Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.86% |
$241 - $256
|
822
$15.9K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7+ 1.14% |
$241 - $256
|
620
$12K
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7New |
$241 - $256
|
7
$135
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7+ 0.07% |
$241 - $256
|
9.76K
$189K
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
6+ 0.02% |
$207 - $219
|
31.8K
$615K
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6+ 0.04% |
$207 - $219
|
15.3K
$295K
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
6+ 0.01% |
$207 - $219
|
44.8K
$867K
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5+ 0.04% |
$172 - $183
|
12K
$231K
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$138 - $146
|
15.6K
$301K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$138 - $146
|
12.2K
$235K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 1.13% |
$138 - $146
|
359
$6.94K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3+ 1.05% |
$103 - $110
|
290
$5.61K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$103 - $110
|
7.06K
$137K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.35% |
$103 - $110
|
854
$16.5K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.01% |
$69 - $73.1
|
14K
$270K
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.7% |
$34.5 - $36.5
|
143
$2.77K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$34.5 - $36.5
|
5.89K
$114K
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 1.22% |
$34.5 - $36.5
|
83
$1.61K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.18% |
$34.5 - $36.5
|
86
$1.66K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.77% |
$34.5 - $36.5
|
131
$2.53K
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 1.22% |
$34.5 - $36.5
|
83
$1.61K
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 0.0% |
$34.5 - $36.5
|
30.9K
$598K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.0% |
$34.5 - $36.5
|
101
$1.95K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.72% |
$34.5 - $36.5
|
139
$2.69K
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1- 0.01% |
$34.5 - $36.5
|
18.2K
$351K
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3- 0.02% |
$103 - $110
|
13.9K
$268K
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-5- 0.01% |
$172 - $183
|
51.1K
$989K
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-6- 0.04% |
$207 - $219
|
14.3K
$276K
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-11- 0.1% |
$379 - $402
|
10.6K
$205K
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-11- 0.23% |
$379 - $402
|
4.87K
$94.1K
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-11- -0.0% |
$379 - $402
|
1.03M
$19.9M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 0.04% |
$517 - $548
|
37.2K
$720K
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-18- 0.29% |
$621 - $658
|
6.14K
$119K
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-19- 43.18% |
$655 - $694
|
25
$484
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-22- 0.02% |
$759 - $804
|
122K
$2.37M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-23- 0.33% |
$793 - $840
|
6.86K
$133K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-26- 83.87% |
$896 - $950
|
5
$96.7
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-30- 0.26% |
$1.03K - $1.1K
|
11.7K
$226K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-34- 0.51% |
$1.17K - $1.24K
|
6.61K
$128K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-35- 0.64% |
$1.21K - $1.28K
|
5.46K
$106K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-46- 0.12% |
$1.59K - $1.68K
|
39K
$755K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-58- 8.23% |
$2K - $2.12K
|
647
$12.5K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-59- 27.31% |
$2.03K - $2.16K
|
157
$3.04K
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-60- 0.38% |
$2.07K - $2.19K
|
15.8K
$305K
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-60- 0.04% |
$2.07K - $2.19K
|
163K
$3.16M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-68- 0.08% |
$2.34K - $2.48K
|
84.6K
$1.64M
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-73- 2.57% |
$2.52K - $2.67K
|
2.77K
$53.6K
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-76- 1.03% |
$2.62K - $2.78K
|
7.32K
$142K
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-80- 1.28% |
$2.76K - $2.92K
|
6.19K
$120K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-82- 6.06% |
$2.83K - $3K
|
1.27K
$24.6K
|