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
|
Redw Wealth LLC
|
BUY
|
- |
1.35K+ 3.8% |
$46.6K - $49.4K
|
37K
$713K
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.33K+ 15.52% |
$45.7K - $48.4K
|
9.86K
$190K
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.28K+ 1.72% |
$44.2K - $46.8K
|
76K
$1.47M
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.25K+ 0.76% |
$43.1K - $45.7K
|
165K
$3.18M
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.24K+ 11.14% |
$42.9K - $45.5K
|
12.4K
$239K
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.18K+ 0.46% |
$40.6K - $43K
|
256K
$4.94M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.15K+ 3.03% |
$39.5K - $41.9K
|
39K
$753K
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
1.12K+ 1.1% |
$38.6K - $40.9K
|
103K
$1.99M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.11K+ 14.22% |
$38.1K - $40.4K
|
8.87K
$171K
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.07K+ 7.97% |
$36.9K - $39.1K
|
14.5K
$279K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.06K+ 4.23% |
$36.6K - $38.8K
|
26.2K
$505K
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
1.05K+ 14.76% |
$36.3K - $38.4K
|
8.18K
$158K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.05K+ 0.3% |
$36.1K - $38.3K
|
348K
$6.71M
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.01K+ 1.09% |
$34.9K - $36.9K
|
94K
$1.81M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.01K+ 1.33% |
$34.7K - $36.8K
|
76.7K
$1.48M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
1K+ 39.78% |
$34.5K - $36.5K
|
3.51K
$67.8K
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1K+ 3.14% |
$34.5K - $36.5K
|
32.8K
$633K
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
987+ 0.57% |
$34K - $36.1K
|
173K
$3.33M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
950+ 6.86% |
$32.8K - $34.7K
|
14.8K
$286K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
903+ 27.79% |
$31.1K - $33K
|
4.15K
$80.1K
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
884+ 0.94% |
$30.5K - $32.3K
|
95K
$1.83M
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
877+ 5.78% |
$30.2K - $32K
|
16.1K
$310K
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
BUY
|
- |
872+ 3.2% |
$30.1K - $31.9K
|
28.2K
$543K
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
856+ 2.89% |
$29.5K - $31.3K
|
30.5K
$589K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
856+ 0.89% |
$29.5K - $31.3K
|
97K
$1.87M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
856+ 0.89% |
$29.5K - $31.3K
|
97K
$1.87M
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
849+ 8.78% |
$29.3K - $31K
|
10.5K
$203K
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
783+ 3.32% |
$27K - $28.6K
|
24.4K
$470K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
752+ 5.34% |
$25.9K - $27.5K
|
14.8K
$286K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
747+ 18.14% |
$25.8K - $27.3K
|
4.86K
$93.8K
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
704+ 0.91% |
$24.3K - $25.7K
|
78K
$1.51M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
694New |
$23.9K - $25.4K
|
694
$13.4K
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
687+ 3.62% |
$23.7K - $25.1K
|
19.7K
$380K
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
687+ 1.34% |
$23.7K - $25.1K
|
52K
$1M
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
683+ 1.33% |
$23.5K - $25K
|
52K
$1M
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
675+ 1.78% |
$23.3K - $24.7K
|
38.6K
$744K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
675+ 30.41% |
$23.3K - $24.7K
|
2.9K
$55.8K
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
672+ 3.15% |
$23.2K - $24.6K
|
22K
$424K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
663New |
$22.9K - $24.2K
|
663
$12.8K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
653+ 5.24% |
$22.5K - $23.9K
|
13.1K
$253K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
648+ 9.06% |
$22.3K - $23.7K
|
7.8K
$151K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
633+ 37.39% |
$21.8K - $23.1K
|
2.33K
$44.9K
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
631+ 0.18% |
$21.8K - $23.1K
|
354K
$6.82M
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
628+ 0.87% |
$21.7K - $22.9K
|
73K
$1.41M
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
626+ 1.64% |
$21.6K - $22.9K
|
38.9K
$750K
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
623+ 2.43% |
$21.5K - $22.8K
|
26.3K
$507K
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
605+ 0.09% |
$20.9K - $22.1K
|
639K
$12.3M
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
604+ 0.88% |
$20.8K - $22.1K
|
68.9K
$1.33M
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
586+ 0.33% |
$20.2K - $21.4K
|
176K
$3.39M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
580New |
$20K - $21.2K
|
580
$11.2K
|