Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.31K- 20.35% |
$48.3K - $54.3K
|
5.11K
$101K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.31K- 7.18% |
$48.6K - $54.6K
|
17K
$336K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.35K- 14.95% |
$49.9K - $56.1K
|
7.68K
$152K
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.36K- 3.05% |
$50.1K - $56.3K
|
43.1K
$852K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 1.94% |
$51.3K - $57.6K
|
70.2K
$1.39M
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 0.57% |
$52.2K - $58.6K
|
244K
$4.83M
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.43K- 12.88% |
$52.7K - $59.3K
|
9.65K
$191K
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.43K- 2.45% |
$53K - $59.5K
|
57K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.44K- 9.58% |
$53.3K - $59.8K
|
13.6K
$269K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.46K- 1.44% |
$54.1K - $60.7K
|
100K
$1.99M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.46K- 17.92% |
$54.1K - $60.7K
|
6.7K
$133K
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.49K- 2.33% |
$55.1K - $61.9K
|
62.3K
$1.23M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.49K- 5.4% |
$55.2K - $62.1K
|
26.2K
$518K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.51K- 1.43% |
$55.7K - $62.6K
|
104K
$2.06M
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.51K- 0.44% |
$55.7K - $62.6K
|
344K
$6.81M
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-1.52K- 0.76% |
$56.2K - $63.1K
|
199K
$3.94M
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.56K- 12.81% |
$57.7K - $64.8K
|
10.6K
$210K
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-1.57K- 4.87% |
$58.2K - $65.4K
|
30.7K
$608K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.58K- 5.83% |
$58.5K - $65.8K
|
25.6K
$506K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.6K- 5.45% |
$59K - $66.3K
|
27.7K
$548K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.72K- 71.04% |
$63.5K - $71.3K
|
700
$13.9K
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.75K- 6.86% |
$64.6K - $72.6K
|
23.7K
$470K
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.79K- 0.31% |
$66.1K - $74.2K
|
577K
$11.4M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.79K- 10.97% |
$66.2K - $74.3K
|
14.5K
$287K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.79K- 0.42% |
$66.3K - $74.5K
|
427K
$8.44M
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.81K- 3.29% |
$66.9K - $75.2K
|
53.2K
$1.05M
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.82K- 1.24% |
$67.5K - $75.8K
|
146K
$2.88M
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.85K- 8.52% |
$68.3K - $76.7K
|
19.8K
$392K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.88K- 9.92% |
$69.4K - $77.9K
|
17K
$337K
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.88K- 5.19% |
$69.7K - $78.3K
|
34.4K
$681K
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.91K- 6.19% |
$70.6K - $79.4K
|
29K
$573K
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.93K- 14.93% |
$71.2K - $80K
|
11K
$217K
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.93K- 4.13% |
$71.5K - $80.3K
|
44.9K
$888K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.99K- 2.09% |
$73.4K - $82.5K
|
93.1K
$1.84M
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.03K- 3.74% |
$75.1K - $84.4K
|
52.4K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-2.07K- 19.97% |
$76.6K - $86.1K
|
8.3K
$164K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.15K- 0.47% |
$79.6K - $89.5K
|
453K
$8.96M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.18K- 2.41% |
$80.6K - $90.5K
|
88.2K
$1.75M
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.2K- 3.71% |
$81.4K - $91.5K
|
57.1K
$1.13M
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.27K- 0.86% |
$83.8K - $94.1K
|
262K
$5.18M
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.27K- 0.94% |
$83.8K - $94.2K
|
239K
$4.73M
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 2.74% |
$84.1K - $94.4K
|
80.7K
$1.6M
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.38K- 16.83% |
$88.2K - $99.1K
|
11.8K
$233K
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.41K- 8.87% |
$89K - $100K
|
24.7K
$490K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.53K- 2.79% |
$93.4K - $105K
|
88K
$1.74M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.54K- 3.29% |
$93.7K - $105K
|
74.4K
$1.47M
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-2.6K- 8.03% |
$96.1K - $108K
|
29.8K
$589K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.66K- 1.84% |
$98.5K - $111K
|
142K
$2.82M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.67K- 14.26% |
$98.8K - $111K
|
16.1K
$318K
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.71K- 0.82% |
$100K - $113K
|
328K
$6.49M
|