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 31, 2023
Q2 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
18.5K+ 1.72% |
$637K - $675K
|
1.09M
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.4K+ 21.0% |
$636K - $674K
|
106K
$2.07M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.4K+ 21.0% |
$636K - $674K
|
106K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
18.4KNew |
$635K - $673K
|
18.4K
$358K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
17.9K+ 7.11% |
$617K - $654K
|
270K
$5.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
17.8KNew |
$614K - $650K
|
17.8K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17.8K+ 123.89% |
$613K - $650K
|
32.1K
$625K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
17.7K+ 7.9% |
$611K - $647K
|
242K
$4.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7K+ 24.28% |
$609K - $646K
|
90.5K
$1.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
17.1K+ 17.58% |
$590K - $625K
|
114K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
17KNew |
$586K - $621K
|
17K
$331K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17K+ 9.44% |
$584K - $619K
|
197K
$3.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
16.8K+ 2.89% |
$578K - $612K
|
597K
$11.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.7K+ 32.21% |
$575K - $609K
|
68.4K
$1.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.4K+ 4.61% |
$566K - $599K
|
373K
$7.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
16.3K+ 6.5% |
$560K - $594K
|
266K
$5.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
16.1K+ 2.94% |
$555K - $588K
|
564K
$11M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
16K+ 7.93% |
$551K - $583K
|
217K
$4.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
BUY
|
- |
15.8K+ 4.81% |
$545K - $577K
|
344K
$6.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15.6KNew |
$538K - $570K
|
15.6K
$303K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.6K+ 4.62% |
$537K - $569K
|
353K
$6.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15.1K+ 2.87% |
$519K - $550K
|
539K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.8K+ 12.88% |
$509K - $539K
|
129K
$2.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.7K+ 21.54% |
$507K - $537K
|
82.9K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.5K+ 46.44% |
$499K - $529K
|
45.7K
$888K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14K+ 17769.62% |
$484K - $513K
|
14.1K
$275K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
14K+ 241.44% |
$482K - $511K
|
19.8K
$385K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
13.7KNew |
$471K - $499K
|
13.7K
$266K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
13.4K+ 8.06% |
$463K - $491K
|
180K
$3.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 9.73% |
$463K - $490K
|
151K
$2.94M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
13.1K+ 1.03% |
$452K - $479K
|
1.29M
$25.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13K+ 36.99% |
$448K - $475K
|
48.1K
$936K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
12.9KNew |
$444K - $471K
|
12.9K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.7K+ 2.51% |
$439K - $465K
|
520K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.7K+ 18.21% |
$439K - $465K
|
82.7K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
12.6K+ 1.93% |
$433K - $459K
|
664K
$12.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.5K+ 3.36% |
$431K - $457K
|
385K
$7.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
12.4KNew |
$427K - $453K
|
12.4K
$241K
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
12.3KNew |
$424K - $449K
|
12.3K
$239K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 23.29% |
$417K - $441K
|
63.9K
$1.24M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.3K+ 14.04% |
$390K - $413K
|
91.8K
$1.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
11.2K+ 89.11% |
$386K - $409K
|
23.8K
$463K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.1K+ 2.09% |
$384K - $407K
|
544K
$10.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10.8K+ 2.94% |
$373K - $395K
|
379K
$7.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
10.6K+ 41.96% |
$365K - $387K
|
35.9K
$697K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.5K+ 162.29% |
$363K - $384K
|
17K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10.4K+ 2.29% |
$360K - $381K
|
465K
$9.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
10.4K+ 3.44% |
$358K - $380K
|
313K
$6.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
10.3K+ 1.23% |
$356K - $377K
|
851K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.3K+ 8.16% |
$355K - $377K
|
137K
$2.66M
|