Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.54K- 26.36% |
$54.9K - $60.1K
|
4.29K
$83K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.56K- 6.42% |
$55.6K - $60.9K
|
22.7K
$439K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.58K- 2.77% |
$56.2K - $61.6K
|
55.2K
$1.07M
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.59K- 10.03% |
$56.7K - $62.1K
|
14.3K
$276K
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-1.62K- 0.74% |
$57.8K - $63.3K
|
217K
$4.2M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.62K- 7.18% |
$57.9K - $63.4K
|
21K
$405K
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.64K- 1.77% |
$58.5K - $64K
|
91K
$1.76M
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.64K- 18.03% |
$58.5K - $64.1K
|
7.45K
$144K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.65K- 1.94% |
$59K - $64.6K
|
83.7K
$1.62M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.69K- 3.18% |
$60.3K - $66K
|
51.4K
$995K
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.69K- 1.45% |
$60.4K - $66.1K
|
115K
$2.22M
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.71K- 12.8% |
$61.1K - $66.9K
|
11.7K
$225K
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.71K- 19.25% |
$61.2K - $67K
|
7.19K
$139K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.75K- 5.8% |
$62.5K - $68.4K
|
28.4K
$550K
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.81K- 1.03% |
$64.5K - $70.6K
|
174K
$3.37M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.86K- 20.65% |
$66.5K - $72.8K
|
7.15K
$138K
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.86K- 3.49% |
$66.5K - $72.8K
|
51.6K
$997K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.87K- 4.91% |
$66.7K - $73.1K
|
36.2K
$700K
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 2.5% |
$67.2K - $73.6K
|
73.4K
$1.42M
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.91K- 6.89% |
$68.1K - $74.6K
|
25.8K
$498K
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.96K- 13.49% |
$70.1K - $76.8K
|
12.6K
$244K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.01K- 10.89% |
$71.7K - $78.5K
|
16.4K
$318K
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.03K- 0.48% |
$72.3K - $79.2K
|
416K
$8.05M
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.03K- 0.48% |
$72.3K - $79.2K
|
416K
$8.05M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.03K- 12.89% |
$72.4K - $79.3K
|
13.7K
$265K
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.05K- 4.18% |
$73.3K - $80.3K
|
47.1K
$911K
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.05K- 15.89% |
$73.3K - $80.3K
|
10.9K
$210K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.06K- 2.59% |
$73.6K - $80.6K
|
77.6K
$1.5M
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2.06K- 37.06% |
$73.6K - $80.6K
|
3.5K
$67.7K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.09K- 0.36% |
$74.7K - $81.8K
|
584K
$11.3M
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.12K- 1.11% |
$75.6K - $82.8K
|
190K
$3.67M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.13K- 16.21% |
$76.1K - $83.3K
|
11K
$213K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.14K- 1.27% |
$76.6K - $83.9K
|
167K
$3.23M
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.16K- 8.57% |
$77.1K - $84.4K
|
23K
$445K
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.16K- 8.2% |
$77.3K - $84.6K
|
24.2K
$468K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.2K- 1.52% |
$78.4K - $85.8K
|
142K
$2.75M
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.23K- 83.31% |
$79.5K - $87.1K
|
446
$8.63K
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-2.23K- 19.34% |
$79.6K - $87.2K
|
9.29K
$180K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.26K- 1.65% |
$80.7K - $88.3K
|
134K
$2.6M
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.28K- 2.25% |
$81.3K - $89.1K
|
99.1K
$1.92M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.28K- 5.86% |
$81.4K - $89.1K
|
36.6K
$708K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.28K- 13.34% |
$81.4K - $89.2K
|
14.8K
$286K
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.29K- 3.4% |
$81.6K - $89.4K
|
64.9K
$1.26M
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.3K- 14.11% |
$82.1K - $90K
|
14K
$271K
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-2.34K- 1.46% |
$83.7K - $91.7K
|
158K
$3.06M
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.35K- 18.73% |
$83.8K - $91.8K
|
10.2K
$197K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.37K- 16.3% |
$84.6K - $92.7K
|
12.2K
$235K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.43K- 6.29% |
$86.7K - $94.9K
|
36.1K
$699K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.45K- 10.77% |
$87.6K - $95.9K
|
20.3K
$393K
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.55K- 0.74% |
$91.1K - $99.8K
|
343K
$6.63M
|