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 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-409- 0.57% |
$14.6K - $16K
|
70.8K
$1.37M
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-417- 6.3% |
$14.9K - $16.3K
|
6.2K
$120K
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-425- 1.57% |
$15.2K - $16.6K
|
26.6K
$514K
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-425- 1.13% |
$15.2K - $16.6K
|
37.2K
$720K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-433- 1.09% |
$15.5K - $16.9K
|
39.2K
$758K
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-434- 0.2% |
$15.5K - $17K
|
217K
$4.19M
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-435- 3.79% |
$15.5K - $17K
|
11K
$213K
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-435- 1.41% |
$15.5K - $17K
|
30.4K
$588K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-452- 8.53% |
$16.1K - $17.7K
|
4.85K
$93.8K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-458- 55.25% |
$16.4K - $17.9K
|
371
$7.17K
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-462- 0.83% |
$16.5K - $18.1K
|
54.9K
$1.06M
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-483- 1.48% |
$17.2K - $18.9K
|
32.1K
$620K
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-518- 36.4% |
$18.5K - $20.3K
|
905
$17.5K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-519- 5.55% |
$18.5K - $20.3K
|
8.83K
$171K
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-520- 1.33% |
$18.6K - $20.3K
|
38.5K
$743K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-530- 0.76% |
$18.9K - $20.7K
|
69.5K
$1.34M
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-531- 3.48% |
$19K - $20.8K
|
14.7K
$285K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-551- 9.51% |
$19.7K - $21.5K
|
5.25K
$101K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-577Closed |
$20.6K - $22.6K
|
0
$0
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-578- 9.07% |
$20.6K - $22.6K
|
5.8K
$112K
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-591- 2.22% |
$21.1K - $23.1K
|
26K
$503K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-593- 5.52% |
$21.2K - $23.2K
|
10.1K
$196K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-600- 3.93% |
$21.4K - $23.5K
|
14.7K
$283K
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-614- 8.78% |
$21.9K - $24K
|
6.38K
$123K
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-615- 0.26% |
$22K - $24.1K
|
233K
$4.51M
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-623- 1.63% |
$22.2K - $24.4K
|
37.6K
$726K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-629- 89.35% |
$22.5K - $24.6K
|
75
$1.45K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-630- 2.19% |
$22.5K - $24.6K
|
28.2K
$545K
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-640- 10.55% |
$22.9K - $25K
|
5.43K
$105K
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-653- 0.24% |
$23.3K - $25.5K
|
277K
$5.35M
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-656- 1.22% |
$23.4K - $25.7K
|
53.2K
$1.03M
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-670- 0.58% |
$23.9K - $26.2K
|
114K
$2.21M
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-674- 8.21% |
$24.1K - $26.4K
|
7.54K
$146K
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-675- 6.1% |
$24.1K - $26.4K
|
10.4K
$201K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-704- 19.05% |
$25.1K - $27.5K
|
2.99K
$57.8K
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-715- 6.07% |
$25.5K - $28K
|
11.1K
$214K
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-717- 4.59% |
$25.6K - $28K
|
14.9K
$288K
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-720- 6.02% |
$25.7K - $28.2K
|
11.2K
$217K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-730- 0.22% |
$26.1K - $28.6K
|
332K
$6.41M
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-739- 8.12% |
$26.4K - $28.9K
|
8.36K
$162K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-750- 3.1% |
$26.8K - $29.3K
|
23.4K
$453K
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-754- 0.8% |
$26.9K - $29.5K
|
93.7K
$1.81M
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-772- 1.18% |
$27.6K - $30.2K
|
64.9K
$1.25M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-773- 5.23% |
$27.6K - $30.2K
|
14K
$271K
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-800- 1.05% |
$28.6K - $31.3K
|
75.8K
$1.46M
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-815- 1.21% |
$29.1K - $31.9K
|
66.7K
$1.29M
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-824- 3.12% |
$29.4K - $32.2K
|
25.6K
$495K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-828- 6.31% |
$29.6K - $32.4K
|
12.3K
$238K
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-830- 2.27% |
$29.6K - $32.5K
|
35.8K
$691K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-842- 42.81% |
$30.1K - $32.9K
|
1.13K
$21.7K
|