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 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-23.7K- 4.62% |
$817K - $866K
|
489K
$9.43M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-24.7K- 9.81% |
$852K - $903K
|
227K
$4.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.7K- 2.53% |
$954K - $1.01M
|
1.06M
$20.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-27.7K- 1.73% |
$954K - $1.01M
|
1.57M
$30.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-28.8K- 1.53% |
$995K - $1.05M
|
1.86M
$35.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-34.9K- 85.0% |
$1.2M - $1.27M
|
6.15K
$119K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-35.6K- 4.41% |
$1.23M - $1.3M
|
772K
$14.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-35.7K- 4.31% |
$1.23M - $1.31M
|
794K
$15.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-37K- 14.32% |
$1.28M - $1.35M
|
221K
$4.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-40.1K- 29.27% |
$1.38M - $1.46M
|
96.8K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-40.2K- 42.49% |
$1.38M - $1.47M
|
54.4K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-43.1K- 28.45% |
$1.49M - $1.58M
|
108K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-43.6K- 77.88% |
$1.5M - $1.59M
|
12.4K
$239K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-45.3K- 33.19% |
$1.56M - $1.65M
|
91.1K
$1.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-49.5K- 8.2% |
$1.71M - $1.81M
|
554K
$10.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-54.5K- 2.09% |
$1.88M - $1.99M
|
2.55M
$49.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-57.5K- 72.18% |
$1.98M - $2.1M
|
22.1K
$427K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-66K- 19.35% |
$2.28M - $2.41M
|
275K
$5.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-67.9K- 7.33% |
$2.34M - $2.48M
|
858K
$16.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-68.7K- 2.94% |
$2.37M - $2.51M
|
2.27M
$43.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-76.8K- 11.49% |
$2.65M - $2.81M
|
591K
$11.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-79K- 6.2% |
$2.72M - $2.89M
|
1.2M
$23.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-90.6K- 42.95% |
$3.12M - $3.31M
|
120K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-93.3K- 83.72% |
$3.22M - $3.41M
|
18.1K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-96.7K- 8.2% |
$3.34M - $3.53M
|
1.08M
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-102K- 95.99% |
$3.53M - $3.74M
|
4.28K
$82.5K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-119K- 4.9% |
$4.11M - $4.36M
|
2.31M
$44.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-123K- 77.71% |
$4.23M - $4.48M
|
35.2K
$679K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-125K- 46.96% |
$4.3M - $4.56M
|
141K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-137K- 16.72% |
$4.71M - $4.99M
|
680K
$13.1M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-153K- 15.52% |
$5.26M - $5.58M
|
831K
$16M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-171K- 52.19% |
$5.89M - $6.24M
|
156K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-208K- 86.65% |
$7.17M - $7.6M
|
32.1K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-208K- 3.26% |
$7.18M - $7.61M
|
6.19M
$119M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-333K- 51.86% |
$11.5M - $12.2M
|
309K
$5.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-558K- 3.57% |
$19.3M - $20.4M
|
15.1M
$291M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-638K- 27.01% |
$22M - $23.3M
|
1.72M
$33.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-734K- 35.62% |
$25.3M - $26.8M
|
1.33M
$25.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.98M- 3.87% |
$103M - $109M
|
74M
$1.43B
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.81M- 51.28% |
$166M - $176M
|
4.57M
$88.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.81M- 46.82% |
$235M - $249M
|
7.73M
$149M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.83M- 50.8% |
$235M - $250M
|
6.61M
$128M
|