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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20K+ 15.31% |
$367K - $410K
|
151K
$3.55M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
19.9KNew |
$366K - $409K
|
19.9K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19.6K+ 3.61% |
$359K - $401K
|
561K
$13.3M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19.1K+ 14.77% |
$351K - $392K
|
148K
$3.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
19KNew |
$348K - $389K
|
19K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
18.8K+ 5.49% |
$346K - $387K
|
362K
$8.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.7K+ 74.35% |
$344K - $384K
|
43.9K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$342K - $382K
|
18.6K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18.5KNew |
$339K - $379K
|
18.5K
$436K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
18.3K+ 2.34% |
$335K - $374K
|
799K
$18.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
18.1K+ 4.31% |
$331K - $370K
|
437K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
17.9K+ 2.3% |
$328K - $366K
|
796K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
17.5KNew |
$322K - $360K
|
17.5K
$414K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
17.5K+ 4.45% |
$322K - $360K
|
412K
$9.72M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.4K+ 3.16% |
$320K - $357K
|
569K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
17.4K+ 206.76% |
$319K - $357K
|
25.8K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17K+ 11.66% |
$312K - $349K
|
163K
$3.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
16.9K+ 3.96% |
$311K - $347K
|
444K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
16.7KNew |
$307K - $343K
|
16.7K
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16.7K+ 3.52% |
$306K - $342K
|
490K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
16.6KNew |
$305K - $341K
|
16.6K
$392K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
16.2K+ 1.94% |
$297K - $332K
|
851K
$20.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
15.9KNew |
$291K - $325K
|
15.9K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
15.8K+ 31.75% |
$289K - $323K
|
65.4K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
15.6KNew |
$287K - $321K
|
15.6K
$369K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
15.2K+ 3.66% |
$279K - $312K
|
430K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
15.2K+ 2.98% |
$279K - $311K
|
524K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
15.1K+ 0.59% |
$278K - $310K
|
2.58M
$60.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
15K+ 19.95% |
$275K - $308K
|
90.2K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
14.9K+ 14.73% |
$274K - $306K
|
116K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.9KNew |
$274K - $306K
|
14.9K
$352K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
14.9KNew |
$274K - $306K
|
14.9K
$352K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
14.9K+ 42.85% |
$273K - $305K
|
49.5K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.8K+ 186.51% |
$271K - $303K
|
22.7K
$535K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
14.7KNew |
$270K - $301K
|
14.7K
$347K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 2.63% |
$267K - $298K
|
567K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.4K+ 27.37% |
$264K - $295K
|
67K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
14.2K+ 3.66% |
$261K - $292K
|
403K
$9.52M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
14.2K+ 2.25% |
$261K - $292K
|
645K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13.8KNew |
$253K - $283K
|
13.8K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.4K+ 35.32% |
$246K - $275K
|
51.4K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
13.1KNew |
$241K - $269K
|
13.1K
$310K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
13.1KNew |
$241K - $269K
|
13.1K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13.1K+ 4.8% |
$241K - $269K
|
286K
$6.75M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.1K+ 105.36% |
$240K - $268K
|
25.5K
$602K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
13KNew |
$238K - $266K
|
13K
$307K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
12.9K+ 37.84% |
$237K - $265K
|
47.1K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.9K+ 115.96% |
$236K - $264K
|
24K
$566K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
12.8K+ 24.16% |
$235K - $263K
|
65.9K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
12.8K+ 17.21% |
$235K - $263K
|
87.2K
$2.06M
|