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 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
25.8K+ 10.72% |
$873K - $948K
|
267K
$5.16M
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
25.4KNew |
$859K - $932K
|
25.4K
$491K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25K+ 4.64% |
$845K - $918K
|
564K
$10.9M
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
24.7K+ 4.61% |
$837K - $908K
|
561K
$10.8M
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
24.5K+ 2.24% |
$829K - $899K
|
1.12M
$21.6M
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
23.2K+ 0.91% |
$784K - $851K
|
2.58M
$49.8M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
23.2K+ 20.97% |
$783K - $850K
|
134K
$2.58M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23K+ 56.91% |
$778K - $845K
|
63.4K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
22.7K+ 9.37% |
$767K - $833K
|
265K
$5.12M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22.6K+ 11.51% |
$765K - $831K
|
219K
$4.24M
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
22K+ 16.1% |
$743K - $807K
|
159K
$3.06M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.9KNew |
$739K - $803K
|
21.9K
$423K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
21.2K+ 6.85% |
$717K - $778K
|
331K
$6.39M
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
21K+ 6.94% |
$710K - $771K
|
324K
$6.26M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20.9K+ 13.04% |
$708K - $768K
|
181K
$3.51M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20.7K+ 3.92% |
$700K - $760K
|
549K
$10.6M
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
20KNew |
$675K - $733K
|
20K
$386K
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
19.6K+ 2.95% |
$662K - $719K
|
684K
$13.2M
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.2K+ 16.15% |
$651K - $707K
|
138K
$2.67M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.1K+ 23.0% |
$645K - $700K
|
102K
$1.97M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19K+ 114.13% |
$642K - $696K
|
35.6K
$688K
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
18.4K+ 4.14% |
$622K - $676K
|
463K
$8.95M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
18K+ 4.67% |
$608K - $660K
|
403K
$7.79M
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
17.9K+ 9.48% |
$604K - $655K
|
206K
$3.99M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17.8K+ 1.34% |
$602K - $653K
|
1.34M
$26M
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
17.5K+ 5.06% |
$592K - $643K
|
363K
$7.03M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
16.1K+ 3.28% |
$543K - $589K
|
505K
$9.76M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16K+ 196.62% |
$539K - $586K
|
24.1K
$465K
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
15.8K+ 9.34% |
$534K - $580K
|
185K
$3.58M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15.7K+ 6.1% |
$532K - $577K
|
274K
$5.29M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15.5K+ 5.28% |
$523K - $567K
|
308K
$5.96M
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
15.3K+ 20.74% |
$517K - $562K
|
89.1K
$1.72M
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.3KNew |
$517K - $561K
|
15.3K
$296K
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.2K+ 2.92% |
$513K - $557K
|
535K
$10.3M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
14.9KNew |
$505K - $548K
|
14.9K
$289K
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
14.6K+ 2.45% |
$494K - $536K
|
611K
$11.8M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.5K+ 25.83% |
$490K - $532K
|
70.6K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
14.5K+ 5.15% |
$489K - $531K
|
295K
$5.71M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14.4K+ 10.43% |
$486K - $527K
|
152K
$2.94M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14.4K+ 10.43% |
$486K - $527K
|
152K
$2.94M
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
14.2K+ 10.9% |
$479K - $520K
|
144K
$2.79M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
14KNew |
$473K - $513K
|
14K
$270K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13.9K+ 3.02% |
$469K - $509K
|
474K
$9.16M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
13.7K+ 17.87% |
$464K - $503K
|
90.5K
$1.75M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.7KNew |
$464K - $503K
|
13.7K
$265K
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
13.6K+ 17.83% |
$460K - $499K
|
89.8K
$1.74M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.5K+ 37.45% |
$456K - $495K
|
49.5K
$957K
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
13.2K+ 8.68% |
$446K - $484K
|
165K
$3.19M
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
12.6K+ 4.03% |
$427K - $463K
|
325K
$6.29M
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
12.2K+ 2.48% |
$413K - $448K
|
505K
$9.76M
|