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 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-143- 1.15% |
$4.64K - $5.07K
|
12.3K
$239K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-145- 0.41% |
$4.7K - $5.14K
|
35.1K
$683K
|
|
|
May 04, 2023
Q1 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-148- 1.27% |
$4.8K - $5.25K
|
11.5K
$223K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-150- 5.4% |
$4.86K - $5.32K
|
2.63K
$51.2K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-151- 0.78% |
$4.9K - $5.35K
|
19.2K
$374K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-160- 2.32% |
$5.19K - $5.67K
|
6.72K
$131K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-160- 0.43% |
$5.19K - $5.67K
|
37.2K
$724K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-161- 2.43% |
$5.22K - $5.71K
|
6.47K
$126K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-162- 3.53% |
$5.25K - $5.74K
|
4.42K
$86K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-164- 1.49% |
$5.32K - $5.81K
|
10.9K
$211K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-182- 0.23% |
$5.9K - $6.45K
|
80.5K
$1.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-189- 1.5% |
$6.13K - $6.7K
|
12.5K
$242K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-192- 2.06% |
$6.22K - $6.8K
|
9.15K
$178K
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-195- 3.07% |
$6.32K - $6.91K
|
6.16K
$120K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-195- 0.54% |
$6.32K - $6.91K
|
35.6K
$693K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-200- 0.33% |
$6.48K - $7.09K
|
60.5K
$1.18M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-202- 1.6% |
$6.55K - $7.16K
|
12.4K
$241K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-210- 0.52% |
$6.81K - $7.44K
|
40.2K
$782K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-211- 0.11% |
$6.84K - $7.48K
|
187K
$3.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-231- 0.81% |
$7.49K - $8.19K
|
28.2K
$548K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-238- 7.87% |
$7.72K - $8.43K
|
2.79K
$54.2K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-245- 2.51% |
$7.94K - $8.68K
|
9.51K
$185K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-250- 0.15% |
$8.11K - $8.86K
|
165K
$3.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-262- 0.79% |
$8.49K - $9.29K
|
33K
$641K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-274- 20.37% |
$8.88K - $9.71K
|
1.07K
$20.8K
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-280- 0.25% |
$9.08K - $9.92K
|
111K
$2.16M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-309- 5.21% |
$10K - $11K
|
5.63K
$109K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-311- 1.48% |
$10.1K - $11K
|
20.7K
$403K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-312- 10.74% |
$10.1K - $11.1K
|
2.59K
$50.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-316- 2.99% |
$10.2K - $11.2K
|
10.3K
$199K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-319- 12.1% |
$10.3K - $11.3K
|
2.32K
$45.1K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-336- 4.76% |
$10.9K - $11.9K
|
6.73K
$131K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-342- 2.88% |
$11.1K - $12.1K
|
11.6K
$225K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-349- 0.21% |
$11.3K - $12.4K
|
164K
$3.18M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-350- 4.24% |
$11.3K - $12.4K
|
7.91K
$154K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-357- 0.15% |
$11.6K - $12.7K
|
237K
$4.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-372- 0.39% |
$12.1K - $13.2K
|
94.3K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-372- 2.44% |
$12.1K - $13.2K
|
14.9K
$289K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-376- 2.6% |
$12.2K - $13.3K
|
14.1K
$274K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-381- 2.98% |
$12.4K - $13.5K
|
12.4K
$241K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-392- 0.28% |
$12.7K - $13.9K
|
140K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-400- 1.24% |
$13K - $14.2K
|
31.8K
$618K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
SELL
|
- |
-403- 73.54% |
$13.1K - $14.3K
|
145
$2.82K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-409- 87.77% |
$13.3K - $14.5K
|
57
$1.11K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-420- 1.11% |
$13.6K - $14.9K
|
37.4K
$728K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-423- 0.53% |
$13.7K - $15K
|
79.8K
$1.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-423- 1.2% |
$13.7K - $15K
|
34.8K
$676K
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-424- 4.06% |
$13.7K - $15K
|
10K
$195K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-433- 1.8% |
$14K - $15.3K
|
23.7K
$460K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-467- 0.09% |
$15.1K - $16.6K
|
513K
$9.97M
|