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 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
54.3K+ 114.63% |
$1.52M - $1.84M
|
102K
$1.98M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
53.6K+ 10.53% |
$1.5M - $1.82M
|
562K
$10.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
52.1K+ 4.5% |
$1.46M - $1.76M
|
1.21M
$23.5M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
49.6KNew |
$1.39M - $1.68M
|
49.6K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
48.2K+ 27.49% |
$1.35M - $1.63M
|
223K
$4.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47.8K+ 126.77% |
$1.34M - $1.62M
|
85.5K
$1.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
47.7K+ 9.38% |
$1.34M - $1.62M
|
556K
$10.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
44.2K+ 120.42% |
$1.24M - $1.5M
|
80.9K
$1.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
42.5K+ 82.93% |
$1.19M - $1.44M
|
93.8K
$1.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
42.5K+ 177.47% |
$1.19M - $1.44M
|
66.5K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
42.4K+ 7.09% |
$1.19M - $1.43M
|
640K
$12.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
41.9K+ 351.14% |
$1.17M - $1.42M
|
53.9K
$1.05M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
41.8K+ 11.89% |
$1.17M - $1.41M
|
393K
$7.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40.8K+ 8.74% |
$1.14M - $1.38M
|
508K
$9.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
40.1K+ 33.25% |
$1.12M - $1.36M
|
161K
$3.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
39.9K+ 2.76% |
$1.12M - $1.35M
|
1.48M
$28.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.7K+ 254.68% |
$1.11M - $1.35M
|
55.4K
$1.08M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.7K+ 254.68% |
$1.11M - $1.35M
|
55.4K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.3K+ 5.21% |
$1.1M - $1.33M
|
793K
$15.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
38.7K+ 9.43% |
$1.08M - $1.31M
|
449K
$8.74M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
36.9KNew |
$1.03M - $1.25M
|
36.9K
$717K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.7K+ 38.47% |
$1.03M - $1.24M
|
132K
$2.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
36.5K+ 78.95% |
$1.02M - $1.24M
|
82.8K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
36.4KNew |
$1.02M - $1.23M
|
36.4K
$708K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
36.4K+ 413.78% |
$1.02M - $1.23M
|
45.2K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
35.6K+ 42.81% |
$997K - $1.21M
|
119K
$2.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
35.3KNew |
$987K - $1.19M
|
35.3K
$686K
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
35.2KNew |
$986K - $1.19M
|
35.2K
$685K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
35.2KNew |
$984K - $1.19M
|
35.2K
$684K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
34.5K+ 23.93% |
$966K - $1.17M
|
179K
$3.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
34.2K+ 3.29% |
$957K - $1.16M
|
1.07M
$20.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.7KNew |
$944K - $1.14M
|
33.7K
$656K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
33.6K+ 140.9% |
$942K - $1.14M
|
57.5K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
33.6KNew |
$941K - $1.14M
|
33.6K
$654K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
33.4K+ 22.91% |
$935K - $1.13M
|
179K
$3.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
32.9K+ 39.93% |
$922K - $1.12M
|
115K
$2.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
32.8K+ 126.77% |
$920K - $1.11M
|
58.8K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
31.5KNew |
$882K - $1.07M
|
31.5K
$613K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
31.2KNew |
$875K - $1.06M
|
31.2K
$608K
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
31K+ 60.9% |
$868K - $1.05M
|
81.9K
$1.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
30.4K+ 4.05% |
$850K - $1.03M
|
779K
$15.2M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30.2K+ 28.3% |
$845K - $1.02M
|
137K
$2.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
29.9K+ 6.49% |
$836K - $1.01M
|
490K
$9.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
29.9K+ 6.49% |
$836K - $1.01M
|
490K
$9.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
29.7K+ 389.37% |
$833K - $1.01M
|
37.4K
$727K
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
29.3KNew |
$821K - $994K
|
29.3K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
29KNew |
$811K - $981K
|
29K
$563K
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
28.8KNew |
$808K - $977K
|
28.8K
$561K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
28.4K+ 26.77% |
$796K - $963K
|
135K
$2.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
27.7K+ 40.97% |
$776K - $938K
|
95.3K
$1.85M
|