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 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-18K- 8.67% |
$665K - $747K
|
189K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-18.9K- 3.16% |
$700K - $787K
|
580K
$11.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-19.1K- 21.6% |
$706K - $794K
|
69.3K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-20.2K- 59.62% |
$749K - $841K
|
13.7K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-20.3K- 0.96% |
$750K - $843K
|
2.08M
$40.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-20.4K- 2.0% |
$753K - $846K
|
1M
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-21.3K- 37.88% |
$787K - $884K
|
34.9K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-21.6K- 6.21% |
$797K - $896K
|
326K
$6.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-22.5K- 19.76% |
$831K - $934K
|
91.3K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-22.6K- 9.39% |
$835K - $939K
|
218K
$4.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-23.3K- 27.3% |
$861K - $968K
|
62K
$1.21M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-24K- 5.7% |
$887K - $997K
|
397K
$7.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-24.1K- 15.51% |
$890K - $1M
|
131K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-24.7K- 1.76% |
$914K - $1.03M
|
1.38M
$26.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-24.8K- 28.72% |
$919K - $1.03M
|
61.7K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-26.5K- 9.48% |
$981K - $1.1M
|
253K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-27.9K- 2.03% |
$1.03M - $1.16M
|
1.35M
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.7K- 16.84% |
$1.06M - $1.19M
|
142K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-29.5K- 53.3% |
$1.09M - $1.22M
|
25.8K
$503K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-30.7K- 7.35% |
$1.14M - $1.28M
|
388K
$7.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-31K- 4.82% |
$1.15M - $1.29M
|
611K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.1K- 13.98% |
$1.19M - $1.33M
|
198K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32.8K- 9.3% |
$1.21M - $1.36M
|
320K
$6.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-34.3K- 3.46% |
$1.27M - $1.43M
|
957K
$18.7M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-35.4K- 14.11% |
$1.31M - $1.47M
|
215K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-38K- 0.83% |
$1.41M - $1.58M
|
4.52M
$88.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39.6K- 12.44% |
$1.46M - $1.64M
|
278K
$5.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-39.6K- 4.73% |
$1.46M - $1.65M
|
799K
$15.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-40.7K- 14.42% |
$1.5M - $1.69M
|
241K
$4.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-40.9K- 2.26% |
$1.51M - $1.7M
|
1.77M
$34.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-41.2K- 5.63% |
$1.52M - $1.71M
|
690K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.2K- 9.32% |
$1.52M - $1.71M
|
401K
$7.82M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.2K- 9.32% |
$1.52M - $1.71M
|
401K
$7.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-44.1K- 7.66% |
$1.63M - $1.83M
|
532K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-47.6K- 71.17% |
$1.76M - $1.98M
|
19.3K
$376K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-52.2K- 1.26% |
$1.93M - $2.17M
|
4.1M
$79.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-54K- 67.65% |
$2M - $2.24M
|
25.8K
$503K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-55.6K- 86.53% |
$2.06M - $2.31M
|
8.66K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-59.3K- 1.95% |
$2.19M - $2.46M
|
2.99M
$58.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-66.8K- 8.37% |
$2.47M - $2.78M
|
732K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-73.1K- 3.57% |
$2.7M - $3.04M
|
1.97M
$38.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-76K- 8.58% |
$2.81M - $3.16M
|
810K
$15.8M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-93.2K- 52.11% |
$3.45M - $3.87M
|
85.7K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-97.6K- 19.97% |
$3.61M - $4.06M
|
391K
$7.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-99.8K- 3.38% |
$3.69M - $4.14M
|
2.85M
$55.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-122K- 0.58% |
$4.53M - $5.09M
|
21M
$411M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-183K- 3.73% |
$6.77M - $7.6M
|
4.73M
$92.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-221K- 1.74% |
$8.16M - $9.17M
|
12.5M
$244M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-243K- 3.56% |
$9M - $10.1M
|
6.59M
$129M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-248K- 36.95% |
$9.16M - $10.3M
|
422K
$8.24M
|