Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
57+ 13.94% |
$1.93K - $2.09K
|
466
$9.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
56New |
$1.89K - $2.06K
|
56
$1.08K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
55+ 0.45% |
$1.86K - $2.02K
|
12.4K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
54+ 0.17% |
$1.83K - $1.98K
|
31.3K
$606K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
51+ 0.75% |
$1.72K - $1.87K
|
6.81K
$132K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
50+ 0.7% |
$1.69K - $1.84K
|
7.2K
$139K
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
50+ 0.14% |
$1.69K - $1.84K
|
34.9K
$674K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
50+ 0.11% |
$1.69K - $1.84K
|
46.2K
$893K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
44+ 0.02% |
$1.49K - $1.62K
|
196K
$3.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
BUY
|
- |
37+ 0.17% |
$1.25K - $1.36K
|
21.6K
$417K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
36+ 0.74% |
$1.22K - $1.32K
|
4.9K
$94.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
32+ 320.0% |
$1.08K - $1.17K
|
42
$812
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
31New |
$1.05K - $1.14K
|
31
$599
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
31New |
$1.05K - $1.14K
|
31
$599
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 1.12% |
$1.05K - $1.14K
|
2.8K
$54.2K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
31+ 0.18% |
$1.05K - $1.14K
|
17K
$329K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
31+ 0.09% |
$1.05K - $1.14K
|
35.4K
$683K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.01K - $1.1K
|
30
$580
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 0.39% |
$778 - $844
|
5.96K
$115K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
23+ 0.29% |
$778 - $844
|
7.89K
$153K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 0.33% |
$676 - $734
|
6.11K
$118K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20+ 0.34% |
$676 - $734
|
5.93K
$115K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
18New |
$609 - $661
|
18
$348
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.2% |
$473 - $514
|
7.07K
$137K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 1.11% |
$473 - $514
|
1.27K
$24.6K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13New |
$440 - $477
|
13
$251
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 0.11% |
$338 - $367
|
8.74K
$169K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
10+ 0.04% |
$338 - $367
|
22.6K
$437K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10+ 0.17% |
$338 - $367
|
5.96K
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10+ 0.02% |
$338 - $367
|
59.3K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8New |
$271 - $294
|
8
$155
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6+ 2.79% |
$203 - $220
|
221
$4.27K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
6+ 0.08% |
$203 - $220
|
7.32K
$141K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
5+ 100.0% |
$169 - $184
|
10
$193
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4+ 0.02% |
$135 - $147
|
16.3K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 0.02% |
$135 - $147
|
16.1K
$311K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.0% |
$101 - $110
|
82.9K
$1.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$33.8 - $36.7
|
35.7K
$689K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.46% |
$33.8 - $36.7
|
216
$4.18K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.16% |
$33.8 - $36.7
|
85
$1.64K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-1- -0.0% |
$33.8 - $36.7
|
22K
$425K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$67.6 - $73.4
|
29.7K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-2- 66.67% |
$67.6 - $73.4
|
1
$19.3
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3- 0.09% |
$101 - $110
|
3.17K
$61.2K
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-3- 0.03% |
$101 - $110
|
10.1K
$195K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5- 0.08% |
$169 - $184
|
6.09K
$118K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5- 0.46% |
$169 - $184
|
1.09K
$21.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-8- 0.09% |
$271 - $294
|
8.88K
$172K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11- 0.05% |
$372 - $404
|
23.5K
$454K
|