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 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-89- 0.54% |
$3.07K - $3.25K
|
16.3K
$315K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-102- 0.7% |
$3.52K - $3.73K
|
14.5K
$280K
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-112- 0.06% |
$3.86K - $4.09K
|
187K
$3.61M
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-125- 5.12% |
$4.31K - $4.57K
|
2.32K
$44.9K
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-130- 1.13% |
$4.48K - $4.75K
|
11.4K
$221K
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-133- 0.47% |
$4.59K - $4.86K
|
28.2K
$546K
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-133- 1.96% |
$4.59K - $4.86K
|
6.66K
$129K
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-138- 0.4% |
$4.76K - $5.04K
|
34.1K
$660K
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-138- 0.38% |
$4.76K - $5.04K
|
36.2K
$700K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-154- 1.9% |
$5.31K - $5.63K
|
7.97K
$154K
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-155- 1.15% |
$5.34K - $5.66K
|
13.3K
$257K
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-166- 0.48% |
$5.72K - $6.07K
|
34.6K
$670K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-172- 13.55% |
$5.93K - $6.28K
|
1.1K
$21.2K
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-174- 1.37% |
$6K - $6.36K
|
12.5K
$242K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-175- 19.15% |
$6.03K - $6.39K
|
739
$14.3K
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-179- 0.82% |
$6.17K - $6.54K
|
21.7K
$419K
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-183- 2.15% |
$6.31K - $6.69K
|
8.35K
$161K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-183- 45.3% |
$6.31K - $6.69K
|
221
$4.28K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-185- 12.24% |
$6.38K - $6.76K
|
1.33K
$25.7K
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-189- 1.59% |
$6.52K - $6.91K
|
11.7K
$226K
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-197- 1.63% |
$6.79K - $7.2K
|
11.9K
$230K
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-198- 0.06% |
$6.83K - $7.23K
|
322K
$6.24M
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 25.19% |
$6.9K - $7.31K
|
594
$11.5K
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-200- 0.37% |
$6.9K - $7.31K
|
53.6K
$1.04M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-203- 10.85% |
$7K - $7.42K
|
1.67K
$32.3K
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-205- 1.52% |
$7.07K - $7.49K
|
13.3K
$257K
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-214- 0.37% |
$7.38K - $7.82K
|
57.3K
$1.11M
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-217- 0.45% |
$7.48K - $7.93K
|
48.1K
$930K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-220- 50.34% |
$7.59K - $8.04K
|
217
$4.2K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-225- 13.75% |
$7.76K - $8.22K
|
1.41K
$27.3K
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-240- 1.12% |
$8.28K - $8.77K
|
21.2K
$409K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-240- 8.76% |
$8.28K - $8.77K
|
2.5K
$48.4K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-252- 0.22% |
$8.69K - $9.21K
|
116K
$2.24M
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-253- 1.85% |
$8.72K - $9.24K
|
13.4K
$259K
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-255- 4.53% |
$8.79K - $9.32K
|
5.37K
$104K
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-255- 41.13% |
$8.79K - $9.32K
|
365
$7.06K
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-261- 3.74% |
$9K - $9.54K
|
6.72K
$130K
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-271- 0.52% |
$9.34K - $9.9K
|
52.2K
$1.01M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-272- 84.74% |
$9.38K - $9.94K
|
49
$948
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-280- 0.94% |
$9.65K - $10.2K
|
29.4K
$569K
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
SELL
|
- |
-281- 1.29% |
$9.69K - $10.3K
|
21.5K
$417K
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-283- 8.8% |
$9.76K - $10.3K
|
2.93K
$56.8K
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-285- 2.24% |
$9.83K - $10.4K
|
12.4K
$240K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-288- 33.37% |
$9.93K - $10.5K
|
575
$11.1K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-290- 15.15% |
$10K - $10.6K
|
1.62K
$31.4K
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-292- 81.56% |
$10.1K - $10.7K
|
66
$1.28K
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-300- 0.05% |
$10.3K - $11K
|
556K
$10.8M
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-304- 1.31% |
$10.5K - $11.1K
|
22.9K
$443K
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-307- 1.52% |
$10.6K - $11.2K
|
19.9K
$385K
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-308- 0.33% |
$10.6K - $11.3K
|
92.6K
$1.79M
|