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 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.9K- 11.47% |
$533K - $584K
|
115K
$2.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-15.2K- 5.5% |
$543K - $594K
|
261K
$5.05M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-15.4K- 10.95% |
$551K - $604K
|
126K
$2.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-15.7K- 34.35% |
$560K - $614K
|
30K
$580K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-16K- 1.92% |
$571K - $625K
|
819K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-16.2K- 18.3% |
$580K - $635K
|
72.4K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-16.3K- 3.98% |
$581K - $637K
|
392K
$7.59M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-16.8K- 59.27% |
$600K - $657K
|
11.6K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-17.4K- 5.42% |
$623K - $682K
|
304K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-17.6K- 56.64% |
$630K - $690K
|
13.5K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.4K- 14.84% |
$656K - $719K
|
105K
$2.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-18.6K- 20.99% |
$663K - $727K
|
69.9K
$1.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-19.4K- 72.14% |
$695K - $761K
|
7.51K
$145K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-19.6K- 1.86% |
$700K - $767K
|
1.04M
$20M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-19.9K- 4.03% |
$712K - $780K
|
475K
$9.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-21.5K- 29.93% |
$769K - $842K
|
50.4K
$975K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-21.7K- 4.35% |
$776K - $849K
|
478K
$9.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-21.9K- 11.78% |
$782K - $856K
|
164K
$3.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-22.3K- 4.17% |
$797K - $873K
|
513K
$9.92M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-22.3K- 1.54% |
$797K - $873K
|
1.43M
$27.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-23K- 2.62% |
$822K - $901K
|
855K
$16.5M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-23.9K- 65.14% |
$853K - $934K
|
12.8K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-24K- 17.59% |
$858K - $940K
|
113K
$2.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-26.6K- 3.39% |
$950K - $1.04M
|
757K
$14.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-26.8K- 11.1% |
$959K - $1.05M
|
215K
$4.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-26.9K- 18.66% |
$960K - $1.05M
|
117K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-26.9K- 3.87% |
$961K - $1.05M
|
669K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-27.2K- 58.09% |
$970K - $1.06M
|
19.6K
$379K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-27.8K- 6.16% |
$991K - $1.09M
|
423K
$8.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-28.2K- 16.5% |
$1.01M - $1.1M
|
143K
$2.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-29.9K- 27.66% |
$1.07M - $1.17M
|
78.2K
$1.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31.2K- 14.63% |
$1.11M - $1.22M
|
182K
$3.52M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-32.2K- 24.82% |
$1.15M - $1.26M
|
97.6K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-32.5K- 3.8% |
$1.16M - $1.27M
|
825K
$16M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-34.7K- 30.29% |
$1.24M - $1.36M
|
79.8K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-35.7K- 10.11% |
$1.27M - $1.4M
|
317K
$6.14M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-36K- 2.05% |
$1.29M - $1.41M
|
1.72M
$33.2M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-37.7K- 58.73% |
$1.35M - $1.47M
|
26.5K
$512K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.3K- 0.84% |
$1.44M - $1.57M
|
4.73M
$91.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.3K- 0.84% |
$1.44M - $1.57M
|
4.73M
$91.6M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-41.8K- 16.96% |
$1.49M - $1.63M
|
205K
$3.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-41.9K- 2.1% |
$1.5M - $1.64M
|
1.96M
$37.8M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-42.6K- 69.16% |
$1.52M - $1.67M
|
19K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.1K- 57.12% |
$1.54M - $1.69M
|
32.4K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.5K- 0.9% |
$1.55M - $1.7M
|
4.78M
$92.5M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-43.8K- 4.11% |
$1.56M - $1.71M
|
1.02M
$19.7M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-45.8K- 2.29% |
$1.63M - $1.79M
|
1.96M
$37.8M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-49.9K- 19.77% |
$1.78M - $1.95M
|
203K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-60K- 15.05% |
$2.14M - $2.35M
|
339K
$6.55M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-60.9K- 33.12% |
$2.18M - $2.38M
|
123K
$2.38M
|