Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
14+ 0.01% |
$454 - $496
|
121K
$2.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
11+ 0.05% |
$357 - $390
|
23.6K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.53% |
$357 - $390
|
2.1K
$41.6K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 0.05% |
$324 - $354
|
21.6K
$427K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
7New |
$227 - $248
|
7
$139
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4+ 1.9% |
$130 - $142
|
215
$4.25K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.06% |
$64.8 - $70.9
|
3.22K
$63.7K
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$64.8 - $70.9
|
7.95K
$157K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- -0.0% |
$32.4 - $35.4
|
110K
$2.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-1- 0.01% |
$32.4 - $35.4
|
11.1K
$219K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-3- 3.53% |
$97.3 - $106
|
82
$1.62K
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-5- 0.06% |
$162 - $177
|
8.54K
$169K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-5- 1.77% |
$162 - $177
|
278
$5.5K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-9- 75.0% |
$292 - $319
|
3
$59.4
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-10- 0.02% |
$324 - $354
|
66.4K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 9.09% |
$324 - $354
|
100
$1.98K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 0.4% |
$486 - $532
|
3.74K
$74.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-17- 12.59% |
$551 - $602
|
118
$2.34K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-18- 0.19% |
$584 - $638
|
9.64K
$191K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-24- 2.51% |
$778 - $851
|
933
$18.5K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-25- 1.94% |
$811 - $886
|
1.27K
$25.1K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30Closed |
$973 - $1.06K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-31- 0.18% |
$1.01K - $1.1K
|
16.8K
$333K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-33- 0.1% |
$1.07K - $1.17K
|
31.6K
$625K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-35- 0.44% |
$1.13K - $1.24K
|
7.87K
$156K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-37- 10.34% |
$1.2K - $1.31K
|
321
$6.35K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-38- 0.55% |
$1.23K - $1.35K
|
6.89K
$136K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-43- 4.5% |
$1.39K - $1.52K
|
912
$18K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-47- 0.85% |
$1.52K - $1.67K
|
5.49K
$109K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-53- 0.43% |
$1.72K - $1.88K
|
12.3K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-55- 0.24% |
$1.78K - $1.95K
|
22.7K
$448K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-55- 0.45% |
$1.78K - $1.95K
|
12.1K
$239K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-55- 0.55% |
$1.78K - $1.95K
|
9.86K
$195K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-68- 0.45% |
$2.2K - $2.41K
|
15K
$298K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-72- 0.42% |
$2.33K - $2.55K
|
17.3K
$342K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-81- 8.79% |
$2.63K - $2.87K
|
841
$16.6K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-86- 98.85% |
$2.79K - $3.05K
|
1
$19.8
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-88- 0.07% |
$2.85K - $3.12K
|
126K
$2.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-90- 9.58% |
$2.92K - $3.19K
|
849
$16.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-96- 1.28% |
$3.11K - $3.4K
|
7.4K
$146K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-96- 7.09% |
$3.11K - $3.4K
|
1.26K
$24.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-112- 0.29% |
$3.63K - $3.97K
|
38.7K
$765K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-114- 0.06% |
$3.7K - $4.04K
|
176K
$3.49M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-116- 0.13% |
$3.76K - $4.11K
|
89.1K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-117- 0.47% |
$3.79K - $4.15K
|
24.6K
$486K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-119- 1.31% |
$3.86K - $4.22K
|
9K
$178K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-121- 0.52% |
$3.92K - $4.29K
|
23.2K
$460K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-125- 31.02% |
$4.05K - $4.43K
|
278
$5.5K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-128- 1.74% |
$4.15K - $4.54K
|
7.25K
$143K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-142- 1.51% |
$4.6K - $5.03K
|
9.29K
$184K
|