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 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.84K+ 31.79% |
$62.4K - $67.7K
|
7.64K
$144K
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.8K+ 3.34% |
$60.9K - $66.1K
|
55.7K
$1.05M
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.75K+ 0.76% |
$59.3K - $64.3K
|
232K
$4.36M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.73KNew |
$58.4K - $63.4K
|
1.73K
$32.5K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.72K+ 7.88% |
$58.1K - $63.1K
|
23.5K
$443K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.7K+ 7.48% |
$57.5K - $62.4K
|
24.5K
$460K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.66KNew |
$56.2K - $61K
|
1.66K
$31.2K
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
1.66K+ 2.97% |
$56.1K - $60.9K
|
57.6K
$1.08M
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.65K+ 0.51% |
$55.9K - $60.7K
|
324K
$6.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.59K+ 1.13% |
$53.9K - $58.5K
|
142K
$2.67M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.59K+ 2.92% |
$53.7K - $58.3K
|
55.9K
$1.05M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.58K+ 23.08% |
$53.6K - $58.1K
|
8.45K
$159K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.54K+ 31.72% |
$52.2K - $56.6K
|
6.41K
$121K
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.52K+ 6.27% |
$51.3K - $55.7K
|
25.7K
$483K
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.49K+ 9.73% |
$50.3K - $54.6K
|
16.8K
$315K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.46K+ 61.81% |
$49.5K - $53.7K
|
3.83K
$72K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.44K+ 7.4% |
$48.8K - $53K
|
21K
$394K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.41K+ 8.53% |
$47.8K - $51.9K
|
18K
$339K
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.4K+ 13.2% |
$47.3K - $51.4K
|
12K
$226K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$46.3K - $50.3K
|
1.37K
$25.8K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.37K+ 24.18% |
$46.2K - $50.2K
|
7.02K
$132K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.36K+ 0.36% |
$45.9K - $49.8K
|
376K
$7.08M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.35K+ 2.37% |
$45.5K - $49.4K
|
58.1K
$1.09M
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
1.34K+ 0.59% |
$45.3K - $49.2K
|
229K
$4.3M
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.32K+ 3.52% |
$44.7K - $48.5K
|
38.8K
$730K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.31KNew |
$44.2K - $48K
|
1.31K
$24.6K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 0.72% |
$44.1K - $47.9K
|
182K
$3.42M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.3K+ 0.72% |
$44.1K - $47.9K
|
182K
$3.42M
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.3K+ 13.08% |
$44.1K - $47.9K
|
11.3K
$212K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.28K+ 0.56% |
$43.3K - $47K
|
231K
$4.34M
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.27K+ 3.26% |
$43K - $46.7K
|
40.3K
$758K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 6.29% |
$42.8K - $46.5K
|
21.4K
$402K
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.24K+ 0.92% |
$41.9K - $45.4K
|
136K
$2.56M
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.15K+ 3.91% |
$38.9K - $42.2K
|
30.5K
$574K
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 19.54% |
$38.7K - $42K
|
7K
$132K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.13KNew |
$38.4K - $41.6K
|
1.13K
$21.3K
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
1.12K+ 13.74% |
$38K - $41.3K
|
9.31K
$175K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 27.88% |
$37.9K - $41.1K
|
5.14K
$96.6K
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
1.12K+ 2.48% |
$37.8K - $41.1K
|
46.3K
$871K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.11K+ 4.12% |
$37.5K - $40.7K
|
28K
$527K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.1K+ 20.23% |
$37.3K - $40.5K
|
6.56K
$123K
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.07K+ 0.77% |
$36.3K - $39.4K
|
141K
$2.65M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.07K+ 0.29% |
$36.1K - $39.2K
|
370K
$6.96M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.06KNew |
$35.7K - $38.8K
|
1.06K
$19.9K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.06K+ 758.99% |
$35.7K - $38.7K
|
1.19K
$22.5K
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.06K+ 1.35% |
$35.7K - $38.7K
|
79.1K
$1.49M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.04K+ 15.69% |
$35.1K - $38.1K
|
7.66K
$144K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 11.12% |
$34.9K - $37.9K
|
10.3K
$194K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
1K+ 5.13% |
$33.8K - $36.7K
|
20.5K
$386K
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
989+ 4.11% |
$33.4K - $36.3K
|
25K
$471K
|