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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-262K- 4.49% |
$9.7M - $10.9M
|
5.58M
$109M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-278K- 9.1% |
$10.3M - $11.5M
|
2.77M
$54.1M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-353K- 58.97% |
$13.1M - $14.7M
|
246K
$4.79M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-356K- 12.11% |
$13.1M - $14.8M
|
2.58M
$50.4M
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-474K- 98.43% |
$17.5M - $19.7M
|
7.54K
$147K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-475K- 93.85% |
$17.6M - $19.7M
|
31.1K
$607K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-603K- 81.92% |
$22.3M - $25.1M
|
133K
$2.6M
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-924K- 47.71% |
$34.2M - $38.4M
|
1.01M
$19.8M
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-940K- 22.15% |
$34.7M - $39M
|
3.3M
$64.4M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.41M- 97.43% |
$89.1M - $100M
|
63.7K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.4M- 99.08% |
$459M - $516M
|
115K
$2.25M
|