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 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
600+ 3.56% |
$22.3K - $23.9K
|
17.5K
$341K
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
599+ 2.65% |
$22.3K - $23.9K
|
23.2K
$453K
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
578+ 9.97% |
$21.5K - $23K
|
6.38K
$124K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
572+ 2.71% |
$21.3K - $22.8K
|
21.7K
$424K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
569+ 0.26% |
$21.2K - $22.7K
|
223K
$4.35M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
566+ 2.52% |
$21K - $22.5K
|
23K
$449K
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
539+ 2.99% |
$20K - $21.5K
|
18.6K
$362K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
530+ 0.6% |
$19.7K - $21.1K
|
88.4K
$1.73M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
510+ 16.24% |
$19K - $20.3K
|
3.65K
$71.2K
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
509+ 36.49% |
$18.9K - $20.3K
|
1.9K
$37.1K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
508+ 7.89% |
$18.9K - $20.2K
|
6.94K
$135K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
506+ 1.46% |
$18.8K - $20.1K
|
35.2K
$686K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
506+ 4.49% |
$18.8K - $20.1K
|
11.8K
$230K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
505+ 1.55% |
$18.8K - $20.1K
|
33K
$643K
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
499+ 0.15% |
$18.6K - $19.9K
|
329K
$6.42M
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
492+ 3.46% |
$18.3K - $19.6K
|
14.7K
$287K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
486+ 8.78% |
$18.1K - $19.4K
|
6.02K
$117K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
482+ 1.57% |
$17.9K - $19.2K
|
31.1K
$607K
|
|
Jul 03, 2024
Q2 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
460+ 0.53% |
$17.1K - $18.3K
|
87.3K
$1.7M
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
455+ 1.22% |
$16.9K - $18.1K
|
37.6K
$734K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
446New |
$16.6K - $17.8K
|
446
$8.7K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
435+ 3.75% |
$16.2K - $17.3K
|
12K
$235K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
429+ 10.94% |
$16K - $17.1K
|
4.35K
$84.8K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
426+ 0.25% |
$15.8K - $17K
|
173K
$3.37M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
424+ 3.85% |
$15.8K - $16.9K
|
11.4K
$223K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
408+ 3.97% |
$15.2K - $16.2K
|
10.7K
$209K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
376+ 2.35% |
$14K - $15K
|
16.4K
$319K
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
371+ 2.07% |
$13.8K - $14.8K
|
18.3K
$356K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
358+ 8.94% |
$13.3K - $14.3K
|
4.36K
$85.1K
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
357+ 5.29% |
$13.3K - $14.2K
|
7.11K
$139K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
355+ 4.67% |
$13.2K - $14.1K
|
7.95K
$155K
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
338+ 6.18% |
$12.6K - $13.5K
|
5.81K
$113K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
332New |
$12.3K - $13.2K
|
332
$6.48K
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
309+ 0.42% |
$11.5K - $12.3K
|
74.3K
$1.45M
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
308New |
$11.5K - $12.3K
|
308
$6.01K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
304New |
$11.3K - $12.1K
|
304
$5.93K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
300New |
$11.2K - $11.9K
|
300
$5.85K
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
297+ 1.08% |
$11K - $11.8K
|
27.8K
$542K
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
295+ 2.4% |
$11K - $11.7K
|
12.6K
$246K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
280+ 75.47% |
$10.4K - $11.1K
|
651
$12.7K
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
271+ 0.72% |
$10.1K - $10.8K
|
37.8K
$737K
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
266+ 1.23% |
$9.89K - $10.6K
|
21.9K
$426K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
265New |
$9.86K - $10.6K
|
265
$5.17K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
261+ 4.31% |
$9.71K - $10.4K
|
6.32K
$123K
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
253+ 4.27% |
$9.41K - $10.1K
|
6.19K
$121K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
253New |
$9.41K - $10.1K
|
253
$4.94K
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
250+ 2.16% |
$9.3K - $9.96K
|
11.8K
$231K
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
225+ 2.93% |
$8.37K - $8.96K
|
7.91K
$154K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
223+ 0.29% |
$8.29K - $8.88K
|
77.5K
$1.51M
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
221+ 2.61% |
$8.22K - $8.8K
|
8.69K
$169K
|