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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12K+ 5.42% |
$406K - $440K
|
233K
$4.54M
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
11.8K+ 2.12% |
$399K - $433K
|
568K
$11M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
11.5KNew |
$388K - $421K
|
11.5K
$223K
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11.3K+ 12.95% |
$384K - $417K
|
98.9K
$1.92M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.1K+ 125.55% |
$377K - $409K
|
20K
$389K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.1K+ 90.02% |
$377K - $409K
|
23.5K
$457K
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
10.9K+ 6.68% |
$368K - $400K
|
174K
$3.38M
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
10.7K+ 1.1% |
$363K - $394K
|
988K
$19.2M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
10.4K+ 29.47% |
$352K - $382K
|
45.7K
$890K
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
10.1K+ 8.27% |
$342K - $372K
|
133K
$2.58M
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
9.83K+ 8.59% |
$332K - $361K
|
124K
$2.42M
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.75K+ 1.53% |
$330K - $358K
|
649K
$12.6M
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9.65K+ 10.59% |
$326K - $354K
|
101K
$1.96M
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9.63K+ 1.7% |
$326K - $354K
|
577K
$11.2M
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
9.53K+ 165.7% |
$322K - $350K
|
15.3K
$297K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.49K+ 1.61% |
$321K - $348K
|
600K
$11.7M
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.46K+ 2.16% |
$320K - $347K
|
447K
$8.69M
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.33KNew |
$316K - $342K
|
9.33K
$181K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.13K+ 77.96% |
$309K - $335K
|
20.8K
$405K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
8.89K+ 8.66% |
$301K - $326K
|
112K
$2.17M
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
8.87K+ 52.18% |
$300K - $326K
|
25.9K
$503K
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
8.81K+ 12.88% |
$298K - $324K
|
77.2K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.74K+ 123.78% |
$296K - $321K
|
15.8K
$307K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.74KNew |
$295K - $321K
|
8.74K
$170K
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
8.73K+ 2.12% |
$295K - $320K
|
421K
$8.18M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.72K+ 2.44% |
$295K - $320K
|
366K
$7.13M
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
8.71K+ 24.75% |
$294K - $320K
|
43.9K
$854K
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
8.25KNew |
$279K - $303K
|
8.25K
$160K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
8.21KNew |
$278K - $301K
|
8.21K
$160K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.08K+ 4.31% |
$273K - $297K
|
195K
$3.8M
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
8.06K+ 12.43% |
$273K - $296K
|
72.9K
$1.42M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7.93K+ 2.98% |
$268K - $291K
|
274K
$5.34M
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
7.93KNew |
$268K - $291K
|
7.93K
$154K
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
7.82K+ 0.72% |
$264K - $287K
|
1.09M
$21.3M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.8KNew |
$264K - $286K
|
7.8K
$152K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.69K+ 9.15% |
$260K - $282K
|
91.7K
$1.78M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7.59K+ 5.16% |
$257K - $278K
|
155K
$3.01M
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7.49KNew |
$253K - $275K
|
7.49K
$146K
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
7.34K+ 7.73% |
$248K - $269K
|
102K
$1.99M
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
7.31KNew |
$247K - $268K
|
7.31K
$142K
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.18K+ 63.16% |
$243K - $264K
|
18.5K
$361K
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
7.14KNew |
$241K - $262K
|
7.14K
$139K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.1KNew |
$240K - $261K
|
7.1K
$138K
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.98KNew |
$236K - $256K
|
6.98K
$136K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.98KNew |
$236K - $256K
|
6.98K
$136K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.97K+ 0.14% |
$236K - $256K
|
5.03M
$97.8M
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.96K+ 4.1% |
$235K - $256K
|
177K
$3.44M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.85K+ 0.82% |
$232K - $251K
|
838K
$16.3M
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
6.83K+ 5.43% |
$231K - $251K
|
132K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.75K+ 0.31% |
$228K - $248K
|
2.18M
$42.3M
|