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 |
---|---|---|---|---|---|---|---|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
7.22KNew |
$234K - $256K
|
7.22K
$136K
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
7.04K+ 1310.43% |
$228K - $249K
|
7.57K
$142K
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
7.04K+ 23.38% |
$228K - $249K
|
37.1K
$698K
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.85K+ 1.5% |
$222K - $243K
|
463K
$8.71M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.84K+ 29.73% |
$222K - $243K
|
29.9K
$562K
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.84KNew |
$222K - $242K
|
6.84K
$129K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.83KNew |
$222K - $242K
|
6.83K
$129K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.71KNew |
$217K - $238K
|
6.71K
$126K
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.65KNew |
$216K - $236K
|
6.65K
$125K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.64K+ 12.65% |
$215K - $235K
|
59.2K
$1.11M
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
6.57KNew |
$213K - $233K
|
6.57K
$124K
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.48KNew |
$210K - $230K
|
6.48K
$122K
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.41KNew |
$208K - $227K
|
6.41K
$120K
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
6.4K+ 1.07% |
$208K - $227K
|
605K
$11.4M
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
6.4K+ 23.97% |
$207K - $227K
|
33.1K
$622K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.3K+ 9.47% |
$204K - $223K
|
72.8K
$1.37M
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.27KNew |
$203K - $222K
|
6.27K
$118K
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.19KNew |
$201K - $219K
|
6.19K
$116K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.18K+ 90.49% |
$200K - $219K
|
13K
$245K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.16K+ 15.44% |
$200K - $218K
|
46.1K
$866K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.93K+ 1.32% |
$192K - $210K
|
455K
$8.56M
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.92KNew |
$192K - $210K
|
5.92K
$111K
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
5.92KNew |
$192K - $210K
|
5.92K
$111K
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.91KNew |
$192K - $210K
|
5.91K
$111K
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.91K+ 5.81% |
$192K - $209K
|
108K
$2.03M
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.91K+ 13.07% |
$191K - $209K
|
51.1K
$961K
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
5.9K+ 274.42% |
$191K - $209K
|
8.05K
$151K
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.85KNew |
$190K - $207K
|
5.85K
$110K
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.8K+ 32.03% |
$188K - $206K
|
23.9K
$450K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8KNew |
$188K - $206K
|
5.8K
$109K
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5.77KNew |
$187K - $204K
|
5.77K
$108K
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
5.75KNew |
$187K - $204K
|
5.75K
$108K
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.75KNew |
$186K - $204K
|
5.75K
$108K
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
5.68K+ 2.64% |
$184K - $201K
|
221K
$4.15M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.68K+ 4.07% |
$184K - $201K
|
145K
$2.73M
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
5.67K+ 0.53% |
$184K - $201K
|
1.08M
$20.3M
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.66KNew |
$184K - $201K
|
5.66K
$106K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
5.39K+ 183.08% |
$175K - $191K
|
8.33K
$157K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5.39K+ 387.07% |
$175K - $191K
|
6.78K
$128K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.28K+ 14.77% |
$171K - $187K
|
41K
$771K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5.1K+ 465.66% |
$165K - $181K
|
6.19K
$117K
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.92K+ 1.71% |
$159K - $174K
|
293K
$5.51M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.71KNew |
$153K - $167K
|
4.71K
$88.5K
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4.64K+ 27.35% |
$150K - $164K
|
21.6K
$406K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.46K+ 5.03% |
$144K - $158K
|
93K
$1.75M
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.38K+ 8.73% |
$142K - $155K
|
54.6K
$1.03M
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.32K+ 3.07% |
$140K - $153K
|
145K
$2.73M
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.3K+ 2.53% |
$140K - $152K
|
174K
$3.28M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.27K+ 4.48% |
$139K - $151K
|
99.6K
$1.87M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.24K+ 9.38% |
$138K - $150K
|
49.5K
$931K
|