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 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.6K+ 761.16% |
$950K - $1.04M
|
30.1K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.6KNew |
$949K - $1.04M
|
26.6K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.5K+ 19.75% |
$945K - $1.03M
|
160K
$3.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
25.6K+ 1.78% |
$913K - $999K
|
1.46M
$28.3M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
25.4K+ 49.84% |
$907K - $993K
|
76.3K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
25.3K+ 86.84% |
$902K - $988K
|
54.4K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
25K+ 673.78% |
$891K - $976K
|
28.7K
$554K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
24.4K+ 11.41% |
$871K - $954K
|
238K
$4.6M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.4K+ 4.78% |
$870K - $952K
|
533K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
24.3K+ 12.73% |
$868K - $951K
|
215K
$4.17M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
24.1K+ 8.32% |
$862K - $944K
|
315K
$6.08M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22.9KNew |
$819K - $897K
|
22.9K
$443K
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
22.6KNew |
$807K - $883K
|
22.6K
$437K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
22.3K+ 11.42% |
$798K - $874K
|
218K
$4.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
22.3K+ 17.11% |
$797K - $873K
|
153K
$2.96M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.8KNew |
$780K - $854K
|
21.8K
$422K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
21.8K+ 8.31% |
$780K - $854K
|
284K
$5.5M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21.8KNew |
$779K - $853K
|
21.8K
$422K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
21.8K+ 17.45% |
$779K - $853K
|
147K
$2.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
21.5K+ 0.51% |
$766K - $839K
|
4.23M
$81.8M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.4K+ 161.19% |
$764K - $837K
|
34.7K
$671K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21K+ 348.75% |
$751K - $822K
|
27K
$523K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
20.9K+ 4.62% |
$747K - $819K
|
474K
$9.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
20.7K+ 620.66% |
$740K - $811K
|
24.1K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
20.6KNew |
$735K - $805K
|
20.6K
$398K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
20.5K+ 13.08% |
$732K - $802K
|
177K
$3.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.6K+ 30.9% |
$701K - $767K
|
83.1K
$1.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
19.4K+ 18.7% |
$693K - $759K
|
123K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
19.4K+ 30.84% |
$692K - $758K
|
82.3K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
19.1K+ 5.26% |
$681K - $746K
|
382K
$7.38M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
18.7K+ 58.56% |
$668K - $732K
|
50.7K
$980K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.8K+ 15.13% |
$635K - $695K
|
135K
$2.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
17.8KNew |
$634K - $694K
|
17.8K
$343K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
17.4KNew |
$623K - $682K
|
17.4K
$337K
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
17.2K+ 2.23% |
$614K - $672K
|
787K
$15.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
16.9KNew |
$604K - $662K
|
16.9K
$327K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
16.9KNew |
$602K - $660K
|
16.9K
$326K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
16.8KNew |
$600K - $657K
|
16.8K
$325K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
16.7K+ 41.37% |
$598K - $655K
|
57.2K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.6K+ 9.13% |
$594K - $651K
|
199K
$3.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
16.3K+ 10.45% |
$581K - $636K
|
172K
$3.33M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.2K+ 182.97% |
$579K - $634K
|
25.1K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.5K+ 3.71% |
$555K - $608K
|
434K
$8.4M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15K+ 5.85% |
$537K - $589K
|
272K
$5.27M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
14.7K+ 2.88% |
$524K - $574K
|
524K
$10.1M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$523K - $572K
|
14.6K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
14.6K+ 11.38% |
$521K - $570K
|
143K
$2.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.4K+ 139.65% |
$514K - $563K
|
24.7K
$478K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.2K+ 119.06% |
$506K - $554K
|
26.1K
$504K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.9K+ 7.68% |
$497K - $544K
|
195K
$3.77M
|