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 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-334K- 48.15% |
$6.14M - $6.85M
|
360K
$7.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-336K- 37.83% |
$6.18M - $6.9M
|
553K
$11.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-354K- 22.86% |
$6.5M - $7.26M
|
1.19M
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-387K- 14.67% |
$7.11M - $7.94M
|
2.25M
$48.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-435K- 74.8% |
$7.99M - $8.92M
|
147K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-465K- 11.11% |
$8.53M - $9.53M
|
3.72M
$80.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-481K- 1.15% |
$8.83M - $9.87M
|
41.3M
$890M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-526K- 7.5% |
$9.66M - $10.8M
|
6.49M
$140M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-532K- 35.73% |
$9.77M - $10.9M
|
957K
$20.6M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-577K- 21.18% |
$10.6M - $11.8M
|
2.15M
$46.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-579K- 5.75% |
$10.6M - $11.9M
|
9.5M
$205M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-586K- 71.64% |
$10.8M - $12M
|
232K
$5.01M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-608K- 14.55% |
$11.2M - $12.5M
|
3.57M
$77M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-661K- 99.78% |
$12.1M - $13.6M
|
1.43K
$30.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-686K- 4.51% |
$12.6M - $14.1M
|
14.5M
$313M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-751K- 95.95% |
$13.8M - $15.4M
|
31.7K
$684K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-793K- 69.72% |
$14.6M - $16.3M
|
344K
$7.42M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-811K- 12.53% |
$14.9M - $16.6M
|
5.66M
$122M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-822K- 6.09% |
$15.1M - $16.9M
|
12.7M
$274M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-844K- 31.16% |
$15.5M - $17.3M
|
1.87M
$40.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-875K- 3.89% |
$16.1M - $17.9M
|
21.6M
$467M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-955K- 3.89% |
$17.5M - $19.6M
|
23.6M
$509M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-973K- 39.13% |
$17.9M - $20M
|
1.51M
$32.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.39M- 39.17% |
$25.5M - $28.4M
|
2.15M
$46.5M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.02M- 1.17% |
$37M - $41.3M
|
170M
$3.67B
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.34M- 98.56% |
$43M - $48.1M
|
34.2K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-2.44M- 85.35% |
$44.8M - $50M
|
419K
$9.03M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.62M- 2.44% |
$48.1M - $53.7M
|
105M
$2.26B
|