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 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
10.1K+ 1.47% |
$347K - $368K
|
695K
$13.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10K+ 5.66% |
$346K - $367K
|
187K
$3.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
9.77K+ 4.44% |
$337K - $357K
|
230K
$4.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
9.71K+ 21.95% |
$335K - $355K
|
53.9K
$1.04M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.67K+ 36.89% |
$333K - $353K
|
35.9K
$692K
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
9.63KNew |
$332K - $352K
|
9.63K
$186K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
9.46K+ 0.62% |
$326K - $346K
|
1.54M
$29.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
9.38K+ 14.88% |
$323K - $343K
|
72.4K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
9.34K+ 5.59% |
$322K - $341K
|
176K
$3.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
9.33K+ 30.31% |
$322K - $341K
|
40.1K
$774K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
8.89K+ 8.75% |
$306K - $325K
|
110K
$2.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.81K+ 3.26% |
$304K - $322K
|
279K
$5.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.8K+ 9.1% |
$304K - $322K
|
106K
$2.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
8.74K+ 1.18% |
$301K - $319K
|
748K
$14.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.52KNew |
$294K - $311K
|
8.52K
$164K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
8.23K+ 9.9% |
$284K - $301K
|
91.3K
$1.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.14K+ 13.35% |
$281K - $297K
|
69.1K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
7.88K+ 2.44% |
$272K - $288K
|
331K
$6.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
7.87K+ 9.05% |
$271K - $288K
|
94.9K
$1.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.8KNew |
$269K - $285K
|
7.8K
$151K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
7.7K+ 71.84% |
$266K - $281K
|
18.4K
$355K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.64KNew |
$263K - $279K
|
7.64K
$147K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7.5K+ 3.33% |
$259K - $274K
|
233K
$4.49M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7.38KNew |
$255K - $270K
|
7.38K
$142K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
7.26K+ 6.47% |
$250K - $265K
|
119K
$2.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.14KNew |
$246K - $261K
|
7.14K
$138K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
7.08K+ 77.38% |
$244K - $259K
|
16.2K
$313K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.04K+ 6.64% |
$243K - $257K
|
113K
$2.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
7.02KNew |
$242K - $257K
|
7.02K
$135K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
7KNew |
$241K - $256K
|
7K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.93KNew |
$239K - $253K
|
6.93K
$134K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
6.87KNew |
$237K - $251K
|
6.87K
$133K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.83K+ 8.85% |
$235K - $250K
|
84K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.83K+ 2.95% |
$235K - $249K
|
238K
$4.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.73K+ 0.16% |
$232K - $246K
|
4.16M
$80.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
6.64K+ 4.03% |
$229K - $243K
|
172K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.47K+ 17.75% |
$223K - $236K
|
42.9K
$828K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
6.37K+ 0.59% |
$219K - $233K
|
1.09M
$20.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.21KNew |
$214K - $227K
|
6.21K
$120K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
6.14K+ 5.69% |
$212K - $224K
|
114K
$2.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
6.1KNew |
$210K - $223K
|
6.1K
$118K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
6.1K+ 0.95% |
$210K - $223K
|
645K
$12.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.1KNew |
$210K - $223K
|
6.1K
$118K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.09KNew |
$210K - $223K
|
6.09K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.09K+ 12.3% |
$210K - $222K
|
55.6K
$1.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
6.02K+ 2.56% |
$208K - $220K
|
241K
$4.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.89K+ 55.42% |
$203K - $215K
|
16.5K
$319K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
5.8KNew |
$200K - $212K
|
5.8K
$112K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.75KNew |
$198K - $210K
|
5.75K
$111K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
5.72KNew |
$197K - $209K
|
5.72K
$110K
|