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 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
3.32K+ 3.64% |
$112K - $122K
|
94.6K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.22K+ 0.3% |
$109K - $118K
|
1.09M
$21M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.16K+ 3.36% |
$107K - $116K
|
97.2K
$1.88M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.11K+ 31.85% |
$105K - $114K
|
12.9K
$249K
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.06K+ 3.22% |
$103K - $112K
|
98K
$1.9M
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.05K+ 10.43% |
$103K - $112K
|
32.2K
$623K
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.02K+ 7.98% |
$102K - $111K
|
40.9K
$791K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3K+ 7.18% |
$101K - $110K
|
44.7K
$865K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.99K+ 9.03% |
$101K - $110K
|
36K
$697K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.98K+ 3.94% |
$101K - $110K
|
78.6K
$1.52M
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.97K+ 0.29% |
$101K - $109K
|
1.05M
$20.2M
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.96K+ 5.07% |
$100K - $109K
|
61.3K
$1.19M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.9K+ 1.11% |
$98K - $106K
|
264K
$5.1M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.86KNew |
$96.7K - $105K
|
2.86K
$55.3K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.85K+ 6.99% |
$96.4K - $105K
|
43.6K
$844K
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.85K+ 5.44% |
$96.3K - $104K
|
55.1K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Kearns & Associates LLC
|
BUY
|
- |
2.83K+ 8.94% |
$95.7K - $104K
|
34.5K
$667K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.81K+ 6.03% |
$95K - $103K
|
49.4K
$956K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.8K+ 3.98% |
$94.8K - $103K
|
73.3K
$1.42M
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.75K+ 3.97% |
$92.8K - $101K
|
71.8K
$1.39M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.65K+ 3.35% |
$89.6K - $97.2K
|
81.6K
$1.58M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.65K+ 21.26% |
$89.6K - $97.2K
|
15.1K
$292K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.63K+ 19.34% |
$88.8K - $96.4K
|
16.2K
$313K
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
BUY
|
- |
2.61K+ 1.4% |
$88.1K - $95.6K
|
189K
$3.66M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.6KNew |
$87.9K - $95.4K
|
2.6K
$50.2K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.6K+ 9.11% |
$87.8K - $95.3K
|
31.1K
$601K
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.59K+ 7.22% |
$87.6K - $95.1K
|
38.4K
$744K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.55K+ 11.51% |
$86.2K - $93.6K
|
24.7K
$478K
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
2.46K+ 1.7% |
$83.2K - $90.3K
|
147K
$2.84M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.43K+ 36.16% |
$82.2K - $89.2K
|
9.15K
$177K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.42K+ 35.45% |
$81.8K - $88.8K
|
9.24K
$179K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.41K+ 25.65% |
$81.6K - $88.6K
|
11.8K
$229K
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.36K+ 18.07% |
$79.7K - $86.5K
|
15.4K
$298K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.34K+ 2.59% |
$79.2K - $85.9K
|
92.8K
$1.79M
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.34K+ 0.42% |
$79K - $85.8K
|
557K
$10.8M
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.29K+ 3.1% |
$77.5K - $84.1K
|
76.3K
$1.48M
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.27K+ 0.86% |
$76.8K - $83.4K
|
268K
$5.18M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2.24KNew |
$75.9K - $82.4K
|
2.24K
$43.4K
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.2K+ 5.67% |
$74.3K - $80.7K
|
40.9K
$792K
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 0.9% |
$73.4K - $79.7K
|
243K
$4.71M
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
2.17K+ 2.16% |
$73.3K - $79.5K
|
102K
$1.98M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.13K+ 7.87% |
$71.9K - $78K
|
29.1K
$564K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.11K+ 0.3% |
$71.4K - $77.5K
|
702K
$13.6M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 23.31% |
$70.3K - $76.3K
|
11K
$213K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 19.9% |
$67.8K - $73.6K
|
12.1K
$233K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2K+ 333.33% |
$67.6K - $73.4K
|
2.6K
$50.3K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.95K+ 3.45% |
$65.8K - $71.4K
|
58.4K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.92K+ 14.18% |
$64.8K - $70.3K
|
15.4K
$298K
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.89K+ 31.0% |
$64K - $69.4K
|
7.99K
$155K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.86K+ 1.86% |
$63K - $68.4K
|
102K
$1.97M
|