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 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-68.1K- 8.91% |
$2.2M - $2.52M
|
696K
$13.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-68.8K- 13.21% |
$2.23M - $2.55M
|
452K
$8.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-72.9K- 6.68% |
$2.36M - $2.7M
|
1.02M
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-82.4K- 93.92% |
$2.67M - $3.05M
|
5.34K
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-83.6K- 18.36% |
$2.7M - $3.09M
|
372K
$7.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.7K- 7.38% |
$2.71M - $3.1M
|
1.05M
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-86.3K- 37.98% |
$2.79M - $3.2M
|
141K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-92.6K- 22.59% |
$3M - $3.43M
|
318K
$6.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-96.7K- 6.26% |
$3.13M - $3.58M
|
1.45M
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-99.7K- 1.62% |
$3.23M - $3.69M
|
6.04M
$117M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-108K- 33.97% |
$3.5M - $4M
|
210K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-109K- 39.18% |
$3.52M - $4.02M
|
169K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-116K- 21.67% |
$3.75M - $4.29M
|
419K
$8.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-124K- 1.65% |
$4.01M - $4.58M
|
7.38M
$143M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-127K- 41.21% |
$4.11M - $4.7M
|
181K
$3.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-137K- 2.78% |
$4.43M - $5.06M
|
4.77M
$92.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-142K- 13.76% |
$4.59M - $5.25M
|
890K
$17.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-146K- 32.5% |
$4.74M - $5.42M
|
304K
$5.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-152K- 38.55% |
$4.91M - $5.61M
|
242K
$4.67M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-164K- 2.82% |
$5.3M - $6.06M
|
5.64M
$109M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-175K- 37.82% |
$5.67M - $6.48M
|
288K
$5.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-176K- 41.69% |
$5.7M - $6.52M
|
246K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-197K- 34.63% |
$6.38M - $7.3M
|
372K
$7.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-198K- 57.88% |
$6.42M - $7.34M
|
144K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-219K- 35.45% |
$7.08M - $8.1M
|
399K
$7.7M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-285K- 97.29% |
$9.24M - $10.6M
|
7.94K
$153K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-302K- 10.42% |
$9.77M - $11.2M
|
2.59M
$50.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-318K- 45.36% |
$10.3M - $11.8M
|
383K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-385K- 6.05% |
$12.5M - $14.3M
|
5.98M
$116M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-466K- 3.18% |
$15.1M - $17.3M
|
14.2M
$275M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-498K- 3.94% |
$16.1M - $18.4M
|
12.1M
$235M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-716K- 46.18% |
$23.2M - $26.5M
|
835K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-721K- 31.72% |
$23.3M - $26.7M
|
1.55M
$30M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-778K- 55.19% |
$25.2M - $28.8M
|
632K
$12.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-785K- 99.43% |
$25.4M - $29.1M
|
4.53K
$87.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.39M- 3.02% |
$45.1M - $51.6M
|
44.8M
$867M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.42M- 98.36% |
$45.9M - $52.5M
|
23.7K
$458K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.62M- 27.7% |
$52.4M - $59.9M
|
4.23M
$81.7M
|