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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-213- 3.2% |
$7.2K - $7.82K
|
6.45K
$125K
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-214- 3.41% |
$7.24K - $7.86K
|
6.07K
$117K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-220- 2.78% |
$7.44K - $8.08K
|
7.69K
$149K
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-225- 0.98% |
$7.61K - $8.26K
|
22.7K
$439K
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-225- 3.32% |
$7.61K - $8.26K
|
6.55K
$127K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-238Closed |
$8.05K - $8.74K
|
0
$0
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
SELL
|
- |
-245- 2.33% |
$8.29K - $8.99K
|
10.3K
$199K
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-251- 3.87% |
$8.49K - $9.21K
|
6.23K
$120K
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-258- 1.59% |
$8.73K - $9.47K
|
15.9K
$308K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-262- 2.02% |
$8.86K - $9.62K
|
12.7K
$246K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-262- 1.04% |
$8.86K - $9.62K
|
25K
$483K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-267- 61.24% |
$9.03K - $9.8K
|
169
$3.27K
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-275- 2.66% |
$9.3K - $10.1K
|
10K
$194K
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-284- 1.88% |
$9.6K - $10.4K
|
14.8K
$286K
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-290- 0.18% |
$9.81K - $10.6K
|
163K
$3.15M
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-293- 0.2% |
$9.91K - $10.8K
|
148K
$2.86M
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 84.75% |
$10.1K - $11K
|
54
$1.04K
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-308- 2.99% |
$10.4K - $11.3K
|
9.99K
$193K
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-322- 1.51% |
$10.9K - $11.8K
|
21.1K
$407K
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-322- 0.47% |
$10.9K - $11.8K
|
67.8K
$1.31M
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-331- 0.58% |
$11.2K - $12.2K
|
56.5K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-336- 0.98% |
$11.4K - $12.3K
|
33.8K
$653K
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-340- 2.88% |
$11.5K - $12.5K
|
11.5K
$221K
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-340- 1.07% |
$11.5K - $12.5K
|
31.5K
$610K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-354- 2.09% |
$12K - $13K
|
16.6K
$320K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-354- 10.13% |
$12K - $13K
|
3.14K
$60.7K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-359- 0.42% |
$12.1K - $13.2K
|
84.2K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-365- 0.48% |
$12.3K - $13.4K
|
75.7K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-387- 1.85% |
$13.1K - $14.2K
|
20.5K
$397K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-397- 24.45% |
$13.4K - $14.6K
|
1.23K
$23.7K
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-408- 1.73% |
$13.8K - $15K
|
23.1K
$447K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-411- 2.77% |
$13.9K - $15.1K
|
14.4K
$279K
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-415- 2.25% |
$14K - $15.2K
|
18K
$348K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-425- 2.72% |
$14.4K - $15.6K
|
15.2K
$293K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-428- 2.48% |
$14.5K - $15.7K
|
16.8K
$325K
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-440- 1.44% |
$14.9K - $16.2K
|
30.1K
$581K
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-463- 0.21% |
$15.7K - $17K
|
218K
$4.22M
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-485- 2.65% |
$16.4K - $17.8K
|
17.8K
$344K
|
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-493- 0.85% |
$16.7K - $18.1K
|
57.5K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-518- 2.89% |
$17.5K - $19K
|
17.4K
$336K
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-521- 0.14% |
$17.6K - $19.1K
|
378K
$7.31M
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-530- 0.88% |
$17.9K - $19.5K
|
60K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-540- 0.94% |
$18.3K - $19.8K
|
56.7K
$1.1M
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-550- 7.15% |
$18.6K - $20.2K
|
7.14K
$138K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-557- 9.1% |
$18.8K - $20.4K
|
5.56K
$108K
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-566- 2.67% |
$19.1K - $20.8K
|
20.7K
$399K
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-567- 2.43% |
$19.2K - $20.8K
|
22.8K
$441K
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-569- 1.27% |
$19.2K - $20.9K
|
44.3K
$856K
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-582- 5.0% |
$19.7K - $21.4K
|
11.1K
$214K
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-592- 0.75% |
$20K - $21.7K
|
78.7K
$1.52M
|