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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
638K+ 87.17% |
$11.7M - $26.1M
|
1.37M
$26.7M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
634K+ 110.29% |
$11.7M - $25.9M
|
1.21M
$23.5M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
631K+ 107.06% |
$11.6M - $25.8M
|
1.22M
$23.8M
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
623K+ 100.31% |
$11.5M - $25.5M
|
1.24M
$24.2M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
611K+ 105.32% |
$11.2M - $25M
|
1.19M
$23.2M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
610K+ 122.46% |
$11.2M - $24.9M
|
1.11M
$21.6M
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
602K+ 105.28% |
$11.1M - $24.6M
|
1.17M
$22.8M
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
601K+ 402.56% |
$11.1M - $24.5M
|
750K
$14.6M
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
595K+ 100.81% |
$11M - $24.3M
|
1.19M
$23.1M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
593K+ 145.41% |
$10.9M - $24.2M
|
1M
$19.5M
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
579K+ 102.8% |
$10.7M - $23.7M
|
1.14M
$22.2M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
576K+ 148.47% |
$10.6M - $23.5M
|
963K
$18.7M
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
573K+ 102.75% |
$10.5M - $23.4M
|
1.13M
$22M
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
560K+ 97.1% |
$10.3M - $22.9M
|
1.14M
$22.1M
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
554K+ 104.45% |
$10.2M - $22.6M
|
1.08M
$21.1M
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
545KNew |
$10M - $22.3M
|
545K
$10.6M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
542K+ 95.66% |
$9.98M - $22.2M
|
1.11M
$21.6M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
536K+ 103.81% |
$9.86M - $21.9M
|
1.05M
$20.4M
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
503K+ 81.96% |
$9.26M - $20.6M
|
1.12M
$21.7M
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
502KNew |
$9.25M - $20.5M
|
502K
$9.77M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
499K+ 105.01% |
$9.19M - $20.4M
|
975K
$19M
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
499K+ 113.58% |
$9.19M - $20.4M
|
939K
$18.3M
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
486K+ 117.05% |
$8.95M - $19.9M
|
902K
$17.5M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
472K+ 105.62% |
$8.68M - $19.3M
|
918K
$17.9M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
461KNew |
$8.48M - $18.8M
|
461K
$8.96M
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
460K+ 983.21% |
$8.48M - $18.8M
|
507K
$9.87M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
458K+ 109.75% |
$8.42M - $18.7M
|
874K
$17M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
436K+ 87.33% |
$8.03M - $17.8M
|
936K
$18.2M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
434K+ 101.81% |
$8M - $17.8M
|
861K
$16.7M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
432K+ 108.65% |
$7.95M - $17.6M
|
829K
$16.1M
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
427KNew |
$7.86M - $17.5M
|
427K
$8.31M
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
425K+ 97.12% |
$7.83M - $17.4M
|
864K
$16.8M
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
422K+ 101.77% |
$7.76M - $17.2M
|
836K
$16.3M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
413K+ 97.85% |
$7.61M - $16.9M
|
836K
$16.3M
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
407K+ 124.89% |
$7.5M - $16.6M
|
733K
$14.3M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
400K+ 94.02% |
$7.36M - $16.3M
|
825K
$16M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
398K+ 93.61% |
$7.32M - $16.3M
|
823K
$16M
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
396K+ 102.91% |
$7.29M - $16.2M
|
781K
$15.2M
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
396K+ 102.26% |
$7.29M - $16.2M
|
783K
$15.2M
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
393K+ 103.28% |
$7.23M - $16M
|
773K
$15M
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
392K+ 120.82% |
$7.22M - $16M
|
716K
$13.9M
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
387K+ 112.41% |
$7.12M - $15.8M
|
731K
$14.2M
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
372K+ 123.38% |
$6.84M - $15.2M
|
673K
$13.1M
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
364K+ 102.1% |
$6.71M - $14.9M
|
721K
$14M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
364K+ 111.38% |
$6.7M - $14.9M
|
690K
$13.4M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
364K+ 94.45% |
$6.69M - $14.9M
|
749K
$14.6M
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
361K+ 96.86% |
$6.65M - $14.8M
|
735K
$14.3M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
360K+ 71.37% |
$6.62M - $14.7M
|
863K
$16.8M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
357K+ 104.53% |
$6.57M - $14.6M
|
698K
$13.6M
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
356K+ 152.86% |
$6.56M - $14.6M
|
589K
$11.5M
|