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 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.66K- 0.43% |
$95K - $104K
|
617K
$11.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.67K- 0.94% |
$95.3K - $104K
|
281K
$5.43M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-2.71K- 4.75% |
$96.7K - $106K
|
54.3K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.71K- 9.21% |
$96.9K - $106K
|
26.7K
$517K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-2.73K- 11.6% |
$97.5K - $107K
|
20.8K
$402K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.77K- 1.41% |
$98.9K - $108K
|
193K
$3.74M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.78K- 4.95% |
$99.2K - $109K
|
53.3K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.79K- 9.6% |
$99.7K - $109K
|
26.3K
$508K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.79K- 8.53% |
$99.8K - $109K
|
30K
$579K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.89K- 5.39% |
$103K - $113K
|
50.7K
$980K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.89K- 2.95% |
$103K - $113K
|
95.2K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3K- 8.08% |
$107K - $117K
|
34.1K
$659K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3K- 3.11% |
$107K - $117K
|
93.4K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.05K- 11.26% |
$109K - $119K
|
24.1K
$465K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.08K- 2.37% |
$110K - $120K
|
127K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.08K- 24.85% |
$110K - $120K
|
9.32K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-3.08K- 2.29% |
$110K - $121K
|
132K
$2.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.08K- 31.06% |
$110K - $121K
|
6.85K
$132K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.12K- 21.57% |
$111K - $122K
|
11.3K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.19K- 3.51% |
$114K - $125K
|
87.8K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.25K- 3.12% |
$116K - $127K
|
101K
$1.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.26K- 2.88% |
$116K - $128K
|
110K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.27K- 19.48% |
$117K - $128K
|
13.5K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.29K- 6.27% |
$117K - $129K
|
49.2K
$950K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-3.32K- 0.94% |
$119K - $130K
|
349K
$6.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.39K- 16.54% |
$121K - $133K
|
17.1K
$330K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.4K- 10.96% |
$122K - $133K
|
27.6K
$534K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3.41K- 3.63% |
$122K - $133K
|
90.6K
$1.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.43K- 4.52% |
$122K - $134K
|
72.5K
$1.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-3.51K- 17.94% |
$125K - $137K
|
16K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.63K- 29.69% |
$129K - $142K
|
8.58K
$166K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.64K- 23.04% |
$130K - $142K
|
12.2K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.85K- 1.81% |
$138K - $151K
|
209K
$4.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-3.85K- 0.99% |
$138K - $151K
|
384K
$7.43M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-3.86K- 2.76% |
$138K - $151K
|
136K
$2.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.94K- 22.82% |
$141K - $154K
|
13.3K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.02K- 2.47% |
$143K - $157K
|
159K
$3.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-4.08K- 11.5% |
$146K - $159K
|
31.4K
$607K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-4.08K- 1.47% |
$146K - $159K
|
274K
$5.29M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.18K- 29.05% |
$149K - $163K
|
10.2K
$197K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.3K- 2.56% |
$154K - $168K
|
164K
$3.17M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.31K- 9.92% |
$154K - $169K
|
39.2K
$757K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.32K- 6.09% |
$154K - $169K
|
66.5K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-4.32K- 0.42% |
$154K - $169K
|
1.03M
$19.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.35K- 1.11% |
$155K - $170K
|
387K
$7.49M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.56K- 18.44% |
$163K - $178K
|
20.2K
$390K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.68K- 4.91% |
$167K - $183K
|
90.5K
$1.75M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.68K- 36.39% |
$167K - $183K
|
8.19K
$158K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.7K- 34.68% |
$168K - $184K
|
8.84K
$171K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.82K- 23.3% |
$172K - $189K
|
15.9K
$307K
|