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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-592- 0.75% |
$20K - $21.7K
|
78.7K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-598- 0.97% |
$20.2K - $22K
|
61.2K
$1.2M
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-604- 0.07% |
$20.4K - $22.2K
|
850K
$16.7M
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-619- 7.65% |
$20.9K - $22.7K
|
7.47K
$147K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-626- 59.96% |
$21.2K - $23K
|
418
$8.2K
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
SELL
|
- |
-628- 1.94% |
$21.2K - $23.1K
|
31.8K
$623K
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-648- 7.41% |
$21.9K - $23.8K
|
8.1K
$159K
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-654- 0.13% |
$22.1K - $24K
|
515K
$10.1M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-655- 0.58% |
$22.2K - $24K
|
112K
$2.2M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-655- 5.33% |
$22.2K - $24K
|
11.6K
$228K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-656- 4.22% |
$22.2K - $24.1K
|
14.9K
$292K
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-663- 0.26% |
$22.4K - $24.3K
|
256K
$5.01M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-671- 99.85% |
$22.7K - $24.6K
|
1
$19.6
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-684- 4.0% |
$23.1K - $25.1K
|
16.4K
$322K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-697- 3.37% |
$23.6K - $25.6K
|
20K
$392K
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-728- 4.06% |
$24.6K - $26.7K
|
17.2K
$337K
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-738- 3.41% |
$25K - $27.1K
|
20.9K
$410K
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-746- 2.35% |
$25.2K - $27.4K
|
31K
$608K
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-750- 7.85% |
$25.4K - $27.5K
|
8.81K
$173K
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-770- 0.98% |
$26K - $28.3K
|
78.1K
$1.53M
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-771- 9.33% |
$26.1K - $28.3K
|
7.5K
$147K
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-773- 4.18% |
$26.1K - $28.4K
|
17.7K
$347K
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-784- 2.12% |
$26.5K - $28.8K
|
36.2K
$710K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-826- 4.11% |
$27.9K - $30.3K
|
19.3K
$378K
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-850- 2.59% |
$28.7K - $31.2K
|
32K
$627K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-866- 3.35% |
$29.3K - $31.8K
|
25K
$490K
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-868- 2.23% |
$29.4K - $31.9K
|
38K
$746K
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-869- 3.2% |
$29.4K - $31.9K
|
26.2K
$515K
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-875- 2.27% |
$29.6K - $32.1K
|
37.7K
$739K
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-904- 8.94% |
$30.6K - $33.2K
|
9.2K
$180K
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-905- 2.54% |
$30.6K - $33.2K
|
34.8K
$682K
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-909- 12.0% |
$30.7K - $33.4K
|
6.67K
$131K
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-911- 12.75% |
$30.8K - $33.4K
|
6.23K
$122K
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-911- 2.81% |
$30.8K - $33.4K
|
31.5K
$618K
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-918- 5.81% |
$31K - $33.7K
|
14.9K
$292K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-932- 40.66% |
$31.5K - $34.2K
|
1.36K
$26.7K
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-945- 2.88% |
$32K - $34.7K
|
31.9K
$626K
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-957- 0.96% |
$32.4K - $35.1K
|
99K
$1.94M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-962- 1.12% |
$32.5K - $35.3K
|
84.8K
$1.66M
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-970- 4.55% |
$32.8K - $35.6K
|
20.3K
$399K
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-980- 1.52% |
$33.1K - $36K
|
63.6K
$1.25M
|
|
Oct 25, 2023
Q3 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-982- 2.39% |
$33.2K - $36K
|
40.2K
$788K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-987- 2.59% |
$33.4K - $36.2K
|
37.1K
$728K
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.01K- 1.34% |
$34.1K - $37K
|
74K
$1.45M
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.02K- 2.69% |
$34.4K - $37.3K
|
36.7K
$720K
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.04K- 2.58% |
$35.1K - $38.1K
|
39.3K
$770K
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.05K- 2.62% |
$35.5K - $38.6K
|
39.1K
$766K
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.1K- 2.15% |
$37.3K - $40.5K
|
50K
$981K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 4.21% |
$37.5K - $40.7K
|
25.3K
$496K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 5.29% |
$37.8K - $41K
|
20K
$393K
|