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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-35- 0.02% |
$1.3K - $1.39K
|
163K
$3.17M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-44- 0.15% |
$1.64K - $1.75K
|
30K
$584K
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-45- 28.13% |
$1.67K - $1.79K
|
115
$2.24K
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-46- 0.05% |
$1.71K - $1.83K
|
95.1K
$1.85M
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-48- 0.37% |
$1.79K - $1.91K
|
13K
$253K
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-54- 0.05% |
$2.01K - $2.15K
|
101K
$1.97M
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-57- 4.21% |
$2.12K - $2.27K
|
1.3K
$25.2K
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-60- 0.05% |
$2.23K - $2.39K
|
131K
$2.56M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-67- 0.74% |
$2.49K - $2.67K
|
9.01K
$175K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-72- 26.97% |
$2.68K - $2.87K
|
195
$3.79K
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-74- 0.27% |
$2.75K - $2.95K
|
27.3K
$531K
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-75- 9.62% |
$2.79K - $2.99K
|
705
$13.7K
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-79- 0.17% |
$2.94K - $3.15K
|
46.8K
$910K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-82- 0.09% |
$3.05K - $3.27K
|
90.5K
$1.76M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-83- 0.01% |
$3.09K - $3.31K
|
1.02M
$19.9M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-89- 0.2% |
$3.31K - $3.54K
|
45.3K
$881K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-91- 0.44% |
$3.38K - $3.62K
|
20.6K
$400K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-93- 0.76% |
$3.46K - $3.7K
|
12.1K
$235K
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-94- 0.85% |
$3.5K - $3.74K
|
11K
$214K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-95- 0.34% |
$3.53K - $3.78K
|
27.6K
$538K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-99- 0.28% |
$3.68K - $3.94K
|
35.5K
$691K
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-100- 0.68% |
$3.72K - $3.98K
|
14.5K
$283K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-102- 25.0% |
$3.79K - $4.06K
|
306
$5.95K
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-103- 0.56% |
$3.83K - $4.1K
|
18.4K
$358K
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-107- 0.08% |
$3.98K - $4.26K
|
129K
$2.52M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-112- 49.78% |
$4.17K - $4.46K
|
113
$2.2K
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-116- 0.94% |
$4.31K - $4.62K
|
12.2K
$238K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-116- 0.27% |
$4.31K - $4.62K
|
43K
$837K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-117- 29.1% |
$4.35K - $4.66K
|
285
$5.54K
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-119- 1.06% |
$4.43K - $4.74K
|
11.1K
$216K
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-121- 1.31% |
$4.5K - $4.82K
|
9.09K
$177K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-124- 1.5% |
$4.61K - $4.94K
|
8.14K
$158K
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-133- 1.9% |
$4.95K - $5.3K
|
6.87K
$134K
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-135- 0.31% |
$5.02K - $5.38K
|
43.5K
$845K
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-138- 0.81% |
$5.13K - $5.5K
|
16.9K
$329K
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-142- 67.62% |
$5.28K - $5.65K
|
68
$1.32K
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-146- 0.42% |
$5.43K - $5.81K
|
34.4K
$668K
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-148- 0.26% |
$5.5K - $5.89K
|
56.4K
$1.1M
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-149- 1.16% |
$5.54K - $5.93K
|
12.7K
$248K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-149- 5.15% |
$5.54K - $5.93K
|
2.74K
$53.4K
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-154- 15.63% |
$5.73K - $6.13K
|
831
$16.2K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-172- 1.21% |
$6.4K - $6.85K
|
14.1K
$274K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-173- 10.81% |
$6.43K - $6.89K
|
1.43K
$27.8K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-180- 40.36% |
$6.69K - $7.17K
|
266
$5.17K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-190- 34.73% |
$7.07K - $7.57K
|
357
$6.94K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-194- 5.52% |
$7.21K - $7.73K
|
3.32K
$64.6K
|
|
Aug 14, 2024
Q2 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-196- 0.2% |
$7.29K - $7.8K
|
96.6K
$1.88M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-196- 0.43% |
$7.29K - $7.8K
|
45.6K
$886K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-200- 0.36% |
$7.44K - $7.96K
|
55K
$1.07M
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-204- 0.38% |
$7.59K - $8.12K
|
52.9K
$1.03M
|