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 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.27K- 10.28% |
$41.1K - $44.9K
|
11.1K
$216K
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.28K- 6.37% |
$41.6K - $45.5K
|
18.9K
$368K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.3K- 0.81% |
$42K - $45.9K
|
159K
$3.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.3K- 67.96% |
$42.1K - $46.1K
|
613
$12K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.3K- 2.62% |
$42.1K - $46.1K
|
48.3K
$942K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.3K- 8.22% |
$42.2K - $46.1K
|
14.5K
$284K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.31K- 0.38% |
$42.5K - $46.5K
|
347K
$6.77M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.34K- 2.26% |
$43.5K - $47.5K
|
58K
$1.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-1.41K- 17.79% |
$45.6K - $49.8K
|
6.49K
$127K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.42K- 1.03% |
$46.1K - $50.4K
|
136K
$2.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.44K- 2.48% |
$46.8K - $51.1K
|
56.8K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.45K- 2.68% |
$46.9K - $51.2K
|
52.5K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 0.87% |
$47.1K - $51.5K
|
165K
$3.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.46K- 0.36% |
$47.4K - $51.8K
|
410K
$8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.51K- 1.4% |
$48.9K - $53.4K
|
106K
$2.07M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.53K- 17.45% |
$49.7K - $54.3K
|
7.25K
$141K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.55K- 1.99% |
$50.3K - $55K
|
76.4K
$1.49M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.58K- 5.54% |
$51.2K - $56K
|
26.9K
$525K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.6K- 3.0% |
$51.8K - $56.6K
|
51.7K
$1.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.68K- 7.2% |
$54.5K - $59.6K
|
21.7K
$423K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.7K- 4.72% |
$55K - $60.1K
|
34.2K
$668K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.71K- 22.73% |
$55.5K - $60.7K
|
5.82K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.72K- 14.42% |
$55.7K - $60.9K
|
10.2K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.73K- 8.32% |
$56.2K - $61.5K
|
19.1K
$373K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.75K- 26.43% |
$56.8K - $62.1K
|
4.88K
$95.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.82K- 30.53% |
$59.1K - $64.6K
|
4.15K
$80.9K
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.86K- 11.96% |
$60.2K - $65.8K
|
13.7K
$266K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.94K- 50.39% |
$62.8K - $68.6K
|
1.91K
$37.2K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.97K- 3.35% |
$63.8K - $69.7K
|
56.7K
$1.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.98K- 3.19% |
$64.3K - $70.2K
|
60.1K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2K- 1.52% |
$64.8K - $70.8K
|
129K
$2.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
SELL
|
- |
-2.06K- 7.01% |
$66.7K - $72.9K
|
27.3K
$532K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.09K- 99.29% |
$67.8K - $74.1K
|
15
$293
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.11K- 0.95% |
$68.5K - $74.8K
|
221K
$4.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.13K- 9.8% |
$69.2K - $75.6K
|
19.6K
$383K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-2.15K- 1.01% |
$69.8K - $76.3K
|
211K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.16K- 1.12% |
$70.1K - $76.6K
|
191K
$3.73M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.18K- 2.61% |
$70.6K - $77.2K
|
81.1K
$1.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.19K- 23.56% |
$70.9K - $77.5K
|
7.09K
$138K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.19K- 24.79% |
$71K - $77.6K
|
6.65K
$130K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.19K- 5.43% |
$71K - $77.6K
|
38.1K
$744K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.26K- 1.53% |
$73.3K - $80.1K
|
146K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.31K- 56.29% |
$74.7K - $81.7K
|
1.79K
$34.9K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.31K- 0.15% |
$74.9K - $81.9K
|
1.54M
$30.1M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-2.32K- 16.08% |
$75.1K - $82K
|
12.1K
$236K
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.36K- 3.59% |
$76.6K - $83.8K
|
63.5K
$1.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.38K- 9.83% |
$77.2K - $84.4K
|
21.8K
$426K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.41K- 9.15% |
$78K - $85.2K
|
23.9K
$466K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-2.45K- 5.43% |
$79.3K - $86.7K
|
42.6K
$831K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.49K- 1.12% |
$80.6K - $88.1K
|
219K
$4.28M
|