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 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
135+ 4.38% |
$4.82K - $5.28K
|
3.22K
$62.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
134+ 0.87% |
$4.79K - $5.24K
|
15.6K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
127+ 1.67% |
$4.54K - $4.97K
|
7.73K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
121+ 0.99% |
$4.32K - $4.73K
|
12.3K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
121+ 1.35% |
$4.32K - $4.73K
|
9.08K
$175K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
113+ 7.89% |
$4.04K - $4.42K
|
1.55K
$29.9K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
110New |
$3.93K - $4.3K
|
110
$2.13K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
110+ 0.87% |
$3.93K - $4.3K
|
12.7K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
110+ 3.95% |
$3.93K - $4.3K
|
2.89K
$55.9K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
109+ 1.72% |
$3.89K - $4.26K
|
6.44K
$124K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
104+ 0.04% |
$3.71K - $4.07K
|
241K
$4.66M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
102+ 33.33% |
$3.64K - $3.99K
|
408
$7.89K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
101+ 1.28% |
$3.61K - $3.95K
|
8K
$155K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
100+ 0.95% |
$3.57K - $3.91K
|
10.7K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
99+ 1.34% |
$3.54K - $3.87K
|
7.51K
$145K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
98+ 0.06% |
$3.5K - $3.83K
|
163K
$3.15M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
95New |
$3.39K - $3.72K
|
95
$1.84K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
94+ 17.34% |
$3.36K - $3.68K
|
636
$12.3K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
91+ 1.14% |
$3.25K - $3.56K
|
8.09K
$156K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
83+ 1.19% |
$2.96K - $3.25K
|
7.05K
$136K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
80+ 0.55% |
$2.86K - $3.13K
|
14.8K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
78+ 0.09% |
$2.79K - $3.05K
|
82.5K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
76+ 2.39% |
$2.71K - $2.97K
|
3.26K
$63.1K
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
69+ 0.06% |
$2.46K - $2.7K
|
108K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69+ 0.79% |
$2.46K - $2.7K
|
8.77K
$170K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
65New |
$2.32K - $2.54K
|
65
$1.26K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47+ 0.16% |
$1.68K - $1.84K
|
28.9K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
45+ 39.13% |
$1.61K - $1.76K
|
160
$3.09K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
44+ 0.63% |
$1.57K - $1.72K
|
7.02K
$136K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
44+ 0.3% |
$1.57K - $1.72K
|
14.6K
$283K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
40+ 0.73% |
$1.43K - $1.56K
|
5.51K
$106K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
39+ 0.03% |
$1.39K - $1.53K
|
114K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
35+ 0.29% |
$1.25K - $1.37K
|
12.3K
$238K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
32New |
$1.14K - $1.25K
|
32
$619
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
30+ 0.17% |
$1.07K - $1.17K
|
17.9K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
24+ 0.06% |
$857 - $939
|
37.5K
$724K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
24+ 0.19% |
$857 - $939
|
12.5K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
22+ 0.29% |
$786 - $860
|
7.5K
$145K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
20+ 0.1% |
$714 - $782
|
19.6K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$678 - $743
|
44.3K
$856K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15+ 0.04% |
$536 - $587
|
34K
$657K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.28% |
$393 - $430
|
4K
$77.4K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
7+ 0.02% |
$250 - $274
|
44.5K
$859K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2+ 0.0% |
$71.4 - $78.2
|
1.59M
$30.8M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2+ 0.02% |
$71.4 - $78.2
|
9.21K
$178K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2+ 0.01% |
$71.4 - $78.2
|
14.1K
$273K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$35.7 - $39.1
|
10.3K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$35.7 - $39.1
|
1
$19.3
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 1.56% |
$35.7 - $39.1
|
63
$1.22K
|