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 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
38.1K+ 65.26% |
$1.23M - $1.41M
|
96.5K
$1.88M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
37.4KNew |
$1.21M - $1.39M
|
37.4K
$730K
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
32.5K+ 20.53% |
$1.05M - $1.2M
|
191K
$3.73M
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
32KNew |
$1.03M - $1.18M
|
32K
$623K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
30.9K+ 15.39% |
$1M - $1.15M
|
232K
$4.53M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
30.8KNew |
$998K - $1.14M
|
30.8K
$601K
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
30.4K+ 2.72% |
$985K - $1.13M
|
1.15M
$22.4M
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
30.1K+ 71.25% |
$974K - $1.11M
|
72.3K
$1.41M
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
29.9K+ 5.26% |
$967K - $1.11M
|
598K
$11.7M
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
29.8KNew |
$966K - $1.1M
|
29.8K
$582K
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
29.3K+ 1.49% |
$950K - $1.09M
|
2M
$39.1M
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
28.2K+ 3.32% |
$914K - $1.04M
|
878K
$17.1M
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
27.7KNew |
$895K - $1.02M
|
27.7K
$540K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27.5K+ 91790.0% |
$891K - $1.02M
|
27.6K
$538K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
27.5K+ 5.43% |
$889K - $1.02M
|
534K
$10.4M
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
27.3KNew |
$885K - $1.01M
|
27.3K
$533K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
27KNew |
$873K - $998K
|
27K
$526K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26.8K+ 12.47% |
$868K - $992K
|
242K
$4.72M
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
26.2K+ 1.67% |
$847K - $968K
|
1.59M
$31M
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
25.7K+ 3.46% |
$832K - $951K
|
769K
$15M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25.7K+ 6.95% |
$832K - $951K
|
395K
$7.72M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
25.6K+ 9.67% |
$829K - $948K
|
290K
$5.67M
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
25.1K+ 12.85% |
$813K - $930K
|
221K
$4.31M
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
25.1K+ 96.81% |
$811K - $927K
|
50.9K
$994K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.6K+ 120.02% |
$797K - $912K
|
45.2K
$881K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
24.4KNew |
$789K - $902K
|
24.4K
$476K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
24K+ 8.76% |
$778K - $889K
|
298K
$5.82M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
23.9K+ 331.92% |
$775K - $886K
|
31.1K
$608K
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
23.9K+ 3.69% |
$774K - $885K
|
673K
$13.1M
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
23.8K+ 10.2% |
$771K - $881K
|
257K
$5.02M
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
23.2K+ 71.91% |
$750K - $858K
|
55.4K
$1.08M
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22.8K+ 7.22% |
$737K - $842K
|
338K
$6.59M
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
22.7K+ 4.7% |
$735K - $841K
|
506K
$9.87M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
22.7K+ 6.4% |
$735K - $840K
|
378K
$7.37M
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
22.2KNew |
$720K - $823K
|
22.2K
$434K
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
22.1K+ 1.75% |
$714K - $816K
|
1.28M
$25.1M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.9KNew |
$708K - $810K
|
21.9K
$427K
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
21.6KNew |
$698K - $798K
|
21.6K
$421K
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
21.6K+ 316.62% |
$698K - $798K
|
28.4K
$553K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.6K+ 89.72% |
$665K - $761K
|
43.5K
$848K
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
20.5KNew |
$664K - $759K
|
20.5K
$400K
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
20.4KNew |
$662K - $757K
|
20.4K
$399K
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
20.3K+ 8.04% |
$656K - $751K
|
272K
$5.32M
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
20.2K+ 22.78% |
$653K - $746K
|
109K
$2.12M
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
20.1K+ 6.21% |
$651K - $744K
|
344K
$6.71M
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
20KNew |
$647K - $740K
|
20K
$390K
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
19.7K+ 2.57% |
$636K - $727K
|
783K
$15.3M
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
19.6K+ 106.14% |
$636K - $727K
|
38.1K
$744K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.6K+ 18.81% |
$635K - $725K
|
124K
$2.42M
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
19.4K+ 9.75% |
$629K - $719K
|
219K
$4.27M
|