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
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
89+ 104.71% |
$1.64K - $3.64K
|
174
$3.47K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
87+ 100.0% |
$1.6K - $3.56K
|
174
$3.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
82+ 27.8% |
$1.51K - $3.35K
|
377
$7.52K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
80+ 100.0% |
$1.47K - $3.27K
|
160
$3.19K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
72New |
$1.33K - $2.94K
|
72
$1.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
72New |
$1.33K - $2.94K
|
72
$1.44K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
69+ 100.0% |
$1.27K - $2.82K
|
138
$2.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
61+ 105.17% |
$1.12K - $2.49K
|
119
$2.38K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
61New |
$1.12K - $2.49K
|
61
$1.22K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
46+ 100.0% |
$847 - $1.88K
|
92
$1.84K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
46+ 0.11% |
$847 - $1.88K
|
40.6K
$809K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 100.0% |
$681 - $1.51K
|
74
$1.48K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
36+ 100.0% |
$663 - $1.47K
|
72
$1.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 100.0% |
$644 - $1.43K
|
70
$1.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
33+ 100.0% |
$608 - $1.35K
|
66
$1.32K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
32+ 100.0% |
$589 - $1.31K
|
64
$1.28K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 2.21% |
$515 - $1.14K
|
1.3K
$25.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 100.0% |
$442 - $981
|
48
$958
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$368 - $817
|
20
$399
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
18+ 6.92% |
$331 - $736
|
278
$5.55K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
10New |
$184 - $409
|
10
$200
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7+ 100.0% |
$129 - $286
|
14
$279
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
6+ 0.01% |
$110 - $245
|
60.3K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6New |
$110 - $245
|
6
$120
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
5+ 250.0% |
$92.1 - $204
|
7
$140
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-203- 49.63% |
$3.74K - $8.3K
|
206
$4.11K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-263Closed |
$4.84K - $10.7K
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-280- 12.46% |
$5.15K - $11.4K
|
1.97K
$39.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-448- 19.58% |
$8.25K - $18.3K
|
1.84K
$36.7K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-457- 0.53% |
$8.41K - $18.7K
|
85.2K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-508- 21.92% |
$9.35K - $20.8K
|
1.81K
$36.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-756- 1.61% |
$13.9K - $30.9K
|
46.1K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-795- 3.38% |
$14.6K - $32.5K
|
22.7K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-844- 86.12% |
$15.5K - $34.5K
|
136
$2.71K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-1.42K- 37.23% |
$26.1K - $58K
|
2.39K
$47.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.97K- 95.73% |
$36.3K - $80.6K
|
88
$1.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.08K- 98.95% |
$38.3K - $85.1K
|
22
$439
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.11K- 7.0% |
$38.8K - $86.1K
|
28K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.43K- 27.66% |
$44.8K - $99.4K
|
6.36K
$127K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 23.37% |
$47.2K - $105K
|
8.42K
$168K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.88K- 16.22% |
$108K - $240K
|
30.4K
$606K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.57K- 69.32% |
$139K - $309K
|
3.35K
$66.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-8.73KClosed |
$161K - $357K
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.33K- 30.0% |
$172K - $381K
|
21.8K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.4K- 10.26% |
$192K - $426K
|
91.1K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-12.3K- 49.66% |
$226K - $503K
|
12.5K
$249K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-16K- 95.03% |
$295K - $656K
|
839
$16.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-17.1K- 24.17% |
$315K - $699K
|
53.7K
$1.07M
|