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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
769New |
$24.9K - $28.5K
|
769
$15.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
767+ 2.06% |
$24.8K - $28.4K
|
38K
$751K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
754+ 0.39% |
$24.4K - $27.9K
|
196K
$3.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
745+ 5.79% |
$24.1K - $27.6K
|
13.6K
$269K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
736+ 1.15% |
$23.8K - $27.2K
|
64.6K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
718+ 2.74% |
$23.2K - $26.6K
|
27K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
717+ 1.3% |
$23.2K - $26.5K
|
55.7K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
689+ 4.32% |
$22.3K - $25.5K
|
16.6K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
689+ 2.66% |
$22.3K - $25.5K
|
26.6K
$527K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
687+ 1.99% |
$22.2K - $25.4K
|
35.2K
$696K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
681+ 0.38% |
$22K - $25.2K
|
182K
$3.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
676+ 1.97% |
$21.9K - $25K
|
35K
$692K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
656+ 4.65% |
$21.2K - $24.3K
|
14.8K
$292K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
649+ 1.61% |
$21K - $24K
|
41K
$811K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
638+ 4.3% |
$20.7K - $23.6K
|
15.5K
$306K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
614+ 5.74% |
$19.9K - $22.7K
|
11.3K
$224K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
612+ 2.03% |
$19.8K - $22.7K
|
30.7K
$607K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
609+ 1.4% |
$19.7K - $22.5K
|
44.2K
$875K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
602+ 6.88% |
$19.5K - $22.3K
|
9.35K
$185K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
588+ 41.41% |
$19K - $21.8K
|
2.01K
$39.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
580+ 1.66% |
$18.8K - $21.5K
|
35.5K
$702K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
577New |
$18.7K - $21.4K
|
577
$11.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
576+ 9.14% |
$18.6K - $21.3K
|
6.88K
$136K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
569New |
$18.4K - $21.1K
|
569
$11.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
566+ 1.69% |
$18.3K - $20.9K
|
34.1K
$675K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
561+ 392.31% |
$18.2K - $20.8K
|
704
$13.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
559+ 0.38% |
$18.1K - $20.7K
|
149K
$2.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
555+ 1.69% |
$18K - $20.5K
|
33.5K
$662K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
545New |
$17.6K - $20.2K
|
545
$10.8K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
522+ 216.6% |
$16.9K - $19.3K
|
763
$15.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
522+ 216.6% |
$16.9K - $19.3K
|
763
$15.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
485+ 123.72% |
$15.7K - $17.9K
|
877
$17.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
466+ 6.1% |
$15.1K - $17.2K
|
8.11K
$160K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
453+ 1.28% |
$14.7K - $16.8K
|
35.8K
$709K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
450New |
$14.6K - $16.7K
|
450
$8.91K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
447+ 6.86% |
$14.5K - $16.5K
|
6.96K
$138K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
442+ 44.6% |
$14.3K - $16.4K
|
1.43K
$28.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
430+ 4.84% |
$13.9K - $15.9K
|
9.31K
$184K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
427+ 19.03% |
$13.8K - $15.8K
|
2.67K
$52.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
423+ 4230.0% |
$13.7K - $15.7K
|
433
$8.57K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
419+ 22.6% |
$13.6K - $15.5K
|
2.27K
$45K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
413+ 30.17% |
$13.4K - $15.3K
|
1.78K
$35.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
406+ 1.12% |
$13.1K - $15K
|
36.6K
$724K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
400+ 1.29% |
$12.9K - $14.8K
|
31.3K
$620K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
384+ 3.25% |
$12.4K - $14.2K
|
12.2K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
381New |
$12.3K - $14.1K
|
381
$7.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
381+ 0.99% |
$12.3K - $14.1K
|
38.8K
$768K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
380New |
$12.3K - $14.1K
|
380
$7.52K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
374+ 18700.0% |
$12.1K - $13.8K
|
376
$7.44K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
364+ 1.67% |
$11.8K - $13.5K
|
22.2K
$440K
|