Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.17K- 1.25% |
$73.3K - $79.5K
|
171K
$3.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.18K- 12.81% |
$73.7K - $80K
|
14.8K
$287K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.23K- 11.27% |
$75.4K - $81.8K
|
17.5K
$339K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-2.24K- 1.27% |
$75.9K - $82.3K
|
174K
$3.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 22.51% |
$76K - $82.5K
|
7.73K
$150K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 5.14% |
$76K - $82.5K
|
41.5K
$803K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.31K- 20.06% |
$78.3K - $84.9K
|
9.22K
$178K
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-2.33K- 9.2% |
$78.7K - $85.5K
|
23K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.42K- 5.64% |
$81.9K - $88.9K
|
40.5K
$784K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.55K- 17.64% |
$86.2K - $93.6K
|
11.9K
$230K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-2.6K- 93.35% |
$87.8K - $95.3K
|
185
$3.58K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.64K- 63.66% |
$89.4K - $97K
|
1.51K
$29.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.68K- 17.55% |
$90.6K - $98.3K
|
12.6K
$243K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.68K- 0.68% |
$90.6K - $98.3K
|
394K
$7.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.68K- 2.38% |
$90.7K - $98.4K
|
110K
$2.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.69K- 1.36% |
$91K - $98.8K
|
196K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-2.74K- 3.03% |
$92.8K - $101K
|
87.7K
$1.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.88K- 24.85% |
$97.4K - $106K
|
8.71K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.89K- 8.98% |
$97.6K - $106K
|
29.2K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.89K- 2.98% |
$97.8K - $106K
|
94.1K
$1.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.98K- 2.97% |
$101K - $109K
|
97.2K
$1.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3K- 19.37% |
$102K - $110K
|
12.5K
$242K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.02K- 1.53% |
$102K - $111K
|
195K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.1K- 93.93% |
$105K - $114K
|
200
$3.87K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.14K- 5.66% |
$106K - $115K
|
52.4K
$1.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.31K- 0.71% |
$112K - $122K
|
466K
$9.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.38K- 8.07% |
$114K - $124K
|
38.5K
$744K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3.46K- 10.53% |
$117K - $127K
|
29.4K
$568K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.52K- 8.57% |
$119K - $129K
|
37.6K
$727K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.53K- 8.01% |
$119K - $130K
|
40.6K
$784K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.57K- 5.29% |
$121K - $131K
|
64K
$1.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.58K- 2.03% |
$121K - $131K
|
173K
$3.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.6K- 1.32% |
$122K - $132K
|
269K
$5.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-3.62K- 35.82% |
$122K - $133K
|
6.49K
$125K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.82K- 9.32% |
$129K - $140K
|
37.2K
$719K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.87K- 10.78% |
$131K - $142K
|
32K
$619K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 1.74% |
$131K - $143K
|
220K
$4.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.89K- 96.91% |
$132K - $143K
|
124
$2.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.9K- 2.12% |
$132K - $143K
|
180K
$3.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.92K- 3.84% |
$133K - $144K
|
98.1K
$1.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.95K- 4.78% |
$134K - $145K
|
78.8K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.95K- 5.98% |
$134K - $145K
|
62.1K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.98K- 4.3% |
$135K - $146K
|
88.6K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4K- 0.7% |
$135K - $147K
|
567K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.09K- 20.41% |
$138K - $150K
|
16K
$309K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-4.21K- 5.82% |
$142K - $155K
|
68.2K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-4.27K- 0.57% |
$144K - $157K
|
744K
$14.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4.29K- 1.64% |
$145K - $158K
|
258K
$4.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.31K- 75.24% |
$146K - $158K
|
1.42K
$27.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-4.33K- 12.76% |
$147K - $159K
|
29.6K
$573K
|