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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
69.2KNew |
$2.34M - $2.54M
|
69.2K
$1.34M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
66.8K+ 78.94% |
$2.26M - $2.45M
|
151K
$2.93M
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
63.3K+ 24.85% |
$2.14M - $2.32M
|
318K
$6.15M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
60.9K+ 15.26% |
$2.06M - $2.24M
|
460K
$8.9M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
60.4K+ 6.49% |
$2.04M - $2.22M
|
992K
$19.2M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60.2K+ 56.66% |
$2.04M - $2.21M
|
167K
$3.22M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
59.9K+ 430.67% |
$2.03M - $2.2M
|
73.8K
$1.43M
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
57.4K+ 88.05% |
$1.94M - $2.11M
|
123K
$2.37M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56.9K+ 44.06% |
$1.93M - $2.09M
|
186K
$3.6M
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
56.9K+ 43.23% |
$1.93M - $2.09M
|
189K
$3.65M
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
55.2K+ 2.88% |
$1.87M - $2.03M
|
1.97M
$38.1M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
54.4K+ 4.38% |
$1.84M - $2M
|
1.3M
$25M
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
50.7K+ 3.38% |
$1.72M - $1.86M
|
1.55M
$30M
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
49.3KNew |
$1.67M - $1.81M
|
49.3K
$953K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
49.3K+ 537.47% |
$1.67M - $1.81M
|
58.4K
$1.13M
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
48.5K+ 21.87% |
$1.64M - $1.78M
|
270K
$5.22M
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
48.1K+ 31.82% |
$1.63M - $1.77M
|
199K
$3.85M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
47.6K+ 23.02% |
$1.61M - $1.75M
|
254K
$4.91M
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46.6K+ 2.15% |
$1.58M - $1.71M
|
2.22M
$42.8M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
46.3K+ 29.01% |
$1.56M - $1.7M
|
206K
$3.98M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
45KNew |
$1.52M - $1.65M
|
45K
$870K
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
44.2K+ 2.11% |
$1.5M - $1.62M
|
2.14M
$41.4M
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
43.9K+ 4.47% |
$1.49M - $1.61M
|
1.03M
$19.9M
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
43.1K+ 2.26% |
$1.46M - $1.58M
|
1.95M
$37.7M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
40.6KNew |
$1.37M - $1.49M
|
40.6K
$785K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
39.3K+ 17.13% |
$1.33M - $1.44M
|
269K
$5.19M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.4K+ 4.23% |
$1.23M - $1.33M
|
895K
$17.3M
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
34.5KNew |
$1.17M - $1.27M
|
34.5K
$667K
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
34.1K+ 19.86% |
$1.15M - $1.25M
|
206K
$3.97M
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
33K+ 34.04% |
$1.11M - $1.21M
|
130K
$2.51M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.6K+ 3.6% |
$1.1M - $1.2M
|
938K
$18.1M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32KNew |
$1.08M - $1.18M
|
32K
$619K
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
31.5K+ 9.27% |
$1.06M - $1.16M
|
371K
$7.17M
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
31K+ 4.45% |
$1.05M - $1.14M
|
728K
$14.1M
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
30.9K+ 6.62% |
$1.05M - $1.14M
|
499K
$9.64M
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
30.2K+ 10.43% |
$1.02M - $1.11M
|
320K
$6.18M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.9K+ 19.11% |
$1.01M - $1.1M
|
186K
$3.6M
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
29.2K+ 5.05% |
$987K - $1.07M
|
607K
$11.7M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.1K+ 11.9% |
$984K - $1.07M
|
274K
$5.29M
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
29KNew |
$982K - $1.07M
|
29K
$561K
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
27.9K+ 2.01% |
$943K - $1.02M
|
1.42M
$27.4M
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
27.5K+ 32.74% |
$930K - $1.01M
|
112K
$2.16M
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$929K - $1.01M
|
27.5K
$531K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
27.1K+ 5.86% |
$916K - $994K
|
489K
$9.45M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27K+ 6.3% |
$912K - $990K
|
455K
$8.8M
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
26.7K+ 55.73% |
$902K - $980K
|
74.6K
$1.44M
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
26.5K+ 1.72% |
$897K - $974K
|
1.57M
$30.3M
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
26.3K+ 61.2% |
$890K - $966K
|
69.3K
$1.34M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
26.2KNew |
$887K - $962K
|
26.2K
$507K
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
25.8K+ 3.5% |
$873K - $948K
|
764K
$14.8M
|