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 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.2K+ 50.77% |
$77.4K - $172K
|
12.5K
$246K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.06KNew |
$74.7K - $166K
|
4.06K
$80K
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 100.03% |
$73.1K - $162K
|
7.94K
$156K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.95K+ 16.26% |
$72.6K - $161K
|
28.2K
$556K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.85K+ 104.39% |
$71K - $158K
|
7.55K
$149K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.81K+ 100.11% |
$70.1K - $156K
|
7.61K
$150K
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
3.72KNew |
$68.5K - $152K
|
3.72K
$73.4K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
3.64K+ 187.68% |
$67K - $149K
|
5.58K
$110K
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
3.54K+ 14.14% |
$65.1K - $145K
|
28.6K
$563K
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
3.51KNew |
$64.7K - $144K
|
3.51K
$69.3K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3.51KNew |
$64.6K - $143K
|
3.51K
$69.2K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3.35K+ 28.54% |
$61.7K - $137K
|
15.1K
$298K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.33K+ 100.0% |
$61.4K - $136K
|
6.67K
$131K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.33K+ 100.0% |
$61.3K - $136K
|
6.66K
$131K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.27K+ 100.0% |
$60.1K - $133K
|
6.53K
$129K
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.24K+ 23.59% |
$59.6K - $132K
|
16.9K
$334K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.18K+ 17.98% |
$58.6K - $130K
|
20.9K
$412K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3.16K+ 100.0% |
$58.1K - $129K
|
6.31K
$125K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 131.1% |
$56.6K - $126K
|
5.42K
$107K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 104.31% |
$55.7K - $124K
|
5.93K
$117K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
3KNew |
$55.2K - $123K
|
3K
$59.2K
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
3K+ 100.0% |
$55.2K - $123K
|
6K
$118K
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.97K+ 23.16% |
$54.7K - $121K
|
15.8K
$312K
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
2.96K+ 100.0% |
$54.5K - $121K
|
5.92K
$117K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.94KNew |
$54.1K - $120K
|
2.94K
$58K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.92K+ 106.68% |
$53.8K - $120K
|
5.67K
$112K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.83K+ 86.02% |
$52.1K - $116K
|
6.12K
$121K
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.81K+ 1.55% |
$51.7K - $115K
|
184K
$3.63M
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.69K+ 40.23% |
$49.6K - $110K
|
9.39K
$185K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.67K+ 100.0% |
$49.1K - $109K
|
5.34K
$105K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.67K+ 64.63% |
$49.1K - $109K
|
6.8K
$134K
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.62K+ 100.0% |
$48.2K - $107K
|
5.24K
$103K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.47K+ 116.97% |
$45.5K - $101K
|
4.59K
$90.5K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.46K+ 96.97% |
$45.3K - $101K
|
5K
$98.6K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.3K+ 81.83% |
$42.4K - $94.1K
|
5.12K
$101K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.27KNew |
$41.8K - $92.7K
|
2.27K
$44.7K
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.2K+ 17.36% |
$40.5K - $90K
|
14.9K
$294K
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.17K+ 1.51% |
$40K - $88.8K
|
146K
$2.88M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.12K+ 100.0% |
$39K - $86.5K
|
4.23K
$83.5K
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.07K+ 1.16% |
$38.1K - $84.5K
|
180K
$3.55M
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2.04KNew |
$37.5K - $83.3K
|
2.04K
$40.2K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.96K+ 100.0% |
$36.1K - $80.1K
|
3.92K
$77.3K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 100.0% |
$35.1K - $77.8K
|
3.81K
$75.1K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 100.0% |
$34.8K - $77.2K
|
3.78K
$74.5K
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.87K+ 94.26% |
$34.5K - $76.5K
|
3.86K
$76.1K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.82KNew |
$33.6K - $74.5K
|
1.82K
$36K
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.82K+ 116.65% |
$33.5K - $74.5K
|
3.38K
$66.7K
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.77K+ 100.97% |
$32.6K - $72.4K
|
3.53K
$69.5K
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.75K+ 100.0% |
$32.3K - $71.7K
|
3.51K
$69.2K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.74K+ 93.04% |
$32K - $71.1K
|
3.61K
$71.1K
|