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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7.4K+ 3.05% |
$264K - $289K
|
250K
$4.83M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
7.37KNew |
$263K - $288K
|
7.37K
$143K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
7.35K+ 3.45% |
$262K - $287K
|
220K
$4.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
7.3KNew |
$261K - $285K
|
7.3K
$141K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.18K+ 28.35% |
$256K - $281K
|
32.5K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.11K+ 0.24% |
$254K - $278K
|
3.02M
$58.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.93K+ 11.07% |
$247K - $271K
|
69.5K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6.91K+ 2.71% |
$247K - $270K
|
262K
$5.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
6.9K+ 4.64% |
$246K - $270K
|
155K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.8K+ 9.13% |
$243K - $266K
|
81.3K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.78K+ 35.72% |
$242K - $265K
|
25.7K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.76KNew |
$241K - $264K
|
6.76K
$131K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.74K+ 17.65% |
$241K - $264K
|
45K
$870K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
6.59K+ 3.35% |
$235K - $258K
|
203K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.41KNew |
$229K - $251K
|
6.41K
$124K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
6.38K+ 0.59% |
$228K - $249K
|
1.09M
$21.1M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
6.35K+ 1.9% |
$227K - $248K
|
341K
$6.59M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.34K+ 12.91% |
$226K - $248K
|
55.4K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6.28K+ 105.49% |
$224K - $246K
|
12.2K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
6.21K+ 78.15% |
$222K - $243K
|
14.2K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.2KNew |
$221K - $242K
|
6.2K
$120K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
6.1K+ 3.13% |
$218K - $238K
|
201K
$3.88M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.08K+ 14.74% |
$217K - $238K
|
47.3K
$915K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.07K+ 1.43% |
$217K - $237K
|
431K
$8.34M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5.98KNew |
$213K - $234K
|
5.98K
$116K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
5.94K+ 23.55% |
$212K - $232K
|
31.2K
$603K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.93KNew |
$212K - $232K
|
5.93K
$115K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
5.92K+ 50.07% |
$212K - $232K
|
17.8K
$343K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.83KNew |
$208K - $228K
|
5.83K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.83KNew |
$208K - $228K
|
5.83K
$113K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
5.77K+ 2.51% |
$206K - $225K
|
236K
$4.56M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.7K+ 51.07% |
$203K - $223K
|
16.9K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.68K+ 647.78% |
$203K - $222K
|
6.56K
$127K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.64K+ 4.2% |
$201K - $221K
|
140K
$2.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.59K+ 0.9% |
$200K - $219K
|
628K
$12.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.52KNew |
$197K - $216K
|
5.52K
$107K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
5.51KNew |
$197K - $216K
|
5.51K
$107K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.51KNew |
$197K - $215K
|
5.51K
$107K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.47K+ 1.72% |
$195K - $214K
|
323K
$6.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5.47KNew |
$195K - $214K
|
5.47K
$106K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.45K+ 14.29% |
$195K - $213K
|
43.6K
$843K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.44K+ 33.59% |
$194K - $213K
|
21.6K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.41KNew |
$193K - $212K
|
5.41K
$105K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.38KNew |
$192K - $211K
|
5.38K
$104K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.35KNew |
$191K - $209K
|
5.35K
$104K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
5.33K+ 4.59% |
$190K - $209K
|
121K
$2.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5.31K+ 154.8% |
$189K - $207K
|
8.73K
$169K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
5.29KNew |
$189K - $207K
|
5.29K
$102K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.29K+ 2.14% |
$189K - $207K
|
252K
$4.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.25K+ 4.89% |
$188K - $205K
|
113K
$2.18M
|