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 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
966+ 2.83% |
$34.5K - $37.8K
|
35.1K
$678K
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
962+ 5.65% |
$34.4K - $37.6K
|
18K
$348K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
961+ 1.13% |
$34.3K - $37.6K
|
86K
$1.66M
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
928+ 13.33% |
$33.1K - $36.3K
|
7.89K
$152K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
906+ 12.31% |
$32.4K - $35.4K
|
8.27K
$160K
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
887+ 1.38% |
$31.7K - $34.7K
|
65.1K
$1.26M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
865New |
$30.9K - $33.8K
|
865
$16.7K
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
861+ 3.99% |
$30.7K - $33.7K
|
22.4K
$434K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
855+ 5.0% |
$30.5K - $33.4K
|
18K
$347K
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
842+ 1.83% |
$30.1K - $32.9K
|
46.9K
$906K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
832+ 29.16% |
$29.7K - $32.5K
|
3.69K
$71.2K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
829+ 9.19% |
$29.6K - $32.4K
|
9.85K
$190K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
827+ 2.87% |
$29.5K - $32.3K
|
29.7K
$574K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
823+ 2.3% |
$29.4K - $32.2K
|
36.6K
$708K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
800+ 23.18% |
$28.6K - $31.3K
|
4.25K
$82.2K
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
800+ 7.35% |
$28.6K - $31.3K
|
11.7K
$226K
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
784+ 4.92% |
$28K - $30.7K
|
16.7K
$323K
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
BUY
|
- |
781+ 1.49% |
$27.9K - $30.5K
|
53.2K
$1.03M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
779+ 1.61% |
$27.8K - $30.5K
|
49.2K
$951K
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
744+ 9.93% |
$26.6K - $29.1K
|
8.24K
$159K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
682+ 0.77% |
$24.4K - $26.7K
|
89.5K
$1.73M
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
678+ 5.0% |
$24.2K - $26.5K
|
14.2K
$275K
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
BUY
|
- |
665+ 2.59% |
$23.7K - $26K
|
26.4K
$510K
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
636+ 2.86% |
$22.7K - $24.9K
|
22.9K
$442K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
629+ 106.07% |
$22.5K - $24.6K
|
1.22K
$23.6K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
629+ 3.54% |
$22.5K - $24.6K
|
18.4K
$355K
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
628+ 0.21% |
$22.4K - $24.6K
|
302K
$5.84M
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
622+ 107.24% |
$22.2K - $24.3K
|
1.2K
$23.2K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
610+ 2.09% |
$21.8K - $23.9K
|
29.8K
$576K
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
609+ 4.84% |
$21.7K - $23.8K
|
13.2K
$255K
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
605+ 7.5% |
$21.6K - $23.7K
|
8.67K
$168K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
597+ 1.32% |
$21.3K - $23.3K
|
45.8K
$884K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
590+ 5.52% |
$21.1K - $23.1K
|
11.3K
$218K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
578+ 4.55% |
$20.6K - $22.6K
|
13.3K
$257K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
569+ 299.47% |
$20.3K - $22.3K
|
759
$14.7K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
548+ 0.61% |
$19.6K - $21.4K
|
90.1K
$1.74M
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
523+ 4.95% |
$18.7K - $20.5K
|
11.1K
$214K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
515+ 1.4% |
$18.4K - $20.1K
|
37.2K
$720K
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
511+ 0.4% |
$18.2K - $20K
|
127K
$2.46M
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
501+ 0.79% |
$17.9K - $19.6K
|
64.3K
$1.24M
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
500+ 7.67% |
$17.9K - $19.6K
|
7.02K
$136K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
498+ 0.11% |
$17.8K - $19.5K
|
452K
$8.74M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
495+ 0.66% |
$17.7K - $19.4K
|
74.9K
$1.45M
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
494+ 8.72% |
$17.6K - $19.3K
|
6.16K
$119K
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
446+ 2.86% |
$15.9K - $17.4K
|
16K
$310K
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
439+ 1.6% |
$15.7K - $17.2K
|
27.9K
$539K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
418New |
$14.9K - $16.3K
|
418
$8.08K
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
411+ 0.16% |
$14.7K - $16.1K
|
264K
$5.09M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
393+ 2.57% |
$14K - $15.4K
|
15.7K
$303K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
393New |
$14K - $15.4K
|
393
$7.6K
|