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 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.92K- 0.82% |
$135K - $143K
|
477K
$9.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.94K- 25.37% |
$136K - $144K
|
11.6K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.99K- 3.65% |
$137K - $146K
|
105K
$2.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.02K- 2.66% |
$139K - $147K
|
147K
$2.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-4.03K- 27.22% |
$139K - $147K
|
10.8K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-4.06K- 3.38% |
$140K - $148K
|
116K
$2.25M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.14K- 18.48% |
$143K - $151K
|
18.3K
$353K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.14K- 4.48% |
$143K - $151K
|
88.3K
$1.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.21K- 1.52% |
$145K - $154K
|
273K
$5.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-4.25K- 0.41% |
$147K - $155K
|
1.04M
$20.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-4.25K- 7.06% |
$147K - $155K
|
56K
$1.08M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.26K- 10.67% |
$147K - $156K
|
35.7K
$690K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-4.32K- 2.9% |
$149K - $158K
|
145K
$2.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-4.38K- 11.55% |
$151K - $160K
|
33.5K
$649K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.47K- 2.57% |
$154K - $163K
|
170K
$3.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-4.55K- 1.51% |
$157K - $166K
|
297K
$5.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-4.57K- 4.12% |
$157K - $167K
|
106K
$2.06M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-4.6K- 14.75% |
$159K - $168K
|
26.6K
$515K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-4.63K- 2.92% |
$160K - $169K
|
154K
$2.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.63K- 1.6% |
$160K - $169K
|
284K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4.76K- 11.83% |
$164K - $174K
|
35.4K
$686K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-4.91K- 7.37% |
$169K - $180K
|
61.8K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.05K- 10.96% |
$174K - $185K
|
41K
$794K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-5.09K- 1.07% |
$175K - $186K
|
472K
$9.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-5.11K- 1.26% |
$176K - $187K
|
400K
$7.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.12K- 24.07% |
$177K - $187K
|
16.2K
$313K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-5.14K- 10.45% |
$177K - $188K
|
44.1K
$853K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-5.15K- 5.74% |
$177K - $188K
|
84.5K
$1.64M
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-5.15K- 1.47% |
$178K - $188K
|
346K
$6.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.15K- 47.34% |
$178K - $188K
|
5.73K
$111K
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
SELL
|
- |
-5.18K- 13.8% |
$179K - $189K
|
32.4K
$627K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.24K- 0.97% |
$181K - $192K
|
536K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.31K- 5.66% |
$183K - $194K
|
88.5K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.72K- 2.5% |
$197K - $209K
|
223K
$4.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.74K- 2.34% |
$198K - $210K
|
240K
$4.64M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.77K- 3.23% |
$199K - $211K
|
173K
$3.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.01K- 6.77% |
$207K - $219K
|
82.7K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.01K- 8.33% |
$207K - $219K
|
66.1K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-6.03K- 15.09% |
$208K - $220K
|
34K
$657K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6.1K- 15.83% |
$210K - $223K
|
32.4K
$627K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.13K- 41.22% |
$211K - $224K
|
8.75K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.19K- 1.19% |
$214K - $226K
|
513K
$9.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.27K- 7.48% |
$216K - $229K
|
77.6K
$1.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6.31K- 3.3% |
$218K - $231K
|
185K
$3.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-6.47K- 12.53% |
$223K - $237K
|
45.2K
$874K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.57K- 23.9% |
$226K - $240K
|
20.9K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.91K- 12.79% |
$238K - $252K
|
47.1K
$912K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-6.96K- 1.46% |
$240K - $254K
|
470K
$9.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-7.19K- 12.47% |
$248K - $263K
|
50.5K
$976K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-7.2K- 29.74% |
$248K - $263K
|
17K
$329K
|