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 |
---|---|---|---|---|---|---|---|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.42K- 5.11% |
$256K - $271K
|
138K
$2.66M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.42K- 5.11% |
$256K - $271K
|
138K
$2.66M
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.45K- 1.69% |
$257K - $272K
|
432K
$8.34M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.57K- 1.61% |
$261K - $276K
|
462K
$8.91M
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-7.63K- 3.75% |
$263K - $279K
|
196K
$3.78M
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.63K- 7.14% |
$263K - $279K
|
99.3K
$1.92M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.23K- 5.54% |
$284K - $301K
|
140K
$2.71M
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-8.54K- 9.05% |
$294K - $312K
|
85.8K
$1.65M
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-8.6K- 8.94% |
$296K - $314K
|
87.6K
$1.69M
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8.7K- 27.51% |
$300K - $318K
|
22.9K
$442K
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-8.8K- 1.98% |
$303K - $321K
|
435K
$8.39M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.81K- 37.66% |
$304K - $322K
|
14.6K
$281K
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.86K- 3.71% |
$305K - $324K
|
230K
$4.43M
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-8.92K- 4.81% |
$308K - $326K
|
177K
$3.41M
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-9.02K- 5.01% |
$311K - $330K
|
171K
$3.3M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-9.04K- 5.13% |
$312K - $330K
|
167K
$3.22M
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9.4K- 0.67% |
$324K - $343K
|
1.39M
$26.8M
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-9.84K- 19.92% |
$339K - $359K
|
39.6K
$763K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 4.23% |
$354K - $375K
|
232K
$4.48M
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.5K- 56.52% |
$364K - $385K
|
8.11K
$156K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.3K- 34.15% |
$390K - $413K
|
21.8K
$421K
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-11.4K- 1.95% |
$392K - $415K
|
571K
$11M
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-11.8K- 4.12% |
$405K - $429K
|
273K
$5.27M
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-11.8K- 2.0% |
$407K - $431K
|
578K
$11.1M
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 2.7% |
$419K - $444K
|
437K
$8.43M
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-12.2K- 16.21% |
$420K - $445K
|
63K
$1.22M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12.4K- 12.86% |
$428K - $453K
|
84.1K
$1.62M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.5K- 2.83% |
$429K - $455K
|
428K
$8.26M
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-12.9K- 2.82% |
$445K - $471K
|
445K
$8.58M
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-13K- 27.6% |
$449K - $476K
|
34.1K
$659K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-13.6K- 59.92% |
$468K - $496K
|
9.07K
$175K
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-14.9K- 1.51% |
$514K - $544K
|
969K
$18.7M
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-15.1K- 39.76% |
$519K - $550K
|
22.8K
$440K
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-15.3K- 3.01% |
$529K - $560K
|
493K
$9.51M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.8K- 0.31% |
$543K - $576K
|
5.02M
$96.9M
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-16.6K- 19.2% |
$571K - $606K
|
69.7K
$1.35M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-17.1K- 51.48% |
$591K - $626K
|
16.1K
$311K
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-17.6K- 13.63% |
$608K - $645K
|
112K
$2.16M
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-17.8K- 3.85% |
$612K - $649K
|
444K
$8.56M
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-17.8K- 3.85% |
$612K - $649K
|
444K
$8.56M
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-18.2K- 43.73% |
$628K - $665K
|
23.4K
$452K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-19K- 53.3% |
$654K - $693K
|
16.6K
$321K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-19.8K- 3.62% |
$684K - $725K
|
528K
$10.2M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-19.9K- 54.47% |
$686K - $726K
|
16.6K
$321K
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-20.4K- 21.34% |
$702K - $744K
|
75.1K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21.3K- 91.33% |
$736K - $780K
|
2.03K
$39.1K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.8K- 1.22% |
$752K - $797K
|
1.77M
$34.1M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.1K- 34.59% |
$761K - $807K
|
41.7K
$805K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-22.7K- 20.9% |
$782K - $828K
|
85.8K
$1.65M
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-23K- 4.39% |
$792K - $839K
|
501K
$9.66M
|