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 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.5K+ 4.21% |
$2.22M - $2.43M
|
1.7M
$33.1M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
68.3KNew |
$2.21M - $2.42M
|
68.3K
$1.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
64K+ 934.79% |
$2.08M - $2.27M
|
70.9K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
63.7KNew |
$2.07M - $2.26M
|
63.7K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
62.4K+ 5.59% |
$2.02M - $2.21M
|
1.18M
$23M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.2K+ 9.11% |
$1.98M - $2.17M
|
733K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
58.7K+ 4.2% |
$1.9M - $2.08M
|
1.46M
$28.4M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
57.7K+ 13.29% |
$1.87M - $2.04M
|
492K
$9.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
57.7KNew |
$1.87M - $2.04M
|
57.7K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
56.9K+ 19.24% |
$1.85M - $2.02M
|
353K
$6.88M
|
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
55.7K+ 99.71% |
$1.8M - $1.97M
|
111K
$2.18M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
55.4K+ 49.84% |
$1.8M - $1.96M
|
167K
$3.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
55.2K+ 5.93% |
$1.79M - $1.95M
|
986K
$19.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.9K+ 226.11% |
$1.78M - $1.94M
|
79.1K
$1.54M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
54.6K+ 155934.3% |
$1.77M - $1.93M
|
54.6K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
53.2KNew |
$1.72M - $1.89M
|
53.2K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
51.9K+ 39.73% |
$1.68M - $1.84M
|
183K
$3.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
50.4K+ 68.01% |
$1.63M - $1.79M
|
125K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
49.6K+ 7.59% |
$1.61M - $1.76M
|
704K
$13.7M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
47.4KNew |
$1.54M - $1.68M
|
47.4K
$925K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
47.3K+ 114.37% |
$1.53M - $1.68M
|
88.7K
$1.73M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
46.4K+ 1471.59% |
$1.5M - $1.64M
|
49.6K
$967K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
44.6K+ 3.01% |
$1.45M - $1.58M
|
1.53M
$29.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
44.2KNew |
$1.43M - $1.57M
|
44.2K
$863K
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
44.1K+ 15.2% |
$1.43M - $1.56M
|
334K
$6.52M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
44K+ 4.68% |
$1.43M - $1.56M
|
983K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
40.5K+ 2.31% |
$1.31M - $1.43M
|
1.79M
$34.9M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.8K+ 9.78% |
$1.29M - $1.41M
|
447K
$8.72M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
39.8KNew |
$1.29M - $1.41M
|
39.8K
$777K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
39.5K+ 1.91% |
$1.28M - $1.4M
|
2.11M
$41.2M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
38K+ 9.6% |
$1.23M - $1.35M
|
434K
$8.47M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
36.5KNew |
$1.18M - $1.29M
|
36.5K
$712K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
36.4KNew |
$1.18M - $1.29M
|
36.4K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.2K+ 17.63% |
$1.17M - $1.28M
|
242K
$4.72M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
35.4K+ 113.47% |
$1.15M - $1.26M
|
66.7K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
35.1K+ 3.46% |
$1.14M - $1.24M
|
1.05M
$20.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
34KNew |
$1.1M - $1.2M
|
34K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.8K+ 15.62% |
$1.06M - $1.16M
|
243K
$4.74M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.5K+ 58.71% |
$1.05M - $1.15M
|
87.9K
$1.71M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.5K+ 58.71% |
$1.05M - $1.15M
|
87.9K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
30.9KNew |
$1M - $1.1M
|
30.9K
$603K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
30.1K+ 337.1% |
$975K - $1.07M
|
39K
$761K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30K+ 7.3% |
$972K - $1.06M
|
441K
$8.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
29.5K+ 2.37% |
$955K - $1.04M
|
1.28M
$24.9M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
29.4K+ 13.55% |
$952K - $1.04M
|
246K
$4.8M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
28.2K+ 1056.74% |
$915K - $1M
|
30.9K
$603K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
28.1K+ 64.74% |
$911K - $996K
|
71.5K
$1.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
28K+ 7.48% |
$909K - $993K
|
403K
$7.86M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
28K+ 19.83% |
$909K - $993K
|
169K
$3.3M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
27.4KNew |
$888K - $971K
|
27.4K
$535K
|