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 |
---|---|---|---|---|---|---|---|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
19.3KNew |
$626K - $715K
|
19.3K
$374K
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
19.2K+ 1.35% |
$621K - $710K
|
1.44M
$27.8M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19.2KNew |
$620K - $709K
|
19.2K
$370K
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
19KNew |
$614K - $702K
|
19K
$367K
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.4K+ 9.46% |
$596K - $682K
|
213K
$4.12M
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
18.3K+ 7.08% |
$591K - $676K
|
276K
$5.34M
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
18.3K+ 2.79% |
$591K - $676K
|
673K
$13M
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
17.6K+ 19.61% |
$570K - $652K
|
107K
$2.08M
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
17.4K+ 9.66% |
$562K - $642K
|
197K
$3.81M
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
17.3KNew |
$560K - $640K
|
17.3K
$335K
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
17.1K+ 57.59% |
$552K - $631K
|
46.7K
$902K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.8K+ 4.58% |
$544K - $622K
|
384K
$7.42M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 0.47% |
$542K - $619K
|
3.61M
$69.7M
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
16.7K+ 13.97% |
$540K - $617K
|
136K
$2.63M
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
15.9KNew |
$516K - $590K
|
15.9K
$308K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
15.8KNew |
$511K - $584K
|
15.8K
$305K
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
15.8K+ 21.65% |
$511K - $584K
|
88.7K
$1.71M
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
15.7K+ 2.59% |
$509K - $581K
|
622K
$12M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.6K+ 13.89% |
$505K - $578K
|
128K
$2.47M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.4K+ 15.14% |
$500K - $572K
|
117K
$2.27M
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
15.4K+ 13.81% |
$499K - $570K
|
127K
$2.45M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
15.3K+ 15.61% |
$494K - $565K
|
113K
$2.19M
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
15.2K+ 4.58% |
$492K - $562K
|
347K
$6.7M
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
15K+ 4.53% |
$485K - $554K
|
346K
$6.68M
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
14.9K+ 3.12% |
$483K - $552K
|
492K
$9.52M
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
14.8KNew |
$480K - $549K
|
14.8K
$287K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
14.8K+ 5.55% |
$479K - $548K
|
282K
$5.44M
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
14.8K+ 16.61% |
$479K - $547K
|
104K
$2.01M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.7K+ 20.81% |
$476K - $544K
|
85.3K
$1.65M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
14.6K+ 9.46% |
$474K - $542K
|
169K
$3.27M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.6K+ 5.43% |
$472K - $540K
|
283K
$5.47M
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
14.1KNew |
$456K - $521K
|
14.1K
$272K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14K+ 4.03% |
$454K - $519K
|
362K
$7M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.9K+ 0.98% |
$451K - $515K
|
1.44M
$27.9M
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
13.9K+ 36.05% |
$449K - $514K
|
52.4K
$1.01M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.6K+ 22.01% |
$441K - $504K
|
75.5K
$1.46M
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 11.39% |
$440K - $503K
|
133K
$2.57M
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
13.5K+ 23.99% |
$439K - $501K
|
70K
$1.35M
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13.5KNew |
$438K - $501K
|
13.5K
$262K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
13.2K+ 9.28% |
$428K - $490K
|
156K
$3.01M
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13.2K+ 2.31% |
$428K - $490K
|
586K
$11.3M
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.1KNew |
$425K - $486K
|
13.1K
$254K
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
13K+ 12.68% |
$420K - $480K
|
115K
$2.23M
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
13K+ 4.84% |
$420K - $480K
|
281K
$5.43M
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13K+ 9.36% |
$419K - $480K
|
151K
$2.93M
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
12.9KNew |
$417K - $476K
|
12.9K
$249K
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
12.8KNew |
$413K - $472K
|
12.8K
$247K
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
12.6KNew |
$407K - $466K
|
12.6K
$243K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12.4KNew |
$401K - $459K
|
12.4K
$240K
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
12.1KNew |
$392K - $448K
|
12.1K
$234K
|