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 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.23KNew |
$187K - $205K
|
5.23K
$101K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.23K+ 22.15% |
$187K - $204K
|
28.8K
$557K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5.21K+ 0.19% |
$186K - $204K
|
2.78M
$53.8M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.2K+ 6.47% |
$186K - $203K
|
85.6K
$1.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
5.18KNew |
$185K - $203K
|
5.18K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.17KNew |
$185K - $202K
|
5.17K
$100K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.15K+ 2.73% |
$184K - $201K
|
194K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.93K+ 5.78% |
$176K - $193K
|
90.3K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.86K+ 4.16% |
$174K - $190K
|
122K
$2.35M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4.82K+ 4.11% |
$172K - $188K
|
122K
$2.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.78K+ 4.95% |
$171K - $187K
|
101K
$1.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.78K+ 38.26% |
$171K - $187K
|
17.3K
$334K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.77K+ 68.17% |
$170K - $187K
|
11.8K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.69KNew |
$168K - $184K
|
4.69K
$90.7K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.58K+ 12.34% |
$164K - $179K
|
41.7K
$807K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.55K+ 46.39% |
$162K - $178K
|
14.4K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.49K+ 10.66% |
$160K - $176K
|
46.6K
$901K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.4K+ 27.89% |
$157K - $172K
|
20.2K
$390K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
4.32K+ 6.48% |
$154K - $169K
|
70.9K
$1.37M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4.28K+ 2638.89% |
$153K - $167K
|
4.44K
$85.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.25K+ 3.76% |
$152K - $166K
|
117K
$2.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.17K+ 24.0% |
$149K - $163K
|
21.5K
$416K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.1K+ 0.73% |
$146K - $160K
|
566K
$11M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.1K+ 56.03% |
$146K - $160K
|
11.4K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 5101.3% |
$140K - $154K
|
4.01K
$77.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
BUY
|
- |
3.72K+ 1.93% |
$133K - $146K
|
196K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.7KNew |
$132K - $145K
|
3.7K
$71.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.64K+ 4.2% |
$130K - $142K
|
90.4K
$1.75M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.53K+ 3.6% |
$126K - $138K
|
102K
$1.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.51K+ 1.24% |
$125K - $137K
|
286K
$5.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.42K+ 0.77% |
$122K - $134K
|
449K
$8.68M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
3.39K+ 4.61% |
$121K - $133K
|
76.8K
$1.49M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.2K+ 1.31% |
$114K - $125K
|
247K
$4.78M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.04K+ 37.97% |
$109K - $119K
|
11.1K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.04K+ 25.24% |
$108K - $119K
|
15.1K
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.02K+ 5.11% |
$108K - $118K
|
62.2K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.95K+ 0.91% |
$105K - $115K
|
328K
$6.35M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.94K+ 7002.38% |
$105K - $115K
|
2.98K
$57.7K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.9K+ 321.86% |
$104K - $113K
|
3.8K
$73.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
2.84K+ 17.79% |
$101K - $111K
|
18.8K
$363K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.78K+ 2.02% |
$99.3K - $109K
|
140K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.77K+ 100.14% |
$98.9K - $108K
|
5.54K
$107K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.77K+ 11.21% |
$98.9K - $108K
|
27.5K
$531K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.75K+ 2.54% |
$98.3K - $108K
|
111K
$2.15M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.73K+ 2.19% |
$97.4K - $107K
|
127K
$2.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.71K+ 6.36% |
$96.9K - $106K
|
45.4K
$877K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.7K+ 9.04% |
$96.3K - $105K
|
32.5K
$629K
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
BUY
|
- |
2.65K+ 7.51% |
$94.7K - $104K
|
38K
$734K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
2.64K+ 4.73% |
$94.1K - $103K
|
58.4K
$1.13M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.56K+ 5.29% |
$91.5K - $100K
|
51K
$986K
|