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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
13K+ 64.3% |
$483K - $517K
|
33.2K
$647K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.9K+ 6.61% |
$479K - $513K
|
208K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
12.9K+ 6.25% |
$479K - $513K
|
219K
$4.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.7KNew |
$472K - $505K
|
12.7K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.6K+ 106.68% |
$467K - $500K
|
24.3K
$475K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.4K+ 9.18% |
$462K - $494K
|
148K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.4K+ 13.33% |
$461K - $494K
|
105K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.2KNew |
$454K - $486K
|
12.2K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
12K+ 8.53% |
$446K - $478K
|
153K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11.8KNew |
$438K - $469K
|
11.8K
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.7KNew |
$435K - $466K
|
11.7K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11.4K+ 2.26% |
$422K - $452K
|
513K
$10M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
11.3K+ 0.27% |
$420K - $449K
|
4.24M
$82.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11.3K+ 1.1% |
$419K - $448K
|
1.04M
$20.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11K+ 2.57% |
$410K - $439K
|
441K
$8.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$403K - $432K
|
10.8K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
10.7K+ 165.7% |
$399K - $427K
|
17.2K
$336K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
10.5K+ 18.38% |
$391K - $419K
|
67.7K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.4K+ 68.09% |
$387K - $414K
|
25.7K
$501K
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9.92K+ 0.49% |
$369K - $395K
|
2.04M
$39.8M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.85KNew |
$366K - $392K
|
9.85K
$192K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.79K+ 21.58% |
$364K - $390K
|
55.2K
$1.08M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.74KNew |
$362K - $388K
|
9.74K
$190K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.72KNew |
$361K - $387K
|
9.72K
$190K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.58K+ 9.53% |
$356K - $381K
|
110K
$2.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
9.4KNew |
$349K - $374K
|
9.4K
$183K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9.34K+ 1.64% |
$347K - $372K
|
579K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.31KNew |
$346K - $371K
|
9.31K
$182K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
9.18KNew |
$341K - $365K
|
9.18K
$179K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9.14K+ 69.42% |
$340K - $364K
|
22.3K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.02KNew |
$335K - $359K
|
9.02K
$176K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
8.98KNew |
$334K - $357K
|
8.98K
$175K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.82K+ 59.01% |
$328K - $351K
|
23.8K
$464K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.77K+ 6.71% |
$326K - $349K
|
140K
$2.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
8.75K+ 36.11% |
$325K - $348K
|
33K
$643K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.71K+ 3.93% |
$324K - $347K
|
230K
$4.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.69KNew |
$323K - $346K
|
8.69K
$170K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8.64K+ 3.5% |
$321K - $344K
|
256K
$4.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.38K+ 20.09% |
$312K - $334K
|
50.1K
$977K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
8.35K+ 8.43% |
$311K - $333K
|
107K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
7.93KNew |
$295K - $316K
|
7.93K
$155K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.87KNew |
$293K - $313K
|
7.87K
$153K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.84K+ 35.94% |
$292K - $312K
|
29.7K
$579K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.76K+ 30.12% |
$288K - $309K
|
33.5K
$654K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.75K+ 0.38% |
$288K - $309K
|
2.04M
$39.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
7.73K+ 97.98% |
$287K - $308K
|
15.6K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.67K+ 3.28% |
$285K - $306K
|
241K
$4.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.49KNew |
$278K - $298K
|
7.49K
$146K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.39KNew |
$275K - $294K
|
7.39K
$144K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.39KNew |
$275K - $294K
|
7.39K
$144K
|