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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.44KNew |
$176K - $201K
|
5.44K
$106K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
5.43KNew |
$176K - $201K
|
5.43K
$106K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.36K+ 17.11% |
$173K - $198K
|
36.7K
$715K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.32K+ 68.79% |
$172K - $197K
|
13.1K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.29K+ 0.94% |
$171K - $196K
|
567K
$11.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.27K+ 0.93% |
$170K - $195K
|
572K
$11.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5.25K+ 2.0% |
$170K - $194K
|
268K
$5.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.24K+ 1.27% |
$170K - $194K
|
418K
$8.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.19K+ 24.51% |
$168K - $192K
|
26.4K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.13K+ 3.97% |
$166K - $190K
|
134K
$2.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.73K+ 31.98% |
$153K - $175K
|
19.5K
$381K
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
4.66K+ 5.74% |
$151K - $173K
|
85.9K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.65K+ 20.4% |
$151K - $172K
|
27.5K
$536K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
4.59K+ 1.09% |
$149K - $170K
|
425K
$8.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.55K+ 0.9% |
$147K - $168K
|
510K
$9.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.55K+ 72.95% |
$147K - $168K
|
10.8K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.43K+ 27.24% |
$143K - $164K
|
20.7K
$404K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.38K+ 3.28% |
$142K - $162K
|
138K
$2.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.28KNew |
$139K - $158K
|
4.28K
$83.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
4.26K+ 0.43% |
$138K - $158K
|
996K
$19.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.24K+ 7.26% |
$137K - $157K
|
62.6K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.17K+ 8.44% |
$135K - $154K
|
53.6K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
4.16K+ 0.94% |
$135K - $154K
|
445K
$8.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
4.16K+ 1.38% |
$135K - $154K
|
306K
$5.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.1K+ 3.09% |
$133K - $152K
|
137K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.08K+ 332.11% |
$132K - $151K
|
5.3K
$103K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.04K+ 43.27% |
$131K - $149K
|
13.4K
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
3.96K+ 2.69% |
$128K - $147K
|
151K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.95K+ 13.49% |
$128K - $146K
|
33.2K
$647K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.93K+ 0.4% |
$127K - $145K
|
992K
$19.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.93K+ 9.09% |
$127K - $145K
|
47.2K
$920K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.85KNew |
$125K - $142K
|
3.85K
$75.1K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.82K+ 45.18% |
$124K - $141K
|
12.3K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.78K+ 0.12% |
$122K - $140K
|
3.1M
$60.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.76K+ 17.95% |
$122K - $139K
|
24.7K
$482K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.72K+ 1.33% |
$120K - $138K
|
282K
$5.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.57K+ 3.68% |
$116K - $132K
|
101K
$1.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3.44K+ 2.77% |
$111K - $127K
|
128K
$2.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.44K+ 17.79% |
$111K - $127K
|
22.8K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.43KNew |
$111K - $127K
|
3.43K
$66.9K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.37K+ 1.86% |
$109K - $125K
|
184K
$3.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.35K+ 6.64% |
$109K - $124K
|
53.9K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.35K+ 12.83% |
$108K - $124K
|
29.5K
$575K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.34KNew |
$108K - $124K
|
3.34K
$65.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.32K+ 877.04% |
$108K - $123K
|
3.7K
$72.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.32K+ 8.75% |
$107K - $123K
|
41.2K
$804K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.28K+ 36.3% |
$106K - $122K
|
12.3K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.27KNew |
$106K - $121K
|
3.27K
$63.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.24K+ 14.0% |
$105K - $120K
|
26.4K
$515K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.17K+ 24.74% |
$103K - $117K
|
16K
$312K
|