Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.09M+ 3.31% |
$138M - $150M
|
128M
$2.4B
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.66M+ 6.1% |
$89.9M - $97.6M
|
46.2M
$870M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.46M+ 4.37% |
$49.2M - $53.4M
|
34.8M
$654M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.44M+ 124.04% |
$48.8M - $52.9M
|
2.6M
$49M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.42M+ 6190.3% |
$48M - $52.1M
|
1.44M
$27.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.35M+ 1.78% |
$45.5M - $49.4M
|
76.9M
$1.45B
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.28M+ 27.96% |
$43.2M - $46.9M
|
5.85M
$110M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.25M+ 1.72% |
$42.2M - $45.8M
|
73.6M
$1.39B
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
906K+ 33.75% |
$30.7M - $33.3M
|
3.59M
$67.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
883K+ 1.19% |
$29.9M - $32.4M
|
74.9M
$1.41B
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
790KNew |
$26.7M - $29M
|
790K
$14.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
616K+ 3.03% |
$20.8M - $22.6M
|
20.9M
$394M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
474KNew |
$16M - $17.4M
|
474K
$8.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
439K+ 10.54% |
$14.8M - $16.1M
|
4.6M
$86.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
427K+ 83.22% |
$14.4M - $15.7M
|
939K
$17.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
396K+ 56.91% |
$13.4M - $14.5M
|
1.09M
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
388KNew |
$13.1M - $14.2M
|
388K
$7.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
362KNew |
$12.2M - $13.3M
|
362K
$6.81M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
331KNew |
$11.2M - $12.2M
|
331K
$6.23M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
308K+ 5.61% |
$10.4M - $11.3M
|
5.8M
$109M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
302K+ 28.36% |
$10.2M - $11.1M
|
1.37M
$25.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
258K+ 13.85% |
$8.72M - $9.47M
|
2.12M
$39.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
227KNew |
$7.69M - $8.35M
|
227K
$4.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
225K+ 9.1% |
$7.61M - $8.26M
|
2.7M
$50.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
224K+ 98.85% |
$7.57M - $8.22M
|
450K
$8.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
203K+ 10.63% |
$6.86M - $7.45M
|
2.11M
$39.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
198KNew |
$6.7M - $7.27M
|
198K
$3.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
192K+ 7.09% |
$6.48M - $7.04M
|
2.9M
$54.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
171K+ 99.21% |
$5.77M - $6.27M
|
343K
$6.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
162K+ 10.71% |
$5.49M - $5.96M
|
1.68M
$31.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
162KNew |
$5.47M - $5.93M
|
162K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
153KNew |
$5.18M - $5.62M
|
153K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
137K+ 19.59% |
$4.64M - $5.04M
|
838K
$15.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
131K+ 47.07% |
$4.44M - $4.82M
|
410K
$7.72M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
129KNew |
$4.37M - $4.74M
|
129K
$2.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
128KNew |
$4.34M - $4.71M
|
128K
$2.41M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
120K+ 2816.18% |
$4.07M - $4.42M
|
125K
$2.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
119KNew |
$4.03M - $4.38M
|
119K
$2.24M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
118KNew |
$4M - $4.34M
|
118K
$2.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
112K+ 4.87% |
$3.79M - $4.12M
|
2.41M
$45.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
107K+ 33.96% |
$3.62M - $3.93M
|
422K
$7.95M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
99.4K+ 15.06% |
$3.36M - $3.65M
|
759K
$14.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
98.7K+ 8.55% |
$3.34M - $3.62M
|
1.25M
$23.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
97.4KNew |
$3.29M - $3.58M
|
97.4K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
95.4K+ 35.39% |
$3.23M - $3.5M
|
365K
$6.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
84K+ 65.37% |
$2.84M - $3.08M
|
212K
$4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
75.6K+ 5.12% |
$2.56M - $2.78M
|
1.55M
$29.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
74.1K+ 3.99% |
$2.51M - $2.72M
|
1.93M
$36.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
72.8K+ 120.19% |
$2.46M - $2.67M
|
133K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
69.2K+ 3.73% |
$2.34M - $2.54M
|
1.93M
$36.2M
|