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 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
7.46KNew |
$241K - $276K
|
7.46K
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7.41KNew |
$240K - $274K
|
7.41K
$145K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
7.38K+ 108.28% |
$239K - $273K
|
14.2K
$277K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.27K+ 0.58% |
$235K - $269K
|
1.26M
$24.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.16KNew |
$232K - $265K
|
7.16K
$140K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
7.08K+ 86.19% |
$229K - $262K
|
15.3K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.03KNew |
$227K - $260K
|
7.03K
$137K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
7.02K+ 4.04% |
$227K - $260K
|
181K
$3.53M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
6.97K+ 5.26% |
$226K - $258K
|
139K
$2.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.97K+ 60.72% |
$225K - $258K
|
18.4K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6.96KNew |
$225K - $258K
|
6.96K
$136K
|
|
|
Jan 29, 2024
Q4 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
6.84K+ 7.6% |
$221K - $253K
|
96.8K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
6.78K+ 3.29% |
$219K - $251K
|
213K
$4.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.76K+ 29.81% |
$219K - $250K
|
29.4K
$574K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.7K+ 14.63% |
$217K - $248K
|
52.4K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
6.67K+ 23.52% |
$216K - $247K
|
35K
$683K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.66K+ 17.83% |
$216K - $247K
|
44K
$859K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.41K+ 2.21% |
$208K - $237K
|
296K
$5.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.41KNew |
$208K - $237K
|
6.41K
$125K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.36K+ 8.85% |
$206K - $235K
|
78.2K
$1.53M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.34K+ 1.34% |
$205K - $235K
|
480K
$9.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.31KNew |
$204K - $234K
|
6.31K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.29KNew |
$204K - $233K
|
6.29K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.24KNew |
$202K - $231K
|
6.24K
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.21KNew |
$201K - $230K
|
6.21K
$121K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6.2KNew |
$201K - $229K
|
6.2K
$121K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.17K+ 2.09% |
$200K - $228K
|
301K
$5.88M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.13K+ 5.18% |
$198K - $227K
|
124K
$2.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.08K+ 94.85% |
$197K - $225K
|
12.5K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
6.08KNew |
$197K - $225K
|
6.08K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.07KNew |
$196K - $225K
|
6.07K
$118K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
6.06KNew |
$196K - $224K
|
6.06K
$118K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.03KNew |
$195K - $223K
|
6.03K
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.94KNew |
$192K - $220K
|
5.94K
$116K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.93KNew |
$192K - $220K
|
5.93K
$116K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.93KNew |
$192K - $220K
|
5.93K
$116K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
5.92K+ 10.73% |
$192K - $219K
|
61.1K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.9KNew |
$191K - $218K
|
5.9K
$115K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.78KNew |
$187K - $214K
|
5.78K
$113K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.71KNew |
$185K - $211K
|
5.71K
$111K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.66KNew |
$183K - $210K
|
5.66K
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.66KNew |
$183K - $210K
|
5.66K
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.64KNew |
$183K - $209K
|
5.64K
$110K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.56KNew |
$180K - $206K
|
5.56K
$109K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.52KNew |
$179K - $204K
|
5.52K
$108K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.51K+ 5.07% |
$178K - $204K
|
114K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.5K+ 17.4% |
$178K - $204K
|
37.1K
$724K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
5.48KNew |
$177K - $203K
|
5.48K
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5.46KNew |
$177K - $202K
|
5.46K
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.46K+ 7.02% |
$177K - $202K
|
83.2K
$1.62M
|