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 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
1.74K+ 4.28% |
$56.5K - $61.8K
|
42.4K
$828K
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.69K+ 17.99% |
$54.9K - $60K
|
11.1K
$217K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.58K+ 13.38% |
$51.3K - $56.1K
|
13.4K
$262K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.51KNew |
$49K - $53.5K
|
1.51K
$29.5K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.47K+ 33.36% |
$47.8K - $52.2K
|
5.89K
$115K
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 9.24% |
$46K - $50.3K
|
16.8K
$328K
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.41K+ 4.99% |
$45.7K - $50K
|
29.7K
$579K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.41K+ 3.86% |
$45.7K - $50K
|
37.9K
$740K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.41K+ 14.45% |
$45.6K - $49.8K
|
11.1K
$217K
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.4K+ 0.37% |
$45.4K - $49.6K
|
377K
$7.36M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.39K+ 1.3% |
$45.1K - $49.3K
|
108K
$2.12M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.34K+ 19.17% |
$43.4K - $47.5K
|
8.32K
$162K
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.33K+ 7.67% |
$43.2K - $47.3K
|
18.7K
$365K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.32K+ 12.71% |
$42.9K - $46.9K
|
11.7K
$229K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 5.13% |
$40.2K - $43.9K
|
25.4K
$495K
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.14K+ 3.27% |
$37K - $40.4K
|
36K
$702K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.11K+ 2.2% |
$36.1K - $39.4K
|
51.8K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.08K+ 3.16% |
$34.9K - $38.1K
|
35.1K
$686K
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.05K+ 0.66% |
$33.9K - $37.1K
|
159K
$3.1M
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.03K+ 10.78% |
$33.4K - $36.5K
|
10.6K
$207K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$32.5K - $35.6K
|
1K
$19.6K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1K+ 9.22% |
$32.5K - $35.5K
|
11.9K
$232K
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
985+ 1.46% |
$31.9K - $34.9K
|
68.5K
$1.34M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
969+ 3.01% |
$31.4K - $34.3K
|
33.1K
$646K
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
959+ 7.63% |
$31.1K - $34K
|
13.5K
$264K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
952+ 18.42% |
$30.9K - $33.7K
|
6.12K
$119K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
951+ 3.0% |
$30.8K - $33.7K
|
32.7K
$637K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
944+ 1.15% |
$30.6K - $33.5K
|
83.1K
$1.62M
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
934+ 3.78% |
$30.3K - $33.1K
|
25.7K
$500K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
914New |
$29.6K - $32.4K
|
914
$17.8K
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
911+ 2.56% |
$29.5K - $32.3K
|
36.5K
$712K
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
895New |
$29K - $31.7K
|
895
$17.5K
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
828+ 1.11% |
$26.8K - $29.3K
|
75.7K
$1.48M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
817+ 4.49% |
$26.5K - $29K
|
19K
$371K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
798+ 10.62% |
$25.9K - $28.3K
|
8.31K
$162K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
798+ 0.74% |
$25.9K - $28.3K
|
108K
$2.11M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
792+ 0.39% |
$25.7K - $28.1K
|
201K
$3.93M
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
783+ 3.8% |
$25.4K - $27.7K
|
21.4K
$417K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
783+ 1.86% |
$25.4K - $27.7K
|
42.8K
$836K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
776+ 28.88% |
$25.2K - $27.5K
|
3.46K
$67.6K
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
757+ 1.93% |
$24.5K - $26.8K
|
40K
$780K
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
756+ 5.38% |
$24.5K - $26.8K
|
14.8K
$289K
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
740+ 4.05% |
$24K - $26.2K
|
19K
$371K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
722+ 512.06% |
$23.4K - $25.6K
|
863
$16.8K
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
705+ 3.76% |
$22.9K - $25K
|
19.5K
$380K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
700+ 13.75% |
$22.7K - $24.8K
|
5.79K
$113K
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
698+ 3.39% |
$22.6K - $24.7K
|
21.3K
$415K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
678+ 23.82% |
$22K - $24K
|
3.52K
$68.8K
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
663+ 0.47% |
$21.5K - $23.5K
|
141K
$2.74M
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
656+ 6.69% |
$21.3K - $23.2K
|
10.5K
$204K
|