Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-314- 1.41% |
$10.2K - $11.6K
|
22K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-316- 4.81% |
$10.2K - $11.7K
|
6.25K
$122K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-319- 1.95% |
$10.3K - $11.8K
|
16.1K
$313K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-327- 0.48% |
$10.6K - $12.1K
|
67.5K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-329- 0.51% |
$10.6K - $12.2K
|
63.7K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-333- 5.65% |
$10.8K - $12.3K
|
5.56K
$108K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-344- 2.84% |
$11.1K - $12.7K
|
11.8K
$229K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-352- 1.79% |
$11.4K - $13K
|
19.3K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-391- 2.41% |
$12.7K - $14.5K
|
15.8K
$308K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-405- 5.77% |
$13.1K - $15K
|
6.62K
$129K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-420- 3.53% |
$13.6K - $15.5K
|
11.5K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-426- 1.5% |
$13.8K - $15.8K
|
28K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-437- 0.88% |
$14.1K - $16.2K
|
49.1K
$955K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-442- 2.38% |
$14.3K - $16.4K
|
18.1K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-457- 1.23% |
$14.8K - $16.9K
|
36.7K
$714K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-475- 3.73% |
$15.4K - $17.6K
|
12.3K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-502- 6.2% |
$16.2K - $18.6K
|
7.6K
$148K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-519- 1.66% |
$16.8K - $19.2K
|
30.8K
$599K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-524- 2.04% |
$17K - $19.4K
|
25.2K
$490K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-532- 2.49% |
$17.2K - $19.7K
|
20.9K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-537- 0.12% |
$17.4K - $19.9K
|
451K
$8.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-561- 1.91% |
$18.2K - $20.8K
|
28.8K
$561K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-578- 2.74% |
$18.7K - $21.4K
|
20.5K
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-592- 2.0% |
$19.2K - $21.9K
|
29.1K
$566K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-594- 5.23% |
$19.2K - $22K
|
10.8K
$209K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-599- 1.29% |
$19.4K - $22.2K
|
45.7K
$889K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-600- 29.6% |
$19.4K - $22.2K
|
1.43K
$27.8K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-610- 2.05% |
$19.7K - $22.6K
|
29.2K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-612- 0.6% |
$19.8K - $22.7K
|
102K
$1.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-630- 6.01% |
$20.4K - $23.3K
|
9.85K
$192K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-642- 28.91% |
$20.8K - $23.8K
|
1.58K
$30.7K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-648- 8.3% |
$21K - $24K
|
7.16K
$139K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-651- 32.7% |
$21.1K - $24.1K
|
1.34K
$26.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-653- 96.6% |
$21.1K - $24.2K
|
23
$447
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-664- 6.98% |
$21.5K - $24.6K
|
8.85K
$172K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-664- 1.35% |
$21.5K - $24.6K
|
48.4K
$942K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-666- 10.26% |
$21.6K - $24.6K
|
5.83K
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-712- 2.89% |
$23K - $26.4K
|
23.9K
$466K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-720- 8.24% |
$23.3K - $26.6K
|
8.02K
$156K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-728- 1.27% |
$23.6K - $26.9K
|
56.6K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-754- 4.89% |
$24.4K - $27.9K
|
14.7K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-772- 3.09% |
$25K - $28.6K
|
24.2K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-790- 2.48% |
$25.6K - $29.2K
|
31.1K
$605K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-797- 2.02% |
$25.8K - $29.5K
|
38.6K
$750K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-834- 0.17% |
$27K - $30.9K
|
492K
$9.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-836- 5.43% |
$27.1K - $30.9K
|
14.6K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-863- 5.66% |
$27.9K - $31.9K
|
14.4K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-866- 2.71% |
$28K - $32.1K
|
31K
$604K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-890- 10.85% |
$28.8K - $32.9K
|
7.31K
$142K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-898- 2.52% |
$29.1K - $33.2K
|
34.8K
$676K
|