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 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
75MNew |
$2.43B - $2.66B
|
75M
$1.38B
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.11M+ 4.53% |
$166M - $181M
|
118M
$2.18B
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.73MNew |
$56M - $61.2M
|
1.73M
$31.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.27M+ 104.53% |
$41.3M - $45.1M
|
2.49M
$46M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
710K+ 5.74% |
$23M - $25.2M
|
13.1M
$241M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
627K+ 46.18% |
$20.3M - $22.2M
|
1.98M
$36.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
597K+ 12.73% |
$19.4M - $21.2M
|
5.29M
$97.5M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
579K+ 653.78% |
$18.8M - $20.5M
|
668K
$12.3M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
472K+ 331.6% |
$15.3M - $16.7M
|
614K
$11.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
457K+ 24.92% |
$14.8M - $16.2M
|
2.29M
$42.3M
|
|
|
May 12, 2023
Q1 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
406KNew |
$13.2M - $14.4M
|
406K
$7.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
367K+ 0.86% |
$11.9M - $13M
|
43.1M
$795M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
361K+ 111.46% |
$11.7M - $12.8M
|
685K
$12.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
340K+ 19.74% |
$11M - $12M
|
2.06M
$38M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
328K+ 7.07% |
$10.6M - $11.6M
|
4.97M
$91.7M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
302KNew |
$9.8M - $10.7M
|
302K
$5.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
283K+ 20.48% |
$9.18M - $10M
|
1.67M
$30.7M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
273KNew |
$8.85M - $9.68M
|
273K
$5.03M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
253K+ 5.17% |
$8.21M - $8.98M
|
5.16M
$95.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
243K+ 63.74% |
$7.87M - $8.6M
|
623K
$11.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
227K+ 984.08% |
$7.36M - $8.05M
|
250K
$4.61M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
209K+ 20.88% |
$6.77M - $7.41M
|
1.21M
$22.3M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
205K+ 6.61% |
$6.65M - $7.27M
|
3.31M
$61M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
193K+ 101.36% |
$6.26M - $6.85M
|
384K
$7.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
177K+ 40.16% |
$5.75M - $6.28M
|
619K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
158K+ 213.93% |
$5.11M - $5.59M
|
232K
$4.27M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
155K+ 55494.27% |
$5.02M - $5.49M
|
155K
$2.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
144K+ 6.5% |
$4.68M - $5.11M
|
2.36M
$43.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
140KNew |
$4.55M - $4.98M
|
140K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
139K+ 10.99% |
$4.5M - $4.92M
|
1.4M
$25.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
126K+ 14.31% |
$4.08M - $4.46M
|
1.01M
$18.6M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
119K+ 5.16% |
$3.86M - $4.22M
|
2.43M
$44.8M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
116K+ 38.54% |
$3.78M - $4.13M
|
419K
$7.72M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
115K+ 80.66% |
$3.74M - $4.09M
|
258K
$4.77M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
114K+ 12.17% |
$3.69M - $4.03M
|
1.05M
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 13.95% |
$3.59M - $3.92M
|
904K
$16.7M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
107KNew |
$3.46M - $3.78M
|
107K
$1.97M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
106K+ 104.83% |
$3.44M - $3.76M
|
207K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
99KNew |
$3.21M - $3.51M
|
99K
$1.83M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
94.3K+ 61.18% |
$3.06M - $3.34M
|
248K
$4.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
93.3K+ 12.27% |
$3.02M - $3.31M
|
854K
$15.7M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
92.3K+ 3.55% |
$2.99M - $3.27M
|
2.69M
$49.6M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
90.7KNew |
$2.94M - $3.21M
|
90.7K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
86.9K+ 4.97% |
$2.82M - $3.08M
|
1.83M
$33.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
85.9K+ 4.49% |
$2.78M - $3.04M
|
2M
$36.9M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
85.4K+ 4.89% |
$2.77M - $3.03M
|
1.83M
$33.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
84.5K+ 28.76% |
$2.74M - $2.99M
|
378K
$6.98M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
84.3K+ 36.96% |
$2.73M - $2.99M
|
312K
$5.76M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
82.8K+ 81.44% |
$2.68M - $2.93M
|
184K
$3.4M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
81.4K+ 18.38% |
$2.64M - $2.88M
|
524K
$9.66M
|