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 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-7.2K- 19.91% |
$268K - $287K
|
28.9K
$565K
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-7.53K- 13.84% |
$280K - $300K
|
46.8K
$914K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.86K- 7.77% |
$292K - $313K
|
93.2K
$1.82M
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-7.93K- 5.01% |
$295K - $316K
|
150K
$2.93M
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.97K- 3.16% |
$296K - $317K
|
244K
$4.76M
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-8.03K- 7.31% |
$299K - $320K
|
102K
$1.99M
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-8.06K- 15.11% |
$300K - $321K
|
45.3K
$883K
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-8.45K- 1.07% |
$314K - $337K
|
778K
$15.2M
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-8.56K- 3.0% |
$318K - $341K
|
277K
$5.41M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.89K- 14.79% |
$331K - $354K
|
51.2K
$999K
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-8.96K- 4.14% |
$333K - $357K
|
208K
$4.05M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-9K- 2.46% |
$335K - $358K
|
357K
$6.97M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9.09K- 18.47% |
$338K - $362K
|
40.1K
$783K
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-9.69K- 10.65% |
$360K - $386K
|
81.3K
$1.59M
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-9.73K- 2.79% |
$362K - $387K
|
339K
$6.62M
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10.1K- 2.29% |
$377K - $404K
|
433K
$8.45M
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-10.2K- 48.93% |
$379K - $406K
|
10.6K
$208K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.8K- 33.2% |
$400K - $428K
|
21.6K
$422K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 5.42% |
$417K - $446K
|
195K
$3.81M
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-11.3K- 11.2% |
$420K - $450K
|
89.6K
$1.75M
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-11.7K- 29.72% |
$436K - $467K
|
27.7K
$541K
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-11.8K- 4.6% |
$440K - $471K
|
246K
$4.79M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.7K- 3.48% |
$473K - $506K
|
353K
$6.88M
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-13K- 6.83% |
$485K - $519K
|
178K
$3.47M
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-13.1K- 17.46% |
$487K - $521K
|
61.9K
$1.21M
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-13.3K- 1.39% |
$496K - $531K
|
943K
$18.4M
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.4K- 14.85% |
$500K - $535K
|
77.1K
$1.5M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-14.1K- 29.7% |
$525K - $562K
|
33.4K
$652K
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-14.4K- 8.48% |
$535K - $573K
|
155K
$3.03M
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-15.6K- 15.32% |
$582K - $623K
|
86.5K
$1.69M
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-16.1K- 10.15% |
$597K - $640K
|
142K
$2.78M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16.3K- 14.12% |
$605K - $648K
|
98.9K
$1.93M
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-16.6K- 3.93% |
$618K - $662K
|
406K
$7.92M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17K- 5.71% |
$631K - $675K
|
280K
$5.46M
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-17.1K- 2.0% |
$638K - $683K
|
838K
$16.4M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-17.5K- 24.2% |
$651K - $697K
|
54.8K
$1.07M
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-18K- 57.93% |
$671K - $719K
|
13.1K
$256K
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-18.2K- 63.32% |
$677K - $725K
|
10.5K
$206K
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-18.3K- 24.96% |
$681K - $729K
|
55K
$1.07M
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-19.3K- 9.52% |
$717K - $768K
|
183K
$3.58M
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
SELL
|
- |
-19.8K- 1.01% |
$737K - $789K
|
1.94M
$37.8M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-20.1K- 16.04% |
$749K - $802K
|
105K
$2.06M
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-20.3K- 7.41% |
$755K - $808K
|
253K
$4.94M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-21K- 9.62% |
$780K - $835K
|
197K
$3.84M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-21K- 77.71% |
$782K - $837K
|
6.03K
$118K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-25.4K- 11.54% |
$946K - $1.01M
|
195K
$3.8M
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-25.9K- 3.14% |
$964K - $1.03M
|
799K
$15.6M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-26.4K- 1.24% |
$980K - $1.05M
|
2.1M
$41.1M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-26.6K- 3.97% |
$989K - $1.06M
|
642K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.8K- 2.58% |
$1.04M - $1.11M
|
1.05M
$20.5M
|