Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
98.4M+ 118.9% |
$1.81B - $4.02B
|
181M
$3.52B
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7M+ 115.25% |
$216M - $478M
|
21.9M
$425M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.71M+ 102.89% |
$142M - $315M
|
15.2M
$296M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.24M+ 105.62% |
$96.4M - $214M
|
10.2M
$198M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.51M+ 117.0% |
$83.1M - $184M
|
8.37M
$163M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.74M+ 113.83% |
$68.8M - $153M
|
7.02M
$137M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.4M+ 110.67% |
$62.5M - $139M
|
6.47M
$126M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.28M+ 115.18% |
$60.4M - $134M
|
6.13M
$119M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.26M+ 98.7% |
$60M - $133M
|
6.56M
$128M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.19M+ 114.94% |
$58.7M - $130M
|
5.96M
$116M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.85M+ 108.52% |
$52.4M - $116M
|
5.47M
$106M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.72MNew |
$50.1M - $111M
|
2.72M
$52.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.37M+ 115.56% |
$43.6M - $96.7M
|
4.42M
$85.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.37M+ 3715.97% |
$43.6M - $96.7M
|
2.43M
$47.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.32M+ 112.86% |
$42.8M - $95M
|
4.38M
$85.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.17MNew |
$39.9M - $88.6M
|
2.17M
$42.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.06M+ 139.64% |
$38M - $84.3M
|
3.54M
$68.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.98M+ 118.13% |
$36.5M - $81.1M
|
3.66M
$71.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.93M+ 97.96% |
$35.6M - $79M
|
3.91M
$76M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.91M+ 123.88% |
$35.2M - $78.1M
|
3.45M
$67.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.88M+ 306.87% |
$34.5M - $76.7M
|
2.49M
$48.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.66M+ 110.39% |
$30.6M - $67.8M
|
3.16M
$61.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.61M+ 208.66% |
$29.7M - $66M
|
2.39M
$46.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.41M+ 79.55% |
$25.9M - $57.6M
|
3.18M
$61.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
1.37M+ 101.8% |
$25.2M - $55.9M
|
2.71M
$52.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1.34M+ 109.68% |
$24.7M - $54.9M
|
2.57M
$49.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.29M+ 107.52% |
$23.8M - $52.9M
|
2.5M
$48.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.26M+ 91.53% |
$23.2M - $51.5M
|
2.64M
$51.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.24M+ 120.62% |
$22.9M - $50.8M
|
2.27M
$44.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.23MNew |
$22.6M - $50.3M
|
1.23M
$23.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.14M+ 85.38% |
$21.1M - $46.8M
|
2.49M
$48.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.13M+ 110.15% |
$20.7M - $46M
|
2.15M
$41.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.09M+ 103.41% |
$20M - $44.4M
|
2.14M
$41.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
1.03M+ 101.37% |
$18.9M - $42M
|
2.04M
$39.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
975K+ 129.78% |
$17.9M - $39.8M
|
1.73M
$33.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
953K+ 101.18% |
$17.5M - $39M
|
1.9M
$36.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
949K+ 99.16% |
$17.5M - $38.8M
|
1.91M
$37.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
908K+ 105.63% |
$16.7M - $37.1M
|
1.77M
$34.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
829K+ 107.36% |
$15.3M - $33.9M
|
1.6M
$31.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
821KNew |
$15.1M - $33.6M
|
821K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
805KNew |
$14.8M - $32.9M
|
805K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
781K+ 101.97% |
$14.4M - $31.9M
|
1.55M
$30.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
740K+ 107.28% |
$13.6M - $30.2M
|
1.43M
$27.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
719K+ 108.77% |
$13.2M - $29.4M
|
1.38M
$26.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
703K+ 120.35% |
$12.9M - $28.7M
|
1.29M
$25M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
696K+ 259.3% |
$12.8M - $28.4M
|
964K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
694K+ 84.88% |
$12.8M - $28.3M
|
1.51M
$29.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
678K+ 65.42% |
$12.5M - $27.7M
|
1.71M
$33.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
644K+ 103.05% |
$11.9M - $26.3M
|
1.27M
$24.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
642K+ 101.97% |
$11.8M - $26.2M
|
1.27M
$24.7M
|