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 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-43.5K- 6.77% |
$800K - $893K
|
600K
$12.9M
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-43.9K- 5.34% |
$806K - $900K
|
777K
$16.8M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-46.2K- 34.89% |
$848K - $948K
|
86.2K
$1.86M
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-46.4K- 28.67% |
$852K - $951K
|
115K
$2.49M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-47.7K- 94.94% |
$876K - $979K
|
2.54K
$54.8K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-48.1K- 58.82% |
$883K - $987K
|
33.7K
$726K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-48.5K- 10.46% |
$891K - $995K
|
416K
$8.96M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-48.7K- 48.22% |
$895K - $999K
|
52.3K
$1.13M
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-54.6K- 4.78% |
$1M - $1.12M
|
1.09M
$23.5M
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-55.1K- 29.92% |
$1.01M - $1.13M
|
129K
$2.78M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-56.2K- 0.93% |
$1.03M - $1.15M
|
6.02M
$130M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-56.4K- 13.62% |
$1.04M - $1.16M
|
358K
$7.72M
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-57.6K- 20.4% |
$1.06M - $1.18M
|
225K
$4.84M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-60.5K- 79.27% |
$1.11M - $1.24M
|
15.8K
$341K
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-61.5K- 20.2% |
$1.13M - $1.26M
|
243K
$5.24M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-62.5K- 4.86% |
$1.15M - $1.28M
|
1.22M
$26.4M
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-64.2K- 2.99% |
$1.18M - $1.32M
|
2.08M
$45M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-65.7K- 19.01% |
$1.21M - $1.35M
|
280K
$6.04M
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-68.4K- 46.57% |
$1.26M - $1.4M
|
78.5K
$1.69M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-69.1K- 28.54% |
$1.27M - $1.42M
|
173K
$3.73M
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-69.8K- 7.44% |
$1.28M - $1.43M
|
869K
$18.7M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-83.6K- 13.31% |
$1.53M - $1.71M
|
545K
$11.7M
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-85K- 15.36% |
$1.56M - $1.74M
|
468K
$10.1M
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-96.7K- 7.07% |
$1.78M - $1.98M
|
1.27M
$27.4M
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-102K- 23.09% |
$1.87M - $2.09M
|
340K
$7.33M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-104K- 6.58% |
$1.9M - $2.13M
|
1.47M
$31.7M
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-105K- 1.71% |
$1.92M - $2.14M
|
6.03M
$130M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-106K- 4.88% |
$1.94M - $2.17M
|
2.06M
$44.5M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-107K- 27.12% |
$1.96M - $2.19M
|
287K
$6.19M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-122K- 74.38% |
$2.24M - $2.5M
|
42K
$907K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-123K- 11.11% |
$2.26M - $2.53M
|
985K
$21.2M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-130K- 54.19% |
$2.38M - $2.66M
|
109K
$2.36M
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-130K- 55.58% |
$2.39M - $2.67M
|
104K
$2.24M
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-139K- 52.05% |
$2.55M - $2.85M
|
128K
$2.76M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-140K- 55.94% |
$2.57M - $2.87M
|
110K
$2.37M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-141K- 4.42% |
$2.58M - $2.88M
|
3.04M
$65.5M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-150K- 15.53% |
$2.75M - $3.07M
|
814K
$17.5M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-180K- 35.67% |
$3.3M - $3.68M
|
324K
$6.98M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-185K- 1.8% |
$3.39M - $3.79M
|
10.1M
$217M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-187K- 75.44% |
$3.43M - $3.83M
|
60.8K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-192K- 96.57% |
$3.52M - $3.93M
|
6.81K
$147K
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-197K- 21.41% |
$3.61M - $4.03M
|
721K
$15.6M
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-202K- 13.09% |
$3.71M - $4.14M
|
1.34M
$28.9M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-212K- 0.97% |
$3.9M - $4.35M
|
21.7M
$467M
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-215K- 15.67% |
$3.94M - $4.4M
|
1.16M
$24.9M
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-221K- 62.02% |
$4.05M - $4.53M
|
135K
$2.92M
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-232K- 69.67% |
$4.26M - $4.76M
|
101K
$2.18M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-233K- 38.4% |
$4.28M - $4.78M
|
374K
$8.07M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-284K- 18.65% |
$5.22M - $5.83M
|
1.24M
$26.7M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-289K- 5.52% |
$5.3M - $5.92M
|
4.94M
$107M
|