Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
82+ 1.05% |
$2.83K - $3K
|
7.91K
$154K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
81+ 1.37% |
$2.79K - $2.96K
|
6K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
76+ 0.94% |
$2.62K - $2.78K
|
8.2K
$160K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
76+ 0.62% |
$2.62K - $2.78K
|
12.3K
$241K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
71+ 0.09% |
$2.45K - $2.59K
|
83.6K
$1.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
70+ 0.35% |
$2.41K - $2.56K
|
20.1K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
70+ 3.78% |
$2.41K - $2.56K
|
1.92K
$37.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
65+ 0.7% |
$2.24K - $2.38K
|
9.32K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
63New |
$2.17K - $2.3K
|
63
$1.23K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
63+ 1.08% |
$2.17K - $2.3K
|
5.89K
$115K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
62+ 0.06% |
$2.14K - $2.27K
|
110K
$2.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
62+ 0.62% |
$2.14K - $2.27K
|
10.1K
$197K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
62+ 0.86% |
$2.14K - $2.27K
|
7.31K
$143K
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
62+ 1.05% |
$2.14K - $2.27K
|
5.95K
$116K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
61+ 0.8% |
$2.1K - $2.23K
|
7.69K
$150K
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
60+ 0.76% |
$2.07K - $2.19K
|
7.93K
$155K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
59+ 0.06% |
$2.03K - $2.16K
|
100K
$1.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
58+ 0.02% |
$2K - $2.12K
|
262K
$5.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
56+ 1.12% |
$1.93K - $2.05K
|
5.05K
$98.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
54+ 0.02% |
$1.86K - $1.97K
|
281K
$5.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
50+ 0.77% |
$1.72K - $1.83K
|
6.51K
$127K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
46+ 0.68% |
$1.59K - $1.68K
|
6.77K
$132K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
45+ 1.13% |
$1.55K - $1.64K
|
4.02K
$78.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
44New |
$1.52K - $1.61K
|
44
$858
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
40+ 0.03% |
$1.38K - $1.46K
|
129K
$2.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
39+ 0.47% |
$1.34K - $1.43K
|
8.28K
$162K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
38+ 0.43% |
$1.31K - $1.39K
|
8.89K
$173K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
35+ 0.14% |
$1.21K - $1.28K
|
25.3K
$493K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34+ 0.58% |
$1.17K - $1.24K
|
5.94K
$116K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 0.07% |
$1.07K - $1.13K
|
45.3K
$884K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
30+ 1.08% |
$1.03K - $1.1K
|
2.82K
$55K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
27+ 0.43% |
$931 - $987
|
6.27K
$122K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
25+ 0.9% |
$862 - $914
|
2.81K
$54.9K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
25+ 0.91% |
$862 - $914
|
2.78K
$54.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 7.91% |
$759 - $804
|
300
$5.85K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 7.91% |
$759 - $804
|
300
$5.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18+ 0.77% |
$621 - $658
|
2.37K
$46.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
17+ 0.05% |
$586 - $621
|
32.9K
$641K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16+ 1.08% |
$552 - $585
|
1.49K
$29.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
16+ 0.25% |
$552 - $585
|
6.35K
$124K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
15+ 0.07% |
$517 - $548
|
22.7K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
15+ 0.08% |
$517 - $548
|
18.3K
$356K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 1.4% |
$517 - $548
|
1.09K
$21.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12+ 0.57% |
$414 - $438
|
2.11K
$41.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 0.21% |
$345 - $365
|
4.69K
$91.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
10+ 0.09% |
$345 - $365
|
11.1K
$216K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
10New |
$345 - $365
|
10
$195
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
10New |
$345 - $365
|
10
$195
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
9+ 0.09% |
$310 - $329
|
10.1K
$196K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$276 - $292
|
5.88K
$115K
|