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 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-9.29K- 1.61% |
$301K - $344K
|
568K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-9.35K- 46.98% |
$303K - $346K
|
10.6K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-9.62K- 1.55% |
$312K - $356K
|
610K
$12.2M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-9.98K- 4.36% |
$323K - $369K
|
219K
$4.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 13.99% |
$334K - $382K
|
63.5K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.6K- 43.53% |
$345K - $394K
|
13.8K
$275K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10.8K- 9.44% |
$349K - $399K
|
103K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.8K- 44.84% |
$349K - $399K
|
13.3K
$265K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.9K- 2.89% |
$352K - $403K
|
365K
$7.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-11.1K- 3.06% |
$360K - $412K
|
352K
$7.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11.5K- 21.16% |
$372K - $425K
|
42.8K
$854K
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-11.9K- 31.79% |
$385K - $441K
|
25.6K
$510K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.3K- 34.69% |
$400K - $457K
|
23.2K
$464K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12.5K- 10.88% |
$403K - $461K
|
102K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-12.7K- 2.6% |
$412K - $471K
|
476K
$9.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-13K- 38.17% |
$421K - $481K
|
21.1K
$420K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-13.1K- 11.31% |
$423K - $484K
|
103K
$2.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13.1K- 2.39% |
$425K - $486K
|
535K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-13.5K- 1.26% |
$437K - $499K
|
1.05M
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13.5K- 3.69% |
$437K - $500K
|
353K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-13.7K- 4.1% |
$444K - $507K
|
320K
$6.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-14.2K- 1.35% |
$459K - $524K
|
1.03M
$20.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.4K- 1.06% |
$467K - $534K
|
1.35M
$27M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.7K- 62.37% |
$475K - $543K
|
8.85K
$177K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-15.2K- 18.52% |
$491K - $561K
|
66.7K
$1.33M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-15.2K- 24.86% |
$493K - $564K
|
46K
$918K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-15.2K- 7.17% |
$493K - $564K
|
197K
$3.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-15.9K- 9.92% |
$514K - $587K
|
144K
$2.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-16K- 17.71% |
$519K - $593K
|
74.4K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-17.6K- 43.28% |
$569K - $651K
|
23K
$460K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-17.8K- 55.66% |
$577K - $659K
|
14.2K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21.3K- 1.96% |
$690K - $788K
|
1.06M
$21.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-24.7K- 1.11% |
$800K - $915K
|
2.2M
$43.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-25.4K- 5.73% |
$823K - $941K
|
418K
$8.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-26.2K- 31.33% |
$848K - $969K
|
57.4K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.2K- 2.79% |
$848K - $970K
|
912K
$18.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28.2K- 3.36% |
$912K - $1.04M
|
810K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-28.3K- 17.37% |
$916K - $1.05M
|
135K
$2.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-28.7K- 6.41% |
$927K - $1.06M
|
418K
$8.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-29.2K- 64.82% |
$945K - $1.08M
|
15.8K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-29.3K- 6.11% |
$948K - $1.08M
|
450K
$8.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-34.8K- 39.32% |
$1.13M - $1.29M
|
53.8K
$1.07M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-35.1K- 38.19% |
$1.14M - $1.3M
|
56.8K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-37.7K- 29.31% |
$1.22M - $1.4M
|
91K
$1.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-38K- 6.33% |
$1.23M - $1.41M
|
562K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-41.1K- 9.15% |
$1.33M - $1.52M
|
409K
$8.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-42.5K- 11.64% |
$1.38M - $1.57M
|
323K
$6.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-47.3K- 29.21% |
$1.53M - $1.75M
|
115K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-47.4K- 5.24% |
$1.54M - $1.76M
|
857K
$17.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-49.6K- 26.78% |
$1.6M - $1.83M
|
135K
$2.7M
|