Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
206New |
$7.66K - $8.2K
|
206
$4.01K
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
206+ 69.59% |
$7.66K - $8.2K
|
502
$9.76K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
201+ 0.1% |
$7.48K - $8K
|
192K
$3.74M
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
188+ 2.25% |
$6.99K - $7.49K
|
8.53K
$166K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
181+ 2.05% |
$6.73K - $7.21K
|
9.03K
$176K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
176+ 1.12% |
$6.55K - $7.01K
|
15.9K
$308K
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
174+ 1.36% |
$6.47K - $6.93K
|
13K
$252K
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
171+ 0.24% |
$6.36K - $6.81K
|
71.1K
$1.38M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
168+ 0.09% |
$6.25K - $6.69K
|
178K
$3.45M
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
164+ 0.04% |
$6.1K - $6.53K
|
393K
$7.64M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
164+ 1.81% |
$6.1K - $6.53K
|
9.22K
$179K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
160+ 3.09% |
$5.95K - $6.37K
|
5.33K
$104K
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
159+ 1.4% |
$5.91K - $6.33K
|
11.5K
$224K
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
155+ 0.51% |
$5.76K - $6.17K
|
30.6K
$595K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
145New |
$5.39K - $5.77K
|
145
$2.82K
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
145+ 1.35% |
$5.39K - $5.77K
|
10.9K
$212K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
144+ 514.29% |
$5.36K - $5.73K
|
172
$3.35K
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
142+ 1.33% |
$5.28K - $5.65K
|
10.8K
$211K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
138+ 0.1% |
$5.13K - $5.5K
|
137K
$2.67M
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
132+ 2.13% |
$4.91K - $5.26K
|
6.33K
$123K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
128+ 0.78% |
$4.76K - $5.1K
|
16.6K
$322K
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
121+ 0.13% |
$4.5K - $4.82K
|
94.4K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
117+ 0.17% |
$4.35K - $4.66K
|
69.7K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
113+ 1.7% |
$4.2K - $4.5K
|
6.76K
$131K
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
111+ 0.12% |
$4.13K - $4.42K
|
91.9K
$1.79M
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
109+ 0.24% |
$4.05K - $4.34K
|
45.8K
$890K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
109+ 0.5% |
$4.05K - $4.34K
|
21.8K
$424K
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
102+ 0.83% |
$3.79K - $4.06K
|
12.3K
$240K
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
100+ 0.29% |
$3.72K - $3.98K
|
35.1K
$682K
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
100+ 0.15% |
$3.72K - $3.98K
|
68.9K
$1.34M
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
100+ 0.93% |
$3.72K - $3.98K
|
10.8K
$211K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
84+ 1.57% |
$3.12K - $3.34K
|
5.45K
$106K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
84+ 13.21% |
$3.12K - $3.34K
|
720
$14K
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
80+ 0.77% |
$2.98K - $3.19K
|
10.5K
$204K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
76New |
$2.83K - $3.03K
|
76
$1.48K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
72+ 0.63% |
$2.68K - $2.87K
|
11.5K
$224K
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
72+ 0.85% |
$2.68K - $2.87K
|
8.57K
$167K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
71+ 0.61% |
$2.64K - $2.83K
|
11.7K
$228K
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
69+ 0.18% |
$2.57K - $2.75K
|
39K
$759K
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
64+ 0.73% |
$2.38K - $2.55K
|
8.8K
$171K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
63+ 4.35% |
$2.34K - $2.51K
|
1.51K
$29.4K
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
52+ 0.94% |
$1.93K - $2.07K
|
5.57K
$108K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50+ 11.01% |
$1.86K - $1.99K
|
504
$9.8K
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
49+ 0.14% |
$1.82K - $1.95K
|
35K
$680K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
46+ 7.28% |
$1.71K - $1.83K
|
678
$13.2K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
46New |
$1.71K - $1.83K
|
46
$895
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
39+ 0.02% |
$1.45K - $1.55K
|
241K
$4.69M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 0.74% |
$1.34K - $1.43K
|
4.89K
$95K
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
33+ 0.31% |
$1.23K - $1.31K
|
10.7K
$207K
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
32+ 0.1% |
$1.19K - $1.27K
|
32.3K
$628K
|