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 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-27.9K- 6.21% |
$1.04M - $1.11M
|
421K
$8.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-27.9K- 1.39% |
$1.04M - $1.11M
|
1.98M
$38.6M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-33.6K- 11.8% |
$1.25M - $1.34M
|
251K
$4.89M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-35.7K- 47.94% |
$1.33M - $1.42M
|
38.8K
$757K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-40.5K- 84.71% |
$1.5M - $1.61M
|
7.3K
$142K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-43.4K- 4.2% |
$1.62M - $1.73M
|
992K
$19.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-44K- 5.67% |
$1.64M - $1.75M
|
732K
$14.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-45.7K- 38.96% |
$1.7M - $1.82M
|
71.6K
$1.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-46K- 30.7% |
$1.71M - $1.83M
|
104K
$2.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-46.2K- 9.95% |
$1.72M - $1.84M
|
418K
$8.16M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.4K- 3.33% |
$1.76M - $1.89M
|
1.38M
$26.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-48.9K- 28.04% |
$1.82M - $1.95M
|
125K
$2.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-49.2K- 2.51% |
$1.83M - $1.96M
|
1.91M
$37.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-50.6K- 69.2% |
$1.88M - $2.01M
|
22.5K
$439K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-57.8K- 26.63% |
$2.15M - $2.3M
|
159K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-66.9K- 49.44% |
$2.49M - $2.66M
|
68.4K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-80.3K- 20.17% |
$2.99M - $3.2M
|
318K
$6.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-81.5K- 5.71% |
$3.03M - $3.24M
|
1.35M
$26.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-87.8K- 10.72% |
$3.26M - $3.5M
|
731K
$14.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-98.3K- 12.03% |
$3.66M - $3.92M
|
719K
$14M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-103K- 1.73% |
$3.82M - $4.09M
|
5.85M
$114M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-116K- 93.57% |
$4.3M - $4.61M
|
7.95K
$155K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-118K- 28.3% |
$4.39M - $4.7M
|
299K
$5.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-127K- 2.28% |
$4.74M - $5.08M
|
5.46M
$107M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-140K- 17.89% |
$5.19M - $5.56M
|
641K
$12.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-149K- 85.09% |
$5.53M - $5.92M
|
26.1K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-200K- 64.71% |
$7.44M - $7.97M
|
109K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-226K- 4.72% |
$8.4M - $9M
|
4.56M
$88.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-247K- 3.49% |
$9.18M - $9.83M
|
6.83M
$133M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-261K- 22.47% |
$9.7M - $10.4M
|
900K
$17.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-268K- 56.39% |
$9.96M - $10.7M
|
207K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-278K- 2.33% |
$10.3M - $11.1M
|
11.6M
$227M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-403K- 96.22% |
$15M - $16M
|
15.8K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-414K- 3.15% |
$15.4M - $16.5M
|
12.7M
$248M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-476K- 2.2% |
$17.7M - $19M
|
21.2M
$413M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-659K- 59.84% |
$24.5M - $26.2M
|
442K
$8.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-925K- 23.86% |
$34.4M - $36.9M
|
2.95M
$57.6M
|