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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-162- 2.32% |
$5.79K - $6.34K
|
6.82K
$132K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-170- 1.02% |
$6.07K - $6.65K
|
16.5K
$319K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-171- 2.81% |
$6.11K - $6.69K
|
5.9K
$114K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-173- 38.27% |
$6.18K - $6.77K
|
279
$5.39K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-176- 1.09% |
$6.28K - $6.88K
|
15.9K
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-176- 0.23% |
$6.28K - $6.88K
|
77.3K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-180- 0.58% |
$6.43K - $7.04K
|
30.6K
$592K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-182- 2.63% |
$6.5K - $7.12K
|
6.75K
$130K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-188- 1.91% |
$6.71K - $7.35K
|
9.66K
$187K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-192- 0.28% |
$6.86K - $7.51K
|
68.8K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-192- 1.32% |
$6.86K - $7.51K
|
14.3K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-195- 0.5% |
$6.96K - $7.63K
|
38.6K
$747K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-200- 1.91% |
$7.14K - $7.82K
|
10.3K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-201- 2.27% |
$7.18K - $7.86K
|
8.65K
$167K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-209- 2.68% |
$7.46K - $8.17K
|
7.59K
$147K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-219- 0.97% |
$7.82K - $8.57K
|
22.3K
$430K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-221- 0.66% |
$7.89K - $8.64K
|
33.2K
$643K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-222- 40.73% |
$7.93K - $8.68K
|
323
$6.24K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-223- 0.62% |
$7.96K - $8.72K
|
35.6K
$689K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-245- 22.44% |
$8.75K - $9.58K
|
847
$16.4K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-249- 0.36% |
$8.89K - $9.74K
|
69.8K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.22% |
$8.93K - $9.78K
|
20.2K
$390K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-252- 0.45% |
$9K - $9.86K
|
55.2K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-253- 4.09% |
$9.03K - $9.89K
|
5.93K
$115K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-257- 4.91% |
$9.18K - $10.1K
|
4.98K
$96.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-262- 0.75% |
$9.36K - $10.2K
|
34.5K
$667K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-268- 0.87% |
$9.57K - $10.5K
|
30.5K
$590K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-282- 0.59% |
$10.1K - $11K
|
47.6K
$919K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-282- 0.92% |
$10.1K - $11K
|
30.4K
$588K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-283- 4.69% |
$10.1K - $11.1K
|
5.75K
$111K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-283- 65.36% |
$10.1K - $11.1K
|
150
$2.9K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-296- 89.16% |
$10.6K - $11.6K
|
36
$696
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-310- 0.21% |
$11.1K - $12.1K
|
150K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-313- 0.59% |
$11.2K - $12.2K
|
52.9K
$1.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-319- 1.65% |
$11.4K - $12.5K
|
19K
$367K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-326- 3.36% |
$11.6K - $12.7K
|
9.37K
$181K
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-338- 4.61% |
$12.1K - $13.2K
|
7K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-339- 1.63% |
$12.1K - $13.3K
|
20.5K
$397K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-343- 0.42% |
$12.2K - $13.4K
|
80.7K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-358- 0.94% |
$12.8K - $14K
|
37.7K
$729K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-360- 47.18% |
$12.9K - $14.1K
|
403
$7.79K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-371- 0.94% |
$13.2K - $14.5K
|
39K
$753K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-375- 6.3% |
$13.4K - $14.7K
|
5.58K
$108K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-379- 0.28% |
$13.5K - $14.8K
|
136K
$2.62M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-381- 0.83% |
$13.6K - $14.9K
|
45.7K
$882K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-383- 0.26% |
$13.7K - $15K
|
147K
$2.84M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-397- 2.63% |
$14.2K - $15.5K
|
14.7K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-397- 1.27% |
$14.2K - $15.5K
|
30.9K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-399- 2.07% |
$14.2K - $15.6K
|
18.9K
$364K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-400- 1.82% |
$14.3K - $15.6K
|
21.6K
$417K
|