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 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-17.7K- 2.74% |
$597K - $648K
|
628K
$12.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-19.8K- 6.38% |
$668K - $725K
|
290K
$5.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-21K- 7.7% |
$711K - $772K
|
252K
$4.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-21.5K- 47.18% |
$728K - $791K
|
24.1K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.9K- 3.71% |
$741K - $804K
|
569K
$11.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-22.3K- 16.13% |
$755K - $819K
|
116K
$2.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-22.9K- 4.22% |
$776K - $842K
|
521K
$10.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-24K- 19.44% |
$813K - $883K
|
99.6K
$1.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-26.2K- 2.03% |
$885K - $961K
|
1.26M
$24.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-27.7K- 14.63% |
$938K - $1.02M
|
162K
$3.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-29.6K- 3.72% |
$1M - $1.09M
|
764K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-30.7K- 6.91% |
$1.04M - $1.13M
|
413K
$8.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-32.8K- 50.24% |
$1.11M - $1.2M
|
32.5K
$634K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-34.5K- 40.22% |
$1.17M - $1.27M
|
51.3K
$1M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-36.1K- 21.61% |
$1.22M - $1.33M
|
131K
$2.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-36.1K- 60.94% |
$1.22M - $1.33M
|
23.2K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39.2K- 1.7% |
$1.33M - $1.44M
|
2.27M
$44.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-40.3K- 48.79% |
$1.36M - $1.48M
|
42.3K
$826K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-40.4K- 1.78% |
$1.37M - $1.48M
|
2.23M
$43.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-42.5K- 2.67% |
$1.44M - $1.56M
|
1.55M
$30.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-43.4K- 8.8% |
$1.47M - $1.59M
|
450K
$8.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-45.1K- 13.64% |
$1.53M - $1.66M
|
286K
$5.57M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-45.9K- 49.95% |
$1.55M - $1.68M
|
46K
$897K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-46.2K- 12.16% |
$1.56M - $1.7M
|
334K
$6.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-47.2K- 0.76% |
$1.6M - $1.73M
|
6.14M
$120M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-49K- 77.2% |
$1.66M - $1.8M
|
14.5K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.7K- 4.28% |
$1.71M - $1.86M
|
1.13M
$22.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-55K- 62.11% |
$1.86M - $2.02M
|
33.5K
$654K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-57.7K- 10.23% |
$1.95M - $2.12M
|
506K
$9.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-63.1K- 9.27% |
$2.13M - $2.32M
|
617K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-64.3K- 6.64% |
$2.18M - $2.36M
|
905K
$17.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-70.1K- 27.0% |
$2.37M - $2.57M
|
190K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-71K- 45.38% |
$2.4M - $2.61M
|
85.4K
$1.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-83.7K- 69.55% |
$2.83M - $3.07M
|
36.6K
$715K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-101K- 24.28% |
$3.42M - $3.71M
|
315K
$6.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-118K- 15.23% |
$3.98M - $4.32M
|
655K
$12.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-123K- 27.83% |
$4.16M - $4.51M
|
319K
$6.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-128K- 10.67% |
$4.32M - $4.69M
|
1.07M
$20.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-141K- 32.67% |
$4.77M - $5.18M
|
291K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-207K- 4.11% |
$6.99M - $7.59M
|
4.83M
$94.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-221K- 2.86% |
$7.48M - $8.11M
|
7.51M
$146M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-238K- 7.14% |
$8.05M - $8.74M
|
3.09M
$60.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-250K- 3.78% |
$8.46M - $9.18M
|
6.36M
$124M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-333K- 72.15% |
$11.3M - $12.2M
|
129K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-419K- 2.77% |
$14.2M - $15.4M
|
14.7M
$286M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-420K- 63.22% |
$14.2M - $15.4M
|
244K
$4.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-468K- 3.57% |
$15.8M - $17.2M
|
12.6M
$247M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-513K- 75.49% |
$17.3M - $18.8M
|
167K
$3.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-540K- 53.34% |
$18.3M - $19.8M
|
472K
$9.22M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-819K- 97.72% |
$27.7M - $30.1M
|
19.1K
$373K
|