Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.53M+ 4.09% |
$197M - $216M
|
141M
$2.72B
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.23M+ 39.59% |
$79.7M - $87.3M
|
7.87M
$152M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.94M+ 2.6% |
$69.1M - $75.7M
|
76.3M
$1.48B
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.6M+ 4.33% |
$57.1M - $62.5M
|
38.5M
$745M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.4MNew |
$50.1M - $54.9M
|
1.4M
$27.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.16M+ 136.59% |
$41.5M - $45.4M
|
2.01M
$38.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
985K+ 41.47% |
$35.2M - $38.5M
|
3.36M
$64.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
894K+ 1.99% |
$31.9M - $34.9M
|
45.7M
$884M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
850K+ 1.12% |
$30.4M - $33.2M
|
77M
$1.49B
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
700K+ 174.6% |
$25M - $27.4M
|
1.1M
$21.3M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
694KNew |
$24.8M - $27.1M
|
694K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
524K+ 541.97% |
$18.7M - $20.5M
|
620K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
518K+ 5567.5% |
$18.5M - $20.3M
|
527K
$10.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
479K+ 141.43% |
$17.1M - $18.7M
|
817K
$15.8M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
416KNew |
$14.9M - $16.3M
|
416K
$8.04M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
404K+ 2667.37% |
$14.4M - $15.8M
|
419K
$8.1M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
394K+ 555.39% |
$14.1M - $15.4M
|
465K
$8.98M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
334KNew |
$11.9M - $13.1M
|
334K
$6.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
321K+ 17.61% |
$11.5M - $12.6M
|
2.15M
$41.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
284K+ 19.69% |
$10.1M - $11.1M
|
1.72M
$33.3M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
272K+ 0.34% |
$9.71M - $10.6M
|
79.4M
$1.53B
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
271K+ 7.5% |
$9.66M - $10.6M
|
3.88M
$75M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
231K+ 75.87% |
$8.23M - $9.02M
|
534K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
215K+ 8.28% |
$7.67M - $8.4M
|
2.81M
$54.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
211KNew |
$7.53M - $8.25M
|
211K
$4.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
190K+ 15.58% |
$6.78M - $7.43M
|
1.41M
$27.2M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
184KNew |
$6.56M - $7.19M
|
184K
$3.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
180K+ 6.37% |
$6.41M - $7.02M
|
3M
$57.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
176K+ 9.68% |
$6.29M - $6.89M
|
2M
$38.6M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
169K+ 263.15% |
$6.05M - $6.62M
|
234K
$4.52M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
166KNew |
$5.93M - $6.5M
|
166K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
161K+ 1166.09% |
$5.75M - $6.3M
|
175K
$3.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
160K+ 60.09% |
$5.72M - $6.26M
|
427K
$8.25M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
135KNew |
$4.83M - $5.29M
|
135K
$2.61M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
129K+ 86.08% |
$4.59M - $5.03M
|
278K
$5.38M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
128KNew |
$4.57M - $5M
|
128K
$2.47M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
124KNew |
$4.43M - $4.85M
|
124K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
124KNew |
$4.42M - $4.84M
|
124K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
113KNew |
$4.04M - $4.43M
|
113K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
108K+ 3.48% |
$3.85M - $4.22M
|
3.2M
$61.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
102K+ 41.23% |
$3.65M - $4M
|
350K
$6.77M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
99.2K+ 6.16% |
$3.54M - $3.88M
|
1.71M
$33M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
93.6KNew |
$3.34M - $3.66M
|
93.6K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
91.5K+ 1011.82% |
$3.27M - $3.58M
|
101K
$1.94M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
90.3K+ 11.07% |
$3.23M - $3.53M
|
906K
$17.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
90.2K+ 7.16% |
$3.22M - $3.53M
|
1.35M
$26.1M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
89.8K+ 20.65% |
$3.21M - $3.51M
|
525K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
88.4K+ 558.62% |
$3.16M - $3.46M
|
104K
$2.01M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
88.3K+ 74.91% |
$3.15M - $3.45M
|
206K
$3.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
87.9KNew |
$3.14M - $3.44M
|
87.9K
$1.7M
|