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 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.72K- 4.65% |
$153K - $167K
|
96.8K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.79K- 14.84% |
$155K - $170K
|
27.5K
$544K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.89K- 10.91% |
$159K - $173K
|
39.9K
$790K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.9K- 5.52% |
$159K - $174K
|
83.8K
$1.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.91K- 92.4% |
$159K - $174K
|
404
$8K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.91K- 30.02% |
$159K - $174K
|
11.5K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4.98K- 0.84% |
$162K - $177K
|
589K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5K- 12.22% |
$162K - $177K
|
35.9K
$711K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.04K- 6.93% |
$163K - $179K
|
67.7K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-5.04K- 4.16% |
$164K - $179K
|
116K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.12K- 12.62% |
$166K - $181K
|
35.4K
$701K
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-5.15K- 9.17% |
$167K - $183K
|
51.1K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-5.16K- 1.03% |
$167K - $183K
|
493K
$9.76M
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-5.17K- 5.28% |
$168K - $183K
|
92.7K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.21K- 21.75% |
$169K - $184K
|
18.7K
$371K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.43K- 3.46% |
$176K - $193K
|
152K
$3M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.44K- 2.62% |
$176K - $193K
|
202K
$4M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.44K- 1.21% |
$176K - $193K
|
444K
$8.78M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.48K- 40.27% |
$178K - $194K
|
8.12K
$161K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.52K- 2.2% |
$179K - $195K
|
246K
$4.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-5.59K- 32.65% |
$181K - $198K
|
11.5K
$228K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-5.62K- 5.9% |
$182K - $199K
|
89.7K
$1.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.63K- 2.94% |
$182K - $199K
|
186K
$3.67M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.71K- 4.59% |
$185K - $202K
|
119K
$2.35M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-5.88K- 2.28% |
$191K - $208K
|
252K
$4.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-5.99K- 5.22% |
$194K - $212K
|
109K
$2.15M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-6.03K- 1.46% |
$195K - $214K
|
405K
$8.02M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-6.03K- 26.5% |
$195K - $214K
|
16.7K
$331K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-6.09K- 3.36% |
$197K - $216K
|
175K
$3.47M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.11K- 2.22% |
$198K - $217K
|
269K
$5.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.11K- 11.05% |
$198K - $217K
|
49.2K
$974K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-6.13K- 1.09% |
$199K - $217K
|
556K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.19K- 5.37% |
$201K - $219K
|
109K
$2.16M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6.35KClosed |
$206K - $225K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-6.37K- 13.77% |
$206K - $226K
|
39.9K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.39K- 27.87% |
$207K - $227K
|
16.5K
$327K
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-6.43K- 10.67% |
$208K - $228K
|
53.8K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-6.64K- 4.36% |
$215K - $235K
|
146K
$2.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-6.7K- 26.08% |
$217K - $237K
|
19K
$376K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.79K- 6.6% |
$220K - $241K
|
96.1K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.79K- 6.6% |
$220K - $241K
|
96.1K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-6.81K- 7.03% |
$221K - $241K
|
90K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.01K- 8.86% |
$227K - $248K
|
72.1K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.07K- 6.96% |
$229K - $251K
|
94.5K
$1.87M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.08K- 6.21% |
$230K - $251K
|
107K
$2.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.1K- 1.59% |
$230K - $251K
|
440K
$8.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-7.21K- 8.54% |
$234K - $255K
|
77.2K
$1.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-7.25K- 55.24% |
$235K - $257K
|
5.88K
$116K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-7.31K- 1.13% |
$237K - $259K
|
639K
$12.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-7.31K- 16.86% |
$237K - $259K
|
36K
$713K
|