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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
27.3K+ 13.83% |
$884K - $966K
|
224K
$4.38M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
27.2K+ 1.46% |
$882K - $964K
|
1.89M
$36.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
27K+ 16.74% |
$875K - $957K
|
188K
$3.67M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
26.5K+ 6.16% |
$861K - $941K
|
458K
$8.93M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
26.2K+ 5.23% |
$850K - $929K
|
527K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
26.1K+ 2.49% |
$846K - $925K
|
1.08M
$21M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.7K+ 14.15% |
$834K - $912K
|
208K
$4.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
24.6K+ 4.85% |
$798K - $873K
|
533K
$10.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.7K+ 84.12% |
$768K - $840K
|
51.9K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
23.6K+ 8.98% |
$766K - $837K
|
287K
$5.59M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.6K+ 9.56% |
$764K - $835K
|
270K
$5.27M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.3K+ 75.65% |
$754K - $825K
|
54K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
23.1K+ 2.3% |
$747K - $817K
|
1.03M
$20M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
22.4K+ 55.98% |
$726K - $794K
|
62.4K
$1.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
21.8KNew |
$706K - $772K
|
21.8K
$425K
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
21.7K+ 6.26% |
$703K - $769K
|
368K
$7.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
21.2K+ 1.14% |
$687K - $751K
|
1.89M
$36.8M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
20.5K+ 7.82% |
$663K - $725K
|
282K
$5.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 75.3% |
$641K - $701K
|
46K
$898K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
19.2K+ 2.43% |
$622K - $680K
|
808K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
19.1K+ 15.37% |
$618K - $676K
|
143K
$2.79M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
18.9KNew |
$613K - $670K
|
18.9K
$369K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
18.5K+ 6.07% |
$599K - $655K
|
323K
$6.3M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18.4KNew |
$597K - $652K
|
18.4K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
18.4K+ 66.99% |
$595K - $650K
|
45.7K
$892K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.7K+ 23.46% |
$572K - $626K
|
92.9K
$1.81M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17.6K+ 2774.65% |
$571K - $624K
|
18.3K
$356K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17.4K+ 10.87% |
$564K - $616K
|
177K
$3.46M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
17.3K+ 11.55% |
$561K - $613K
|
167K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17.3K+ 4.86% |
$560K - $612K
|
373K
$7.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
17.1K+ 19.75% |
$554K - $606K
|
104K
$2.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16.7K+ 6.79% |
$543K - $593K
|
263K
$5.14M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
16.5K+ 4.69% |
$534K - $584K
|
368K
$7.17M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.4K+ 12.43% |
$533K - $583K
|
149K
$2.9M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16.3KNew |
$528K - $577K
|
16.3K
$318K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
16K+ 20.01% |
$520K - $569K
|
96.2K
$1.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
15.7K+ 2.23% |
$508K - $555K
|
719K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15.5K+ 10.45% |
$503K - $549K
|
164K
$3.2M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
15.4K+ 12.6% |
$500K - $547K
|
138K
$2.69M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
14.6K+ 17.62% |
$473K - $517K
|
97.3K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
14.2K+ 12378.26% |
$461K - $504K
|
14.4K
$280K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
14.1K+ 28.7% |
$456K - $498K
|
63.1K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
13.8K+ 5.17% |
$447K - $489K
|
281K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.7KNew |
$443K - $484K
|
13.7K
$266K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
13.4K+ 67.66% |
$435K - $476K
|
33.3K
$649K
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
13.4KNew |
$433K - $473K
|
13.4K
$261K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
13K+ 5.86% |
$422K - $461K
|
235K
$4.58M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
12.6KNew |
$408K - $446K
|
12.6K
$245K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.1K+ 19.14% |
$391K - $427K
|
75.1K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
12KNew |
$388K - $424K
|
12K
$233K
|