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 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
393+ 2.57% |
$14K - $15.4K
|
15.7K
$303K
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
387+ 1.04% |
$13.8K - $15.1K
|
37.5K
$726K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
376+ 5.47% |
$13.4K - $14.7K
|
7.25K
$140K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
354+ 0.2% |
$12.6K - $13.8K
|
181K
$3.51M
|
|
May 14, 2024
Q1 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
345+ 0.34% |
$12.3K - $13.5K
|
101K
$1.96M
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
343+ 3.34% |
$12.2K - $13.4K
|
10.6K
$205K
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
342+ 1.58% |
$12.2K - $13.4K
|
22K
$425K
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
341+ 1.41% |
$12.2K - $13.3K
|
24.5K
$474K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
337+ 0.71% |
$12K - $13.2K
|
47.5K
$919K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
327+ 18.35% |
$11.7K - $12.8K
|
2.11K
$40.8K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
319New |
$11.4K - $12.5K
|
319
$6.17K
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
319+ 4.54% |
$11.4K - $12.5K
|
7.35K
$142K
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
301+ 0.67% |
$10.7K - $11.8K
|
45K
$871K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
289+ 27.11% |
$10.3K - $11.3K
|
1.36K
$26.2K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
287+ 0.73% |
$10.2K - $11.2K
|
39.4K
$761K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
280New |
$10K - $11K
|
280
$5.42K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
279+ 1.68% |
$9.96K - $10.9K
|
16.9K
$327K
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
275+ 2.41% |
$9.82K - $10.8K
|
11.7K
$226K
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
268+ 1.19% |
$9.57K - $10.5K
|
22.8K
$441K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
267New |
$9.53K - $10.4K
|
267
$5.16K
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
265+ 0.87% |
$9.46K - $10.4K
|
30.9K
$597K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
264New |
$9.43K - $10.3K
|
264
$5.11K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
254+ 192.42% |
$9.07K - $9.93K
|
386
$7.47K
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
250+ 2.99% |
$8.93K - $9.78K
|
8.6K
$166K
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
245+ 1.52% |
$8.75K - $9.58K
|
16.4K
$316K
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
240+ 1.35% |
$8.57K - $9.39K
|
18K
$349K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
233+ 105.43% |
$8.32K - $9.11K
|
454
$8.78K
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
223+ 0.82% |
$7.96K - $8.72K
|
27.6K
$533K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
223New |
$7.96K - $8.72K
|
223
$4.31K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
220+ 10.96% |
$7.86K - $8.6K
|
2.23K
$43.1K
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
216+ 0.28% |
$7.71K - $8.45K
|
77.8K
$1.5M
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
210New |
$7.5K - $8.21K
|
210
$4.06K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
210New |
$7.5K - $8.21K
|
210
$4.06K
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
207+ 0.66% |
$7.39K - $8.1K
|
31.8K
$614K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$7.14K - $7.82K
|
200
$3.87K
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
193+ 0.02% |
$6.89K - $7.55K
|
1.15M
$22.2M
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
179+ 0.47% |
$6.39K - $7K
|
38.1K
$738K
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
178+ 1.69% |
$6.36K - $6.96K
|
10.7K
$208K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
174+ 12.19% |
$6.21K - $6.81K
|
1.6K
$31K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
171New |
$6.11K - $6.69K
|
171
$3.31K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
171+ 4.56% |
$6.11K - $6.69K
|
3.92K
$75.8K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
163+ 2.34% |
$5.82K - $6.37K
|
7.13K
$138K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
163+ 0.73% |
$5.82K - $6.37K
|
22.4K
$433K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150+ 33.56% |
$5.36K - $5.87K
|
597
$11.5K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
148+ 0.96% |
$5.29K - $5.79K
|
15.5K
$300K
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
146+ 0.25% |
$5.21K - $5.71K
|
57.4K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
141+ 8.69% |
$5.04K - $5.51K
|
1.76K
$34.1K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
141+ 1.09% |
$5.04K - $5.51K
|
13.1K
$253K
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
139+ 0.07% |
$4.96K - $5.44K
|
210K
$4.06M
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
139+ 1.41% |
$4.96K - $5.44K
|
10K
$193K
|