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 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
129+ 10.19% |
$4.18K - $4.77K
|
1.4K
$27K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
129+ 1.98% |
$4.18K - $4.77K
|
6.64K
$128K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
124+ 0.22% |
$4.01K - $4.59K
|
55.9K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
106+ 0.96% |
$3.43K - $3.92K
|
11.2K
$216K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
100+ 1.21% |
$3.24K - $3.7K
|
8.35K
$161K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
94+ 20.98% |
$3.04K - $3.48K
|
542
$10.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
90+ 1.27% |
$2.91K - $3.33K
|
7.19K
$139K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
89+ 0.15% |
$2.88K - $3.29K
|
57.6K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
89+ 19.43% |
$2.88K - $3.29K
|
547
$10.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
88New |
$2.85K - $3.26K
|
88
$1.7K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
87+ 102.35% |
$2.82K - $3.22K
|
172
$3.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
86+ 0.22% |
$2.78K - $3.18K
|
39.3K
$760K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
82+ 2.0% |
$2.65K - $3.03K
|
4.19K
$81K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
80+ 2.98% |
$2.59K - $2.96K
|
2.77K
$53.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
79+ 0.24% |
$2.56K - $2.92K
|
32.6K
$629K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
73+ 0.35% |
$2.36K - $2.7K
|
21.2K
$410K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
72+ 0.13% |
$2.33K - $2.66K
|
57.2K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
72+ 0.81% |
$2.33K - $2.66K
|
8.96K
$173K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
71+ 0.61% |
$2.3K - $2.63K
|
11.7K
$227K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
69+ 0.29% |
$2.23K - $2.55K
|
24.3K
$469K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
67New |
$2.17K - $2.48K
|
67
$1.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
64New |
$2.07K - $2.37K
|
64
$1.24K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
63New |
$2.04K - $2.33K
|
63
$1.22K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
60+ 0.2% |
$1.94K - $2.22K
|
30.6K
$591K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
58+ 0.77% |
$1.88K - $2.15K
|
7.56K
$146K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
56+ 0.12% |
$1.81K - $2.07K
|
45.4K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
55+ 1.95% |
$1.78K - $2.04K
|
2.88K
$55.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
48+ 0.77% |
$1.55K - $1.78K
|
6.32K
$122K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
42+ 0.53% |
$1.36K - $1.55K
|
7.93K
$153K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
42+ 0.37% |
$1.36K - $1.55K
|
11.5K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
42New |
$1.36K - $1.55K
|
42
$812
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40+ 0.39% |
$1.29K - $1.48K
|
10.4K
$200K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
37+ 0.59% |
$1.2K - $1.37K
|
6.33K
$122K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
35+ 0.24% |
$1.13K - $1.3K
|
14.5K
$279K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
33New |
$1.07K - $1.22K
|
33
$638
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33+ 0.47% |
$1.07K - $1.22K
|
7.1K
$137K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
30+ 0.38% |
$971 - $1.11K
|
8K
$155K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
30New |
$971 - $1.11K
|
30
$580
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
28+ 0.44% |
$906 - $1.04K
|
6.37K
$123K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
27+ 0.39% |
$874 - $999
|
7K
$135K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 1.97% |
$809 - $925
|
1.3K
$25.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
24+ 0.01% |
$777 - $888
|
174K
$3.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24New |
$777 - $888
|
24
$464
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
23+ 0.05% |
$745 - $851
|
45.3K
$875K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
22+ 0.32% |
$712 - $814
|
7K
$135K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
20+ 0.06% |
$647 - $740
|
31.6K
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19+ 0.17% |
$615 - $703
|
11.3K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
18+ 0.12% |
$583 - $666
|
15.4K
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
17New |
$550 - $629
|
17
$329
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
13+ 2.11% |
$421 - $481
|
628
$12.1K
|