Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.44K+ 0.37% |
$26.4K - $29.5K
|
391K
$8.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.42KNew |
$26K - $29K
|
1.42K
$30.5K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.37K+ 1.9% |
$25.2K - $28.2K
|
73.9K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.36K+ 12.76% |
$24.9K - $27.9K
|
12K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 0.76% |
$24.3K - $27.1K
|
175K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.31K+ 0.62% |
$24.1K - $26.9K
|
213K
$4.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.31K+ 11.45% |
$24K - $26.8K
|
12.7K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.3K+ 6.57% |
$23.8K - $26.6K
|
21K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.28K+ 1.23% |
$23.5K - $26.2K
|
105K
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.27K+ 2.82% |
$23.3K - $26K
|
46.3K
$998K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.2K+ 4.71% |
$22K - $24.6K
|
26.7K
$576K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.13K+ 1.48% |
$20.8K - $23.2K
|
77.7K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.13K+ 2.94% |
$20.8K - $23.2K
|
39.6K
$855K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.08KNew |
$19.9K - $22.2K
|
1.08K
$23.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.04K+ 17.92% |
$19K - $21.3K
|
6.82K
$147K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1K+ 5.16% |
$18.4K - $20.5K
|
20.4K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
998+ 5.42% |
$18.3K - $20.5K
|
19.4K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
994+ 1.29% |
$18.2K - $20.4K
|
78.3K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
971+ 2.99% |
$17.8K - $19.9K
|
33.5K
$722K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
970+ 1.62% |
$17.8K - $19.9K
|
60.7K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
963+ 2.71% |
$17.7K - $19.8K
|
36.5K
$788K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
959New |
$17.6K - $19.7K
|
959
$20.7K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
956+ 8.17% |
$17.6K - $19.6K
|
12.7K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
916+ 3.12% |
$16.8K - $18.8K
|
30.2K
$652K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
914+ 0.32% |
$16.8K - $18.7K
|
284K
$6.13M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
900+ 12857.14% |
$16.5K - $18.5K
|
907
$19.6K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
881+ 18.15% |
$16.2K - $18.1K
|
5.74K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
876New |
$16.1K - $18K
|
876
$18.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
829+ 3.4% |
$15.2K - $17K
|
25.2K
$544K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
816+ 0.9% |
$15K - $16.7K
|
91K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
815+ 17.92% |
$15K - $16.7K
|
5.36K
$116K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
814+ 208.18% |
$14.9K - $16.7K
|
1.21K
$26K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
814+ 1.74% |
$14.9K - $16.7K
|
47.5K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
800+ 6.69% |
$14.7K - $16.4K
|
12.8K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
757+ 3.66% |
$13.9K - $15.5K
|
21.4K
$463K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
752+ 3.17% |
$13.8K - $15.4K
|
24.5K
$528K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
740+ 6.82% |
$13.6K - $15.2K
|
11.6K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
715+ 4.47% |
$13.1K - $14.7K
|
16.7K
$360K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
698New |
$12.8K - $14.3K
|
698
$15.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
686New |
$12.6K - $14.1K
|
686
$14.8K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
641+ 2.94% |
$11.8K - $13.1K
|
22.4K
$484K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
634+ 1.56% |
$11.6K - $13K
|
41.2K
$888K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
619+ 0.21% |
$11.4K - $12.7K
|
297K
$6.41M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
610+ 0.29% |
$11.2K - $12.5K
|
211K
$4.54M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
607New |
$11.1K - $12.4K
|
607
$13.1K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
600+ 3.27% |
$11K - $12.3K
|
18.9K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
598+ 2.21% |
$11K - $12.3K
|
27.7K
$597K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
561+ 3.28% |
$10.3K - $11.5K
|
17.7K
$381K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
561+ 4.14% |
$10.3K - $11.5K
|
14.1K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
550+ 0.39% |
$10.1K - $11.3K
|
142K
$3.07M
|