Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q3 2024. 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 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.41K- 8.87% |
$89K - $100K
|
24.7K
$534K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.53K- 2.79% |
$93.4K - $105K
|
88K
$1.9M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.54K- 3.29% |
$93.7K - $105K
|
74.4K
$1.6M
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-2.6K- 8.03% |
$96.1K - $108K
|
29.8K
$642K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.66K- 1.84% |
$98.5K - $111K
|
142K
$3.07M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.67K- 14.26% |
$98.8K - $111K
|
16.1K
$346K
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.71K- 0.82% |
$100K - $113K
|
328K
$7.07M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.86K- 6.29% |
$106K - $119K
|
42.7K
$920K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.87K- 25.73% |
$106K - $119K
|
8.28K
$179K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.93K- 2.06% |
$108K - $122K
|
139K
$3.01M
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.96K- 13.45% |
$109K - $123K
|
19K
$410K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.02K- 11.39% |
$112K - $125K
|
23.5K
$507K
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-3.03K- 0.75% |
$112K - $126K
|
403K
$8.69M
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.1K- 10.32% |
$114K - $129K
|
26.9K
$580K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.11K- 63.34% |
$115K - $129K
|
1.8K
$38.8K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.12K- 1.12% |
$115K - $129K
|
274K
$5.91M
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.15K- 15.78% |
$117K - $131K
|
16.8K
$363K
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.17K- 2.95% |
$117K - $132K
|
104K
$2.25M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3.19K- 19.92% |
$118K - $132K
|
12.8K
$277K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.27K- 2.22% |
$121K - $136K
|
143K
$3.09M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.29K- 27.73% |
$122K - $137K
|
8.58K
$185K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.3K- 3.68% |
$122K - $137K
|
86.2K
$1.86M
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.3K- 0.12% |
$122K - $137K
|
2.85M
$61.5M
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.33K- 2.66% |
$123K - $138K
|
122K
$2.63M
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-3.34K- 2.54% |
$124K - $139K
|
128K
$2.76M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.38K- 14.24% |
$125K - $140K
|
20.4K
$439K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.45K- 20.21% |
$128K - $143K
|
13.6K
$294K
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.55K- 8.82% |
$131K - $148K
|
36.7K
$792K
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.64K- 1.66% |
$134K - $151K
|
215K
$4.65M
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-3.64K- 0.69% |
$135K - $151K
|
521K
$11.2M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.68K- 27.64% |
$136K - $153K
|
9.64K
$208K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.71K- 5.61% |
$137K - $154K
|
62.4K
$1.35M
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.88K- 2.15% |
$143K - $161K
|
176K
$3.8M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.94K- 11.43% |
$146K - $164K
|
30.5K
$659K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.95K- 1.02% |
$146K - $164K
|
385K
$8.3M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.03K- 8.03% |
$149K - $168K
|
46.2K
$997K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.07K- 11.57% |
$151K - $169K
|
31.1K
$671K
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-4.13K- 2.7% |
$153K - $171K
|
149K
$3.21M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.3K- 3.11% |
$159K - $179K
|
134K
$2.89M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 2.23% |
$161K - $181K
|
191K
$4.12M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.45K- 5.9% |
$164K - $185K
|
70.9K
$1.53M
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.48K- 10.31% |
$166K - $186K
|
39K
$841K
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-4.64K- 58.5% |
$172K - $193K
|
3.29K
$71K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.67K- 3.79% |
$173K - $194K
|
118K
$2.55M
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.7K- 10.25% |
$174K - $195K
|
41.1K
$887K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.78K- 10.55% |
$177K - $198K
|
40.5K
$874K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.79K- 5.42% |
$177K - $199K
|
83.5K
$1.8M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.88K- 6.82% |
$181K - $203K
|
66.8K
$1.44M
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-4.9K- 3.97% |
$181K - $204K
|
119K
$2.56M
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-4.9K- 9.51% |
$181K - $204K
|
46.6K
$1.01M
|