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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
91.7K+ 1.54% |
$2.97M - $3.39M
|
6.04M
$117M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
91.3KNew |
$2.96M - $3.38M
|
91.3K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
90.4K+ 59.73% |
$2.93M - $3.35M
|
242K
$4.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
89.3K+ 1.78% |
$2.89M - $3.3M
|
5.12M
$99.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
88.5KNew |
$2.86M - $3.28M
|
88.5K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
87K+ 54.18% |
$2.82M - $3.22M
|
248K
$4.82M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
80.1K+ 25.04% |
$2.59M - $2.96M
|
400K
$7.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
79.2K+ 22.42% |
$2.57M - $2.93M
|
433K
$8.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
73K+ 29.9% |
$2.36M - $2.7M
|
317K
$6.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
72.3K+ 3.76% |
$2.34M - $2.68M
|
2M
$38.9M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
71.2KNew |
$2.3M - $2.63M
|
71.2K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
70.9KNew |
$2.29M - $2.62M
|
70.9K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
70.5K+ 10.31% |
$2.28M - $2.61M
|
754K
$14.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
70.2K+ 69.61% |
$2.27M - $2.6M
|
171K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
69K+ 146.11% |
$2.23M - $2.55M
|
116K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
68.1K+ 39.45% |
$2.21M - $2.52M
|
241K
$4.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
67.7KNew |
$2.19M - $2.5M
|
67.7K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
66.6KNew |
$2.16M - $2.47M
|
66.6K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
66.2K+ 169.29% |
$2.14M - $2.45M
|
105K
$2.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
64.2K+ 23.76% |
$2.08M - $2.38M
|
334K
$6.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
64.1KNew |
$2.08M - $2.37M
|
64.1K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
63K+ 33.2% |
$2.04M - $2.33M
|
253K
$4.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
62.9KNew |
$2.04M - $2.33M
|
62.9K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.6K+ 2451.53% |
$2.03M - $2.32M
|
65.2K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
61.6KNew |
$1.99M - $2.28M
|
61.6K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
61.4K+ 96.56% |
$1.99M - $2.27M
|
125K
$2.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
59.3K+ 31.4% |
$1.92M - $2.19M
|
248K
$4.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
58.5K+ 43.05% |
$1.89M - $2.17M
|
195K
$3.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
58.4K+ 3.77% |
$1.89M - $2.16M
|
1.61M
$31.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
58.3K+ 43.66% |
$1.89M - $2.16M
|
192K
$3.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
58.1K+ 55.9% |
$1.88M - $2.15M
|
162K
$3.15M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
57.7K+ 22.03% |
$1.87M - $2.14M
|
320K
$6.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
57.4K+ 821.68% |
$1.86M - $2.12M
|
64.4K
$1.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
57.3K+ 27.85% |
$1.86M - $2.12M
|
263K
$5.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
57.3KNew |
$1.85M - $2.12M
|
57.3K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
57KNew |
$1.85M - $2.11M
|
57K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
56.5K+ 7.43% |
$1.83M - $2.09M
|
816K
$15.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
52.2K+ 123.18% |
$1.69M - $1.93M
|
94.5K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
51.2K+ 33.43% |
$1.66M - $1.89M
|
204K
$3.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
47.7K+ 15.15% |
$1.54M - $1.77M
|
363K
$7.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
47.2K+ 2.44% |
$1.53M - $1.75M
|
1.98M
$38.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
46K+ 5.14% |
$1.49M - $1.7M
|
941K
$18.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
45.3K+ 53.34% |
$1.46M - $1.67M
|
130K
$2.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
44.3K+ 2.07% |
$1.43M - $1.64M
|
2.19M
$42.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
44KNew |
$1.42M - $1.63M
|
44K
$856K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
42.4KNew |
$1.37M - $1.57M
|
42.4K
$824K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.5K+ 16.32% |
$1.34M - $1.54M
|
296K
$5.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
41.1KNew |
$1.33M - $1.52M
|
41.1K
$800K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
40.2K+ 59.13% |
$1.3M - $1.49M
|
108K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
38.8K+ 160.95% |
$1.26M - $1.44M
|
62.9K
$1.22M
|