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 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
12K+ 6.82% |
$390K - $446K
|
189K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12KNew |
$389K - $445K
|
12K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.9K+ 18.71% |
$384K - $439K
|
75.3K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
11.9KNew |
$384K - $439K
|
11.9K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11.8K+ 16.11% |
$382K - $437K
|
85.1K
$1.64M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.7KNew |
$378K - $432K
|
11.7K
$226K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 4.77% |
$376K - $430K
|
255K
$4.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
10.9K+ 4.71% |
$353K - $404K
|
243K
$4.69M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.9K+ 8.73% |
$353K - $403K
|
136K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.8KNew |
$349K - $399K
|
10.8K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 0.55% |
$347K - $397K
|
1.96M
$37.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
10.6K+ 2.13% |
$344K - $393K
|
509K
$9.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
10.6KNew |
$342K - $391K
|
10.6K
$204K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
10.6KNew |
$342K - $391K
|
10.6K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
10.4K+ 10.06% |
$338K - $386K
|
114K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10.3K+ 4.36% |
$334K - $382K
|
247K
$4.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
10.3K+ 1.99% |
$332K - $380K
|
525K
$10.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
10.1K+ 27.68% |
$328K - $375K
|
46.8K
$904K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 1.38% |
$326K - $373K
|
738K
$14.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.57K+ 53.19% |
$310K - $354K
|
27.6K
$533K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9.53K+ 4.44% |
$308K - $353K
|
224K
$4.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
9.5K+ 48.45% |
$307K - $351K
|
29.1K
$562K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
9.46K+ 30.52% |
$306K - $350K
|
40.5K
$782K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
9.42K+ 118.79% |
$305K - $349K
|
17.4K
$336K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
9.34K+ 3.65% |
$302K - $346K
|
265K
$5.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9.3KNew |
$301K - $344K
|
9.3K
$180K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
9.16K+ 5.18% |
$297K - $339K
|
186K
$3.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.13K+ 6.49% |
$295K - $338K
|
150K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.1KNew |
$295K - $337K
|
9.1K
$176K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.02KNew |
$292K - $334K
|
9.02K
$174K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.98K+ 1.56% |
$291K - $332K
|
585K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.92K+ 4.56% |
$289K - $330K
|
204K
$3.95M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.85KNew |
$287K - $328K
|
8.85K
$171K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
8.78K+ 6.5% |
$284K - $325K
|
144K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.74K+ 32.61% |
$283K - $323K
|
35.5K
$687K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.7KNew |
$282K - $322K
|
8.7K
$168K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8.6KNew |
$278K - $318K
|
8.6K
$166K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
8.12K+ 0.29% |
$263K - $300K
|
2.76M
$53.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
8.1K+ 3.94% |
$262K - $300K
|
214K
$4.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
8.03K+ 17.6% |
$260K - $297K
|
53.6K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.97K+ 132.33% |
$258K - $295K
|
14K
$271K
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
7.96KNew |
$258K - $295K
|
7.96K
$154K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
7.95K+ 2.07% |
$257K - $294K
|
392K
$7.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.89K+ 11.34% |
$255K - $292K
|
77.4K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
7.64K+ 9.66% |
$247K - $283K
|
86.7K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
7.61KNew |
$246K - $281K
|
7.61K
$147K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 3.69% |
$246K - $281K
|
213K
$4.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.55K+ 135.77% |
$244K - $280K
|
13.1K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.51K+ 498.54% |
$243K - $278K
|
9.01K
$174K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
7.49KNew |
$243K - $277K
|
7.49K
$145K
|