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 |
---|---|---|---|---|---|---|---|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-477- 4.64% |
$15.5K - $16.9K
|
9.81K
$191K
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-500- 4.71% |
$16.2K - $17.7K
|
10.1K
$197K
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-516- 0.49% |
$16.7K - $18.3K
|
104K
$2.02M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-520- 1.75% |
$16.9K - $18.4K
|
29.2K
$567K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-522- 31.99% |
$16.9K - $18.5K
|
1.11K
$21.6K
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-527- 4.35% |
$17.1K - $18.7K
|
11.6K
$226K
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-533- 5.51% |
$17.3K - $18.9K
|
9.14K
$178K
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-545- 3.2% |
$17.7K - $19.3K
|
16.5K
$321K
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
SELL
|
- |
-576- 0.95% |
$18.7K - $20.4K
|
60.2K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-582- 4.96% |
$18.9K - $20.6K
|
11.1K
$217K
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-606- 2.91% |
$19.6K - $21.5K
|
20.2K
$393K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-615- 20.75% |
$19.9K - $21.8K
|
2.35K
$45.7K
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-631- 1.21% |
$20.5K - $22.4K
|
51.3K
$999K
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-631- 1.21% |
$20.5K - $22.4K
|
51.3K
$999K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-641- 2.14% |
$20.8K - $22.7K
|
29.3K
$569K
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-663- 1.08% |
$21.5K - $23.5K
|
60.9K
$1.19M
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-664- 0.95% |
$21.5K - $23.5K
|
69K
$1.34M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-695- 10.6% |
$22.5K - $24.6K
|
5.86K
$114K
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-699- 4.37% |
$22.7K - $24.8K
|
15.3K
$298K
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-703- 0.54% |
$22.8K - $24.9K
|
129K
$2.52M
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-721- 0.66% |
$23.4K - $25.6K
|
108K
$2.11M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-724- 23.05% |
$23.5K - $25.7K
|
2.42K
$47K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-747- 18.91% |
$24.2K - $26.5K
|
3.2K
$62.3K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-750- 17.85% |
$24.3K - $26.6K
|
3.45K
$67.1K
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-769- 2.29% |
$24.9K - $27.3K
|
32.8K
$639K
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-796- 11.34% |
$25.8K - $28.2K
|
6.23K
$121K
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-834- 0.62% |
$27K - $29.6K
|
133K
$2.58M
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-835- 5.79% |
$27.1K - $29.6K
|
13.6K
$264K
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-841- 1.2% |
$27.3K - $29.8K
|
69.2K
$1.35M
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-858- 2.69% |
$27.8K - $30.4K
|
31.1K
$604K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-882- 3.38% |
$28.6K - $31.3K
|
25.2K
$490K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-909- 4.48% |
$29.5K - $32.2K
|
19.4K
$377K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-930- 2.19% |
$30.2K - $33K
|
41.6K
$810K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-955- 6.0% |
$31K - $33.8K
|
15K
$291K
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-962- 9.04% |
$31.2K - $34.1K
|
9.67K
$188K
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-994- 5.9% |
$32.2K - $35.2K
|
15.9K
$308K
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-996- 0.53% |
$32.3K - $35.3K
|
188K
$3.66M
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.03K- 2.77% |
$33.5K - $36.6K
|
36.3K
$706K
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.04K- 0.75% |
$33.7K - $36.8K
|
138K
$2.69M
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.05K- 1.82% |
$33.9K - $37K
|
56.5K
$1.1M
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.05K- 0.42% |
$34.2K - $37.4K
|
252K
$4.9M
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.06K- 13.77% |
$34.4K - $37.6K
|
6.65K
$129K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.11K- 25.52% |
$36.1K - $39.4K
|
3.25K
$63.2K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.13K- 2.45% |
$36.5K - $39.9K
|
44.8K
$872K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.17K- 10.7% |
$37.9K - $41.4K
|
9.75K
$190K
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.22K- 2.94% |
$39.5K - $43.2K
|
40.2K
$782K
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.24K- 4.46% |
$40.2K - $43.9K
|
26.6K
$517K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.24K- 18.42% |
$40.3K - $44K
|
5.5K
$107K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.24K- 0.45% |
$40.3K - $44.1K
|
277K
$5.39M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.25K- 6.68% |
$40.4K - $44.2K
|
17.4K
$338K
|