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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.31K- 2.2% |
$139K - $159K
|
192K
$3.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-4.8K- 24.83% |
$155K - $178K
|
14.5K
$283K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.02K- 2.9% |
$162K - $186K
|
168K
$3.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-5.04K- 5.09% |
$163K - $187K
|
94K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-5.09K- 8.32% |
$165K - $188K
|
56.1K
$1.09M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.11K- 32.34% |
$165K - $189K
|
10.7K
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-5.18K- 28.12% |
$168K - $192K
|
13.2K
$258K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.23K- 28.22% |
$169K - $194K
|
13.3K
$259K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.23K- 28.22% |
$169K - $194K
|
13.3K
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.41K- 26.03% |
$175K - $200K
|
15.4K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-5.49K- 1.09% |
$178K - $203K
|
500K
$9.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-5.55K- 3.81% |
$179K - $205K
|
140K
$2.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-5.61K- 3.33% |
$182K - $208K
|
163K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-5.68K- 12.1% |
$184K - $210K
|
41.3K
$803K
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-5.84K- 4.76% |
$189K - $216K
|
117K
$2.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.92K- 11.65% |
$192K - $219K
|
44.9K
$872K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-6K- 5.98% |
$194K - $222K
|
94.3K
$1.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-6.02K- 2.51% |
$195K - $223K
|
234K
$4.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
SELL
|
- |
-6.06K- 19.07% |
$196K - $224K
|
25.7K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.11K- 6.5% |
$198K - $226K
|
88K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.18K- 4.33% |
$200K - $229K
|
137K
$2.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.57K- 14.21% |
$213K - $243K
|
39.7K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-6.77K- 20.02% |
$219K - $250K
|
27K
$526K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-6.83K- 16.69% |
$221K - $253K
|
34.1K
$663K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.98K- 2.55% |
$226K - $258K
|
266K
$5.18M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7K- 17.09% |
$227K - $259K
|
34K
$661K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-7.01K- 7.03% |
$227K - $259K
|
92.6K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.02K- 13.23% |
$227K - $260K
|
46K
$895K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.28K- 3.32% |
$236K - $269K
|
212K
$4.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.56K- 2.6% |
$245K - $280K
|
283K
$5.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.61K- 17.02% |
$246K - $282K
|
37.1K
$722K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.82K- 3.39% |
$253K - $289K
|
223K
$4.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.83K- 0.45% |
$254K - $290K
|
1.75M
$34.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.86K- 0.37% |
$254K - $291K
|
2.1M
$40.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-7.93K- 2.78% |
$257K - $294K
|
278K
$5.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.94K- 8.27% |
$257K - $294K
|
88K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.05K- 5.67% |
$261K - $298K
|
134K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-8.11K- 1.74% |
$262K - $300K
|
458K
$8.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-8.12K- 1.29% |
$263K - $300K
|
620K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.13K- 40.57% |
$263K - $301K
|
11.9K
$232K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.54K- 8.7% |
$276K - $316K
|
89.6K
$1.74M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-8.62K- 1.83% |
$279K - $319K
|
463K
$9M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8.65K- 11.98% |
$280K - $320K
|
63.5K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-8.7K- 2.63% |
$282K - $322K
|
322K
$6.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.86K- 9.11% |
$287K - $328K
|
88.4K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.89K- 3.25% |
$288K - $329K
|
265K
$5.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8.89K- 36.01% |
$288K - $329K
|
15.8K
$307K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.89K- 0.81% |
$288K - $329K
|
1.08M
$21.1M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-9.1K- 47.61% |
$294K - $337K
|
10K
$195K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-9.26K- 9.44% |
$300K - $343K
|
88.8K
$1.73M
|