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
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.64K+ 4.65% |
$171K - $193K
|
104K
$1.96M
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
4.54K+ 1.59% |
$168K - $189K
|
291K
$5.47M
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.51K+ 0.85% |
$167K - $188K
|
536K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.46K+ 73.52% |
$165K - $185K
|
10.5K
$198K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.42K+ 3.33% |
$164K - $184K
|
137K
$2.58M
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 34.23% |
$163K - $183K
|
17.3K
$325K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.33K+ 4.76% |
$160K - $180K
|
95.3K
$1.79M
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.33K+ 4.71% |
$160K - $180K
|
96.2K
$1.81M
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
4.24KNew |
$157K - $176K
|
4.24K
$79.8K
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
4.21K+ 76.82% |
$156K - $175K
|
9.68K
$182K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.18K+ 31.71% |
$155K - $174K
|
17.4K
$327K
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
4.17K+ 1.03% |
$154K - $173K
|
409K
$7.68M
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
4.06K+ 5.71% |
$150K - $169K
|
75.2K
$1.41M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.98K+ 4.52% |
$147K - $165K
|
92.1K
$1.73M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.9K+ 17.5% |
$144K - $162K
|
26.2K
$493K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.83K+ 37.68% |
$141K - $159K
|
14K
$263K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.78KNew |
$140K - $157K
|
3.78K
$71.2K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 14.89% |
$138K - $155K
|
28.8K
$542K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
3.73K+ 58.1% |
$138K - $155K
|
10.2K
$191K
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.69K+ 9.35% |
$136K - $153K
|
43.1K
$811K
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.57K+ 29.15% |
$132K - $148K
|
15.8K
$298K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.52K+ 2.36% |
$130K - $146K
|
153K
$2.87M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.49K+ 1.39% |
$129K - $145K
|
254K
$4.78M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.45K+ 13.98% |
$128K - $144K
|
28.2K
$530K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.44K+ 10.25% |
$127K - $143K
|
36.9K
$695K
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.32K+ 14.59% |
$123K - $138K
|
26.1K
$490K
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.21K+ 4.22% |
$119K - $133K
|
79.3K
$1.49M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.2K+ 36.3% |
$118K - $133K
|
12K
$226K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.18K+ 6.81% |
$118K - $132K
|
49.9K
$938K
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.18K+ 0.51% |
$118K - $132K
|
629K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.13K+ 18.62% |
$116K - $130K
|
20K
$375K
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
3.1K+ 1.64% |
$114K - $129K
|
191K
$3.6M
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.08K+ 51.05% |
$114K - $128K
|
9.11K
$171K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.06K+ 0.6% |
$113K - $127K
|
516K
$9.7M
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.01K+ 0.97% |
$111K - $125K
|
312K
$5.86M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3K+ 0.53% |
$111K - $125K
|
567K
$10.7M
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
2.96KNew |
$109K - $123K
|
2.96K
$55.7K
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 35.41% |
$109K - $123K
|
11.3K
$213K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2.96K+ 1.33% |
$109K - $123K
|
226K
$4.25M
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.91K+ 4.29% |
$108K - $121K
|
70.8K
$1.33M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.9KNew |
$107K - $121K
|
2.9K
$54.6K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.87K+ 18.1% |
$106K - $119K
|
18.7K
$352K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.86K+ 3.61% |
$106K - $119K
|
82.2K
$1.55M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.77K+ 204.65% |
$103K - $115K
|
4.13K
$77.6K
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.77K+ 24.1% |
$102K - $115K
|
14.3K
$268K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.76K+ 11.88% |
$102K - $115K
|
26K
$489K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.74K+ 43.22% |
$101K - $114K
|
9.07K
$171K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.73KNew |
$101K - $113K
|
2.73K
$51.4K
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.57K+ 27.62% |
$95.1K - $107K
|
11.9K
$223K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.51K+ 2.54% |
$93K - $104K
|
101K
$1.91M
|