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 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.71K+ 58.88% |
$175K - $187K
|
12.7K
$248K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.65K+ 2.66% |
$173K - $185K
|
180K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.65K+ 2.16% |
$173K - $185K
|
220K
$4.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.54K+ 45.46% |
$169K - $181K
|
14.5K
$284K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
4.49K+ 1.32% |
$167K - $179K
|
345K
$6.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.42K+ 0.14% |
$164K - $176K
|
3.21M
$62.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.39K+ 10.6% |
$163K - $175K
|
45.8K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.36K+ 67.97% |
$162K - $173K
|
10.8K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.26K+ 2.55% |
$159K - $170K
|
171K
$3.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.26K+ 1.63% |
$158K - $170K
|
266K
$5.19M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4.23K+ 3.48% |
$157K - $169K
|
126K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.21K+ 0.8% |
$157K - $168K
|
532K
$10.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.17K+ 2.92% |
$155K - $166K
|
147K
$2.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.15K+ 56.5% |
$154K - $165K
|
11.5K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.14K+ 66.93% |
$154K - $165K
|
10.3K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
4.12K+ 7.47% |
$153K - $164K
|
59.3K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.92K+ 17.53% |
$146K - $156K
|
26.3K
$513K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.92K+ 5.61% |
$146K - $156K
|
73.8K
$1.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.86K+ 3.43% |
$144K - $154K
|
117K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.83K+ 0.22% |
$142K - $152K
|
1.73M
$33.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.8K+ 43.32% |
$141K - $151K
|
12.6K
$245K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.78K+ 7.7% |
$141K - $151K
|
52.9K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.77K+ 4.85% |
$140K - $150K
|
81.6K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.75K+ 69.29% |
$139K - $149K
|
9.16K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.72K+ 25.57% |
$138K - $148K
|
18.3K
$357K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.71K+ 35.81% |
$138K - $148K
|
14.1K
$274K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.59K+ 5.16% |
$134K - $143K
|
73.1K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.49K+ 6.82% |
$130K - $139K
|
54.7K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.49K+ 1.74% |
$130K - $139K
|
205K
$3.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.43K+ 0.58% |
$127K - $136K
|
598K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.4K+ 25.97% |
$126K - $135K
|
16.5K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
3.4K+ 0.85% |
$126K - $135K
|
404K
$7.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.39K+ 5.57% |
$126K - $135K
|
64.3K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.39K+ 5.57% |
$126K - $135K
|
64.3K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.33KNew |
$124K - $133K
|
3.33K
$64.9K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.26K+ 3.49% |
$121K - $130K
|
96.7K
$1.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.13K+ 20.06% |
$116K - $125K
|
18.7K
$365K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.09K+ 2.99% |
$115K - $123K
|
107K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
3.05K+ 6.78% |
$114K - $122K
|
48.1K
$938K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.92K+ 1.65% |
$108K - $116K
|
180K
$3.52M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.92K+ 19.83% |
$108K - $116K
|
17.6K
$344K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.86K+ 1.21% |
$106K - $114K
|
239K
$4.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.78K+ 0.62% |
$103K - $111K
|
455K
$8.87M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.75K+ 4.42% |
$102K - $109K
|
64.9K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.7K+ 3.39% |
$100K - $107K
|
82.2K
$1.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.69K+ 8.79% |
$99.9K - $107K
|
33.2K
$648K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.68K+ 120.24% |
$99.6K - $107K
|
4.91K
$95.7K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
2.62KNew |
$97.3K - $104K
|
2.62K
$51K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.58K+ 3.18% |
$96.1K - $103K
|
83.8K
$1.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
2.56K+ 4.38% |
$95.1K - $102K
|
60.9K
$1.19M
|