
|
68.6K
$1.29M
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
27.2K+ 26.4% |
$761K - $920K
|
130K
$2.45M
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
27.1K+ 96.55% |
$760K - $919K
|
55.3K
$1.04M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27.1K+ 5.71% |
$758K - $917K
|
501K
$9.43M
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
26.7K+ 216.78% |
$747K - $903K
|
39K
$733K
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
26.7K+ 21.67% |
$747K - $903K
|
150K
$2.82M
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
25.9K+ 4.8% |
$726K - $878K
|
566K
$10.6M
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
25.8K+ 20.89% |
$724K - $875K
|
150K
$2.81M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.8K+ 18.51% |
$721K - $872K
|
165K
$3.1M
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
25.7KNew |
$719K - $870K
|
25.7K
$483K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24.7K+ 106.95% |
$693K - $838K
|
47.9K
$900K
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
24.2KNew |
$678K - $820K
|
24.2K
$456K
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.1K+ 68.75% |
$675K - $816K
|
59.2K
$1.11M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23.9K+ 4.72% |
$669K - $809K
|
530K
$9.96M
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
23.3K+ 5.71% |
$653K - $789K
|
431K
$8.11M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23.1K+ 1.7% |
$646K - $781K
|
1.38M
$26M
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
22.7KNew |
$637K - $770K
|
22.7K
$428K
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
22.7KNew |
$636K - $769K
|
22.7K
$427K
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
21.7KNew |
$608K - $735K
|
21.7K
$408K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
21.6K+ 2.18% |
$605K - $732K
|
1.01M
$19M
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
21.3KNew |
$596K - $721K
|
21.3K
$400K
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
20.8K+ 3.62% |
$581K - $703K
|
594K
$11.2M
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20.4K+ 3.37% |
$572K - $692K
|
627K
$11.8M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.3K+ 29.7% |
$568K - $687K
|
88.6K
$1.67M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20KNew |
$561K - $678K
|
20K
$377K
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
19.9K+ 10.32% |
$556K - $672K
|
212K
$3.99M
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
19K+ 11.68% |
$532K - $644K
|
182K
$3.42M
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.6K+ 32.8% |
$520K - $629K
|
75.2K
$1.42M
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
18.4K+ 5.34% |
$515K - $623K
|
363K
$6.83M
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
18.1KNew |
$507K - $613K
|
18.1K
$341K
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
18.1KNew |
$507K - $613K
|
18.1K
$340K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17.8KNew |
$499K - $603K
|
17.8K
$335K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
17.4K+ 9.19% |
$488K - $590K
|
207K
$3.89M
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
17.3K+ 8.68% |
$484K - $586K
|
217K
$4.08M
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
17.2K+ 133.39% |
$482K - $583K
|
30.1K
$566K
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
17.1KNew |
$479K - $579K
|
17.1K
$322K
|
|
Feb 02, 2023
Q4 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
17K+ 1.65% |
$477K - $577K
|
1.05M
$19.7M
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
17K+ 6.23% |
$476K - $576K
|
290K
$5.46M
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
17K+ 14.78% |
$476K - $576K
|
132K
$2.49M
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
16.8KNew |
$472K - $571K
|
16.8K
$317K
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
16.8KNew |
$470K - $569K
|
16.8K
$316K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
16.4K+ 12.48% |
$460K - $556K
|
148K
$2.78M
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
15.9K+ 14.9% |
$445K - $538K
|
122K
$2.3M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15.6KNew |
$437K - $528K
|
15.6K
$293K
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.5KNew |
$434K - $525K
|
15.5K
$291K
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 17.22% |
$431K - $521K
|
105K
$1.97M
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
15.2K+ 49.16% |
$427K - $516K
|
46.2K
$870K
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
14.7K+ 91.93% |
$411K - $498K
|
30.7K
$577K
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
14.7K+ 0.79% |
$411K - $497K
|
1.87M
$35.1M
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
BUY
|
- |
14.6K+ 8.33% |
$407K - $493K
|
189K
$3.56M
|