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 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.99K- 48.28% |
$252K - $305K
|
9.63K
$187K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.14K- 25.8% |
$256K - $310K
|
26.3K
$511K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-9.27K- 30.07% |
$260K - $314K
|
21.6K
$419K
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-10.1K- 14.63% |
$282K - $341K
|
58.7K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10.5K- 30.99% |
$294K - $356K
|
23.4K
$455K
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-10.5K- 2.95% |
$295K - $356K
|
346K
$6.74M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-10.7K- 34.86% |
$301K - $364K
|
20.1K
$390K
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-11K- 11.28% |
$308K - $373K
|
86.6K
$1.68M
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-11.2K- 6.84% |
$313K - $379K
|
152K
$2.96M
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-11.6K- 19.97% |
$323K - $391K
|
46.3K
$900K
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-11.6K- 17.33% |
$325K - $393K
|
55.3K
$1.08M
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-12K- 19.02% |
$335K - $405K
|
51K
$991K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.3K- 2.2% |
$344K - $416K
|
546K
$10.6M
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-12.3K- 4.27% |
$344K - $416K
|
275K
$5.36M
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-12.3K- 1.22% |
$345K - $418K
|
995K
$19.4M
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-12.7K- 17.4% |
$357K - $431K
|
60.5K
$1.18M
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-12.9K- 6.03% |
$363K - $439K
|
202K
$3.92M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-13.4K- 45.76% |
$376K - $455K
|
15.9K
$310K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.5K- 5.49% |
$379K - $458K
|
233K
$4.53M
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-14.2K- 2.84% |
$398K - $481K
|
485K
$9.44M
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-14.2K- 4.71% |
$398K - $481K
|
288K
$5.6M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-14.9K- 5.65% |
$416K - $503K
|
248K
$4.82M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15K- 12.17% |
$419K - $507K
|
108K
$2.1M
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-15.1K- 21.86% |
$423K - $511K
|
53.9K
$1.05M
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15.4K- 7.43% |
$430K - $520K
|
191K
$3.72M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15.5K- 12.89% |
$433K - $524K
|
105K
$2.03M
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-15.5K- 11.06% |
$434K - $524K
|
125K
$2.42M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15.5K- 6.22% |
$435K - $526K
|
234K
$4.56M
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-15.6K- 4.2% |
$436K - $528K
|
355K
$6.91M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-15.8K- 1.11% |
$441K - $534K
|
1.4M
$27.2M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.3K- 26.52% |
$457K - $553K
|
45.2K
$880K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.7K- 7.35% |
$466K - $564K
|
210K
$4.08M
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-17.3K- 10.35% |
$484K - $586K
|
150K
$2.91M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.4K- 0.37% |
$486K - $588K
|
4.69M
$91.3M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-18.2K- 3.92% |
$510K - $617K
|
447K
$8.69M
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-18.4K- 2.98% |
$515K - $623K
|
599K
$11.7M
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-18.5K- 4.64% |
$518K - $626K
|
380K
$7.4M
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-20.2K- 29.15% |
$564K - $683K
|
49K
$953K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.3K- 5.38% |
$568K - $687K
|
357K
$6.94M
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-21.1K- 17.48% |
$591K - $715K
|
99.7K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-21.4K- 5.9% |
$600K - $725K
|
342K
$6.65M
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-21.5K- 26.62% |
$602K - $729K
|
59.3K
$1.15M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-21.7K- 73.94% |
$609K - $736K
|
7.66K
$149K
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-23.4K- 12.88% |
$654K - $791K
|
158K
$3.07M
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-23.5K- 4.35% |
$659K - $798K
|
518K
$10.1M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-23.9K- 50.0% |
$670K - $811K
|
23.9K
$465K
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-24.2K- 7.83% |
$676K - $818K
|
284K
$5.53M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-24.6K- 4.57% |
$689K - $833K
|
513K
$9.98M
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-25.4K- 10.29% |
$712K - $862K
|
222K
$4.31M
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-27K- 23.86% |
$756K - $914K
|
86.1K
$1.68M
|