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 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-5.35K- 3.98% |
$198K - $222K
|
129K
$2.51M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.61K- 10.55% |
$207K - $233K
|
47.5K
$924K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-5.9K- 2.31% |
$218K - $245K
|
250K
$4.86M
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-5.91K- 36.14% |
$218K - $245K
|
10.4K
$203K
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-6.13K- 3.34% |
$227K - $255K
|
177K
$3.45M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.15K- 23.94% |
$227K - $256K
|
19.5K
$380K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.16K- 3.47% |
$228K - $256K
|
171K
$3.33M
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-6.32K- 8.16% |
$234K - $263K
|
71.2K
$1.38M
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.34K- 2.33% |
$234K - $263K
|
266K
$5.17M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.34K- 3.25% |
$234K - $263K
|
189K
$3.67M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.42K- 7.7% |
$237K - $267K
|
76.9K
$1.5M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.51K- 2.19% |
$241K - $270K
|
290K
$5.64M
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-6.66K- 45.86% |
$246K - $277K
|
7.87K
$153K
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-6.69K- 1.19% |
$248K - $278K
|
557K
$10.8M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.79K- 8.15% |
$251K - $282K
|
76.5K
$1.49M
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-6.79K- 5.91% |
$251K - $282K
|
108K
$2.1M
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-6.83K- 3.93% |
$253K - $284K
|
167K
$3.25M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-7.1K- 38.55% |
$262K - $295K
|
11.3K
$220K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.4K- 9.61% |
$274K - $308K
|
69.7K
$1.36M
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-7.8K- 34.64% |
$288K - $324K
|
14.7K
$286K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-7.91K- 8.6% |
$292K - $329K
|
84K
$1.63M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.94K- 2.22% |
$294K - $330K
|
349K
$6.8M
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-7.97K- 1.84% |
$295K - $331K
|
425K
$8.27M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-8.1K- 27.99% |
$300K - $337K
|
20.8K
$405K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.3K- 2.85% |
$307K - $345K
|
283K
$5.5M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.59K- 3.97% |
$318K - $357K
|
208K
$4.04M
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-8.71K- 2.28% |
$322K - $362K
|
373K
$7.26M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-9.05K- 2.67% |
$335K - $376K
|
330K
$6.42M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-9.09K- 6.59% |
$336K - $378K
|
129K
$2.5M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9.38K- 2.22% |
$347K - $390K
|
413K
$8.04M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-9.44K- 28.24% |
$349K - $392K
|
24K
$467K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-9.95K- 25.66% |
$368K - $413K
|
28.8K
$561K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10.2K- 2.59% |
$378K - $425K
|
385K
$7.49M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-11.2K- 20.46% |
$415K - $466K
|
43.6K
$848K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.2K- 47.32% |
$416K - $467K
|
12.5K
$243K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-11.3K- 27.78% |
$417K - $468K
|
29.3K
$570K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.5K- 8.71% |
$427K - $480K
|
121K
$2.35M
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-12.5K- 2.77% |
$462K - $519K
|
438K
$8.52M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-12.6K- 7.64% |
$465K - $523K
|
152K
$2.96M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-12.6K- 7.36% |
$467K - $524K
|
159K
$3.09M
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-12.7K- 1.88% |
$468K - $526K
|
659K
$12.8M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12.7K- 89.94% |
$471K - $529K
|
1.42K
$27.7K
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-12.8K- 1.99% |
$472K - $530K
|
628K
$12.2M
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-13.1K- 2.17% |
$484K - $544K
|
590K
$11.5M
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-13.1K- 8.33% |
$484K - $544K
|
144K
$2.8M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.4K- 1.28% |
$497K - $559K
|
1.04M
$20.1M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14.4K- 2.78% |
$533K - $599K
|
504K
$9.8M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-15.1K- 0.47% |
$558K - $627K
|
3.19M
$62.1M
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-15.5K- 49.41% |
$574K - $645K
|
15.9K
$309K
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16.4K- 9.83% |
$605K - $680K
|
150K
$2.92M
|