Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q3 2024. 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 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
6.25K+ 132.25% |
$231K - $260K
|
11K
$218K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
6.22K+ 25.76% |
$230K - $258K
|
30.3K
$603K
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
5.99K+ 54.9% |
$221K - $249K
|
16.9K
$335K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.91K+ 118.17% |
$219K - $246K
|
10.9K
$217K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 1.31% |
$214K - $240K
|
446K
$8.87M
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.75K+ 2.65% |
$213K - $239K
|
223K
$4.43M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.6KNew |
$207K - $233K
|
5.6K
$111K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.46K+ 7.47% |
$202K - $227K
|
78.6K
$1.56M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.35KNew |
$198K - $222K
|
5.35K
$106K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.33K+ 1062.35% |
$197K - $222K
|
5.84K
$116K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.29K+ 71.58% |
$196K - $220K
|
12.7K
$252K
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.27KNew |
$195K - $219K
|
5.27K
$105K
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
5.26K+ 1.4% |
$194K - $218K
|
380K
$7.55M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.24KNew |
$194K - $218K
|
5.24K
$104K
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.16KNew |
$191K - $214K
|
5.16K
$102K
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
5.15KNew |
$191K - $214K
|
5.15K
$102K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.14KNew |
$190K - $214K
|
5.14K
$102K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.12KNew |
$189K - $213K
|
5.12K
$102K
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5.06KNew |
$187K - $210K
|
5.06K
$101K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.04KNew |
$186K - $209K
|
5.04K
$100K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5K+ 2.9% |
$185K - $208K
|
178K
$3.53M
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.95KNew |
$183K - $206K
|
4.95K
$98.2K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.94KNew |
$183K - $205K
|
4.94K
$98.2K
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
4.9KNew |
$181K - $204K
|
4.9K
$97.3K
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.64K+ 4.65% |
$171K - $193K
|
104K
$2.07M
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
4.54K+ 1.59% |
$168K - $189K
|
291K
$5.78M
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.42K+ 3.33% |
$164K - $184K
|
137K
$2.72M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.33K+ 4.76% |
$160K - $180K
|
95.3K
$1.89M
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.33K+ 4.71% |
$160K - $180K
|
96.2K
$1.91M
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
4.21K+ 76.82% |
$156K - $175K
|
9.68K
$192K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.18K+ 31.71% |
$155K - $174K
|
17.4K
$345K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.78KNew |
$140K - $157K
|
3.78K
$75.2K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 14.89% |
$138K - $155K
|
28.8K
$572K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.52K+ 2.36% |
$130K - $146K
|
153K
$3.03M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.18K+ 0.51% |
$118K - $132K
|
629K
$12.5M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.06K+ 0.6% |
$113K - $127K
|
516K
$10.2M
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.01K+ 0.97% |
$111K - $125K
|
312K
$6.19M
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2.96K+ 1.33% |
$109K - $123K
|
226K
$4.48M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.77K+ 204.65% |
$103K - $115K
|
4.13K
$82K
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.77K+ 24.1% |
$102K - $115K
|
14.3K
$283K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.76K+ 11.88% |
$102K - $115K
|
26K
$516K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.51K+ 2.54% |
$93K - $104K
|
101K
$2.01M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.38K+ 1.5% |
$88K - $98.8K
|
161K
$3.2M
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
2.22K+ 4.61% |
$82K - $92.2K
|
50.3K
$999K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.12K+ 9.77% |
$78.4K - $88.1K
|
23.8K
$473K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2K+ 2.54% |
$73.8K - $83K
|
80.5K
$1.6M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2K+ 2.21% |
$73.8K - $82.9K
|
92.4K
$1.84M
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
1.9K+ 1.44% |
$70.2K - $78.8K
|
134K
$2.66M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.85K+ 1.72% |
$68.4K - $76.9K
|
109K
$2.17M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.77K+ 9.71% |
$65.6K - $73.7K
|
20K
$398K
|