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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.96K- 13.15% |
$63.3K - $72.4K
|
12.9K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.96K- 26.36% |
$63.3K - $72.4K
|
5.47K
$106K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.98K- 4.92% |
$63.9K - $73.1K
|
38.2K
$739K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.12K- 2.86% |
$68.6K - $78.4K
|
71.9K
$1.39M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.12K- 3.46% |
$68.6K - $78.5K
|
59.1K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.15K- 1.38% |
$69.5K - $79.4K
|
153K
$2.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-2.15K- 9.36% |
$69.6K - $79.6K
|
20.8K
$403K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.18K- 8.72% |
$70.5K - $80.6K
|
22.8K
$441K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.18K- 68.87% |
$70.6K - $80.7K
|
986
$19.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.22K- 7.16% |
$72K - $82.3K
|
28.8K
$558K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.24K- 8.67% |
$72.5K - $82.9K
|
23.6K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.3K- 5.66% |
$74.3K - $84.9K
|
38.2K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.4K- 1.05% |
$77.8K - $88.9K
|
226K
$4.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.44K- 2.07% |
$78.8K - $90.1K
|
115K
$2.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.48K- 6.12% |
$80.3K - $91.8K
|
38.1K
$736K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-2.49K- 8.58% |
$80.7K - $92.2K
|
26.5K
$513K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.55K- 1.43% |
$82.6K - $94.4K
|
176K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.55K- 30.93% |
$82.7K - $94.5K
|
5.7K
$110K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.67K- 3.25% |
$86.5K - $98.9K
|
79.7K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.73K- 3.47% |
$88.3K - $101K
|
75.9K
$1.47M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.84K- 3.41% |
$92K - $105K
|
80.4K
$1.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.86K- 7.7% |
$92.5K - $106K
|
34.3K
$663K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.88K- 1.07% |
$93.1K - $106K
|
267K
$5.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.02K- 2.9% |
$97.8K - $112K
|
101K
$1.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.05K- 2.73% |
$98.6K - $113K
|
108K
$2.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-3.06K- 13.54% |
$99.1K - $113K
|
19.5K
$378K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3.14K- 15.01% |
$102K - $116K
|
17.8K
$344K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.25K- 1.98% |
$105K - $120K
|
161K
$3.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-3.29K- 30.95% |
$106K - $122K
|
7.34K
$142K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.44K- 4.37% |
$111K - $127K
|
75.3K
$1.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.45K- 27.95% |
$112K - $128K
|
8.91K
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.47K- 9.02% |
$112K - $128K
|
35K
$677K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.52K- 3.53% |
$114K - $130K
|
96.3K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.61K- 13.04% |
$117K - $134K
|
24.1K
$465K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.65K- 1.04% |
$118K - $135K
|
346K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.67K- 28.87% |
$119K - $136K
|
9.05K
$175K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-3.74K- 0.95% |
$121K - $138K
|
388K
$7.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-3.76K- 1.1% |
$122K - $139K
|
339K
$6.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-3.8K- 1.02% |
$123K - $140K
|
367K
$7.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.9K- 6.58% |
$126K - $144K
|
55.4K
$1.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.97K- 10.8% |
$128K - $147K
|
32.8K
$633K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.98K- 3.9% |
$129K - $147K
|
98.1K
$1.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4K- 67.11% |
$129K - $148K
|
1.96K
$37.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.03K- 7.69% |
$130K - $149K
|
48.4K
$935K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.05K- 30.13% |
$131K - $150K
|
9.38K
$181K
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-4.11K- 18.21% |
$133K - $152K
|
18.5K
$357K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.16K- 1.24% |
$135K - $154K
|
332K
$6.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4.19K- 56.78% |
$136K - $155K
|
3.19K
$61.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-4.22K- 26.77% |
$137K - $156K
|
11.5K
$223K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.31K- 2.2% |
$139K - $159K
|
192K
$3.7M
|