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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-12- 0.17% |
$406 - $441
|
7.01K
$132K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-13- 0.02% |
$440 - $477
|
69.4K
$1.31M
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-14- 0.1% |
$473 - $514
|
13.9K
$261K
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-18- 0.01% |
$609 - $661
|
163K
$3.07M
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-19- 0.04% |
$643 - $697
|
53.6K
$1.01M
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-23- 4.0% |
$778 - $844
|
552
$10.4K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.57% |
$778 - $844
|
4.01K
$75.4K
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-25- 1.31% |
$846 - $918
|
1.88K
$35.4K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-27- 0.07% |
$913 - $991
|
38.1K
$717K
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-29- 0.41% |
$981 - $1.06K
|
6.97K
$131K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-30- 1.07% |
$1.01K - $1.1K
|
2.78K
$52.3K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 0.08% |
$1.01K - $1.1K
|
37.2K
$699K
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-31- 46.97% |
$1.05K - $1.14K
|
35
$658
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
SELL
|
- |
-32- 22.07% |
$1.08K - $1.17K
|
113
$2.13K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-34- 17.35% |
$1.15K - $1.25K
|
162
$3.05K
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-34- 0.27% |
$1.15K - $1.25K
|
12.4K
$232K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-38- 0.11% |
$1.29K - $1.39K
|
36.1K
$679K
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-55- 0.05% |
$1.86K - $2.02K
|
118K
$2.21M
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-59- 19.67% |
$2K - $2.17K
|
241
$4.53K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-59- 19.67% |
$2K - $2.17K
|
241
$4.53K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-59- 1.13% |
$2K - $2.17K
|
5.18K
$97.5K
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-60- 0.92% |
$2.03K - $2.2K
|
6.49K
$122K
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-67- 18.36% |
$2.27K - $2.46K
|
298
$5.61K
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-67- 0.92% |
$2.27K - $2.46K
|
7.25K
$136K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-70- 3.64% |
$2.37K - $2.57K
|
1.85K
$34.9K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-95- 11.12% |
$3.21K - $3.49K
|
759
$14.3K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 0.94% |
$3.38K - $3.67K
|
10.5K
$197K
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-109- 12.18% |
$3.69K - $4K
|
786
$14.8K
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-110- 0.16% |
$3.72K - $4.04K
|
69.1K
$1.3M
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-123- 0.05% |
$4.16K - $4.52K
|
240K
$4.51M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-141- 4.38% |
$4.77K - $5.18K
|
3.08K
$57.9K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-143- 0.21% |
$4.84K - $5.25K
|
68.7K
$1.29M
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-144- 0.73% |
$4.87K - $5.29K
|
19.6K
$369K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-146- 17.76% |
$4.94K - $5.36K
|
676
$12.7K
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-160- 2.58% |
$5.41K - $5.87K
|
6.05K
$114K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-162- 7.82% |
$5.48K - $5.95K
|
1.91K
$35.9K
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-165- 0.63% |
$5.58K - $6.06K
|
26.1K
$491K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-167- 1.71% |
$5.65K - $6.13K
|
9.62K
$181K
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-172- 0.44% |
$5.82K - $6.31K
|
38.9K
$731K
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-173- 0.3% |
$5.85K - $6.35K
|
57.1K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-175- 2.17% |
$5.92K - $6.42K
|
7.87K
$148K
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-181- 2.7% |
$6.12K - $6.64K
|
6.51K
$123K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-183- 1.19% |
$6.19K - $6.72K
|
15.2K
$286K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-200- 0.6% |
$6.76K - $7.34K
|
33.4K
$628K
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-201- 0.43% |
$6.8K - $7.38K
|
46.9K
$883K
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-203- 1.87% |
$6.87K - $7.45K
|
10.6K
$200K
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-204- 1.95% |
$6.9K - $7.49K
|
10.3K
$193K
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-204- 0.64% |
$6.9K - $7.49K
|
31.9K
$600K
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-205- 2.03% |
$6.93K - $7.53K
|
9.91K
$186K
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-213- 3.2% |
$7.2K - $7.82K
|
6.45K
$121K
|