Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-21.9K- 3.23% |
$739K - $866K
|
658K
$13M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.7K- 2.87% |
$799K - $937K
|
803K
$15.9M
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-24.1K- 6.83% |
$811K - $951K
|
329K
$6.5M
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-25.1K- 39.28% |
$845K - $990K
|
38.8K
$767K
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-26.3K- 82.35% |
$884K - $1.04M
|
5.63K
$111K
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-26.6KClosed |
$895K - $1.05M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-26.6K- 20.44% |
$896K - $1.05M
|
104K
$2.05M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-26.9K- 2.28% |
$906K - $1.06M
|
1.15M
$22.8M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-28.4K- 46.29% |
$955K - $1.12M
|
32.9K
$651K
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
SELL
|
- |
-28.5K- 8.41% |
$959K - $1.12M
|
310K
$6.13M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-29K- 10.94% |
$977K - $1.15M
|
236K
$4.67M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-29.3K- 60.72% |
$985K - $1.15M
|
18.9K
$374K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.7K- 7.65% |
$1.07M - $1.25M
|
383K
$7.58M
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-32.4K- 8.06% |
$1.09M - $1.28M
|
370K
$7.32M
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
SELL
|
- |
-35.9K- 26.99% |
$1.21M - $1.42M
|
97.1K
$1.92M
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-36.2K- 51.81% |
$1.22M - $1.43M
|
33.7K
$667K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-36.9K- 51.89% |
$1.24M - $1.46M
|
34.2K
$677K
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-37.4KClosed |
$1.26M - $1.47M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-37.4K- 7.28% |
$1.26M - $1.47M
|
476K
$9.42M
|
|
May 16, 2022
Q1 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-37.7KClosed |
$1.27M - $1.49M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Matrix Trust CO
|
SELL
|
- |
-40.5K- 2.06% |
$1.36M - $1.6M
|
1.93M
$38.1M
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-45.1K- 11.84% |
$1.52M - $1.78M
|
336K
$6.64M
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-48.5K- 23.84% |
$1.63M - $1.91M
|
155K
$3.07M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48.8K- 20.89% |
$1.64M - $1.93M
|
185K
$3.66M
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-51.6K- 33.02% |
$1.74M - $2.04M
|
105K
$2.07M
|
|
Apr 22, 2022
Q1 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-53KClosed |
$1.78M - $2.09M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-56K- 14.27% |
$1.89M - $2.21M
|
337K
$6.66M
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-56.7K- 3.71% |
$1.91M - $2.24M
|
1.47M
$29.1M
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-63.2K- 40.89% |
$2.13M - $2.5M
|
91.4K
$1.81M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-64.4K- 67.34% |
$2.17M - $2.54M
|
31.2K
$618K
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-64.7K- 60.81% |
$2.18M - $2.55M
|
41.7K
$825K
|
|
May 16, 2022
Q1 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-68.5KClosed |
$2.31M - $2.7M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-68.7K- 39.63% |
$2.31M - $2.71M
|
105K
$2.07M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-77.8K- 52.18% |
$2.62M - $3.07M
|
71.3K
$1.41M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-86K- 2.62% |
$2.9M - $3.39M
|
3.2M
$63.3M
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-93.8K- 37.74% |
$3.16M - $3.7M
|
155K
$3.06M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-98.1KClosed |
$3.3M - $3.87M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-112K- 79.81% |
$3.77M - $4.42M
|
28.3K
$561K
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-113K- 6.42% |
$3.8M - $4.46M
|
1.65M
$32.6M
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-125KClosed |
$4.22M - $4.95M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-132K- 14.29% |
$4.43M - $5.19M
|
789K
$15.6M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-143K- 70.82% |
$4.82M - $5.65M
|
59K
$1.17M
|
|
May 02, 2022
Q1 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-145K- 48.63% |
$4.88M - $5.72M
|
153K
$3.03M
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-164K- 92.72% |
$5.52M - $6.47M
|
12.9K
$255K
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-168K- 25.31% |
$5.66M - $6.64M
|
496K
$9.82M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-173K- 0.23% |
$5.82M - $6.82M
|
76.5M
$1.51B
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-184KClosed |
$6.19M - $7.25M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-218K- 1.24% |
$7.35M - $8.62M
|
17.4M
$344M
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-227K- 47.91% |
$7.64M - $8.96M
|
247K
$4.88M
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-251KClosed |
$8.45M - $9.91M
|
0
$0
|