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
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.36K+ 104.22% |
$135K - $301K
|
14.4K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7.3K+ 142.73% |
$134K - $298K
|
12.4K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
7.28K+ 101.31% |
$134K - $297K
|
14.5K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.23K+ 100.0% |
$133K - $295K
|
14.5K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.21K+ 100.0% |
$133K - $295K
|
14.4K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
7.2K+ 147.91% |
$133K - $294K
|
12.1K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.17K+ 100.7% |
$132K - $293K
|
14.3K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
7.14K+ 106.49% |
$131K - $292K
|
13.8K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
7.12KNew |
$131K - $291K
|
7.12K
$140K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
7.11K+ 73.08% |
$131K - $290K
|
16.8K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.1K+ 106.56% |
$131K - $290K
|
13.8K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.03K+ 110.79% |
$129K - $287K
|
13.4K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.97K+ 121.09% |
$128K - $285K
|
12.7K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
6.96K+ 111.51% |
$128K - $284K
|
13.2K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
6.9K+ 100.0% |
$127K - $282K
|
13.8K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
6.88K+ 103.18% |
$127K - $281K
|
13.5K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.8K+ 70.81% |
$125K - $278K
|
16.4K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.78K+ 118.04% |
$125K - $277K
|
12.5K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.76K+ 104.71% |
$125K - $276K
|
13.2K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.71K+ 100.0% |
$123K - $274K
|
13.4K
$265K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
6.66K+ 99.97% |
$123K - $272K
|
13.3K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6.66K+ 62.09% |
$123K - $272K
|
17.4K
$343K
|
|
|
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
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
6.61K+ 101.57% |
$122K - $270K
|
13.1K
$258K
|
|
|
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
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
6.55KNew |
$121K - $268K
|
6.55K
$129K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.55K+ 83.68% |
$120K - $267K
|
14.4K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.53K+ 82.12% |
$120K - $267K
|
14.5K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6.48K+ 95.59% |
$119K - $265K
|
13.3K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.48K+ 100.12% |
$119K - $265K
|
12.9K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
6.47K+ 96.15% |
$119K - $264K
|
13.2K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
6.45K+ 97.58% |
$119K - $263K
|
13.1K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
6.4K+ 101.93% |
$118K - $261K
|
12.7K
$250K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.35K+ 49.68% |
$117K - $260K
|
19.1K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
6.34K+ 101.54% |
$117K - $259K
|
12.6K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.31K+ 100.0% |
$116K - $258K
|
12.6K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.25K+ 100.14% |
$115K - $255K
|
12.5K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.24K+ 100.0% |
$115K - $255K
|
12.5K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.19K+ 100.0% |
$114K - $253K
|
12.4K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6.16K+ 100.0% |
$113K - $252K
|
12.3K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.16KNew |
$113K - $252K
|
6.16K
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.15K+ 106.48% |
$113K - $251K
|
11.9K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.14K+ 116.62% |
$113K - $251K
|
11.4K
$225K
|
|
|
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
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.98K+ 116.73% |
$110K - $244K
|
11.1K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5.98K+ 100.0% |
$110K - $244K
|
12K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.94K+ 100.0% |
$109K - $243K
|
11.9K
$234K
|