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 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-826- 1.62% |
$28.5K - $30.2K
|
50.3K
$970K
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-833- 0.18% |
$28.7K - $30.4K
|
462K
$8.91M
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-848- 2.57% |
$29.2K - $31K
|
32.1K
$619K
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-857- 0.79% |
$29.5K - $31.3K
|
108K
$2.08M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-912- 6.15% |
$31.4K - $33.3K
|
13.9K
$268K
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-945- 5.56% |
$32.6K - $34.5K
|
16K
$309K
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-955- 12.35% |
$32.9K - $34.9K
|
6.78K
$131K
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-976- 5.17% |
$33.7K - $35.7K
|
17.9K
$346K
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-990- 82.64% |
$34.1K - $36.2K
|
208
$4.01K
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-997- 0.68% |
$34.4K - $36.4K
|
145K
$2.79M
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-999- 22.59% |
$34.4K - $36.5K
|
3.42K
$66K
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.03K- 0.63% |
$35.5K - $37.6K
|
162K
$3.13M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.07K- 3.59% |
$37K - $39.2K
|
28.9K
$557K
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-1.08K- 4.56% |
$37.2K - $39.4K
|
22.6K
$436K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.11K- 16.2% |
$38.2K - $40.4K
|
5.73K
$110K
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.14K- 6.89% |
$39.2K - $41.6K
|
15.4K
$297K
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.19K- 0.8% |
$41K - $43.5K
|
148K
$2.86M
|
|
Jul 11, 2023
Q2 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-1.19K- 1.41% |
$41.1K - $43.6K
|
83.2K
$1.61M
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.22K- 3.38% |
$42.1K - $44.6K
|
34.8K
$672K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.24K- 1.2% |
$42.8K - $45.4K
|
103K
$1.98M
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-1.25K- 1.93% |
$43.1K - $45.7K
|
63.5K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.27K- 16.8% |
$43.7K - $46.3K
|
6.28K
$121K
|
|
Jul 17, 2023
Q2 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.27K- 3.0% |
$43.8K - $46.4K
|
41.2K
$794K
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.28K- 10.99% |
$44K - $46.6K
|
10.3K
$199K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 16.51% |
$45.8K - $48.6K
|
6.72K
$130K
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.35K- 4.07% |
$46.4K - $49.2K
|
31.7K
$612K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.36K- 15.94% |
$46.8K - $49.6K
|
7.16K
$138K
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.37K- 1.99% |
$47.4K - $50.2K
|
67.7K
$1.31M
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.4K- 2.1% |
$48.3K - $51.2K
|
65.3K
$1.26M
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.4K- 38.89% |
$48.3K - $51.2K
|
2.2K
$42.4K
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-1.42K- 12.28% |
$48.8K - $51.7K
|
10.1K
$195K
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.47K- 12.63% |
$50.5K - $53.5K
|
10.1K
$195K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 12.88% |
$50.9K - $53.9K
|
9.98K
$193K
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.51K- 12.89% |
$52K - $55.1K
|
10.2K
$197K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.52K- 43.98% |
$52.5K - $55.7K
|
1.94K
$37.4K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.54K- 1.01% |
$52.9K - $56.1K
|
150K
$2.9M
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.56K- 2.25% |
$53.7K - $56.9K
|
67.6K
$1.3M
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.58K- 7.26% |
$54.3K - $57.6K
|
20.1K
$388K
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.58K- 1.33% |
$54.5K - $57.7K
|
117K
$2.26M
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.65K- 10.88% |
$56.9K - $60.3K
|
13.5K
$261K
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.68K- 15.19% |
$57.9K - $61.3K
|
9.37K
$181K
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.68K- 10.05% |
$57.9K - $61.4K
|
15K
$290K
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.72K- 0.6% |
$59.2K - $62.8K
|
284K
$5.48M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.73K- 15.5% |
$59.5K - $63.1K
|
9.41K
$182K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.74K- 2.75% |
$59.8K - $63.4K
|
61.3K
$1.18M
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.77K- 4.72% |
$61K - $64.6K
|
35.7K
$688K
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 20.06% |
$61K - $64.7K
|
7.05K
$136K
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.82K- 0.37% |
$62.6K - $66.4K
|
489K
$9.42M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 16.6% |
$63.8K - $67.6K
|
9.29K
$179K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.87K- 0.94% |
$64.5K - $68.3K
|
198K
$3.82M
|