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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.56K- 3.75% |
$245K - $268K
|
194K
$3.84M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-7.63K- 23.08% |
$247K - $270K
|
25.4K
$503K
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-7.76K- 41.87% |
$252K - $275K
|
10.8K
$213K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-7.77K- 35.45% |
$252K - $275K
|
14.1K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.77K- 80.24% |
$252K - $275K
|
1.91K
$37.9K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-7.82K- 1.57% |
$254K - $277K
|
490K
$9.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.1K- 2.73% |
$263K - $287K
|
289K
$5.71M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-8.39K- 1.51% |
$272K - $297K
|
548K
$10.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-8.45K- 50.32% |
$274K - $300K
|
8.35K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.62K- 16.84% |
$280K - $306K
|
42.6K
$842K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.66K- 5.07% |
$281K - $307K
|
162K
$3.21M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-8.66K- 1.78% |
$281K - $307K
|
477K
$9.43M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-9K- 8.62% |
$292K - $319K
|
95.4K
$1.89M
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-9.57K- 1.85% |
$310K - $339K
|
509K
$10.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.63K- 3.88% |
$312K - $341K
|
238K
$4.72M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-9.64K- 19.42% |
$312K - $342K
|
40K
$791K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-9.73K- 5.44% |
$316K - $345K
|
169K
$3.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-9.91K- 53.96% |
$321K - $351K
|
8.46K
$167K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-9.92K- 16.73% |
$322K - $352K
|
49.4K
$977K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10.5K- 4.87% |
$340K - $371K
|
205K
$4.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.5K- 2.86% |
$340K - $371K
|
356K
$7.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11.5KClosed |
$372K - $406K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-11.5K- 3.16% |
$372K - $407K
|
352K
$6.96M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.9K- 3.33% |
$385K - $421K
|
345K
$6.83M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-12.3K- 1.23% |
$398K - $435K
|
984K
$19.5M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-12.4K- 16.03% |
$401K - $438K
|
64.7K
$1.28M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-12.6K- 5.93% |
$409K - $447K
|
200K
$3.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.7K- 15.68% |
$412K - $450K
|
68.2K
$1.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-13.1K- 9.59% |
$425K - $464K
|
124K
$2.44M
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-13.3K- 1.34% |
$431K - $471K
|
982K
$19.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-14.5K- 48.35% |
$471K - $515K
|
15.5K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.7K- 4.31% |
$478K - $522K
|
327K
$6.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-15K- 38.57% |
$487K - $533K
|
23.9K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.9K- 30.42% |
$517K - $565K
|
36.5K
$722K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-16.3K- 41.13% |
$529K - $579K
|
23.4K
$463K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.4K- 20.42% |
$531K - $580K
|
63.8K
$1.26M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-16.4K- 53.4% |
$531K - $581K
|
14.3K
$283K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.7K- 85.88% |
$540K - $591K
|
2.74K
$54.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-16.7K- 5.54% |
$542K - $593K
|
285K
$5.64M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-16.7K- 8.22% |
$543K - $593K
|
187K
$3.7M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-16.9K- 96.39% |
$549K - $600K
|
635
$12.6K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-17K- 2.74% |
$551K - $603K
|
604K
$12M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-17K- 28.03% |
$552K - $604K
|
43.7K
$865K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-17.3K- 3.2% |
$561K - $613K
|
524K
$10.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-17.3K- 33.99% |
$561K - $613K
|
33.6K
$665K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.5K- 37.7% |
$568K - $621K
|
29K
$573K
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-17.6K- 12.39% |
$570K - $623K
|
124K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.2K- 1.93% |
$591K - $646K
|
926K
$18.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-18.7K- 5.5% |
$607K - $664K
|
322K
$6.37M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.9K- 57.76% |
$646K - $706K
|
14.6K
$288K
|