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 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
655+ 4.51% |
$21.2K - $23.2K
|
15.2K
$296K
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
650+ 6.45% |
$21.1K - $23K
|
10.7K
$209K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
644+ 4.84% |
$20.9K - $22.8K
|
14K
$272K
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
640New |
$20.7K - $22.7K
|
640
$12.5K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
637New |
$20.7K - $22.6K
|
637
$12.4K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
628+ 3.22% |
$20.4K - $22.3K
|
20.1K
$393K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
627+ 1393.33% |
$20.3K - $22.2K
|
672
$13.1K
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
608+ 4.18% |
$19.7K - $21.5K
|
15.2K
$296K
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
605+ 0.6% |
$19.6K - $21.4K
|
102K
$1.99M
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
600+ 3.2% |
$19.5K - $21.3K
|
19.4K
$378K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
591+ 9.99% |
$19.2K - $20.9K
|
6.5K
$127K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
590+ 7.14% |
$19.1K - $20.9K
|
8.85K
$173K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
574+ 13.49% |
$18.6K - $20.3K
|
4.83K
$94.2K
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
566+ 1.55% |
$18.3K - $20.1K
|
37K
$721K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
554+ 1.46% |
$18K - $19.6K
|
38.5K
$751K
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
551+ 0.72% |
$17.9K - $19.5K
|
77.3K
$1.51M
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
528+ 0.31% |
$17.1K - $18.7K
|
172K
$3.35M
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
527+ 0.21% |
$17.1K - $18.7K
|
255K
$4.98M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
521+ 1.77% |
$16.9K - $18.5K
|
29.9K
$584K
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
514New |
$16.7K - $18.2K
|
514
$10K
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
514+ 3.9% |
$16.7K - $18.2K
|
13.7K
$267K
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
512+ 1.62% |
$16.6K - $18.1K
|
32K
$625K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
466+ 6.58% |
$15.1K - $16.5K
|
7.55K
$147K
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
464+ 6.54% |
$15K - $16.4K
|
7.56K
$147K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
453+ 149.01% |
$14.7K - $16.1K
|
757
$14.8K
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
432+ 1.0% |
$14K - $15.3K
|
43.4K
$847K
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
415+ 1.11% |
$13.5K - $14.7K
|
37.9K
$740K
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
413+ 5.28% |
$13.4K - $14.6K
|
8.24K
$161K
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
413+ 1.12% |
$13.4K - $14.6K
|
37.3K
$728K
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
410+ 3.58% |
$13.3K - $14.5K
|
11.9K
$232K
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
400+ 1.36% |
$13K - $14.2K
|
29.7K
$580K
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
396+ 7.75% |
$12.8K - $14K
|
5.51K
$107K
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
391+ 2.45% |
$12.7K - $13.9K
|
16.3K
$319K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
388+ 1.91% |
$12.6K - $13.8K
|
20.7K
$404K
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
384+ 2.58% |
$12.4K - $13.6K
|
15.3K
$298K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
378+ 1.46% |
$12.3K - $13.4K
|
26.2K
$511K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
364+ 4.88% |
$11.8K - $12.9K
|
7.83K
$153K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
322New |
$10.4K - $11.4K
|
322
$6.28K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
313+ 101.95% |
$10.1K - $11.1K
|
620
$12.1K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
308+ 0.88% |
$9.99K - $10.9K
|
35.1K
$685K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
285+ 1.15% |
$9.24K - $10.1K
|
25.1K
$490K
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
256+ 0.19% |
$8.3K - $9.07K
|
137K
$2.67M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
250+ 12.69% |
$8.11K - $8.86K
|
2.22K
$43.3K
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
241+ 0.05% |
$7.81K - $8.54K
|
510K
$9.95M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
234+ 9.27% |
$7.59K - $8.29K
|
2.76K
$53.8K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
230+ 0.23% |
$7.46K - $8.15K
|
99.9K
$1.95M
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
229+ 3.39% |
$7.42K - $8.12K
|
6.98K
$136K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
210+ 0.36% |
$6.81K - $7.44K
|
59K
$1.15M
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
205+ 1.54% |
$6.65K - $7.27K
|
13.5K
$263K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
204+ 2.18% |
$6.61K - $7.23K
|
9.57K
$187K
|