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 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
4.18K+ 1.41% |
$136K - $148K
|
301K
$5.66M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
3.82K+ 2.39% |
$124K - $135K
|
163K
$3.07M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.81K+ 12.99% |
$123K - $135K
|
33.1K
$623K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
3.8K+ 19.19% |
$123K - $134K
|
23.6K
$443K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.72K+ 7.38% |
$120K - $132K
|
54K
$1.02M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.7K+ 30.35% |
$120K - $131K
|
15.9K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
3.69K+ 25.26% |
$120K - $131K
|
18.3K
$345K
|
|
|
May 01, 2023
Q1 2023
|
Kearns & Associates LLC
|
BUY
|
- |
3.67K+ 14.21% |
$119K - $130K
|
29.5K
$556K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.64K+ 5.31% |
$118K - $129K
|
72.2K
$1.36M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.62K+ 2.45% |
$117K - $128K
|
152K
$2.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.53K+ 7.62% |
$114K - $125K
|
49.8K
$937K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
3.51K+ 87750.0% |
$114K - $124K
|
3.51K
$66.1K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.45K+ 212.91% |
$112K - $122K
|
5.07K
$95.3K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.43K+ 16.39% |
$111K - $121K
|
24.3K
$458K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.37K+ 22.03% |
$109K - $119K
|
18.7K
$351K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.33K+ 1.31% |
$108K - $118K
|
258K
$4.86M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 3.15% |
$107K - $117K
|
108K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.29K+ 17.73% |
$107K - $117K
|
21.9K
$411K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.22K+ 2.44% |
$104K - $114K
|
135K
$2.55M
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
3.17K+ 2.16% |
$103K - $112K
|
149K
$2.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.12K+ 8.88% |
$101K - $111K
|
38.3K
$720K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.96K+ 24.92% |
$95.8K - $105K
|
14.8K
$279K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.94K+ 30.56% |
$95.4K - $104K
|
12.6K
$237K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.93K+ 1.99% |
$94.9K - $104K
|
150K
$2.82M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.9K+ 41.31% |
$93.9K - $103K
|
9.9K
$186K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.86K+ 1342.25% |
$92.7K - $101K
|
3.07K
$57.8K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.59K+ 0.91% |
$83.9K - $91.7K
|
287K
$5.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.58K+ 0.77% |
$83.7K - $91.5K
|
337K
$6.34M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
2.56K+ 4.24% |
$83.1K - $90.9K
|
63K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.56K+ 12.77% |
$83.1K - $90.9K
|
22.6K
$426K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.54K+ 2.12% |
$82.4K - $90.1K
|
122K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.52K+ 16.12% |
$81.5K - $89.1K
|
18.1K
$341K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.5K+ 1.12% |
$81K - $88.5K
|
225K
$4.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
2.37K+ 10.91% |
$76.8K - $83.9K
|
24.1K
$453K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.34K+ 8.22% |
$75.8K - $82.9K
|
30.8K
$579K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.29K+ 2.99% |
$74.4K - $81.3K
|
79.1K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.17K+ 0.68% |
$70.4K - $77K
|
323K
$6.07M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.12K+ 3.74% |
$68.7K - $75.1K
|
58.7K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.08K+ 2.67% |
$67.6K - $73.9K
|
80.2K
$1.51M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.06K+ 17.43% |
$66.7K - $72.9K
|
13.9K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.05K+ 20.61% |
$66.5K - $72.7K
|
12K
$226K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.04K+ 22.42% |
$66.3K - $72.4K
|
11.2K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.03K+ 0.4% |
$65.9K - $72.1K
|
507K
$9.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.02K+ 7.94% |
$65.4K - $71.5K
|
27.4K
$516K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.01K+ 2.76% |
$65K - $71.1K
|
74.7K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.98K+ 2.39% |
$64.2K - $70.1K
|
84.7K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.96K+ 2.6% |
$63.6K - $69.5K
|
77.3K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.9K+ 4.01% |
$61.7K - $67.5K
|
49.4K
$929K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.87K+ 0.34% |
$60.7K - $66.3K
|
548K
$10.3M
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
1.74K+ 4.28% |
$56.5K - $61.8K
|
42.4K
$798K
|