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 |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-124K- 38.99% |
$3.47M - $4.2M
|
194K
$3.84M
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-135K- 6.74% |
$3.78M - $4.57M
|
1.87M
$36.9M
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-144K- 7.6% |
$4.02M - $4.87M
|
1.75M
$34.6M
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-147K- 93.19% |
$4.12M - $4.98M
|
10.8K
$213K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-159K- 4.89% |
$4.47M - $5.4M
|
3.1M
$61.4M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-176K- 16.68% |
$4.93M - $5.97M
|
880K
$17.4M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-181K- 65.95% |
$5.08M - $6.14M
|
93.7K
$1.85M
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-182K- 56.11% |
$5.08M - $6.15M
|
142K
$2.81M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-195K- 34.22% |
$5.46M - $6.6M
|
375K
$7.41M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-244K- 8.59% |
$6.82M - $8.25M
|
2.59M
$51.3M
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-258K- 95.36% |
$7.23M - $8.75M
|
12.6K
$249K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-271K- 1.88% |
$7.58M - $9.17M
|
14.1M
$279M
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-285K- 4.12% |
$7.99M - $9.67M
|
6.64M
$131M
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-306K- 30.3% |
$8.56M - $10.4M
|
703K
$13.9M
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-315K- 96.69% |
$8.83M - $10.7M
|
10.8K
$213K
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-355K- 75.79% |
$9.93M - $12M
|
113K
$2.24M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-358K- 46.55% |
$10M - $12.1M
|
411K
$8.13M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-373K- 16.89% |
$10.4M - $12.6M
|
1.83M
$36.3M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-504K- 10.62% |
$14.1M - $17.1M
|
4.24M
$83.9M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-598K- 1.38% |
$16.7M - $20.3M
|
42.7M
$846M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-667K- 1.9% |
$18.7M - $22.6M
|
34.4M
$681M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-740K- 4.32% |
$20.7M - $25.1M
|
16.4M
$324M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-824K- 85.54% |
$23.1M - $27.9M
|
139K
$2.76M
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-915K- 29.22% |
$25.6M - $31M
|
2.22M
$43.9M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-976K- 9.09% |
$27.3M - $33M
|
9.75M
$193M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-988K- 83.96% |
$27.7M - $33.5M
|
189K
$3.74M
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.24M- 98.4% |
$34.6M - $41.9M
|
20.1K
$399K
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-10.4M- 49.8% |
$290M - $351M
|
10.5M
$207M
|