Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
348+ 4.96% |
$11.3K - $12.9K
|
7.36K
$142K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
347New |
$11.2K - $12.8K
|
347
$6.71K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
334+ 0.35% |
$10.8K - $12.4K
|
95.2K
$1.84M
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
321+ 2.89% |
$10.4K - $11.9K
|
11.4K
$221K
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
315+ 1.48% |
$10.2K - $11.7K
|
21.6K
$418K
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
300+ 2.54% |
$9.71K - $11.1K
|
12.1K
$234K
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
297+ 1.99% |
$9.61K - $11K
|
15.2K
$294K
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
297+ 1.77% |
$9.61K - $11K
|
17.1K
$330K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
292New |
$9.45K - $10.8K
|
292
$5.64K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
287New |
$9.29K - $10.6K
|
287
$5.55K
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
287+ 0.1% |
$9.29K - $10.6K
|
277K
$5.36M
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
284+ 1.69% |
$9.19K - $10.5K
|
17.1K
$330K
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
283+ 2.83% |
$9.16K - $10.5K
|
10.3K
$199K
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
279+ 2.0% |
$9.03K - $10.3K
|
14.3K
$276K
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
272+ 2.05% |
$8.8K - $10.1K
|
13.6K
$262K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
260New |
$8.42K - $9.62K
|
260
$5.03K
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
258+ 1.86% |
$8.35K - $9.55K
|
14.1K
$273K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
255+ 2.34% |
$8.25K - $9.44K
|
11.2K
$216K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
245New |
$7.93K - $9.07K
|
245
$4.74K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
242New |
$7.83K - $8.96K
|
242
$4.68K
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
231+ 1.53% |
$7.48K - $8.55K
|
15.3K
$296K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
224+ 1.05% |
$7.25K - $8.29K
|
21.6K
$417K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
222+ 1.49% |
$7.19K - $8.22K
|
15.1K
$292K
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
216+ 0.56% |
$6.99K - $7.99K
|
39.1K
$755K
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
212+ 1.77% |
$6.86K - $7.85K
|
12.2K
$236K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
211+ 0.04% |
$6.83K - $7.81K
|
564K
$10.9M
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
205+ 0.26% |
$6.64K - $7.59K
|
78.3K
$1.51M
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
203+ 0.27% |
$6.57K - $7.51K
|
76.6K
$1.48M
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
200New |
$6.47K - $7.4K
|
200
$3.87K
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
192+ 0.77% |
$6.22K - $7.11K
|
25.2K
$488K
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
191+ 1.28% |
$6.18K - $7.07K
|
15.1K
$292K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
190New |
$6.15K - $7.03K
|
190
$3.67K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
188+ 1.95% |
$6.09K - $6.96K
|
9.81K
$190K
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
187+ 1.99% |
$6.05K - $6.92K
|
9.56K
$185K
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
186+ 0.69% |
$6.02K - $6.88K
|
27.1K
$524K
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
BUY
|
- |
178+ 0.82% |
$5.76K - $6.59K
|
21.8K
$421K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
174+ 1.49% |
$5.63K - $6.44K
|
11.8K
$228K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
167+ 2.81% |
$5.41K - $6.18K
|
6.1K
$118K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
165+ 7.5% |
$5.34K - $6.11K
|
2.37K
$45.7K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
162New |
$5.24K - $6K
|
162
$3.13K
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
158+ 10.78% |
$5.11K - $5.85K
|
1.62K
$31.4K
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
154+ 1.33% |
$4.98K - $5.7K
|
11.7K
$226K
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
150+ 1.4% |
$4.86K - $5.55K
|
10.9K
$210K
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
142+ 1.13% |
$4.6K - $5.26K
|
12.7K
$246K
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
142+ 0.15% |
$4.6K - $5.26K
|
97.5K
$1.89M
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
136+ 0.83% |
$4.4K - $5.03K
|
16.6K
$320K
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
135+ 1.7% |
$4.37K - $5K
|
8.07K
$156K
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
133+ 0.55% |
$4.31K - $4.92K
|
24.2K
$467K
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
131+ 0.08% |
$4.24K - $4.85K
|
163K
$3.15M
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
129New |
$4.18K - $4.77K
|
129
$2.49K
|