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 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
981+ 1.12% |
$33.2K - $36K
|
88.6K
$1.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
966+ 0.63% |
$32.7K - $35.5K
|
155K
$2.92M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
913+ 3.16% |
$30.9K - $33.5K
|
29.8K
$560K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
913+ 3.41% |
$30.9K - $33.5K
|
27.7K
$521K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
911+ 1.25% |
$30.8K - $33.4K
|
73.9K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
872+ 1.99% |
$29.5K - $32K
|
44.6K
$839K
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
859+ 4.36% |
$29.1K - $31.5K
|
20.5K
$386K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
855+ 7.95% |
$28.9K - $31.4K
|
11.6K
$218K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
838+ 1.6% |
$28.3K - $30.8K
|
53.1K
$998K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
BUY
|
- |
815+ 1.5% |
$27.6K - $29.9K
|
55K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
808+ 2.28% |
$27.3K - $29.7K
|
36.2K
$682K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
770+ 63.06% |
$26K - $28.3K
|
1.99K
$37.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
759+ 2.9% |
$25.7K - $27.9K
|
26.9K
$507K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
747+ 18.18% |
$25.3K - $27.4K
|
4.86K
$91.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
743+ 4.95% |
$25.1K - $27.3K
|
15.8K
$296K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
741+ 3.93% |
$25.1K - $27.2K
|
19.6K
$369K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
739+ 1.17% |
$25K - $27.1K
|
63.9K
$1.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
728New |
$24.6K - $26.7K
|
728
$13.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
707+ 3.79% |
$23.9K - $26K
|
19.3K
$364K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
703+ 17.47% |
$23.8K - $25.8K
|
4.73K
$88.9K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
662+ 0.37% |
$22.4K - $24.3K
|
181K
$3.4M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
643+ 7.0% |
$21.7K - $23.6K
|
9.83K
$185K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
634+ 7.66% |
$21.4K - $23.3K
|
8.92K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
623+ 8.16% |
$21.1K - $22.9K
|
8.26K
$155K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
609+ 3.16% |
$20.6K - $22.4K
|
19.9K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
597+ 9.03% |
$20.2K - $21.9K
|
7.21K
$136K
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
590+ 0.55% |
$20K - $21.7K
|
107K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
572+ 27.06% |
$19.3K - $21K
|
2.69K
$50.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
560+ 2.93% |
$18.9K - $20.6K
|
19.7K
$371K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
540+ 0.52% |
$18.3K - $19.8K
|
104K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
518+ 2.04% |
$17.5K - $19K
|
25.9K
$488K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
512+ 0.32% |
$17.3K - $18.8K
|
163K
$3.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
511+ 4.53% |
$17.3K - $18.8K
|
11.8K
$222K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
499+ 1.13% |
$16.9K - $18.3K
|
44.7K
$841K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
460+ 0.67% |
$15.6K - $16.9K
|
69.6K
$1.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
457+ 3.07% |
$15.5K - $16.8K
|
15.4K
$289K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
451+ 7.66% |
$15.3K - $16.6K
|
6.34K
$119K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
449+ 1.06% |
$15.2K - $16.5K
|
42.9K
$806K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
435+ 1.18% |
$14.7K - $16K
|
37.4K
$703K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
420+ 38.67% |
$14.2K - $15.4K
|
1.51K
$28.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
414New |
$14K - $15.2K
|
414
$7.79K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
410+ 3.3% |
$13.9K - $15.1K
|
12.8K
$241K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
403+ 6.85% |
$13.6K - $14.8K
|
6.29K
$118K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
395+ 2.24% |
$13.4K - $14.5K
|
18K
$339K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
388+ 5.24% |
$13.1K - $14.2K
|
7.8K
$147K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
381+ 6.23% |
$12.9K - $14K
|
6.49K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
379New |
$12.8K - $13.9K
|
379
$7.13K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
371New |
$12.5K - $13.6K
|
371
$6.98K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
371New |
$12.5K - $13.6K
|
371
$6.98K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
354+ 1.69% |
$12K - $13K
|
21.3K
$401K
|