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 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
576+ 22.21% |
$19.9K - $21K
|
3.17K
$61.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
574+ 5.6% |
$19.8K - $21K
|
10.8K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
568+ 4.36% |
$19.6K - $20.8K
|
13.6K
$263K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
564+ 1.22% |
$19.4K - $20.6K
|
46.6K
$902K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
536+ 0.54% |
$18.5K - $19.6K
|
100K
$1.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
520+ 14.5% |
$17.9K - $19K
|
4.11K
$79.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
520+ 3.62% |
$17.9K - $19K
|
14.9K
$288K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
518+ 2.98% |
$17.9K - $18.9K
|
17.9K
$347K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
517+ 0.48% |
$17.8K - $18.9K
|
108K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
513+ 1.39% |
$17.7K - $18.7K
|
37.5K
$725K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
493+ 13.99% |
$17K - $18K
|
4.02K
$77.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
493+ 1.6% |
$17K - $18K
|
31.3K
$605K
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
490+ 11.57% |
$16.9K - $17.9K
|
4.73K
$91.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
489+ 2.57% |
$16.9K - $17.9K
|
19.5K
$377K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
472+ 1.96% |
$16.3K - $17.2K
|
24.5K
$475K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
458+ 3.82% |
$15.8K - $16.7K
|
12.5K
$241K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
448New |
$15.4K - $16.4K
|
448
$8.67K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
446+ 1.53% |
$15.4K - $16.3K
|
29.7K
$574K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
444+ 9.43% |
$15.3K - $16.2K
|
5.15K
$99.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
436New |
$15K - $15.9K
|
436
$8.44K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
433+ 2.09% |
$14.9K - $15.8K
|
21.1K
$409K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
433+ 0.64% |
$14.9K - $15.8K
|
68.1K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
423+ 13.77% |
$14.6K - $15.5K
|
3.5K
$67.6K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
413+ 1.29% |
$14.2K - $15.1K
|
32.4K
$628K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
409+ 717.54% |
$14.1K - $14.9K
|
466
$9.02K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
405+ 2.41% |
$14K - $14.8K
|
17.2K
$334K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
380+ 2.3% |
$13.1K - $13.9K
|
16.9K
$328K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
380+ 45.18% |
$13.1K - $13.9K
|
1.22K
$23.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
376+ 1.11% |
$13K - $13.7K
|
34.3K
$664K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
373+ 1.85% |
$12.9K - $13.6K
|
20.5K
$397K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
358+ 0.63% |
$12.3K - $13.1K
|
56.8K
$1.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
357+ 0.17% |
$12.3K - $13K
|
212K
$4.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
354+ 2.05% |
$12.2K - $12.9K
|
17.6K
$341K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
352+ 0.13% |
$12.1K - $12.9K
|
273K
$5.29M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
348+ 0.46% |
$12K - $12.7K
|
75.7K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
347New |
$12K - $12.7K
|
347
$6.71K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
328+ 3.4% |
$11.3K - $12K
|
9.97K
$193K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
316+ 1.53% |
$10.9K - $11.5K
|
20.9K
$405K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
316+ 4.45% |
$10.9K - $11.5K
|
7.41K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
304+ 172.73% |
$10.5K - $11.1K
|
480
$9.29K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
300New |
$10.3K - $11K
|
300
$5.81K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
298+ 0.94% |
$10.3K - $10.9K
|
31.9K
$617K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
295+ 0.68% |
$10.2K - $10.8K
|
43.7K
$846K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
292+ 102.82% |
$10.1K - $10.7K
|
576
$11.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
291+ 1.73% |
$10K - $10.6K
|
17.1K
$331K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
287+ 37.91% |
$9.9K - $10.5K
|
1.04K
$20.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
281+ 1.0% |
$9.69K - $10.3K
|
28.5K
$551K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
280+ 7.48% |
$9.65K - $10.2K
|
4.02K
$77.9K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
264+ 290.11% |
$9.1K - $9.65K
|
355
$6.87K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
257+ 0.44% |
$8.86K - $9.39K
|
59.3K
$1.15M
|