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 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
69.2KNew |
$2.39M - $2.53M
|
69.2K
$1.34M
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
68.4KNew |
$2.36M - $2.5M
|
68.4K
$1.32M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
67K+ 26.99% |
$2.31M - $2.45M
|
315K
$6.1M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
63.2K+ 11.98% |
$2.18M - $2.31M
|
591K
$11.4M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.5K+ 20.0% |
$2.15M - $2.28M
|
375K
$7.25M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.1K+ 1.21% |
$2.07M - $2.2M
|
5.03M
$97.3M
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
60.1K+ 2.85% |
$2.07M - $2.2M
|
2.17M
$41.9M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.2K+ 15.72% |
$1.87M - $1.98M
|
399K
$7.72M
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
54K+ 569.88% |
$1.86M - $1.97M
|
63.5K
$1.23M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.6K+ 216.65% |
$1.81M - $1.92M
|
76.8K
$1.48M
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
49.2K+ 308.61% |
$1.7M - $1.8M
|
65.2K
$1.26M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
46.4K+ 17.61% |
$1.6M - $1.69M
|
310K
$5.98M
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
45.1K+ 2.92% |
$1.55M - $1.65M
|
1.59M
$30.7M
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
40.3K+ 42.71% |
$1.39M - $1.47M
|
135K
$2.6M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
38.4K+ 20.09% |
$1.32M - $1.4M
|
229K
$4.43M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
38.3K+ 466.92% |
$1.32M - $1.4M
|
46.5K
$898K
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
33.4K+ 17.73% |
$1.15M - $1.22M
|
222K
$4.28M
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
33.4K+ 7.68% |
$1.15M - $1.22M
|
468K
$9.04M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.8K+ 18.87% |
$1.13M - $1.2M
|
207K
$3.99M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
32.7K+ 25.55% |
$1.13M - $1.19M
|
161K
$3.1M
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
32.3K+ 8.41% |
$1.11M - $1.18M
|
416K
$8.04M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.6K+ 25.4% |
$1.09M - $1.16M
|
156K
$3.02M
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
31.6KNew |
$1.09M - $1.15M
|
31.6K
$611K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31K+ 2.56% |
$1.07M - $1.13M
|
1.24M
$24M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
30.3KNew |
$1.04M - $1.11M
|
30.3K
$585K
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
28.3K+ 12.21% |
$975K - $1.03M
|
260K
$5.02M
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
28.3K+ 8.78% |
$974K - $1.03M
|
350K
$6.77M
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
27.9K+ 45.94% |
$961K - $1.02M
|
88.5K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
27.2K+ 5.03% |
$938K - $994K
|
567K
$11M
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
27.1KNew |
$935K - $991K
|
27.1K
$524K
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
26.8K+ 56.91% |
$922K - $977K
|
73.8K
$1.43M
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.2K+ 28.25% |
$905K - $959K
|
119K
$2.3M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
25.6K+ 188.91% |
$881K - $934K
|
39.1K
$756K
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
25.1K+ 4.14% |
$865K - $917K
|
630K
$12.2M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.8K+ 0.19% |
$854K - $905K
|
13.1M
$253M
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
24.3K+ 1.28% |
$837K - $887K
|
1.92M
$37.1M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
23.5KNew |
$811K - $859K
|
23.5K
$454K
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
23.1K+ 30.82% |
$798K - $845K
|
98.2K
$1.9M
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
22.8K+ 7.94% |
$786K - $833K
|
310K
$5.98M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.8KNew |
$784K - $831K
|
22.8K
$440K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
22.2K+ 92.89% |
$766K - $812K
|
46.1K
$892K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21.7K+ 0.66% |
$748K - $792K
|
3.33M
$64.4M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.5K+ 2.94% |
$743K - $787K
|
754K
$14.6M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.1KNew |
$729K - $773K
|
21.1K
$409K
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.8K+ 109.07% |
$681K - $722K
|
37.9K
$732K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19.6K+ 10.29% |
$675K - $715K
|
210K
$4.06M
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
19.5K+ 7.93% |
$672K - $713K
|
266K
$5.13M
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
19K+ 11.19% |
$653K - $692K
|
188K
$3.64M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
18.8K+ 1.29% |
$649K - $688K
|
1.48M
$28.5M
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
18.8K+ 2.61% |
$648K - $687K
|
738K
$14.3M
|