Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
32.2KNew |
$903K - $1.08M
|
32.2K
$634K
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
31KNew |
$868K - $1.04M
|
31K
$610K
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
31K+ 442.08% |
$867K - $1.04M
|
38K
$747K
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
29.9K+ 18.44% |
$839K - $1.01M
|
192K
$3.78M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
29.4K+ 73.3% |
$824K - $989K
|
69.6K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
28.5K+ 10.7% |
$797K - $957K
|
294K
$5.79M
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
28.3K+ 5.61% |
$793K - $952K
|
533K
$10.5M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
28.2KNew |
$790K - $947K
|
28.2K
$554K
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
27.3K+ 36.39% |
$765K - $917K
|
102K
$2.01M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27.3K+ 30968.18% |
$763K - $916K
|
27.3K
$538K
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
27.1K+ 5.94% |
$758K - $910K
|
483K
$9.5M
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
27K+ 10.95% |
$755K - $906K
|
273K
$5.37M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26.8K+ 7.96% |
$750K - $901K
|
363K
$7.15M
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26.6K+ 23.44% |
$745K - $894K
|
140K
$2.75M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
26.5K+ 5.52% |
$741K - $889K
|
506K
$9.95M
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
26.4K+ 17.05% |
$740K - $888K
|
181K
$3.57M
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25.8K+ 13.42% |
$721K - $866K
|
218K
$4.28M
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
25.3K+ 4.27% |
$708K - $850K
|
617K
$12.1M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.1K+ 35.63% |
$703K - $843K
|
95.5K
$1.88M
|
|
Nov 01, 2022
Q3 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
24K+ 2.38% |
$671K - $805K
|
1.03M
$20.3M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
23KNew |
$645K - $773K
|
23K
$453K
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
22.8K+ 17.09% |
$638K - $765K
|
156K
$3.07M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
22K+ 17.75% |
$615K - $739K
|
146K
$2.87M
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
21.9K+ 12.35% |
$614K - $736K
|
199K
$3.92M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 20.8% |
$605K - $726K
|
125K
$2.47M
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
19.9K+ 168.14% |
$558K - $669K
|
31.7K
$624K
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
19K+ 50.99% |
$532K - $639K
|
56.3K
$1.11M
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
18.6KNew |
$522K - $626K
|
18.6K
$366K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18.6KNew |
$520K - $624K
|
18.6K
$365K
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
18.2K+ 85.57% |
$511K - $613K
|
39.5K
$778K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
17.8K+ 7.58% |
$499K - $598K
|
253K
$4.97M
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
17.5K+ 2.07% |
$492K - $590K
|
867K
$17.1M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.3K+ 89.04% |
$484K - $581K
|
36.7K
$722K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.8KNew |
$470K - $564K
|
16.8K
$330K
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
16.2K+ 28.37% |
$453K - $544K
|
73.2K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
16.2K+ 14.76% |
$453K - $544K
|
126K
$2.47M
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
15.8K+ 17.51% |
$443K - $532K
|
106K
$2.09M
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.7K+ 2.65% |
$439K - $527K
|
607K
$11.9M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
15.1KNew |
$424K - $508K
|
15.1K
$298K
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
15K+ 57.66% |
$420K - $504K
|
41K
$807K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15K+ 28.1% |
$420K - $504K
|
68.3K
$1.34M
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
14.6K+ 6.13% |
$408K - $490K
|
252K
$4.97M
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
14.5K+ 29.11% |
$406K - $488K
|
64.3K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
14.4K+ 3.24% |
$405K - $485K
|
461K
$9.06M
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
14.4K+ 3.24% |
$405K - $485K
|
461K
$9.06M
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
BUY
|
- |
14.4K+ 48.17% |
$404K - $485K
|
44.4K
$873K
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
14.4K+ 10.12% |
$403K - $484K
|
157K
$3.08M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
14.3K+ 139.62% |
$399K - $479K
|
24.5K
$481K
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13.8KNew |
$385K - $462K
|
13.8K
$271K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13.6K+ 56.26% |
$380K - $456K
|
37.7K
$742K
|