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 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
249+ 0.14% |
$8.59K - $9.1K
|
177K
$3.41M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
238New |
$8.21K - $8.7K
|
238
$4.59K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
230+ 4.07% |
$7.93K - $8.4K
|
5.88K
$113K
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
229+ 0.18% |
$7.9K - $8.37K
|
130K
$2.51M
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
229+ 0.86% |
$7.9K - $8.37K
|
26.8K
$517K
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
218+ 3.4% |
$7.52K - $7.97K
|
6.62K
$128K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
216+ 1.09% |
$7.45K - $7.89K
|
20K
$387K
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
207+ 0.4% |
$7.14K - $7.56K
|
51.6K
$996K
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
203+ 1.06% |
$7K - $7.42K
|
19.3K
$372K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
203+ 0.23% |
$7K - $7.42K
|
89.3K
$1.72M
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
202+ 0.29% |
$6.96K - $7.38K
|
69.4K
$1.34M
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
200+ 2.79% |
$6.9K - $7.31K
|
7.37K
$142K
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
198+ 3.5% |
$6.83K - $7.23K
|
5.86K
$113K
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
198+ 0.83% |
$6.83K - $7.23K
|
24.2K
$467K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
196New |
$6.76K - $7.16K
|
196
$3.78K
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
194+ 0.25% |
$6.69K - $7.09K
|
77.7K
$1.5M
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
182+ 0.22% |
$6.28K - $6.65K
|
82.9K
$1.6M
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
179+ 0.7% |
$6.17K - $6.54K
|
25.6K
$493K
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
179+ 2.37% |
$6.17K - $6.54K
|
7.74K
$149K
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
179+ 0.21% |
$6.17K - $6.54K
|
86.6K
$1.67M
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
177+ 1.57% |
$6.1K - $6.47K
|
11.5K
$221K
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
172+ 0.14% |
$5.93K - $6.28K
|
124K
$2.39M
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
170+ 1.46% |
$5.86K - $6.21K
|
11.8K
$227K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
170New |
$5.86K - $6.21K
|
170
$3.28K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
163New |
$5.62K - $5.96K
|
163
$3.14K
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
160+ 12.26% |
$5.52K - $5.85K
|
1.47K
$28.3K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
154+ 0.02% |
$5.31K - $5.63K
|
838K
$16.2M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
145+ 2.63% |
$5K - $5.3K
|
5.65K
$109K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
143+ 0.73% |
$4.93K - $5.23K
|
19.8K
$382K
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
137+ 1.72% |
$4.72K - $5.01K
|
8.09K
$156K
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
134+ 0.58% |
$4.62K - $4.9K
|
23.4K
$451K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
132New |
$4.55K - $4.82K
|
132
$2.55K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
132+ 0.06% |
$4.55K - $4.82K
|
233K
$4.49M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
125+ 1.38% |
$4.31K - $4.57K
|
9.18K
$177K
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
117+ 1.12% |
$4.03K - $4.28K
|
10.6K
$205K
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
110+ 0.52% |
$3.79K - $4.02K
|
21.4K
$413K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
105+ 1.08% |
$3.62K - $3.84K
|
9.79K
$189K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
105+ 1.7% |
$3.62K - $3.84K
|
6.3K
$122K
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
104+ 1.12% |
$3.59K - $3.8K
|
9.37K
$181K
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
97+ 0.95% |
$3.34K - $3.54K
|
10.3K
$199K
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
94+ 0.23% |
$3.24K - $3.43K
|
40.3K
$777K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
94+ 52.22% |
$3.24K - $3.43K
|
274
$5.29K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
91+ 1.29% |
$3.14K - $3.33K
|
7.15K
$138K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
89+ 0.29% |
$3.07K - $3.25K
|
31.2K
$601K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
87New |
$3K - $3.18K
|
87
$1.68K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
87New |
$3K - $3.18K
|
87
$1.68K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
85+ 0.24% |
$2.93K - $3.11K
|
35.3K
$681K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
82+ 1.05% |
$2.83K - $3K
|
7.91K
$153K
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
81+ 1.37% |
$2.79K - $2.96K
|
6K
$116K
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
76+ 0.62% |
$2.62K - $2.78K
|
12.3K
$238K
|