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 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
13.9K+ 7.7% |
$497K - $544K
|
195K
$3.76M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
13.7K+ 38.81% |
$488K - $534K
|
48.8K
$944K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13.6K+ 17.39% |
$485K - $532K
|
91.8K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
13.6K+ 20.08% |
$485K - $531K
|
81.3K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13.3K+ 2.35% |
$474K - $519K
|
578K
$11.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
12.8K+ 1.0% |
$458K - $502K
|
1.3M
$25.1M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.8K+ 20.31% |
$456K - $500K
|
75.7K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$448K - $491K
|
12.6K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
12.3K+ 9.66% |
$441K - $483K
|
140K
$2.71M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
12.2K+ 3.33% |
$436K - $477K
|
379K
$7.33M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.1K+ 16.06% |
$432K - $473K
|
87.4K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
12.1K+ 19.66% |
$431K - $472K
|
73.5K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11.8K+ 4.87% |
$421K - $461K
|
254K
$4.9M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.6K+ 214.13% |
$416K - $455K
|
17.1K
$330K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
11.6KNew |
$414K - $454K
|
11.6K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 2.77% |
$414K - $454K
|
430K
$8.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
11.3K+ 16.6% |
$404K - $443K
|
79.5K
$1.54M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
11.2KNew |
$402K - $440K
|
11.2K
$217K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.8KNew |
$387K - $423K
|
10.8K
$209K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.6K+ 2.92% |
$378K - $414K
|
373K
$7.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10.5K+ 4.98% |
$375K - $411K
|
221K
$4.28M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.4KNew |
$370K - $405K
|
10.4K
$200K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$369K - $404K
|
10.3K
$200K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
10.3K+ 1.03% |
$367K - $401K
|
1M
$19.4M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.85K+ 17.39% |
$352K - $385K
|
66.5K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.82K+ 1.68% |
$351K - $384K
|
595K
$11.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
9.78KNew |
$349K - $382K
|
9.78K
$189K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.75K+ 1.98% |
$348K - $381K
|
501K
$9.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.31KNew |
$332K - $364K
|
9.31K
$180K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
9.1K+ 2.32% |
$325K - $356K
|
401K
$7.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
9.09KNew |
$325K - $355K
|
9.09K
$176K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8.93K+ 39.13% |
$319K - $349K
|
31.7K
$613K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.85KNew |
$316K - $346K
|
8.85K
$171K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
8.82K+ 15.78% |
$315K - $345K
|
64.7K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
8.74K+ 7.58% |
$312K - $342K
|
124K
$2.4M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.42K+ 34.53% |
$301K - $329K
|
32.8K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
8.4K+ 176.36% |
$300K - $329K
|
13.2K
$254K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
8.34KNew |
$298K - $326K
|
8.34K
$161K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
8.09K+ 63.45% |
$289K - $316K
|
20.8K
$403K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.07K+ 122.64% |
$288K - $315K
|
14.6K
$283K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
8.05K+ 9.28% |
$287K - $315K
|
94.8K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.84K+ 39.47% |
$280K - $307K
|
27.7K
$536K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
7.8K+ 5.88% |
$279K - $305K
|
141K
$2.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.76KNew |
$277K - $303K
|
7.76K
$150K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.75K+ 1.93% |
$277K - $303K
|
410K
$7.92M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
7.69K+ 1.29% |
$275K - $301K
|
605K
$11.7M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
7.69KNew |
$274K - $301K
|
7.69K
$149K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
7.59K+ 5.6% |
$271K - $297K
|
143K
$2.77M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.55K+ 2.55% |
$269K - $295K
|
304K
$5.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7.4K+ 3.05% |
$264K - $289K
|
250K
$4.83M
|