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 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
203+ 0.4% |
$6.58K - $7.19K
|
51.2K
$998K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
200New |
$6.48K - $7.09K
|
200
$3.9K
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
183+ 2.19% |
$5.93K - $6.49K
|
8.53K
$166K
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
181+ 1.67% |
$5.87K - $6.41K
|
11K
$216K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
180New |
$5.84K - $6.38K
|
180
$3.51K
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
172+ 15.18% |
$5.58K - $6.1K
|
1.31K
$25.5K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
159+ 0.11% |
$5.15K - $5.63K
|
145K
$2.83M
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
BUY
|
- |
147+ 0.68% |
$4.77K - $5.21K
|
21.8K
$426K
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
147+ 0.69% |
$4.77K - $5.21K
|
21.3K
$416K
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
145+ 1.91% |
$4.7K - $5.14K
|
7.73K
$151K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
140+ 1.84% |
$4.54K - $4.96K
|
7.76K
$151K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
138+ 0.44% |
$4.47K - $4.89K
|
31.6K
$617K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
130+ 2.86% |
$4.21K - $4.61K
|
4.68K
$91.3K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
118New |
$3.83K - $4.18K
|
118
$2.3K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
113+ 10.1% |
$3.66K - $4K
|
1.23K
$24K
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
106+ 0.03% |
$3.44K - $3.76K
|
325K
$6.33M
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
98+ 0.26% |
$3.18K - $3.47K
|
37.9K
$739K
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
96+ 0.42% |
$3.11K - $3.4K
|
23.2K
$453K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
93+ 106.9% |
$3.02K - $3.3K
|
180
$3.51K
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90+ 0.04% |
$2.92K - $3.19K
|
212K
$4.13M
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
88+ 44.9% |
$2.85K - $3.12K
|
284
$5.54K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
74+ 9.52% |
$2.4K - $2.62K
|
851
$16.6K
|
|
Apr 06, 2023
Q1 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
70+ 0.08% |
$2.27K - $2.48K
|
84.4K
$1.65M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
69+ 0.77% |
$2.24K - $2.45K
|
9.05K
$177K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
68+ 20.48% |
$2.2K - $2.41K
|
400
$7.8K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
66New |
$2.14K - $2.34K
|
66
$1.29K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
58+ 8.96% |
$1.88K - $2.06K
|
705
$13.8K
|
|
May 10, 2023
Q1 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
57+ 1.36% |
$1.85K - $2.02K
|
4.24K
$82.6K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
57+ 15.16% |
$1.85K - $2.02K
|
433
$8.45K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54+ 0.25% |
$1.75K - $1.91K
|
21.3K
$415K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
54+ 174.19% |
$1.75K - $1.91K
|
85
$1.66K
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
53+ 0.79% |
$1.72K - $1.88K
|
6.8K
$133K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
46New |
$1.49K - $1.63K
|
46
$897
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
44New |
$1.43K - $1.56K
|
44
$858
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
43+ 23.37% |
$1.39K - $1.52K
|
227
$4.43K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
41+ 0.43% |
$1.33K - $1.45K
|
9.48K
$185K
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
41+ 1.29% |
$1.33K - $1.45K
|
3.22K
$62.8K
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
40+ 0.14% |
$1.3K - $1.42K
|
29.2K
$570K
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
39+ 0.54% |
$1.26K - $1.38K
|
7.32K
$143K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
36+ 0.47% |
$1.17K - $1.28K
|
7.75K
$151K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
35New |
$1.13K - $1.24K
|
35
$683
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
33+ 0.59% |
$1.07K - $1.17K
|
5.65K
$110K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
31+ 9.48% |
$1.01K - $1.1K
|
358
$6.98K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 0.52% |
$843 - $921
|
4.99K
$97.3K
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
24+ 0.32% |
$778 - $851
|
7.63K
$149K
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
21+ 0.15% |
$681 - $744
|
13.9K
$271K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
21+ 0.43% |
$681 - $744
|
4.91K
$95.8K
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
21+ 0.33% |
$681 - $744
|
6.46K
$126K
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
21+ 0.18% |
$681 - $744
|
11.7K
$228K
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
15+ 0.06% |
$486 - $532
|
24K
$468K
|