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 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.82K- 23.3% |
$172K - $189K
|
15.9K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.9K- 3.62% |
$175K - $192K
|
131K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.93K- 5.12% |
$176K - $193K
|
91.4K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.95K- 6.32% |
$177K - $194K
|
73.4K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.99K- 21.23% |
$178K - $195K
|
18.5K
$358K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.11K- 7.66% |
$183K - $200K
|
61.6K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5.14K- 22.32% |
$184K - $201K
|
17.9K
$346K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.19K- 3.46% |
$185K - $203K
|
145K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.33K- 2.36% |
$190K - $208K
|
220K
$4.26M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-5.4K- 46.11% |
$193K - $211K
|
6.31K
$122K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5.41K- 15.46% |
$193K - $212K
|
29.6K
$572K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
SELL
|
- |
-5.42K- 38.21% |
$194K - $212K
|
8.77K
$170K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.57K- 91.25% |
$199K - $218K
|
534
$10.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.8K- 2.73% |
$207K - $227K
|
207K
$3.99M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.98K- 0.29% |
$214K - $234K
|
2.04M
$39.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-6.01K- 1.74% |
$215K - $235K
|
340K
$6.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-6.3K- 9.04% |
$225K - $246K
|
63.4K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.36K- 51.89% |
$227K - $249K
|
5.9K
$114K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.41K- 3.49% |
$229K - $251K
|
177K
$3.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.43K- 23.32% |
$230K - $251K
|
21.1K
$409K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-6.46K- 3.27% |
$231K - $252K
|
191K
$3.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.49K- 6.28% |
$232K - $254K
|
96.8K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.69K- 1.8% |
$239K - $262K
|
365K
$7.07M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.79K- 31.24% |
$242K - $266K
|
14.9K
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.92K- 44.96% |
$247K - $270K
|
8.47K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.37K- 2.64% |
$299K - $327K
|
309K
$5.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.58K- 69.57% |
$306K - $336K
|
3.75K
$72.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.02K- 40.82% |
$322K - $353K
|
13.1K
$253K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-9.18K- 14.45% |
$328K - $359K
|
54.4K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-9.19K- 3.45% |
$328K - $359K
|
257K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-9.21K- 18.69% |
$329K - $360K
|
40K
$774K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.46K- 0.81% |
$338K - $370K
|
1.16M
$22.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-9.86K- 16.15% |
$352K - $386K
|
51.2K
$990K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-10.7K- 23.81% |
$381K - $418K
|
34.2K
$661K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-10.7K- 3.32% |
$383K - $419K
|
312K
$6.03M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.9K- 23.69% |
$388K - $425K
|
35K
$677K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-10.9K- 15.38% |
$388K - $425K
|
59.8K
$1.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.2K- 2.96% |
$399K - $437K
|
366K
$7.09M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.3K- 8.82% |
$403K - $441K
|
117K
$2.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-11.3K- 19.14% |
$404K - $442K
|
47.8K
$924K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-12K- 1.95% |
$427K - $467K
|
600K
$11.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-12K- 29.05% |
$428K - $469K
|
29.3K
$566K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-12.7K- 27.31% |
$455K - $499K
|
33.9K
$656K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-12.9K- 4.86% |
$460K - $504K
|
252K
$4.87M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-13.2K- 4.99% |
$470K - $515K
|
251K
$4.85M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-13.4K- 63.65% |
$479K - $524K
|
7.65K
$148K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-13.4K- 3.96% |
$479K - $524K
|
325K
$6.29M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-13.5K- 65.92% |
$483K - $529K
|
6.99K
$135K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-14.1K- 3.05% |
$504K - $552K
|
449K
$8.68M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-14.9K- 3.25% |
$533K - $583K
|
443K
$8.58M
|