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 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
6.9K+ 100.0% |
$127K - $282K
|
13.8K
$273K
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
6.88K+ 103.18% |
$127K - $281K
|
13.5K
$268K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.8K+ 70.81% |
$125K - $278K
|
16.4K
$325K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.78K+ 118.04% |
$125K - $277K
|
12.5K
$248K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.76K+ 104.71% |
$125K - $276K
|
13.2K
$262K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.71K+ 100.0% |
$123K - $274K
|
13.4K
$266K
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
6.66K+ 99.97% |
$123K - $272K
|
13.3K
$264K
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6.66K+ 62.09% |
$123K - $272K
|
17.4K
$344K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
6.66K+ 96.37% |
$123K - $272K
|
13.6K
$268K
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
6.64K+ 100.0% |
$122K - $271K
|
13.3K
$263K
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
6.61K+ 101.57% |
$122K - $270K
|
13.1K
$259K
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
6.59K+ 0.82% |
$121K - $269K
|
805K
$15.9M
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.58K+ 100.0% |
$121K - $269K
|
13.2K
$261K
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
6.55KNew |
$121K - $268K
|
6.55K
$130K
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.55K+ 83.68% |
$120K - $267K
|
14.4K
$284K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.53K+ 82.12% |
$120K - $267K
|
14.5K
$287K
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6.48K+ 95.59% |
$119K - $265K
|
13.3K
$263K
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.48K+ 100.12% |
$119K - $265K
|
12.9K
$256K
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
6.47K+ 96.15% |
$119K - $264K
|
13.2K
$261K
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
6.45K+ 97.58% |
$119K - $263K
|
13.1K
$258K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
6.4K+ 101.93% |
$118K - $261K
|
12.7K
$251K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.35K+ 49.68% |
$117K - $260K
|
19.1K
$379K
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
6.34K+ 101.54% |
$117K - $259K
|
12.6K
$249K
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.31K+ 100.0% |
$116K - $258K
|
12.6K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.25K+ 100.14% |
$115K - $255K
|
12.5K
$247K
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.24K+ 100.0% |
$115K - $255K
|
12.5K
$247K
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.19K+ 100.0% |
$114K - $253K
|
12.4K
$245K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6.16K+ 100.0% |
$113K - $252K
|
12.3K
$244K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.16KNew |
$113K - $252K
|
6.16K
$122K
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.15K+ 106.48% |
$113K - $251K
|
11.9K
$236K
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.14K+ 116.62% |
$113K - $251K
|
11.4K
$226K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
6.1K+ 2242.28% |
$112K - $249K
|
6.37K
$126K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.1K+ 102.52% |
$112K - $249K
|
12K
$238K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.98K+ 116.73% |
$110K - $244K
|
11.1K
$220K
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5.98K+ 100.0% |
$110K - $244K
|
12K
$237K
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.94K+ 100.0% |
$109K - $243K
|
11.9K
$235K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.9K+ 101.08% |
$109K - $241K
|
11.7K
$232K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.89K+ 101.67% |
$108K - $241K
|
11.7K
$231K
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.88K+ 51.98% |
$108K - $240K
|
17.2K
$340K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.84K+ 99.73% |
$108K - $239K
|
11.7K
$232K
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
5.83K+ 100.0% |
$107K - $238K
|
11.7K
$231K
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
5.81K+ 104.44% |
$107K - $238K
|
11.4K
$225K
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.74K+ 99.53% |
$106K - $235K
|
11.5K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.73K+ 94.79% |
$105K - $234K
|
11.8K
$233K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
5.67K+ 100.0% |
$104K - $232K
|
11.3K
$224K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.64K+ 1.2% |
$104K - $231K
|
474K
$9.38M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.63K+ 113.47% |
$104K - $230K
|
10.6K
$210K
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.61K+ 98.01% |
$103K - $229K
|
11.3K
$224K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.57K+ 166.44% |
$103K - $228K
|
8.92K
$177K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.56K+ 100.0% |
$102K - $227K
|
11.1K
$220K
|