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 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
371New |
$12.5K - $13.6K
|
371
$7.18K
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
354+ 1.69% |
$12K - $13K
|
21.3K
$412K
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
319+ 0.22% |
$10.8K - $11.7K
|
145K
$2.81M
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
315+ 2.54% |
$10.7K - $11.6K
|
12.7K
$246K
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
312+ 3.24% |
$10.6K - $11.5K
|
9.94K
$192K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
306+ 0.34% |
$10.3K - $11.2K
|
89.6K
$1.73M
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
303+ 1.24% |
$10.2K - $11.1K
|
24.7K
$477K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
300+ 15.46% |
$10.1K - $11K
|
2.24K
$43.3K
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
296+ 0.27% |
$10K - $10.9K
|
109K
$2.1M
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
288+ 1.4% |
$9.74K - $10.6K
|
20.8K
$402K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
287+ 159.44% |
$9.71K - $10.5K
|
467
$9.03K
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
285+ 0.24% |
$9.64K - $10.5K
|
118K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
275+ 0.98% |
$9.3K - $10.1K
|
28.5K
$551K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
265+ 1.04% |
$8.96K - $9.73K
|
25.8K
$500K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
262New |
$8.86K - $9.62K
|
262
$5.07K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
257+ 44.62% |
$8.69K - $9.43K
|
833
$16.1K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
256New |
$8.66K - $9.4K
|
256
$4.95K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
255+ 5.05% |
$8.62K - $9.36K
|
5.3K
$103K
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
253New |
$8.56K - $9.29K
|
253
$4.89K
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
238+ 2.37% |
$8.05K - $8.74K
|
10.3K
$199K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
228+ 9.8% |
$7.71K - $8.37K
|
2.55K
$49.4K
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
217+ 1.44% |
$7.34K - $7.97K
|
15.2K
$295K
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
216+ 1.33% |
$7.31K - $7.93K
|
16.4K
$318K
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
210+ 1.43% |
$7.1K - $7.71K
|
14.9K
$289K
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
195+ 2.52% |
$6.59K - $7.16K
|
7.93K
$153K
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
189+ 0.89% |
$6.39K - $6.94K
|
21.3K
$413K
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
BUY
|
- |
181+ 0.64% |
$6.12K - $6.64K
|
28.3K
$548K
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
179+ 0.1% |
$6.05K - $6.57K
|
177K
$3.41M
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
174+ 63.5% |
$5.88K - $6.39K
|
448
$8.66K
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
170+ 1.42% |
$5.75K - $6.24K
|
12.1K
$234K
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
162+ 0.14% |
$5.48K - $5.95K
|
116K
$2.25M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
154+ 1.1% |
$5.21K - $5.65K
|
14.1K
$273K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
152+ 1.45% |
$5.14K - $5.58K
|
10.6K
$205K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
150+ 0.48% |
$5.07K - $5.51K
|
31.3K
$605K
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
148+ 0.28% |
$5.01K - $5.43K
|
52.2K
$1.01M
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
144+ 0.28% |
$4.87K - $5.29K
|
52.2K
$1.01M
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
139+ 1.22% |
$4.7K - $5.1K
|
11.6K
$224K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
125+ 1.16% |
$4.23K - $4.59K
|
10.9K
$211K
|
|
Nov 13, 2023
Q3 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
121+ 2.56% |
$4.09K - $4.44K
|
4.85K
$93.7K
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
119+ 0.78% |
$4.02K - $4.37K
|
15.4K
$298K
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
118+ 1.9% |
$3.99K - $4.33K
|
6.32K
$122K
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
111+ 0.21% |
$3.75K - $4.07K
|
53.8K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
107+ 62.94% |
$3.62K - $3.93K
|
277
$5.36K
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
105+ 2.07% |
$3.55K - $3.85K
|
5.17K
$100K
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
103+ 1.92% |
$3.48K - $3.78K
|
5.47K
$106K
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
100+ 0.31% |
$3.38K - $3.67K
|
31.9K
$617K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
98+ 1.46% |
$3.31K - $3.6K
|
6.82K
$132K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
97+ 27.32% |
$3.28K - $3.56K
|
452
$8.74K
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
95+ 0.06% |
$3.21K - $3.49K
|
173K
$3.34M
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
59+ 0.47% |
$2K - $2.17K
|
12.6K
$243K
|