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 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.88K- 22.58% |
$64.7K - $68.6K
|
6.44K
$125K
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.96K- 4.29% |
$67.7K - $71.7K
|
43.7K
$846K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.96K- 0.08% |
$67.7K - $71.8K
|
2.6M
$50.3M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.98K- 0.53% |
$68.4K - $72.5K
|
369K
$7.13M
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.02K- 1.54% |
$69.5K - $73.6K
|
128K
$2.49M
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-2.03K- 2.83% |
$69.8K - $74K
|
69.5K
$1.35M
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-2.04K- 1.61% |
$70.3K - $74.5K
|
125K
$2.42M
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.07K- 5.19% |
$71.2K - $75.5K
|
37.7K
$730K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.13K- 25.87% |
$73.5K - $77.9K
|
6.11K
$118K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.14K- 12.32% |
$73.9K - $78.3K
|
15.3K
$295K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.2K- 35.29% |
$75.8K - $80.3K
|
4.03K
$78K
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-2.22K- 2.39% |
$76.4K - $81K
|
90.5K
$1.75M
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.33K- 28.98% |
$80.2K - $85K
|
5.7K
$110K
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.33K- 0.24% |
$80.4K - $85.2K
|
984K
$19M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.38K- 6.72% |
$82.1K - $87K
|
33.1K
$640K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.4K- 8.24% |
$82.9K - $87.8K
|
26.8K
$518K
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.43K- 22.01% |
$83.6K - $88.6K
|
8.59K
$166K
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.43K- 6.75% |
$83.8K - $88.8K
|
33.6K
$649K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.58K- 0.52% |
$88.9K - $94.2K
|
489K
$9.47M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 1.61% |
$90K - $95.4K
|
159K
$3.09M
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.65K- 11.05% |
$91.2K - $96.7K
|
21.3K
$412K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.68K- 5.05% |
$92.5K - $98.1K
|
50.5K
$977K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.88K- 1.4% |
$99.2K - $105K
|
202K
$3.91M
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.93K- 13.41% |
$101K - $107K
|
18.9K
$366K
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.95K- 21.95% |
$102K - $108K
|
10.5K
$203K
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.96K- 17.48% |
$102K - $108K
|
14K
$271K
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.02K- 0.25% |
$104K - $110K
|
1.18M
$22.9M
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3.05K- 5.37% |
$105K - $111K
|
53.7K
$1.04M
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.06K- 1.85% |
$106K - $112K
|
162K
$3.14M
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-3.09K- 1.99% |
$107K - $113K
|
152K
$2.94M
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.16K- 16.34% |
$109K - $116K
|
16.2K
$313K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.22K- 13.47% |
$111K - $118K
|
20.7K
$400K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.24K- 0.46% |
$112K - $118K
|
700K
$13.6M
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-3.28K- 11.48% |
$113K - $120K
|
25.3K
$490K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3.3K- 0.96% |
$114K - $121K
|
341K
$6.59M
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.33K- 2.87% |
$115K - $122K
|
113K
$2.18M
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-3.4K- 11.62% |
$117K - $124K
|
25.9K
$500K
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.41K- 8.01% |
$118K - $125K
|
39.2K
$758K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.48K- 1.79% |
$120K - $127K
|
191K
$3.69M
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-3.59K- 19.59% |
$124K - $131K
|
14.7K
$285K
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-3.6K- 3.48% |
$124K - $132K
|
100K
$1.94M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.62K- 3.49% |
$125K - $132K
|
100K
$1.94M
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-3.67K- 2.33% |
$127K - $134K
|
154K
$2.98M
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-3.68K- 2.17% |
$127K - $134K
|
166K
$3.2M
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.68K- 1.82% |
$127K - $134K
|
199K
$3.84M
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.81K- 6.75% |
$131K - $139K
|
52.7K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.81K- 14.27% |
$132K - $139K
|
22.9K
$443K
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-3.83K- 3.16% |
$132K - $140K
|
118K
$2.28M
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-3.85K- 2.04% |
$133K - $141K
|
184K
$3.57M
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-3.92K- 0.4% |
$135K - $143K
|
978K
$18.9M
|