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 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-21.7K- 51.22% |
$702K - $768K
|
20.6K
$403K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-22.2K- 2.57% |
$719K - $786K
|
840K
$16.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-22.7K- 7.35% |
$735K - $803K
|
286K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-24.7K- 72.45% |
$802K - $876K
|
9.4K
$183K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.8K- 17.79% |
$803K - $878K
|
115K
$2.23M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-25K- 80.94% |
$811K - $887K
|
5.89K
$115K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-25.2K- 22.58% |
$817K - $893K
|
86.4K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.7K- 1.05% |
$834K - $911K
|
2.43M
$47.4M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-26.1K- 0.99% |
$846K - $925K
|
2.61M
$50.9M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26.9K- 79.97% |
$872K - $953K
|
6.73K
$131K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-27.1K- 28.92% |
$880K - $962K
|
66.7K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-27.3K- 27.38% |
$885K - $967K
|
72.4K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27.6K- 46.94% |
$894K - $977K
|
31.2K
$608K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-28.1K- 82.55% |
$910K - $995K
|
5.93K
$116K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-28.4K- 17.95% |
$920K - $1.01M
|
130K
$2.53M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-29K- 2.03% |
$940K - $1.03M
|
1.4M
$27.3M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-29.1K- 5.93% |
$944K - $1.03M
|
461K
$9M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-29.1K- 5.93% |
$944K - $1.03M
|
461K
$9M
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-30.5K- 8.02% |
$988K - $1.08M
|
350K
$6.82M
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
SELL
|
- |
-35K- 9.64% |
$1.13M - $1.24M
|
328K
$6.4M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-35.8K- 1.51% |
$1.16M - $1.27M
|
2.34M
$45.6M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-36.7K- 16.96% |
$1.19M - $1.3M
|
180K
$3.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-37.5K- 6.08% |
$1.22M - $1.33M
|
580K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39.9K- 5.84% |
$1.29M - $1.41M
|
643K
$12.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-39.9K- 21.14% |
$1.29M - $1.41M
|
149K
$2.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-40.2K- 5.16% |
$1.3M - $1.43M
|
739K
$14.4M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-41.1K- 83.3% |
$1.33M - $1.46M
|
8.25K
$161K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-41.1K- 3.13% |
$1.33M - $1.46M
|
1.27M
$24.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-42.8K- 22.07% |
$1.39M - $1.52M
|
151K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-43.6K- 43.81% |
$1.41M - $1.55M
|
55.9K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-44.3K- 8.62% |
$1.44M - $1.57M
|
469K
$9.16M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-47K- 50.15% |
$1.52M - $1.67M
|
46.7K
$911K
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-48.5K- 62.91% |
$1.57M - $1.72M
|
28.6K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-52.3K- 99.93% |
$1.7M - $1.85M
|
35
$683
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-54.9K- 69.34% |
$1.78M - $1.94M
|
24.3K
$473K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-55.4K- 64.27% |
$1.8M - $1.96M
|
30.8K
$600K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-60.7K- 44.67% |
$1.97M - $2.15M
|
75.2K
$1.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-61.7K- 3.72% |
$2M - $2.19M
|
1.6M
$31.1M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-76.8K- 45.01% |
$2.49M - $2.72M
|
93.8K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-82.2K- 19.42% |
$2.67M - $2.91M
|
341K
$6.66M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.3K- 1.94% |
$2.67M - $2.92M
|
4.16M
$81.1M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-106K- 43.21% |
$3.44M - $3.76M
|
140K
$2.72M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-107K- 37.24% |
$3.47M - $3.79M
|
180K
$3.51M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-109K- 91.9% |
$3.52M - $3.85M
|
9.57K
$187K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-117K- 9.65% |
$3.78M - $4.14M
|
1.09M
$21.3M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-121K- 12.65% |
$3.93M - $4.3M
|
838K
$16.3M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-129K- 17.95% |
$4.18M - $4.57M
|
590K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-153K- 36.56% |
$4.96M - $5.42M
|
266K
$5.18M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-159K- 5.99% |
$5.17M - $5.65M
|
2.5M
$48.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-175K- 17.44% |
$5.68M - $6.21M
|
829K
$16.2M
|