Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-830- 2.27% |
$29.6K - $32.5K
|
35.8K
$696K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-842- 42.81% |
$30.1K - $32.9K
|
1.13K
$21.9K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-843- 75.95% |
$30.1K - $33K
|
267
$5.19K
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-846- 2.06% |
$30.2K - $33.1K
|
40.3K
$783K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-862- 7.02% |
$30.8K - $33.7K
|
11.4K
$222K
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-885- 14.16% |
$31.6K - $34.6K
|
5.37K
$104K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-890- 11.78% |
$31.8K - $34.8K
|
6.67K
$130K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-943- 0.92% |
$33.7K - $36.9K
|
101K
$1.97M
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-949- 0.59% |
$33.9K - $37.1K
|
160K
$3.1M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-953- 12.54% |
$34K - $37.3K
|
6.65K
$129K
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-957- 3.0% |
$34.2K - $37.4K
|
30.9K
$601K
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-964- 6.89% |
$34.4K - $37.7K
|
13K
$254K
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-975- 4.07% |
$34.8K - $38.1K
|
23K
$447K
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-1.01K- 2.49% |
$35.9K - $39.3K
|
39.5K
$767K
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.01K- 8.62% |
$36.1K - $39.5K
|
10.7K
$209K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.03K- 1.17% |
$36.9K - $40.4K
|
87.3K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.04K- 0.61% |
$37K - $40.5K
|
168K
$3.26M
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.04K- 4.78% |
$37.1K - $40.6K
|
20.7K
$402K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.04K- 1.69% |
$37.3K - $40.8K
|
60.9K
$1.18M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.06K- 5.25% |
$37.9K - $41.5K
|
19.1K
$372K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.09K- 2.03% |
$39K - $42.7K
|
52.5K
$1.02M
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-1.1K- 0.38% |
$39.3K - $43K
|
287K
$5.58M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.11K- 2.51% |
$39.6K - $43.4K
|
43.1K
$839K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.12K- 98.5% |
$39.9K - $43.7K
|
17
$331
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.13K- 9.55% |
$40.3K - $44.2K
|
10.7K
$208K
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 0.37% |
$40.6K - $44.5K
|
303K
$5.89M
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.15K- 2.0% |
$41.1K - $45K
|
56.4K
$1.1M
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.16K- 2.15% |
$41.3K - $45.2K
|
52.6K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.18K- 9.31% |
$42.3K - $46.3K
|
11.5K
$224K
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.2K- 1.59% |
$42.8K - $46.9K
|
74K
$1.44M
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-1.2K- 0.63% |
$43K - $47K
|
190K
$3.69M
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.21K- 6.66% |
$43.1K - $47.2K
|
16.9K
$329K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.21K- 0.8% |
$43.3K - $47.4K
|
150K
$2.91M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.22K- 15.33% |
$43.5K - $47.6K
|
6.72K
$131K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.24K- 5.16% |
$44.4K - $48.6K
|
22.8K
$444K
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.26K- 0.56% |
$44.9K - $49.2K
|
222K
$4.31M
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.29K- 0.92% |
$46.1K - $50.5K
|
139K
$2.71M
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.31K- 0.48% |
$46.8K - $51.2K
|
271K
$5.27M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.32K- 11.34% |
$47.3K - $51.8K
|
10.4K
$201K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.34K- 2.78% |
$47.7K - $52.2K
|
46.8K
$909K
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.36K- 3.18% |
$48.6K - $53.2K
|
41.5K
$806K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 10.49% |
$48.9K - $53.5K
|
11.7K
$227K
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 7.29% |
$49.9K - $54.6K
|
17.8K
$346K
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.4K- 17.27% |
$50K - $54.8K
|
6.71K
$130K
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.44K- 10.82% |
$51.4K - $56.3K
|
11.9K
$231K
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.44K- 7.1% |
$51.5K - $56.4K
|
18.9K
$367K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.48K- 1.29% |
$52.7K - $57.7K
|
113K
$2.19M
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.48K- 2.33% |
$53K - $58K
|
62.2K
$1.21M
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.48K- 0.26% |
$53K - $58K
|
571K
$11.1M
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.5K- 0.98% |
$53.5K - $58.6K
|
151K
$2.95M
|