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 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.71KNew |
$197K - $209K
|
5.71K
$110K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.66K+ 16.13% |
$195K - $207K
|
40.8K
$789K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
5.55K+ 44.74% |
$192K - $203K
|
18K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
5.5K+ 4.14% |
$190K - $201K
|
138K
$2.68M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.45K+ 25.25% |
$188K - $199K
|
27K
$523K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
5.43K+ 1.07% |
$187K - $199K
|
515K
$9.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.4K+ 3.03% |
$186K - $197K
|
184K
$3.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
5.3KNew |
$183K - $194K
|
5.3K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.17K+ 2.34% |
$178K - $189K
|
227K
$4.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5.16K+ 0.92% |
$178K - $188K
|
568K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
5.02K+ 1.5% |
$173K - $183K
|
339K
$6.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.98KNew |
$172K - $182K
|
4.98K
$96.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.96K+ 7.73% |
$171K - $181K
|
69.1K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.79K+ 1.36% |
$165K - $175K
|
357K
$6.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.76K+ 44.2% |
$164K - $174K
|
15.5K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.65K+ 4.78% |
$160K - $170K
|
102K
$1.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.6K+ 1.01% |
$159K - $168K
|
460K
$8.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.48K+ 7.46% |
$154K - $164K
|
64.6K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.48K+ 0.21% |
$154K - $164K
|
2.17M
$42M
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.45K+ 1.88% |
$154K - $163K
|
241K
$4.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.24K+ 3.13% |
$146K - $155K
|
140K
$2.7M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4.22K+ 22.92% |
$146K - $154K
|
22.6K
$438K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.22K+ 2.66% |
$145K - $154K
|
163K
$3.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.08K+ 12.32% |
$141K - $149K
|
37.2K
$720K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.02K+ 5.56% |
$138K - $147K
|
76.3K
$1.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
4.01K+ 2.85% |
$138K - $147K
|
145K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.94K+ 10.39% |
$136K - $144K
|
41.9K
$810K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.72KNew |
$128K - $136K
|
3.72K
$72K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
3.71K+ 927.25% |
$128K - $136K
|
4.11K
$79.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.55KNew |
$123K - $130K
|
3.55K
$68.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.55K+ 108.63% |
$122K - $130K
|
6.82K
$132K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.42K+ 7.82% |
$118K - $125K
|
47.2K
$912K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.41K+ 6.1% |
$118K - $125K
|
59.3K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.38K+ 10.35% |
$117K - $124K
|
36K
$697K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.36K+ 1.81% |
$116K - $123K
|
190K
$3.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.34KNew |
$115K - $122K
|
3.34K
$64.7K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.32K+ 1.6% |
$114K - $121K
|
211K
$4.07M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
3.3K+ 40.99% |
$114K - $121K
|
11.4K
$220K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.25K+ 35.89% |
$112K - $119K
|
12.3K
$238K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.24KNew |
$112K - $118K
|
3.24K
$62.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.21K+ 1.94% |
$111K - $117K
|
169K
$3.28M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
BUY
|
- |
3.15K+ 6.16% |
$108K - $115K
|
54.2K
$1.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.15K+ 4.44% |
$108K - $115K
|
74K
$1.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.14K+ 7.87% |
$108K - $115K
|
43K
$832K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.11K+ 8.32% |
$107K - $113K
|
40.4K
$782K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.1K+ 1548.0% |
$107K - $113K
|
3.3K
$63.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.04K+ 11.27% |
$105K - $111K
|
30K
$580K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
3.02K+ 9.33% |
$104K - $110K
|
35.3K
$684K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.93K+ 1.12% |
$101K - $107K
|
263K
$5.09M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.9K+ 14.98% |
$100K - $106K
|
22.3K
$431K
|