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 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
356KNew |
$6.55M - $14.5M
|
356K
$6.92M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
345K+ 98.62% |
$6.34M - $14.1M
|
694K
$13.5M
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
338K+ 100.8% |
$6.22M - $13.8M
|
673K
$13.1M
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
337K+ 109.33% |
$6.2M - $13.8M
|
645K
$12.5M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
328K+ 99.96% |
$6.04M - $13.4M
|
656K
$12.8M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
323K+ 95.89% |
$5.95M - $13.2M
|
660K
$12.8M
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
322K+ 96.27% |
$5.92M - $13.1M
|
656K
$12.8M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
318K+ 109.95% |
$5.85M - $13M
|
607K
$11.8M
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
317K+ 98.1% |
$5.84M - $13M
|
640K
$12.5M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
313K+ 94.95% |
$5.77M - $12.8M
|
643K
$12.5M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
307K+ 125.23% |
$5.66M - $12.6M
|
553K
$10.8M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
305K+ 125.6% |
$5.61M - $12.5M
|
548K
$10.7M
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
301K+ 113.41% |
$5.54M - $12.3M
|
566K
$11M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
300K+ 119.57% |
$5.52M - $12.3M
|
551K
$10.7M
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
296K+ 114.71% |
$5.44M - $12.1M
|
553K
$10.8M
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
296K+ 94.81% |
$5.44M - $12.1M
|
607K
$11.8M
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
292K+ 106.89% |
$5.38M - $11.9M
|
566K
$11M
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
283K+ 103.18% |
$5.21M - $11.6M
|
557K
$10.8M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
282K+ 102.18% |
$5.18M - $11.5M
|
557K
$10.8M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
281K+ 116.52% |
$5.18M - $11.5M
|
522K
$10.2M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
281K+ 91.14% |
$5.17M - $11.5M
|
589K
$11.5M
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
281K+ 118.15% |
$5.17M - $11.5M
|
518K
$10.1M
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
280K+ 105.4% |
$5.16M - $11.5M
|
546K
$10.6M
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
279K+ 107.7% |
$5.14M - $11.4M
|
538K
$10.5M
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
274K+ 102.64% |
$5.05M - $11.2M
|
542K
$10.5M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
269K+ 101.19% |
$4.95M - $11M
|
535K
$10.4M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
266KNew |
$4.9M - $10.9M
|
266K
$5.18M
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
265K+ 83.54% |
$4.87M - $10.8M
|
582K
$11.3M
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
265K+ 108.08% |
$4.87M - $10.8M
|
509K
$9.91M
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
257K+ 102.81% |
$4.73M - $10.5M
|
506K
$9.85M
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
256K+ 144.71% |
$4.71M - $10.4M
|
432K
$8.41M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
253K+ 103.93% |
$4.65M - $10.3M
|
496K
$9.64M
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
252K+ 96.18% |
$4.64M - $10.3M
|
514K
$9.99M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
250K+ 98.62% |
$4.6M - $10.2M
|
503K
$9.79M
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
247K+ 105.2% |
$4.56M - $10.1M
|
483K
$9.39M
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
247K+ 46.68% |
$4.56M - $10.1M
|
778K
$15.1M
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
247K+ 109.41% |
$4.55M - $10.1M
|
473K
$9.2M
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
246K+ 100.74% |
$4.52M - $10M
|
489K
$9.52M
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
244K+ 99.78% |
$4.48M - $9.96M
|
488K
$9.49M
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
240K+ 107.38% |
$4.41M - $9.79M
|
463K
$9M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
237K+ 217.31% |
$4.36M - $9.67M
|
346K
$6.72M
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
234K+ 99.92% |
$4.32M - $9.58M
|
469K
$9.12M
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
223K+ 93.47% |
$4.11M - $9.13M
|
463K
$9M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
218K+ 722.92% |
$4.01M - $8.89M
|
248K
$4.82M
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
215KNew |
$3.96M - $8.8M
|
215K
$4.19M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
211K+ 101.77% |
$3.89M - $8.64M
|
419K
$8.15M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
210K+ 103.61% |
$3.87M - $8.59M
|
413K
$8.03M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
209KNew |
$3.85M - $8.54M
|
209K
$4.07M
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
209K+ 114.49% |
$3.85M - $8.54M
|
392K
$7.62M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
207K+ 104.04% |
$3.82M - $8.47M
|
406K
$7.9M
|