Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.7M+ 1023.78% |
$863M - $987M
|
29.3M
$566M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.61M+ 5.96% |
$246M - $282M
|
135M
$2.62B
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.21MNew |
$136M - $156M
|
4.21M
$81.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.23M+ 2.9% |
$72.1M - $82.5M
|
79.1M
$1.53B
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.15M+ 6.19% |
$69.7M - $79.7M
|
36.9M
$715M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.28M+ 1.71% |
$41.5M - $47.5M
|
76.2M
$1.47B
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13M+ 5.4% |
$36.6M - $41.8M
|
22.1M
$427M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
835K+ 38.36% |
$27M - $30.9M
|
3.01M
$58.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
834K+ 447.99% |
$27M - $30.9M
|
1.02M
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
828K+ 179.87% |
$26.8M - $30.6M
|
1.29M
$24.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
780K+ 32.32% |
$25.2M - $28.9M
|
3.19M
$61.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
749K+ 1.02% |
$24.2M - $27.7M
|
74.4M
$1.44B
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
619K+ 154.44% |
$20M - $22.9M
|
1.02M
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
544K+ 97.66% |
$17.6M - $20.1M
|
1.1M
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
513K+ 308.03% |
$16.6M - $19M
|
679K
$13.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
481K+ 35.81% |
$15.6M - $17.8M
|
1.83M
$35.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
403KNew |
$13M - $14.9M
|
403K
$7.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
397K+ 84.04% |
$12.9M - $14.7M
|
870K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
392KNew |
$12.7M - $14.5M
|
392K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
375K+ 232.17% |
$12.1M - $13.9M
|
537K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
373K+ 641.82% |
$12.1M - $13.8M
|
431K
$8.34M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
293KNew |
$9.5M - $10.9M
|
293K
$5.68M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
244KNew |
$7.89M - $9.02M
|
244K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
231K+ 24.55% |
$7.46M - $8.53M
|
1.17M
$22.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
221K+ 80.77% |
$7.16M - $8.18M
|
495K
$9.58M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
211KNew |
$6.83M - $7.81M
|
211K
$4.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
204KNew |
$6.6M - $7.54M
|
204K
$3.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
198K+ 7.68% |
$6.41M - $7.33M
|
2.78M
$53.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
192K+ 18.66% |
$6.21M - $7.1M
|
1.22M
$23.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
181KNew |
$5.87M - $6.71M
|
181K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
172K+ 3.74% |
$5.57M - $6.36M
|
4.77M
$92.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
161K+ 58.91% |
$5.22M - $5.97M
|
435K
$8.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
161KNew |
$5.2M - $5.94M
|
161K
$3.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
158K+ 7.14% |
$5.12M - $5.86M
|
2.37M
$45.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153K+ 7.22% |
$4.96M - $5.67M
|
2.27M
$44M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
145K+ 1268.98% |
$4.7M - $5.38M
|
157K
$3.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
145K+ 11.17% |
$4.68M - $5.36M
|
1.44M
$27.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
143KNew |
$4.64M - $5.3M
|
143K
$2.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
142K+ 8.49% |
$4.61M - $5.27M
|
1.82M
$35.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
134K+ 42.13% |
$4.35M - $4.97M
|
453K
$8.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
121K+ 4.48% |
$3.91M - $4.47M
|
2.82M
$54.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
119K+ 213.4% |
$3.86M - $4.42M
|
175K
$3.39M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
118KNew |
$3.82M - $4.36M
|
118K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
118K+ 63.33% |
$3.81M - $4.36M
|
304K
$5.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
108K+ 147.19% |
$3.49M - $3.99M
|
181K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107K+ 975.51% |
$3.47M - $3.97M
|
118K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
96.6KNew |
$3.13M - $3.58M
|
96.6K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.5K+ 12.8% |
$3.12M - $3.57M
|
851K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
96.1K+ 1982.94% |
$3.11M - $3.56M
|
101K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
95K+ 404.33% |
$3.08M - $3.52M
|
119K
$2.29M
|