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 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-64.1K- 15.89% |
$2.29M - $2.51M
|
339K
$6.55M
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-67K- 3.18% |
$2.39M - $2.62M
|
2.04M
$39.4M
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-71.6K- 3.25% |
$2.56M - $2.8M
|
2.13M
$41.2M
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-73.1K- 91.11% |
$2.61M - $2.86M
|
7.14K
$138K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-76.9K- 7.48% |
$2.75M - $3.01M
|
952K
$18.4M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-80.6K- 17.83% |
$2.88M - $3.15M
|
371K
$7.18M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-80.8K- 91.78% |
$2.88M - $3.16M
|
7.23K
$140K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-82.3K- 46.92% |
$2.94M - $3.22M
|
93.1K
$1.8M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-82.5K- 22.57% |
$2.94M - $3.22M
|
283K
$5.47M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-86.2K- 81.88% |
$3.08M - $3.37M
|
19.1K
$369K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86.5K- 6.72% |
$3.09M - $3.38M
|
1.2M
$23.2M
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-89.3K- 36.07% |
$3.19M - $3.49M
|
158K
$3.06M
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-91.7K- 1.52% |
$3.28M - $3.59M
|
5.95M
$115M
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-91.7K- 1.52% |
$3.28M - $3.59M
|
5.95M
$115M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-94.8K- 79.97% |
$3.39M - $3.71M
|
23.7K
$459K
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-110K- 12.33% |
$3.92M - $4.29M
|
780K
$15.1M
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-125K- 87.07% |
$4.47M - $4.89M
|
18.6K
$359K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-127K- 8.21% |
$4.55M - $4.98M
|
1.42M
$27.5M
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-131K- 64.2% |
$4.68M - $5.13M
|
73.1K
$1.41M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-177K- 3.6% |
$6.32M - $6.92M
|
4.73M
$91.5M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-182K- 38.31% |
$6.51M - $7.13M
|
294K
$5.68M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-210K- 4.11% |
$7.51M - $8.23M
|
4.91M
$94.8M
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-212K- 79.06% |
$7.58M - $8.3M
|
56.2K
$1.09M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-217K- 5.12% |
$7.73M - $8.47M
|
4.01M
$77.5M
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-227K- 10.39% |
$8.11M - $8.88M
|
1.96M
$37.9M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-233K- 1.92% |
$8.33M - $9.13M
|
11.9M
$230M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-234K- 36.97% |
$8.34M - $9.14M
|
398K
$7.7M
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-258K- 59.59% |
$9.21M - $10.1M
|
175K
$3.38M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-308K- 4.17% |
$11M - $12M
|
7.08M
$137M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-321K- 59.89% |
$11.5M - $12.6M
|
215K
$4.16M
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-347K- 34.82% |
$12.4M - $13.6M
|
649K
$12.5M
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-370K- 85.71% |
$13.2M - $14.5M
|
61.6K
$1.19M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-383K- 44.07% |
$13.7M - $15M
|
486K
$9.4M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-392K- 6.55% |
$14M - $15.3M
|
5.59M
$108M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-411K- 1.86% |
$14.7M - $16.1M
|
21.6M
$418M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-534K- 78.66% |
$19.1M - $20.9M
|
145K
$2.8M
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-540K- 49.12% |
$19.3M - $21.1M
|
560K
$10.8M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-935K- 69.15% |
$33.4M - $36.6M
|
417K
$8.07M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.09M- 7.65% |
$38.8M - $42.5M
|
13.1M
$254M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-27.1M- 92.47% |
$967M - $1.06B
|
2.2M
$42.6M
|