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 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.83K+ 26.57% |
$216K - $242K
|
27.8K
$542K
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5.78K+ 90.38% |
$214K - $240K
|
12.2K
$238K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 1.31% |
$214K - $240K
|
446K
$8.71M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
5.78KNew |
$214K - $240K
|
5.78K
$113K
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.75K+ 2.65% |
$213K - $239K
|
223K
$4.35M
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
5.7K+ 2.25% |
$211K - $237K
|
259K
$5.06M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.67K+ 38.96% |
$209K - $235K
|
20.2K
$394K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.6KNew |
$207K - $233K
|
5.6K
$109K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.48K+ 97.94% |
$203K - $228K
|
11.1K
$216K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.46K+ 7.47% |
$202K - $227K
|
78.6K
$1.53M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.45K+ 10.3% |
$202K - $226K
|
58.4K
$1.14M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.38K+ 38.29% |
$199K - $224K
|
19.4K
$379K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.38KNew |
$199K - $224K
|
5.38K
$105K
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
5.38K+ 3.04% |
$199K - $224K
|
183K
$3.56M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.35KNew |
$198K - $222K
|
5.35K
$104K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.33K+ 1062.35% |
$197K - $222K
|
5.84K
$114K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.3K+ 201.67% |
$196K - $220K
|
7.93K
$155K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.29K+ 71.58% |
$196K - $220K
|
12.7K
$247K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.29K+ 42.06% |
$196K - $220K
|
17.9K
$348K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5.28K+ 27.8% |
$195K - $219K
|
24.3K
$473K
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.27KNew |
$195K - $219K
|
5.27K
$103K
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
5.26K+ 1.4% |
$194K - $218K
|
380K
$7.42M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.24KNew |
$194K - $218K
|
5.24K
$102K
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.22KNew |
$193K - $217K
|
5.22K
$102K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.17KNew |
$191K - $215K
|
5.17K
$101K
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.16KNew |
$191K - $214K
|
5.16K
$101K
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
5.15KNew |
$191K - $214K
|
5.15K
$101K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.15KNew |
$190K - $214K
|
5.15K
$100K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.14KNew |
$190K - $214K
|
5.14K
$100K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.12KNew |
$189K - $213K
|
5.12K
$99.9K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.12KNew |
$189K - $213K
|
5.12K
$99.9K
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.08KNew |
$188K - $211K
|
5.08K
$99K
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
5.07K+ 2.12% |
$187K - $211K
|
244K
$4.76M
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5.06KNew |
$187K - $210K
|
5.06K
$98.8K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.06K+ 23.67% |
$187K - $210K
|
26.4K
$516K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.04KNew |
$186K - $209K
|
5.04K
$98.3K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5K+ 2.9% |
$185K - $208K
|
178K
$3.46M
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5KNew |
$185K - $208K
|
5K
$97.6K
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
4.99K+ 46.85% |
$185K - $207K
|
15.6K
$305K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.98K+ 11.76% |
$184K - $207K
|
47.3K
$923K
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.96KNew |
$183K - $206K
|
4.96K
$96.8K
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.95KNew |
$183K - $206K
|
4.95K
$96.5K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.94KNew |
$183K - $205K
|
4.94K
$96.5K
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.94K+ 0.94% |
$183K - $205K
|
530K
$10.3M
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.94KNew |
$183K - $205K
|
4.94K
$96.3K
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
4.9KNew |
$181K - $204K
|
4.9K
$95.6K
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.89KNew |
$181K - $203K
|
4.89K
$95.5K
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
4.89KNew |
$181K - $203K
|
4.89K
$95.4K
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4.89KNew |
$181K - $203K
|
4.89K
$95.4K
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.88KNew |
$180K - $203K
|
4.88K
$95.2K
|