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 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-910- 1.82% |
$29.5K - $33.7K
|
49.1K
$950K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-949- 0.96% |
$30.7K - $35.1K
|
98K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-978- 20.69% |
$31.7K - $36.2K
|
3.75K
$72.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-995- 5.52% |
$32.2K - $36.8K
|
17K
$329K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.02K- 11.44% |
$33K - $37.8K
|
7.9K
$153K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.03K- 5.83% |
$33.4K - $38.2K
|
16.7K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.04K- 6.48% |
$33.7K - $38.5K
|
15K
$290K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.05K- 0.48% |
$33.9K - $38.8K
|
217K
$4.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.05K- 1.58% |
$34.1K - $39K
|
65.7K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.06K- 0.9% |
$34.2K - $39.1K
|
117K
$2.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-1.08K- 10.04% |
$35K - $40K
|
9.69K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.09K- 14.19% |
$35.2K - $40.2K
|
6.58K
$127K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 1.49% |
$35.9K - $41K
|
73.5K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.12K- 3.58% |
$36.3K - $41.5K
|
30.2K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.13K- 0.86% |
$36.6K - $41.9K
|
130K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.15K- 1.51% |
$37.1K - $42.4K
|
74.5K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.17K- 9.84% |
$37.9K - $43.3K
|
10.7K
$208K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.17K- 6.88% |
$37.9K - $43.4K
|
15.9K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.18K- 0.45% |
$38K - $43.5K
|
263K
$5.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.18K- 3.74% |
$38.2K - $43.7K
|
30.4K
$587K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.2K- 0.3% |
$38.8K - $44.4K
|
402K
$7.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.23K- 1.36% |
$39.7K - $45.4K
|
89.1K
$1.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.23K- 13.97% |
$39.8K - $45.6K
|
7.58K
$146K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.29K- 0.65% |
$41.9K - $47.9K
|
197K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.31K- 7.89% |
$42.3K - $48.4K
|
15.3K
$295K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.36K- 8.52% |
$44K - $50.3K
|
14.6K
$282K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.37K- 13.56% |
$44.3K - $50.6K
|
8.72K
$169K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.47K- 4.59% |
$47.5K - $54.3K
|
30.5K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.51K- 51.5% |
$48.9K - $55.9K
|
1.42K
$27.5K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.51K- 6.51% |
$49K - $56K
|
21.7K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-1.52K- 28.71% |
$49.3K - $56.3K
|
3.78K
$73K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.54K- 11.61% |
$49.9K - $57K
|
11.7K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.58K- 13.12% |
$51.3K - $58.6K
|
10.5K
$203K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.59K- 8.23% |
$51.6K - $59K
|
17.8K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 3.88% |
$52.1K - $59.6K
|
39.9K
$771K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.61K- 0.8% |
$52.2K - $59.7K
|
199K
$3.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.64K- 31.98% |
$53.2K - $60.8K
|
3.49K
$67.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.66K- 10.91% |
$53.7K - $61.4K
|
13.5K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.68K- 1.81% |
$54.4K - $62.3K
|
91.1K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.71K- 2.18% |
$55.4K - $63.4K
|
76.9K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.77K- 4.04% |
$57.4K - $65.6K
|
42.1K
$814K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.79K- 2.02% |
$58K - $66.4K
|
86.8K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.81K- 4.92% |
$58.7K - $67.1K
|
35K
$677K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.82K- 6.43% |
$58.8K - $67.3K
|
26.4K
$511K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.84K- 18.29% |
$59.5K - $68K
|
8.21K
$159K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.86K- 2.24% |
$60K - $68.7K
|
81.1K
$1.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.86K- 10.44% |
$60.1K - $68.8K
|
15.9K
$308K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.87K- 17.54% |
$60.4K - $69.1K
|
8.78K
$170K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.91K- 10.61% |
$61.9K - $70.8K
|
16.1K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.91K- 1.26% |
$62K - $70.8K
|
150K
$2.9M
|