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 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 13.88% |
$385K - $421K
|
97.4K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 3916.83% |
$385K - $421K
|
12.2K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
11.8K+ 1.85% |
$384K - $419K
|
652K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
11.8K+ 4.7% |
$381K - $417K
|
262K
$5.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 6.56% |
$381K - $417K
|
191K
$3.72M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
11.7K+ 3.53% |
$380K - $416K
|
344K
$6.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11.7K+ 6.53% |
$378K - $413K
|
190K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11.7K+ 11.15% |
$378K - $413K
|
116K
$2.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
11.6K+ 7.74% |
$375K - $410K
|
161K
$3.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
11.4KNew |
$370K - $404K
|
11.4K
$222K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11.3KNew |
$366K - $400K
|
11.3K
$220K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11.1KNew |
$361K - $395K
|
11.1K
$217K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.1K+ 1.76% |
$359K - $392K
|
638K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11KNew |
$357K - $390K
|
11K
$215K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.8K+ 18.23% |
$350K - $382K
|
69.9K
$1.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
10.8K+ 5.58% |
$349K - $382K
|
204K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.7K+ 2.97% |
$347K - $379K
|
371K
$7.23M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.6KNew |
$345K - $377K
|
10.6K
$207K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10.6K+ 2.0% |
$343K - $375K
|
540K
$10.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
10.5K+ 190.2% |
$339K - $371K
|
16K
$311K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.3K+ 19.02% |
$332K - $363K
|
64.1K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.57KNew |
$310K - $339K
|
9.57K
$187K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
9.56K+ 60.91% |
$310K - $339K
|
25.3K
$493K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.4K+ 67.1% |
$305K - $333K
|
23.4K
$457K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.26KNew |
$300K - $328K
|
9.26K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.21K+ 550.03% |
$299K - $327K
|
10.9K
$212K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.16K+ 2120.14% |
$297K - $325K
|
9.59K
$187K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.12K+ 7.68% |
$296K - $323K
|
128K
$2.49M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.06KNew |
$294K - $321K
|
9.06K
$177K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.97K+ 5.44% |
$291K - $318K
|
174K
$3.39M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
8.85K+ 23.19% |
$287K - $314K
|
47K
$917K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.79K+ 2.84% |
$285K - $312K
|
318K
$6.21M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.76K+ 5.09% |
$284K - $310K
|
181K
$3.53M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.76K+ 5.09% |
$284K - $310K
|
181K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.67K+ 0.4% |
$281K - $307K
|
2.17M
$42.3M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
8.66K+ 5.8% |
$281K - $307K
|
158K
$3.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
8.38K+ 5.32% |
$272K - $297K
|
166K
$3.24M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
8.16K+ 10.35% |
$265K - $289K
|
87K
$1.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.05KNew |
$261K - $285K
|
8.05K
$157K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
8.05KNew |
$261K - $285K
|
8.05K
$157K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7.97K+ 3.76% |
$258K - $283K
|
220K
$4.3M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.86K+ 26.68% |
$255K - $279K
|
37.3K
$728K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.8K+ 4.58% |
$253K - $276K
|
178K
$3.48M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.77KNew |
$252K - $275K
|
7.77K
$152K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
7.6KNew |
$246K - $269K
|
7.6K
$148K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
7.54K+ 1.41% |
$245K - $267K
|
542K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.49K+ 0.29% |
$243K - $265K
|
2.6M
$50.7M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7.37K+ 46.42% |
$239K - $261K
|
23.2K
$453K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
7.36K+ 6.5% |
$239K - $261K
|
121K
$2.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
7.26K+ 25.07% |
$235K - $257K
|
36.2K
$706K
|