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 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2.51K- 99.84% |
$81.4K - $89K
|
4
$77.8
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.53K- 1.34% |
$82K - $89.7K
|
186K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-2.65K- 7.16% |
$85.8K - $93.7K
|
34.3K
$667K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-2.67K- 2.18% |
$86.6K - $94.7K
|
120K
$2.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.68K- 15.79% |
$86.8K - $94.8K
|
14.3K
$278K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.84K- 1.77% |
$92K - $101K
|
158K
$3.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.85K- 5.87% |
$92.3K - $101K
|
45.7K
$889K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.89K- 2.17% |
$93.8K - $102K
|
130K
$2.54M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.97K- 14.87% |
$96.2K - $105K
|
17K
$330K
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-2.98K- 3.06% |
$96.5K - $106K
|
94.4K
$1.84M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.98K- 3.1% |
$96.5K - $106K
|
92.9K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.06K- 18.14% |
$99.2K - $108K
|
13.8K
$269K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.07K- 3.22% |
$99.6K - $109K
|
92.4K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-3.08K- 2.37% |
$99.9K - $109K
|
127K
$2.47M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.1K- 10.39% |
$100K - $110K
|
26.7K
$520K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.11K- 14.62% |
$101K - $110K
|
18.2K
$353K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.15K- 1.34% |
$102K - $112K
|
231K
$4.5M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.2K- 7.57% |
$104K - $113K
|
39.1K
$760K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.21K- 1.76% |
$104K - $114K
|
179K
$3.47M
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-3.22K- 0.57% |
$104K - $114K
|
563K
$10.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.25K- 1.81% |
$105K - $115K
|
176K
$3.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-3.29K- 8.45% |
$107K - $117K
|
35.6K
$692K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.3K- 2.86% |
$107K - $117K
|
112K
$2.18M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.4K- 12.77% |
$110K - $121K
|
23.2K
$452K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.43K- 66.93% |
$111K - $121K
|
1.69K
$32.9K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.46K- 3.85% |
$112K - $123K
|
86.3K
$1.68M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-3.51K- 15.25% |
$114K - $124K
|
19.5K
$379K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.56K- 0.61% |
$115K - $126K
|
582K
$11.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-3.6K- 0.75% |
$117K - $127K
|
477K
$9.28M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.62K- 4.46% |
$117K - $128K
|
77.5K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.64K- 0.79% |
$118K - $129K
|
455K
$8.84M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.65K- 7.33% |
$118K - $129K
|
46.1K
$896K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.71K- 1.59% |
$120K - $132K
|
229K
$4.46M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.79K- 16.64% |
$123K - $134K
|
19K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.81K- 7.47% |
$123K - $135K
|
47.2K
$917K
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-3.85K- 6.96% |
$125K - $136K
|
51.4K
$1M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.9K- 5.34% |
$127K - $138K
|
69.1K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
SELL
|
- |
-4.05K- 9.73% |
$131K - $144K
|
37.6K
$731K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.06K- 0.08% |
$131K - $144K
|
5.04M
$98M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.06K- 4.35% |
$131K - $144K
|
89.2K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.19K- 9.95% |
$136K - $148K
|
37.9K
$737K
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-4.26K- 25.87% |
$138K - $151K
|
12.2K
$237K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.27K- 11.67% |
$138K - $151K
|
32.3K
$629K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.27K- 3.95% |
$138K - $151K
|
104K
$2.02M
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.38K- 6.86% |
$142K - $155K
|
59.5K
$1.16M
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.38K- 6.86% |
$142K - $155K
|
59.5K
$1.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.62K- 7.56% |
$150K - $164K
|
56.5K
$1.1M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.63K- 0.95% |
$150K - $164K
|
481K
$9.35M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.7K- 4.64% |
$152K - $166K
|
96.5K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.72K- 4.65% |
$153K - $167K
|
96.8K
$1.88M
|