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
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
72.5K+ 16.01% |
$2.69M - $2.89M
|
525K
$10.2M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
69.9K+ 56.81% |
$2.6M - $2.78M
|
193K
$3.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
67.2K+ 36.56% |
$2.5M - $2.67M
|
251K
$4.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
65.9K+ 2.99% |
$2.45M - $2.63M
|
2.27M
$44.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
64.2KNew |
$2.39M - $2.56M
|
64.2K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
57.7K+ 2.94% |
$2.15M - $2.3M
|
2.02M
$39.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
56.9KNew |
$2.12M - $2.27M
|
56.9K
$1.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
54.6K+ 15.59% |
$2.03M - $2.17M
|
405K
$7.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54.4K+ 12.53% |
$2.02M - $2.17M
|
489K
$9.54M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
53.5K+ 5.91% |
$1.99M - $2.13M
|
960K
$18.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
52.4K+ 12.79% |
$1.95M - $2.09M
|
462K
$9.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
52.3K+ 3.87% |
$1.94M - $2.08M
|
1.4M
$27.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
51.1K+ 19.38% |
$1.9M - $2.03M
|
315K
$6.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
50.6K+ 15.67% |
$1.88M - $2.01M
|
373K
$7.28M
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
48.1KNew |
$1.79M - $1.91M
|
48.1K
$938K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
47.3K+ 2.97% |
$1.76M - $1.88M
|
1.64M
$32M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
44K+ 15.68% |
$1.64M - $1.75M
|
325K
$6.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
43K+ 5.87% |
$1.6M - $1.71M
|
775K
$15.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.7K+ 10.18% |
$1.59M - $1.7M
|
462K
$9.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
41.8K+ 11.26% |
$1.56M - $1.67M
|
413K
$8.06M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.2K+ 10.28% |
$1.53M - $1.64M
|
442K
$8.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
41K+ 11.58% |
$1.52M - $1.63M
|
395K
$7.7M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.5K+ 36.68% |
$1.51M - $1.61M
|
151K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
39.8K+ 2.33% |
$1.48M - $1.59M
|
1.75M
$34.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
38.5K+ 15.82% |
$1.43M - $1.53M
|
282K
$5.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36K+ 17.58% |
$1.34M - $1.43M
|
240K
$4.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
35.5KNew |
$1.32M - $1.41M
|
35.5K
$692K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.4K+ 4.04% |
$1.28M - $1.37M
|
886K
$17.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
34KNew |
$1.26M - $1.35M
|
34K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
33.9K+ 65.84% |
$1.26M - $1.35M
|
85.3K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
33.7K+ 8.83% |
$1.25M - $1.34M
|
415K
$8.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
33.4KNew |
$1.24M - $1.33M
|
33.4K
$652K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
32.5K+ 14.3% |
$1.21M - $1.3M
|
260K
$5.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.8K+ 1.6% |
$1.18M - $1.27M
|
2.03M
$39.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
31.7K+ 9.51% |
$1.18M - $1.26M
|
365K
$7.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.5K+ 132.74% |
$1.17M - $1.25M
|
55.3K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
31.2K+ 12.19% |
$1.16M - $1.24M
|
287K
$5.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
28.8K+ 1.02% |
$1.07M - $1.15M
|
2.85M
$55.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
28.4K+ 23.38% |
$1.06M - $1.13M
|
150K
$2.93M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28.4K+ 15.67% |
$1.06M - $1.13M
|
210K
$4.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
28.1K+ 10.3% |
$1.04M - $1.12M
|
300K
$5.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
27.2K+ 51.81% |
$1.01M - $1.08M
|
79.7K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26.9K+ 5.3% |
$1M - $1.07M
|
535K
$10.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.6K+ 14.26% |
$991K - $1.06M
|
214K
$4.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
26.5K+ 3.73% |
$985K - $1.05M
|
736K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
26.3K+ 18.41% |
$978K - $1.05M
|
169K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26K+ 0.86% |
$966K - $1.03M
|
3.05M
$59.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25.8K+ 29.31% |
$959K - $1.03M
|
114K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.3K+ 17.43% |
$940K - $1.01M
|
170K
$3.32M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
25.1K+ 6.86% |
$934K - $1M
|
391K
$7.63M
|