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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.5K+ 519.29% |
$89.4K - $97.9K
|
2.99K
$57.7K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.48K+ 12.42% |
$88.5K - $96.9K
|
22.4K
$433K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.35K+ 88.51% |
$83.9K - $91.9K
|
5K
$96.7K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.34K+ 9.2% |
$83.4K - $91.4K
|
27.7K
$536K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.25K+ 5.33% |
$80.3K - $88K
|
44.5K
$860K
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.25K+ 1.53% |
$80.2K - $87.8K
|
149K
$2.88M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.16K+ 1.09% |
$77.1K - $84.4K
|
201K
$3.89M
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.12K+ 7.0% |
$75.8K - $83.1K
|
32.5K
$628K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.94K+ 4.25% |
$69.3K - $75.9K
|
47.6K
$920K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.86K+ 25.87% |
$66.4K - $72.7K
|
9.05K
$175K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.85K+ 1.82% |
$66.2K - $72.5K
|
103K
$2M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.84K+ 0.38% |
$65.7K - $72K
|
482K
$9.31M
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 0.36% |
$65.6K - $71.9K
|
508K
$9.82M
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.83K+ 31.71% |
$65.4K - $71.6K
|
7.61K
$147K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.67K+ 1.65% |
$59.5K - $65.2K
|
102K
$1.98M
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.66K+ 13.01% |
$59.3K - $64.9K
|
14.4K
$279K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.66K+ 63.77% |
$59.2K - $64.8K
|
4.26K
$82.3K
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.64K+ 0.98% |
$58.5K - $64.1K
|
170K
$3.28M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.63K+ 5.88% |
$58.3K - $63.9K
|
29.4K
$568K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.6KNew |
$57.1K - $62.6K
|
1.6K
$30.9K
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.6K+ 0.72% |
$57.1K - $62.5K
|
222K
$4.3M
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.54K+ 13.34% |
$55K - $60.2K
|
13.1K
$253K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.45KNew |
$51.7K - $56.7K
|
1.45K
$28K
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.41K+ 6.66% |
$50.5K - $55.3K
|
22.6K
$438K
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.37K+ 11.28% |
$48.8K - $53.4K
|
13.5K
$260K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.36K+ 3.76% |
$48.7K - $53.3K
|
37.6K
$727K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.34KNew |
$47.9K - $52.4K
|
1.34K
$25.9K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.33K+ 14.98% |
$47.4K - $51.9K
|
10.2K
$197K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.32K+ 54.65% |
$47.2K - $51.7K
|
3.74K
$72.3K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.31K+ 0.57% |
$46.9K - $51.4K
|
233K
$4.51M
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.3K+ 3.28% |
$46.5K - $50.9K
|
41K
$792K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.3K+ 0.96% |
$46.4K - $50.8K
|
137K
$2.65M
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.25K+ 0.61% |
$44.7K - $49K
|
206K
$3.97M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.25K+ 9.15% |
$44.5K - $48.7K
|
14.9K
$287K
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
1.2K+ 0.68% |
$42.8K - $46.9K
|
177K
$3.42M
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.16K+ 1.8% |
$41.5K - $45.5K
|
65.8K
$1.27M
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.14K+ 3.44% |
$40.8K - $44.7K
|
34.3K
$664K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.13KNew |
$40.2K - $44K
|
1.13K
$21.8K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.08K+ 80.52% |
$38.5K - $42.2K
|
2.42K
$46.8K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.07K+ 10.22% |
$38.3K - $41.9K
|
11.6K
$224K
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.04K+ 14.0% |
$37.3K - $40.8K
|
8.5K
$164K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.03K+ 7.63% |
$36.9K - $40.4K
|
14.6K
$282K
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.02K+ 2.32% |
$36.5K - $40K
|
45.1K
$871K
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.01K+ 0.18% |
$36.2K - $39.7K
|
569K
$11M
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.28% |
$36.2K - $39.6K
|
20.2K
$391K
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.01K+ 3.84% |
$36.1K - $39.6K
|
27.4K
$529K
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1K+ 156.25% |
$35.7K - $39.1K
|
1.64K
$31.7K
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1K+ 16.03% |
$35.7K - $39.1K
|
7.24K
$140K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
995+ 2.84% |
$35.5K - $38.9K
|
36K
$696K
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
987+ 1.15% |
$35.2K - $38.6K
|
86.9K
$1.68M
|