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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
155KNew |
$2.84M - $3.17M
|
155K
$3.33M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
154K+ 544.71% |
$2.83M - $3.16M
|
183K
$3.94M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
151K+ 2.28% |
$2.78M - $3.11M
|
6.8M
$147M
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150K+ 15.6% |
$2.76M - $3.08M
|
1.11M
$24M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150K+ 167.4% |
$2.75M - $3.07M
|
239K
$5.15M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
145KNew |
$2.67M - $2.98M
|
145K
$3.14M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
145K+ 1552.4% |
$2.66M - $2.97M
|
154K
$3.33M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
144K+ 3.89% |
$2.64M - $2.95M
|
3.84M
$82.9M
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
144K+ 138.05% |
$2.64M - $2.95M
|
248K
$5.34M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
137K+ 327.44% |
$2.51M - $2.8M
|
178K
$3.85M
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
136KNew |
$2.5M - $2.8M
|
136K
$2.94M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
136K+ 16.4% |
$2.5M - $2.79M
|
965K
$20.8M
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
133K+ 8.28% |
$2.44M - $2.72M
|
1.73M
$37.4M
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
133K+ 18.52% |
$2.44M - $2.72M
|
849K
$18.3M
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
127K+ 108.49% |
$2.32M - $2.6M
|
243K
$5.25M
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
127K+ 5.92% |
$2.32M - $2.6M
|
2.26M
$48.8M
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
124K+ 7.83% |
$2.28M - $2.55M
|
1.71M
$36.9M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
124K+ 21.0% |
$2.27M - $2.54M
|
713K
$15.4M
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
122K+ 13.57% |
$2.25M - $2.51M
|
1.02M
$22.1M
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
121K+ 23.62% |
$2.22M - $2.48M
|
632K
$13.6M
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
120K+ 23.08% |
$2.2M - $2.45M
|
638K
$13.8M
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
114K+ 636.23% |
$2.09M - $2.34M
|
132K
$2.85M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
110K+ 57.35% |
$2.03M - $2.26M
|
303K
$6.53M
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
110K+ 6.37% |
$2.02M - $2.26M
|
1.84M
$39.6M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
103K+ 339.39% |
$1.88M - $2.11M
|
133K
$2.87M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
102K+ 217.82% |
$1.87M - $2.09M
|
149K
$3.2M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
98.8K+ 35.33% |
$1.81M - $2.03M
|
378K
$8.16M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
98.3K+ 35.02% |
$1.8M - $2.02M
|
379K
$8.17M
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
98KNew |
$1.8M - $2.01M
|
98K
$2.11M
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
97.7K+ 2.23% |
$1.79M - $2M
|
4.48M
$96.7M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
95.4KNew |
$1.75M - $1.96M
|
95.4K
$2.06M
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
95.4K+ 7.66% |
$1.75M - $1.96M
|
1.34M
$28.9M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
91.1K+ 13.2% |
$1.67M - $1.87M
|
781K
$16.9M
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
84.1K+ 134.6% |
$1.54M - $1.72M
|
146K
$3.16M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
81.4K+ 59.25% |
$1.49M - $1.67M
|
219K
$4.72M
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
80.7K+ 9.81% |
$1.48M - $1.66M
|
903K
$19.5M
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
80K+ 17.6% |
$1.47M - $1.64M
|
534K
$11.5M
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
79.6K+ 3.33% |
$1.46M - $1.63M
|
2.47M
$53.2M
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
76.4K+ 6.52% |
$1.4M - $1.57M
|
1.25M
$27M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
76.2K+ 122.15% |
$1.4M - $1.56M
|
139K
$2.99M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
72.7K+ 179.1% |
$1.34M - $1.49M
|
113K
$2.44M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70.8K+ 27.36% |
$1.3M - $1.45M
|
329K
$7.11M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
70.2K+ 23.26% |
$1.29M - $1.44M
|
372K
$8.02M
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
68.3K+ 5.65% |
$1.25M - $1.4M
|
1.28M
$27.5M
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
67K+ 94.06% |
$1.23M - $1.37M
|
138K
$2.98M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
66.6K+ 12.75% |
$1.22M - $1.37M
|
589K
$12.7M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
66.4K+ 104.07% |
$1.22M - $1.36M
|
130K
$2.81M
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
65.7K+ 5.35% |
$1.21M - $1.35M
|
1.3M
$27.9M
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
65.3KNew |
$1.2M - $1.34M
|
65.3K
$1.41M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
64.1K+ 465.32% |
$1.18M - $1.31M
|
77.8K
$1.68M
|