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
|
Sage Financial Group Inc
|
SELL
|
- |
-314- 4.29% |
$10.8K - $11.5K
|
7K
$135K
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-318- 0.75% |
$11K - $11.6K
|
42.3K
$818K
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-319- 0.54% |
$11K - $11.7K
|
58.4K
$1.13M
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-333- 1.71% |
$11.5K - $12.2K
|
19.1K
$370K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-349- 3.67% |
$12K - $12.8K
|
9.17K
$177K
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-350- 2.95% |
$12.1K - $12.8K
|
11.5K
$223K
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-358- 5.23% |
$12.3K - $13.1K
|
6.48K
$125K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-400- 4.02% |
$13.8K - $14.6K
|
9.56K
$185K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-441- 1.24% |
$15.2K - $16.1K
|
35.2K
$680K
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-446- 0.56% |
$15.4K - $16.3K
|
79.3K
$1.54M
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-447- 3.6% |
$15.4K - $16.3K
|
12K
$231K
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-453- 6.81% |
$15.6K - $16.6K
|
6.2K
$120K
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-461- 3.0% |
$15.9K - $16.8K
|
14.9K
$288K
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-492- 1.8% |
$17K - $18K
|
26.9K
$521K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-495- 58.3% |
$17.1K - $18.1K
|
354
$6.85K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-499- 5.99% |
$17.2K - $18.2K
|
7.84K
$152K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-499- 1.09% |
$17.2K - $18.2K
|
45.2K
$875K
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-509- 6.7% |
$17.6K - $18.6K
|
7.09K
$137K
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-516- 2.72% |
$17.8K - $18.9K
|
18.5K
$358K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-524- 1.12% |
$18.1K - $19.1K
|
46.2K
$893K
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-525- 1.77% |
$18.1K - $19.2K
|
29.2K
$565K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-543- 5.66% |
$18.7K - $19.8K
|
9.05K
$175K
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-553- 7.63% |
$19.1K - $20.2K
|
6.69K
$130K
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-553- 4.53% |
$19.1K - $20.2K
|
11.6K
$225K
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-558- 4.87% |
$19.2K - $20.4K
|
10.9K
$211K
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-558- 0.88% |
$19.2K - $20.4K
|
63.1K
$1.22M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-591- 9.09% |
$20.4K - $21.6K
|
5.91K
$114K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-603- 0.75% |
$20.8K - $22K
|
79.6K
$1.54M
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-626- 0.45% |
$21.6K - $22.9K
|
138K
$2.66M
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-634- 0.13% |
$21.9K - $23.2K
|
493K
$9.54M
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-637- 0.45% |
$22K - $23.3K
|
139K
$2.7M
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-654- 0.4% |
$22.5K - $23.9K
|
163K
$3.15M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-659- 6.88% |
$22.7K - $24.1K
|
8.91K
$172K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-659- 6.88% |
$22.7K - $24.1K
|
8.91K
$172K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-667- 0.37% |
$23K - $24.4K
|
180K
$3.49M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-667- 0.37% |
$23K - $24.4K
|
180K
$3.49M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-670- 7.13% |
$23.1K - $24.5K
|
8.73K
$169K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-689- 8.89% |
$23.8K - $25.2K
|
7.06K
$137K
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-694- 0.86% |
$23.9K - $25.4K
|
80.4K
$1.56M
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-694- 1.09% |
$23.9K - $25.4K
|
62.8K
$1.22M
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-731- 8.12% |
$25.2K - $26.7K
|
8.27K
$160K
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-738- 0.34% |
$25.4K - $27K
|
219K
$4.23M
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-749- 2.23% |
$25.8K - $27.4K
|
32.9K
$636K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-753- 9.52% |
$26K - $27.5K
|
7.16K
$138K
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-765- 6.35% |
$26.4K - $28K
|
11.3K
$218K
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-776- 5.62% |
$26.8K - $28.4K
|
13K
$252K
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-780- 1.35% |
$26.9K - $28.5K
|
57.2K
$1.11M
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-801- 2.21% |
$27.6K - $29.3K
|
35.4K
$685K
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-812- 1.18% |
$28K - $29.7K
|
67.7K
$1.31M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-816- 4.36% |
$28.1K - $29.8K
|
17.9K
$347K
|