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 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
24.3K+ 2.11% |
$903K - $967K
|
1.17M
$22.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
24.3K+ 5.03% |
$902K - $966K
|
506K
$9.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23.3K+ 328.1% |
$865K - $926K
|
30.3K
$592K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
22.7K+ 11.66% |
$844K - $904K
|
217K
$4.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
22.3K+ 8.06% |
$829K - $888K
|
299K
$5.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
22.3K+ 108.7% |
$829K - $887K
|
42.8K
$835K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22KNew |
$820K - $878K
|
22K
$430K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
22KNew |
$818K - $875K
|
22K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
21.9KNew |
$813K - $871K
|
21.9K
$427K
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
21.8K+ 14.0% |
$809K - $866K
|
177K
$3.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
21.5K+ 6.92% |
$798K - $854K
|
332K
$6.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.4KNew |
$795K - $851K
|
21.4K
$417K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
21.3K+ 3.68% |
$791K - $847K
|
599K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21.1K+ 18.74% |
$785K - $840K
|
134K
$2.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20.8K+ 3.2% |
$772K - $827K
|
670K
$13.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
20.8KNew |
$772K - $826K
|
20.8K
$405K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
20.7K+ 1.6% |
$771K - $825K
|
1.32M
$25.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
20.7K+ 5.45% |
$768K - $822K
|
399K
$7.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
20.5KNew |
$762K - $816K
|
20.5K
$400K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
20.4K+ 1.45% |
$759K - $813K
|
1.43M
$27.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
20.4K+ 1.87% |
$757K - $810K
|
1.11M
$21.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
19.8K+ 3.7% |
$735K - $786K
|
553K
$10.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 8.26% |
$731K - $783K
|
258K
$5.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.3K+ 5.19% |
$719K - $770K
|
392K
$7.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
19.3KNew |
$718K - $769K
|
19.3K
$377K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
18.9K+ 2.72% |
$703K - $752K
|
713K
$13.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 4.37% |
$682K - $730K
|
437K
$8.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
18.1K+ 7.12% |
$672K - $719K
|
272K
$5.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 31.21% |
$667K - $714K
|
75.4K
$1.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
17.9K+ 29.86% |
$664K - $711K
|
77.7K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.8K+ 8.48% |
$661K - $707K
|
227K
$4.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
17.6KNew |
$656K - $702K
|
17.6K
$344K
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
17K+ 2.25% |
$634K - $679K
|
774K
$15.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
17K+ 5.42% |
$634K - $679K
|
332K
$6.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
16.8K+ 74.54% |
$626K - $670K
|
39.4K
$769K
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$606K - $648K
|
16.3K
$318K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.9K+ 56.0% |
$592K - $634K
|
44.3K
$865K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
15.9K+ 2.64% |
$590K - $632K
|
616K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
15.8K+ 1.89% |
$586K - $628K
|
852K
$16.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
15.1K+ 2.29% |
$560K - $600K
|
672K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
14.7K+ 22.71% |
$546K - $585K
|
79.4K
$1.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.4KNew |
$537K - $575K
|
14.4K
$282K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
14.4K+ 27.12% |
$537K - $574K
|
67.6K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.4K+ 242.41% |
$534K - $572K
|
20.3K
$396K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
13.7K+ 11.12% |
$510K - $546K
|
137K
$2.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
13.7KNew |
$508K - $544K
|
13.7K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.6K+ 4.06% |
$504K - $540K
|
347K
$6.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
13.5K+ 6.97% |
$502K - $538K
|
207K
$4.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
13.4KNew |
$497K - $532K
|
13.4K
$261K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$494K - $529K
|
13.3K
$259K
|