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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.67K+ 56.21% |
$226K - $245K
|
18.5K
$349K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.67K+ 1.17% |
$225K - $245K
|
576K
$10.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
6.57KNew |
$222K - $241K
|
6.57K
$124K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.54KNew |
$221K - $240K
|
6.54K
$123K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.42KNew |
$217K - $236K
|
6.42K
$121K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.24KNew |
$211K - $229K
|
6.24K
$117K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.23KNew |
$211K - $229K
|
6.23K
$117K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6.23K+ 34.98% |
$211K - $229K
|
24K
$452K
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.21K+ 50.56% |
$210K - $228K
|
18.5K
$348K
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
6.21K+ 3.36% |
$210K - $228K
|
191K
$3.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.14K+ 4.36% |
$208K - $225K
|
147K
$2.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
6.12K+ 1.41% |
$207K - $225K
|
441K
$8.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.04K+ 16.24% |
$204K - $222K
|
43.2K
$813K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
5.97K+ 3.06% |
$202K - $219K
|
201K
$3.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
5.96K+ 3.67% |
$201K - $219K
|
168K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
5.95K+ 15.18% |
$201K - $218K
|
45.1K
$849K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
5.79K+ 6.85% |
$196K - $213K
|
90.3K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.73K+ 5.84% |
$194K - $210K
|
104K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
5.62K+ 1.9% |
$190K - $206K
|
302K
$5.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.59K+ 0.98% |
$189K - $205K
|
573K
$10.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5.57K+ 17.81% |
$188K - $204K
|
36.8K
$693K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
5.52K+ 4.27% |
$187K - $203K
|
135K
$2.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.51K+ 1.17% |
$186K - $202K
|
477K
$8.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.27K+ 0.51% |
$178K - $194K
|
1.03M
$19.4M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
5.25K+ 1.7% |
$178K - $193K
|
315K
$5.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
5.25K+ 2.36% |
$177K - $193K
|
228K
$4.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
5.15K+ 31.87% |
$174K - $189K
|
21.3K
$401K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.11K+ 2.43% |
$173K - $188K
|
215K
$4.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 4.45% |
$172K - $187K
|
119K
$2.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
4.92K+ 2.58% |
$166K - $180K
|
196K
$3.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
4.84K+ 1.38% |
$164K - $178K
|
355K
$6.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
4.84K+ 69.07% |
$164K - $177K
|
11.8K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.82K+ 10.23% |
$163K - $177K
|
51.9K
$977K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.82K+ 7.04% |
$163K - $177K
|
73.2K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4.61K+ 3.73% |
$156K - $169K
|
128K
$2.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.58K+ 17.14% |
$155K - $168K
|
31.3K
$589K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.45K+ 4.04% |
$151K - $163K
|
115K
$2.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.35K+ 1.15% |
$147K - $160K
|
384K
$7.22M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.09K+ 2.21% |
$138K - $150K
|
189K
$3.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.09K+ 1.94% |
$138K - $150K
|
215K
$4.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.98K+ 45.63% |
$135K - $146K
|
12.7K
$239K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 6.21% |
$134K - $146K
|
67.9K
$1.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.94K+ 29.57% |
$133K - $145K
|
17.3K
$325K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.83K+ 1.65% |
$130K - $141K
|
237K
$4.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.67K+ 7.35% |
$124K - $135K
|
53.6K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
3.64K+ 45.26% |
$123K - $133K
|
11.7K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.61K+ 1.32% |
$122K - $133K
|
277K
$5.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.55K+ 24.85% |
$120K - $130K
|
17.8K
$336K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
3.36K+ 45.58% |
$114K - $123K
|
10.7K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
3.32K+ 3.64% |
$112K - $122K
|
94.6K
$1.78M
|