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 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
139+ 104.51% |
$2.56K - $5.68K
|
272
$5.29K
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
134+ 100.0% |
$2.47K - $5.48K
|
268
$5.21K
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
122+ 105.17% |
$2.25K - $4.99K
|
238
$4.63K
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
113+ 100.0% |
$2.08K - $4.62K
|
226
$4.4K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
111+ 0.88% |
$2.04K - $4.54K
|
12.8K
$249K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
87+ 100.0% |
$1.6K - $3.56K
|
174
$3.38K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
80+ 100.0% |
$1.47K - $3.27K
|
160
$3.11K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
72New |
$1.33K - $2.94K
|
72
$1.4K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
46+ 100.0% |
$847 - $1.88K
|
92
$1.79K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
46+ 0.11% |
$847 - $1.88K
|
40.6K
$789K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 100.0% |
$681 - $1.51K
|
74
$1.44K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 100.0% |
$644 - $1.43K
|
70
$1.36K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
33+ 100.0% |
$608 - $1.35K
|
66
$1.28K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
32+ 100.0% |
$589 - $1.31K
|
64
$1.24K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 2.21% |
$515 - $1.14K
|
1.3K
$25.2K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 100.0% |
$442 - $981
|
48
$934
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$368 - $817
|
20
$389
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7+ 100.0% |
$129 - $286
|
14
$272
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
6+ 0.01% |
$110 - $245
|
60.3K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-203- 49.63% |
$3.74K - $8.3K
|
206
$4.01K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-280- 12.46% |
$5.15K - $11.4K
|
1.97K
$38.3K
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-457- 0.53% |
$8.41K - $18.7K
|
85.2K
$1.66M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-508- 21.92% |
$9.35K - $20.8K
|
1.81K
$35.2K
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-756- 1.61% |
$13.9K - $30.9K
|
46.1K
$898K
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-844- 86.12% |
$15.5K - $34.5K
|
136
$2.65K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.97K- 95.73% |
$36.3K - $80.6K
|
88
$1.71K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.43K- 27.66% |
$44.8K - $99.4K
|
6.36K
$124K
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 23.37% |
$47.2K - $105K
|
8.42K
$164K
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.88K- 16.22% |
$108K - $240K
|
30.4K
$590K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.57K- 69.32% |
$139K - $309K
|
3.35K
$65.1K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.33K- 30.0% |
$172K - $381K
|
21.8K
$424K
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-12.3K- 49.66% |
$226K - $503K
|
12.5K
$242K
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-16K- 95.03% |
$295K - $656K
|
839
$16.3K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.8K- 8.02% |
$327K - $726K
|
204K
$3.96M
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-31.1K- 26.26% |
$572K - $1.27M
|
87.2K
$1.7M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.3M- 94.53% |
$42.3M - $93.9M
|
133K
$2.58M
|