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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.52M+ 4.68% |
$190M - $202M
|
124M
$2.38B
|
|
Aug 08, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
4.98M+ 3420.8% |
$172M - $182M
|
5.13M
$98.9M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.41M+ 4.43% |
$48.7M - $51.6M
|
33.3M
$643M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
744K+ 177.66% |
$25.6M - $27.2M
|
1.16M
$22.4M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
737K+ 3.77% |
$25.4M - $26.9M
|
20.3M
$392M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
566K+ 126.52% |
$19.5M - $20.7M
|
1.01M
$19.5M
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
540K+ 0.72% |
$18.6M - $19.7M
|
75.5M
$1.46B
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
483K+ 1.12% |
$16.7M - $17.7M
|
43.6M
$841M
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
445KNew |
$15.3M - $16.3M
|
445K
$8.58M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
416K+ 0.58% |
$14.3M - $15.2M
|
72.4M
$1.4B
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
362K+ 174.45% |
$12.5M - $13.2M
|
570K
$11M
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
351KNew |
$12.1M - $12.8M
|
351K
$6.77M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
317K+ 15.97% |
$10.9M - $11.6M
|
2.3M
$44.4M
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
286K+ 75.51% |
$9.85M - $10.4M
|
664K
$12.8M
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
284K+ 23.32% |
$9.78M - $10.4M
|
1.5M
$28.9M
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
265K+ 968.1% |
$9.15M - $9.69M
|
293K
$5.65M
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
259K+ 141.71% |
$8.92M - $9.46M
|
441K
$8.52M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
257K+ 63.92% |
$8.87M - $9.4M
|
660K
$12.7M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
250K+ 3224.09% |
$8.63M - $9.14M
|
258K
$4.98M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
220KNew |
$7.58M - $8.03M
|
220K
$4.24M
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
213K+ 8.54% |
$7.34M - $7.78M
|
2.7M
$52.2M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
204K+ 3.85% |
$7.03M - $7.45M
|
5.49M
$106M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
191K+ 11.46% |
$6.58M - $6.98M
|
1.86M
$35.8M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
182K+ 7.29% |
$6.29M - $6.66M
|
2.69M
$51.8M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
181K+ 18.03% |
$6.25M - $6.63M
|
1.19M
$22.9M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
179K+ 7.83% |
$6.19M - $6.55M
|
2.47M
$47.7M
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
178K+ 10.28% |
$6.12M - $6.49M
|
1.91M
$36.8M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
166K+ 9.8% |
$5.73M - $6.07M
|
1.86M
$35.9M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
145K+ 291.63% |
$5.01M - $5.31M
|
195K
$3.76M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
137KNew |
$4.73M - $5.01M
|
137K
$2.65M
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
132KNew |
$4.54M - $4.81M
|
132K
$2.54M
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
129KNew |
$4.46M - $4.73M
|
129K
$2.5M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
126KNew |
$4.33M - $4.59M
|
126K
$2.42M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 8.13% |
$3.93M - $4.16M
|
1.51M
$29.2M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
110K+ 178.79% |
$3.8M - $4.03M
|
172K
$3.32M
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
108KNew |
$3.74M - $3.96M
|
108K
$2.09M
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
105K+ 10.0% |
$3.62M - $3.83M
|
1.15M
$22.3M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
101K+ 39.57% |
$3.5M - $3.71M
|
358K
$6.9M
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
98.2K+ 34.8% |
$3.39M - $3.59M
|
380K
$7.34M
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
97.9K+ 4.9% |
$3.38M - $3.58M
|
2.1M
$40.5M
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
93.6K+ 58.12% |
$3.23M - $3.42M
|
255K
$4.91M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
84.5KNew |
$2.92M - $3.09M
|
84.5K
$1.63M
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
78.6K+ 12.7% |
$2.71M - $2.87M
|
697K
$13.5M
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
77.7K+ 9.1% |
$2.68M - $2.84M
|
931K
$18M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.3K+ 12.25% |
$2.63M - $2.79M
|
700K
$13.5M
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
76K+ 4.15% |
$2.62M - $2.78M
|
1.91M
$36.8M
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
71.7K+ 2.66% |
$2.47M - $2.62M
|
2.76M
$53.3M
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
71.6K+ 22.07% |
$2.47M - $2.62M
|
396K
$7.64M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
70.5KNew |
$2.43M - $2.58M
|
70.5K
$1.36M
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
69.2KNew |
$2.39M - $2.53M
|
69.2K
$1.34M
|