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 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
1.44K+ 2.5% |
$46.6K - $53.3K
|
59.1K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
1.4K+ 3.59% |
$45.4K - $51.9K
|
40.5K
$787K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.39K+ 1.19% |
$44.9K - $51.3K
|
118K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.38K+ 0.43% |
$44.7K - $51.1K
|
325K
$6.33M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
1.38K+ 0.79% |
$44.7K - $51.1K
|
176K
$3.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.37K+ 28.01% |
$44.4K - $50.8K
|
6.28K
$122K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.36K+ 1.96% |
$44K - $50.3K
|
70.7K
$1.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.35K+ 7.59% |
$43.8K - $50.1K
|
19.2K
$373K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.34KNew |
$43.3K - $49.6K
|
1.34K
$26K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.33K+ 1.93% |
$42.9K - $49.1K
|
70.1K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.29KNew |
$41.9K - $47.9K
|
1.29K
$25.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.28K+ 1.68% |
$41.6K - $47.5K
|
77.6K
$1.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
1.28K+ 19.72% |
$41.4K - $47.3K
|
7.76K
$151K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.27K+ 13.81% |
$41.2K - $47.1K
|
10.5K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
1.27K+ 1.72% |
$41.2K - $47.1K
|
75.2K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.27K+ 8.47% |
$40.9K - $46.8K
|
16.2K
$315K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.2K+ 4.06% |
$39K - $44.6K
|
30.9K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.2KNew |
$38.9K - $44.4K
|
1.2K
$23.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
1.2K+ 1.03% |
$38.7K - $44.3K
|
117K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.19K+ 2.28% |
$38.4K - $43.9K
|
53.1K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.16K+ 1.38% |
$37.7K - $43.1K
|
85.3K
$1.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.15K+ 75.88% |
$37.1K - $42.4K
|
2.65K
$51.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.14KNew |
$36.8K - $42K
|
1.14K
$22.1K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.13K+ 0.81% |
$36.6K - $41.9K
|
141K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.1K+ 1.66% |
$35.5K - $40.6K
|
67.2K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.1K+ 78.44% |
$35.4K - $40.5K
|
2.49K
$48.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.09K+ 5.97% |
$35.1K - $40.2K
|
19.3K
$374K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.06K+ 15.78% |
$34.4K - $39.3K
|
7.8K
$152K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.04K+ 10.1% |
$33.6K - $38.4K
|
11.3K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.03K+ 4.46% |
$33.4K - $38.2K
|
24.2K
$471K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
1.02K+ 4.98% |
$33.1K - $37.9K
|
21.6K
$420K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.02K+ 1.95% |
$32.9K - $37.6K
|
53.2K
$1.03M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.02K+ 1.95% |
$32.9K - $37.6K
|
53.2K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.02K+ 2.7% |
$32.9K - $37.6K
|
38.6K
$751K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
969+ 0.16% |
$31.4K - $35.9K
|
612K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
942+ 2.11% |
$30.5K - $34.9K
|
45.6K
$888K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
926+ 7.82% |
$30K - $34.3K
|
12.8K
$248K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
925+ 3.78% |
$29.9K - $34.2K
|
25.4K
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
860+ 2.22% |
$27.8K - $31.8K
|
39.7K
$772K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
852+ 1738.78% |
$27.6K - $31.5K
|
901
$17.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
829+ 2.96% |
$26.8K - $30.7K
|
28.9K
$561K
|
|
|
Jan 24, 2024
Q4 2023
|
Kearns & Associates LLC
|
BUY
|
- |
825+ 2.39% |
$26.7K - $30.5K
|
35.3K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
820+ 0.02% |
$26.5K - $30.3K
|
4.83M
$93.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
817+ 1.0% |
$26.4K - $30.2K
|
82.4K
$1.6M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
807New |
$26.1K - $29.9K
|
807
$15.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
803+ 0.75% |
$26K - $29.7K
|
108K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
787+ 1873.81% |
$25.5K - $29.1K
|
829
$16.1K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
780New |
$25.2K - $28.9K
|
780
$15.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
776+ 8.48% |
$25.1K - $28.7K
|
9.93K
$193K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
770+ 11.77% |
$24.9K - $28.5K
|
7.31K
$142K
|