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 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-1- 33.33% |
$35.7 - $39.1
|
2
$38.7
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.25% |
$35.7 - $39.1
|
402
$7.77K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2- 0.67% |
$71.4 - $78.2
|
296
$5.72K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2- 0.02% |
$71.4 - $78.2
|
8.72K
$168K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-7- 0.1% |
$250 - $274
|
7.25K
$140K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-8- 0.05% |
$286 - $313
|
15.9K
$307K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-8- 0.24% |
$286 - $313
|
3.27K
$63.1K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-10- 0.02% |
$357 - $391
|
45.3K
$875K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-11- 2.93% |
$393 - $430
|
365
$7.06K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14- 1.73% |
$500 - $548
|
793
$15.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-16- 0.26% |
$571 - $626
|
6.18K
$120K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 0.07% |
$571 - $626
|
24.2K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-19- 0.11% |
$678 - $743
|
17K
$329K
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-26- 0.02% |
$928 - $1.02K
|
143K
$2.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-32- 1.9% |
$1.14K - $1.25K
|
1.66K
$32K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-34- 0.27% |
$1.21K - $1.33K
|
12.4K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-38- 26.57% |
$1.36K - $1.49K
|
105
$2.03K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-39- 1.39% |
$1.39K - $1.53K
|
2.76K
$53.4K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-40- 0.12% |
$1.43K - $1.56K
|
34.6K
$670K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-50- 0.33% |
$1.79K - $1.96K
|
15.3K
$295K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-57- 4.21% |
$2.04K - $2.23K
|
1.3K
$25.1K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-59- 0.49% |
$2.11K - $2.31K
|
12K
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-59- 0.07% |
$2.11K - $2.31K
|
87.1K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-60- 0.82% |
$2.14K - $2.35K
|
7.25K
$140K
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
SELL
|
- |
-61- 0.17% |
$2.18K - $2.39K
|
34.9K
$675K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-62- 0.63% |
$2.21K - $2.42K
|
9.82K
$190K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-65- 1.03% |
$2.32K - $2.54K
|
6.23K
$120K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-71- 0.04% |
$2.54K - $2.78K
|
163K
$3.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-71- 0.6% |
$2.54K - $2.78K
|
11.7K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-77- 0.27% |
$2.75K - $3.01K
|
28.8K
$556K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-80- 0.46% |
$2.86K - $3.13K
|
17.2K
$333K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-85- 7.94% |
$3.04K - $3.32K
|
985
$19K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-88- 0.96% |
$3.14K - $3.44K
|
9.07K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-90- 7.92% |
$3.21K - $3.52K
|
1.05K
$20.2K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-92- 0.16% |
$3.29K - $3.6K
|
56.5K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-95- 0.48% |
$3.39K - $3.72K
|
19.9K
$384K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-95- 0.11% |
$3.39K - $3.72K
|
87.9K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-101- 0.06% |
$3.61K - $3.95K
|
174K
$3.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-103- 1.65% |
$3.68K - $4.03K
|
6.14K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-118- 69.41% |
$4.21K - $4.61K
|
52
$1.01K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-118- 7.55% |
$4.21K - $4.61K
|
1.44K
$27.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-123- 2.23% |
$4.39K - $4.81K
|
5.39K
$104K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-123- 1.96% |
$4.39K - $4.81K
|
6.15K
$119K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-130- 0.38% |
$4.64K - $5.08K
|
34K
$656K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-135- 2.28% |
$4.82K - $5.28K
|
5.8K
$112K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-139- 1.24% |
$4.96K - $5.44K
|
11K
$214K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-140- 0.34% |
$5K - $5.48K
|
40.8K
$789K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-150- 2.42% |
$5.36K - $5.87K
|
6.06K
$117K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-156- 0.29% |
$5.57K - $6.1K
|
53.1K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-162- 0.74% |
$5.79K - $6.34K
|
21.6K
$417K
|