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 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.09K+ 13.8% |
$30.5K - $36.9K
|
8.98K
$175K
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.08K+ 0.69% |
$30.4K - $36.7K
|
158K
$3.07M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.06K+ 2.73% |
$29.6K - $35.8K
|
39.7K
$772K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.02K+ 2.7% |
$28.6K - $34.5K
|
38.8K
$754K
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
1K+ 2.28% |
$28.1K - $33.9K
|
45K
$876K
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
997+ 3.09% |
$27.9K - $33.8K
|
33.2K
$646K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
955New |
$26.7K - $32.3K
|
955
$18.6K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
938+ 33.25% |
$26.3K - $31.8K
|
3.76K
$73.1K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
933+ 1.69% |
$26.1K - $31.6K
|
56.2K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
920New |
$25.8K - $31.2K
|
920
$17.9K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
912+ 440.58% |
$25.5K - $30.9K
|
1.12K
$21.8K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
900+ 0.2% |
$25.2K - $30.5K
|
449K
$8.74M
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
895+ 4.31% |
$25.1K - $30.3K
|
21.7K
$422K
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
847+ 0.54% |
$23.7K - $28.7K
|
158K
$3.07M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
844+ 0.41% |
$23.6K - $28.6K
|
208K
$4.04M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
832+ 0.78% |
$23.3K - $28.2K
|
107K
$2.09M
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
805New |
$22.5K - $27.3K
|
805
$15.7K
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
800+ 5.49% |
$22.4K - $27.1K
|
15.4K
$299K
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
796+ 0.57% |
$22.3K - $27K
|
141K
$2.74M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
776+ 2.47% |
$21.7K - $26.3K
|
32.1K
$625K
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
771+ 1.07% |
$21.6K - $26.1K
|
72.7K
$1.41M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
759+ 12.5% |
$21.3K - $25.7K
|
6.83K
$133K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
744+ 0.91% |
$20.8K - $25.2K
|
82.7K
$1.61M
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
739+ 2.89% |
$20.7K - $25K
|
26.3K
$511K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
724+ 29.95% |
$20.3K - $24.5K
|
3.14K
$61.1K
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
720+ 3.58% |
$20.2K - $24.4K
|
20.8K
$405K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
714New |
$20K - $24.2K
|
714
$13.9K
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
693+ 4.72% |
$19.4K - $23.5K
|
15.4K
$299K
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
673+ 4.39% |
$18.8K - $22.8K
|
16K
$311K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
651+ 2.56% |
$18.2K - $22K
|
26.1K
$508K
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
634+ 0.52% |
$17.8K - $21.5K
|
121K
$2.36M
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
631+ 0.83% |
$17.7K - $21.4K
|
76.8K
$1.49M
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
622+ 1.13% |
$17.4K - $21.1K
|
55.9K
$1.09M
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
619+ 29.93% |
$17.3K - $21K
|
2.69K
$52.3K
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
618+ 1.86% |
$17.3K - $20.9K
|
33.9K
$660K
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
615+ 2.44% |
$17.2K - $20.8K
|
25.9K
$503K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
600New |
$16.8K - $20.3K
|
600
$11.7K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
592+ 6.51% |
$16.6K - $20.1K
|
9.69K
$188K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
582+ 0.79% |
$16.3K - $19.7K
|
74.1K
$1.44M
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
580+ 3.28% |
$16.2K - $19.6K
|
18.3K
$355K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
573+ 4.5% |
$16K - $19.4K
|
13.3K
$259K
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
554+ 1.48% |
$15.5K - $18.8K
|
37.9K
$737K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
536+ 1.86% |
$15K - $18.2K
|
29.4K
$572K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
520New |
$14.6K - $17.6K
|
520
$10.1K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
507+ 1.46% |
$14.2K - $17.2K
|
35.2K
$685K
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
505+ 0.46% |
$14.1K - $17.1K
|
111K
$2.16M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
505+ 0.4% |
$14.1K - $17.1K
|
126K
$2.46M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
489New |
$13.7K - $16.6K
|
489
$9.51K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
473+ 1.81% |
$13.2K - $16K
|
26.6K
$518K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
466New |
$13K - $15.8K
|
466
$9.06K
|