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
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.25K- 4.99% |
$177K - $193K
|
99.9K
$1.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.39K- 6.94% |
$182K - $198K
|
72.2K
$1.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5.45K- 1.92% |
$184K - $200K
|
279K
$5.24M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.5K- 1.15% |
$186K - $202K
|
471K
$8.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.5K- 13.9% |
$186K - $202K
|
34.1K
$641K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-5.54K- 3.34% |
$187K - $203K
|
160K
$3.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.64K- 1.51% |
$191K - $207K
|
367K
$6.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.66K- 48.41% |
$191K - $208K
|
6.03K
$113K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.69K- 42.91% |
$193K - $209K
|
7.58K
$143K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-5.76K- 25.88% |
$195K - $212K
|
16.5K
$310K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.91K- 6.69% |
$200K - $217K
|
82.4K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-5.96K- 1.22% |
$201K - $219K
|
483K
$9.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.98K- 25.16% |
$202K - $220K
|
17.8K
$335K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.14K- 17.15% |
$208K - $225K
|
29.7K
$558K
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.47K- 5.84% |
$219K - $238K
|
104K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.65K- 41.12% |
$225K - $244K
|
9.52K
$179K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-6.76K- 14.65% |
$229K - $248K
|
39.4K
$741K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.1K- 14.77% |
$240K - $261K
|
41K
$771K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.34K- 0.42% |
$248K - $269K
|
1.76M
$33.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-7.38K- 2.07% |
$249K - $271K
|
349K
$6.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.48K- 4.98% |
$253K - $275K
|
143K
$2.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-7.64K- 6.83% |
$258K - $280K
|
104K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.64K- 46.26% |
$258K - $281K
|
8.88K
$167K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8.11K- 1.62% |
$274K - $298K
|
493K
$9.26M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-8.12K- 7.49% |
$275K - $298K
|
100K
$1.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8.24K- 16.33% |
$279K - $302K
|
42.2K
$794K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-8.31K- 2.08% |
$281K - $305K
|
392K
$7.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.58K- 18.45% |
$290K - $315K
|
37.9K
$713K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-8.76K- 5.68% |
$296K - $322K
|
145K
$2.74M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-8.97K- 1.84% |
$303K - $329K
|
480K
$9.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.87K- 4.15% |
$334K - $362K
|
228K
$4.29M
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-10.4K- 3.05% |
$351K - $381K
|
330K
$6.21M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10.4K- 15.37% |
$352K - $382K
|
57.3K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-10.4K- 1.65% |
$353K - $383K
|
620K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-10.5K- 6.15% |
$356K - $386K
|
161K
$3.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-10.6K- 3.72% |
$357K - $387K
|
273K
$5.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-10.6K- 9.74% |
$357K - $388K
|
97.9K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-10.9K- 0.4% |
$370K - $402K
|
2.75M
$51.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-11.2K- 3.22% |
$379K - $411K
|
337K
$6.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-11.2K- 34.64% |
$380K - $412K
|
21.2K
$399K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-11.5K- 5.3% |
$389K - $422K
|
206K
$3.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.7K- 10.83% |
$394K - $428K
|
95.9K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-12.1K- 6.34% |
$409K - $444K
|
179K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-13.2K- 2.84% |
$446K - $485K
|
452K
$8.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 19.44% |
$505K - $548K
|
61.9K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-15.4K- 22.13% |
$522K - $567K
|
54.3K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-15.7K- 25.64% |
$532K - $577K
|
45.6K
$858K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.5K- 8.23% |
$591K - $641K
|
195K
$3.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-17.7K- 2.74% |
$597K - $648K
|
628K
$11.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-19.8K- 6.38% |
$668K - $725K
|
290K
$5.45M
|