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 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.16KNew |
$113K - $252K
|
6.16K
$133K
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.15K+ 106.48% |
$113K - $251K
|
11.9K
$257K
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.14K+ 116.62% |
$113K - $251K
|
11.4K
$246K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
6.1K+ 2242.28% |
$112K - $249K
|
6.37K
$137K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.1K+ 102.52% |
$112K - $249K
|
12K
$260K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.98K+ 116.73% |
$110K - $244K
|
11.1K
$239K
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5.98K+ 100.0% |
$110K - $244K
|
12K
$258K
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.94K+ 100.0% |
$109K - $243K
|
11.9K
$256K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.9K+ 101.08% |
$109K - $241K
|
11.7K
$253K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.89K+ 101.67% |
$108K - $241K
|
11.7K
$252K
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.88K+ 51.98% |
$108K - $240K
|
17.2K
$371K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.84K+ 99.73% |
$108K - $239K
|
11.7K
$252K
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
5.83K+ 100.0% |
$107K - $238K
|
11.7K
$252K
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
5.81K+ 104.44% |
$107K - $238K
|
11.4K
$245K
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.74K+ 99.53% |
$106K - $235K
|
11.5K
$248K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.73K+ 94.79% |
$105K - $234K
|
11.8K
$254K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
5.67K+ 100.0% |
$104K - $232K
|
11.3K
$245K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.64K+ 1.2% |
$104K - $231K
|
474K
$10.2M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.63K+ 113.47% |
$104K - $230K
|
10.6K
$228K
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.61K+ 98.01% |
$103K - $229K
|
11.3K
$245K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.57K+ 166.44% |
$103K - $228K
|
8.92K
$192K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.56K+ 100.0% |
$102K - $227K
|
11.1K
$240K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.52K+ 107.87% |
$102K - $226K
|
10.6K
$230K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.52K+ 111.63% |
$102K - $226K
|
10.5K
$226K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.48K+ 102.62% |
$101K - $224K
|
10.8K
$233K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.44K+ 105.68% |
$100K - $222K
|
10.6K
$228K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.43K+ 100.0% |
$99.9K - $222K
|
10.9K
$234K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.43K+ 100.06% |
$99.9K - $222K
|
10.8K
$234K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
5.4K+ 78.85% |
$99.4K - $221K
|
12.2K
$264K
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.4K+ 93.05% |
$99.3K - $221K
|
11.2K
$241K
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.38K+ 100.0% |
$99.1K - $220K
|
10.8K
$232K
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.3K+ 100.0% |
$97.6K - $217K
|
10.6K
$229K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
5.29K+ 86.89% |
$97.4K - $216K
|
11.4K
$245K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.28K+ 102.37% |
$97.1K - $216K
|
10.4K
$225K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
5.25KNew |
$96.7K - $215K
|
5.25K
$113K
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5.23K+ 103.38% |
$96.3K - $214K
|
10.3K
$222K
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
5.2K+ 106.26% |
$95.7K - $212K
|
10.1K
$218K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.18K+ 100.0% |
$95.4K - $212K
|
10.4K
$224K
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
5.15K+ 100.0% |
$94.9K - $211K
|
10.3K
$222K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.14K+ 102.68% |
$94.6K - $210K
|
10.1K
$219K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.08K+ 100.0% |
$93.4K - $207K
|
10.2K
$219K
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
5.07K+ 53.73% |
$93.4K - $207K
|
14.5K
$313K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5.05K+ 100.0% |
$92.9K - $206K
|
10.1K
$218K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.97K+ 72.42% |
$91.4K - $203K
|
11.8K
$255K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.74K+ 59.74% |
$87.3K - $194K
|
12.7K
$273K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.71K+ 1341.31% |
$86.7K - $192K
|
5.06K
$109K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.66KNew |
$85.8K - $191K
|
4.66K
$101K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.64K+ 52.2% |
$85.4K - $190K
|
13.5K
$292K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.56K+ 14.43% |
$83.9K - $186K
|
36.1K
$780K
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.46K+ 39.4% |
$82.1K - $182K
|
15.8K
$341K
|