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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.12KNew |
$143K - $173K
|
5.12K
$101K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.06K+ 2.18% |
$142K - $171K
|
237K
$4.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.97K+ 57.55% |
$139K - $168K
|
13.6K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.95KNew |
$138K - $168K
|
4.95K
$97.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4.87K+ 1.91% |
$136K - $165K
|
260K
$5.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.79K+ 4.94% |
$134K - $162K
|
102K
$2.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4.77K+ 567.54% |
$134K - $162K
|
5.61K
$111K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.53K+ 49.54% |
$127K - $153K
|
13.7K
$270K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.52K+ 1.2% |
$127K - $153K
|
381K
$7.53M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.42KNew |
$124K - $150K
|
4.42K
$87.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.32K+ 2.28% |
$121K - $146K
|
193K
$3.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.3K+ 4.29% |
$120K - $146K
|
104K
$2.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
4.28K+ 4.15% |
$120K - $145K
|
107K
$2.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.26K+ 2.29% |
$119K - $144K
|
191K
$3.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
4.24K+ 21.34% |
$119K - $144K
|
24.1K
$477K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.2KNew |
$118K - $142K
|
4.2K
$83.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.12KNew |
$115K - $139K
|
4.12K
$81.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.1KNew |
$115K - $139K
|
4.1K
$81K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.02K+ 5.0% |
$112K - $136K
|
84.4K
$1.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4K+ 11.72% |
$112K - $136K
|
38.2K
$755K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.98KNew |
$111K - $135K
|
3.98K
$78.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.93K+ 13.02% |
$110K - $133K
|
34.1K
$675K
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
3.89K+ 11.01% |
$109K - $132K
|
39.2K
$776K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.88KNew |
$109K - $131K
|
3.88K
$76.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.86K+ 0.6% |
$108K - $131K
|
647K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.84K+ 3.27% |
$108K - $130K
|
121K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.75K+ 5.44% |
$105K - $127K
|
72.7K
$1.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
3.64K+ 1.14% |
$102K - $123K
|
324K
$6.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
3.62K+ 5.77% |
$101K - $123K
|
66.4K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.61K+ 18.67% |
$101K - $122K
|
22.9K
$454K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.6KNew |
$101K - $122K
|
3.6K
$71.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.59KNew |
$100K - $121K
|
3.59K
$71K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.55KNew |
$99.4K - $120K
|
3.55K
$70.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.53K+ 1.4% |
$98.9K - $120K
|
256K
$5.07M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.51K+ 4.55% |
$98.1K - $119K
|
80.5K
$1.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.49K+ 2.09% |
$97.8K - $118K
|
170K
$3.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.46K+ 8.76% |
$97K - $117K
|
43K
$851K
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.45K+ 1.39% |
$96.6K - $117K
|
251K
$4.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
3.35K+ 10.62% |
$93.7K - $113K
|
34.8K
$690K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.34K+ 47.22% |
$93.5K - $113K
|
10.4K
$206K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.29K+ 12.29% |
$92.1K - $111K
|
30.1K
$595K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.22K+ 5.14% |
$90.1K - $109K
|
65.9K
$1.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.19K+ 12.21% |
$89.3K - $108K
|
29.3K
$580K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.13K+ 7.42% |
$87.6K - $106K
|
45.3K
$896K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.11K+ 31.8% |
$87.1K - $105K
|
12.9K
$255K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.07K+ 10.64% |
$86K - $104K
|
31.9K
$632K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.07K+ 15.57% |
$86K - $104K
|
22.8K
$451K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.05K+ 22.05% |
$85.3K - $103K
|
16.9K
$334K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
3.02K+ 1.43% |
$84.7K - $102K
|
215K
$4.26M
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.99K+ 10.23% |
$83.7K - $101K
|
32.2K
$637K
|