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 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
22+ 0.32% |
$712 - $814
|
7K
$151K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
20+ 0.06% |
$647 - $740
|
31.6K
$681K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19+ 0.17% |
$615 - $703
|
11.3K
$244K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
18+ 0.12% |
$583 - $666
|
15.4K
$331K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
17New |
$550 - $629
|
17
$367
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
13+ 2.11% |
$421 - $481
|
628
$13.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
13+ 1.23% |
$421 - $481
|
1.07K
$23.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12+ 1.94% |
$388 - $444
|
632
$13.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 1.99% |
$356 - $407
|
563
$12.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
9+ 0.08% |
$291 - $333
|
12K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 2.23% |
$259 - $296
|
367
$7.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$259 - $296
|
15.6K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 2.07% |
$194 - $222
|
296
$6.38K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
6+ 2.0% |
$194 - $222
|
306
$6.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
5+ 0.05% |
$162 - $185
|
11.1K
$239K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3+ 0.04% |
$97.1 - $111
|
7.48K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3+ 0.08% |
$97.1 - $111
|
3.83K
$82.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 3.9% |
$97.1 - $111
|
80
$1.73K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 0.04% |
$97.1 - $111
|
7.69K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2+ 0.01% |
$64.7 - $74
|
23.5K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$64.7 - $74
|
11.6K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 1.77% |
$64.7 - $74
|
115
$2.48K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2+ 2.41% |
$64.7 - $74
|
85
$1.83K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$64.7 - $74
|
2
$43.1
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$64.7 - $74
|
26.6K
$574K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2+ 2.41% |
$64.7 - $74
|
85
$1.83K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.06% |
$64.7 - $74
|
3.08K
$66.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.11% |
$97.1 - $111
|
2.8K
$60.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7- 0.1% |
$227 - $259
|
6.98K
$150K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-7- 0.12% |
$227 - $259
|
5.96K
$128K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7- 0.06% |
$227 - $259
|
12.7K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11- 0.02% |
$356 - $407
|
56.6K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-14- 0.04% |
$453 - $518
|
38.1K
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.35% |
$453 - $518
|
3.99K
$86.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-19- 0.16% |
$615 - $703
|
12.1K
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 4.28% |
$647 - $740
|
447
$9.64K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-23- 14.65% |
$745 - $851
|
134
$2.89K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-23- 1.22% |
$745 - $851
|
1.86K
$40.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-24- 23.76% |
$777 - $888
|
77
$1.66K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-25- 0.25% |
$809 - $925
|
9.88K
$213K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-26- 15.38% |
$842 - $962
|
143
$3.08K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-27- 0.73% |
$874 - $999
|
3.7K
$79.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-33- 0.1% |
$1.07K - $1.22K
|
31.9K
$687K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-34- 0.52% |
$1.1K - $1.26K
|
6.52K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-37- 0.61% |
$1.2K - $1.37K
|
6.03K
$130K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-38- 0.08% |
$1.23K - $1.41K
|
49.2K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-39- 0.58% |
$1.26K - $1.44K
|
6.68K
$144K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-39- 0.26% |
$1.26K - $1.44K
|
15.1K
$326K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-42- 0.19% |
$1.36K - $1.55K
|
22.6K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-47- 0.59% |
$1.52K - $1.74K
|
7.94K
$171K
|