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 22, 2025
                  Q4 2024
                 
               |   
            
              
   
      Revolve Wealth Partners, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              398K+ 93.61% | 
            
                                   
                  $7.32M - $16.3M
                 
             |    
            
                                 
                823K
                $19.4M
                
             |               
            |
| 
               
                  Jan 22, 2025
                  Q4 2024
                 
               |   
            
              
   
      Curbstone Financial Management Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              396K+ 102.91% | 
            
                                   
                  $7.29M - $16.2M
                 
             |    
            
                                 
                781K
                $18.4M
                
             |               
            |
| 
               
                  Jan 23, 2025
                  Q4 2024
                 
               |   
            
              
   
      Boyd Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              396K+ 102.26% | 
            
                                   
                  $7.29M - $16.2M
                 
             |    
            
                                 
                783K
                $18.5M
                
             |               
            |
| 
               
                  Jan 16, 2025
                  Q4 2024
                 
               |   
            
              
   
      Flc Capital Advisors
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              393K+ 103.28% | 
            
                                   
                  $7.23M - $16M
                 
             |    
            
                                 
                773K
                $18.2M
                
             |               
            |
| 
               
                  Feb 06, 2025
                  Q4 2024
                 
               |   
            
              
   
      Blue Barn Wealth, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              392K+ 120.82% | 
            
                                   
                  $7.22M - $16M
                 
             |    
            
                                 
                716K
                $16.9M
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      Boyer & Corporon Wealth Management, LLC
       
           
            Overland Park, KS  | 
            
               BUY                   
             | 
            - | 
              390K+ 99.35% | 
            
                                   
                  $7.18M - $15.9M
                 
             |    
            
                                 
                783K
                $18.5M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q4 2024
                 
               |   
            
              
   
      Asset Allocation Strategies LLC
       
           
            Farmington, MI  | 
            
               BUY                   
             | 
            - | 
              390K+ 318.26% | 
            
                                   
                  $7.18M - $15.9M
                 
             |    
            
                                 
                512K
                $12.1M
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      Conquis Financial LLC
       
           
            Milbrae, CA  | 
            
               BUY                   
             | 
            - | 
              389KNew | 
            
                                   
                  $7.16M - $15.9M
                 
             |    
            
                                 
                389K
                $9.18M
                
             |               
            |
| 
               
                  Jan 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Guardian Financial Partners, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              387K+ 112.41% | 
            
                                   
                  $7.12M - $15.8M
                 
             |    
            
                                 
                731K
                $17.3M
                
             |               
            |
| 
               
                  Feb 10, 2025
                  Q4 2024
                 
               |   
            
              
   
      Hbk Sorce Advisory LLC
       
           
            Erie, PA  | 
            
               BUY                   
             | 
            - | 
              381K+ 131.33% | 
            
                                   
                  $7.01M - $15.6M
                 
             |    
            
                                 
                671K
                $15.8M
                
             |               
            |
| 
               
                  Feb 24, 2025
                  Q4 2024
                 
               |   
            
              
   
      Garde Capital, Inc.
       
           
            Seattle, WA  | 
            
               BUY                   
             | 
            - | 
              378K+ 95.28% | 
            
                                   
                  $6.96M - $15.5M
                 
             |    
            
                                 
                775K
                $18.3M
                
             |               
            |
| 
               
                  Feb 19, 2025
                  Q4 2024
                 
               |   
            
              
   
      North Star Asset Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              373K+ 92.53% | 
            
                                   
                  $6.86M - $15.2M
                 
             |    
            
                                 
                776K
                $18.3M
                
             |               
            |
| 
               
                  Jan 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Noble Family Wealth, LLC
       
           
            Clearwater, FL  | 
            
               BUY                   
             | 
            - | 
              372K+ 123.38% | 
            
                                   
                  $6.84M - $15.2M
                 
             |    
            
                                 
                673K
                $15.9M
                
             |               
            |
| 
               
                  Jan 28, 2025
                  Q4 2024
                 
               |   
            
              
   
      Essex LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              364K+ 102.1% | 
            
                                   
                  $6.71M - $14.9M
                 
             |    
            
                                 
                721K
                $17M
                
             |               
            |
| 
               
                  Jan 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Rosenberg Matthew Hamilton
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              364K+ 111.38% | 
            
                                   
                  $6.7M - $14.9M
                 
             |    
            
                                 
                690K
                $16.3M
                
             |               
            |
| 
               
                  Jan 15, 2025
                  Q4 2024
                 
               |   
            
              
   
      Financial Management Professionals, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              364K+ 94.45% | 
            
                                   
                  $6.69M - $14.9M
                 
             |    
            
                                 
                749K
                $17.7M
                
             |               
            |
| 
               
                  Feb 06, 2025
                  Q4 2024
                 
               |   
            
              
   
      Planning Alternatives LTD 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              361K+ 96.86% | 
            
                                   
                  $6.65M - $14.8M
                 
             |    
            
                                 
                735K
                $17.3M
                
             |               
            |
| 
               
                  Feb 04, 2025
                  Q4 2024
                 
               |   
            
              
   
      Wealth Shield Partners, LLC
       
           
            Cary, NC  | 
            
               BUY                   
             | 
            - | 
              360K+ 71.37% | 
            
                                   
                  $6.62M - $14.7M
                 
             |    
            
                                 
                863K
                $20.4M
                
             |               
            |
| 
               
                  Jan 30, 2025
                  Q4 2024
                 
               |   
            
              
   
      Wbh Advisory Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              357K+ 104.53% | 
            
                                   
                  $6.57M - $14.6M
                 
             |    
            
                                 
                698K
                $16.5M
                
             |               
            |
| 
               
                  Jan 24, 2025
                  Q4 2024
                 
               |   
            
              
   
      Fsm Wealth Advisors, LLC
       
           
            Cleveland, OH  | 
            
               BUY                   
             | 
            - | 
              356K+ 152.86% | 
            
                                   
                  $6.56M - $14.6M
                 
             |    
            
                                 
                589K
                $13.9M
                
             |               
            |
| 
               
                  Feb 05, 2025
                  Q4 2024
                 
               |   
            
              
   
      Svb Wealth LLC
       
           
            Boston, MA  | 
            
               BUY                   
             | 
            - | 
              356KNew | 
            
                                   
                  $6.55M - $14.5M
                 
             |    
            
                                 
                356K
                $8.4M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Schwerin Boyle Capital Management Inc
       
           
            Springfield, MA  | 
            
               BUY                   
             | 
            - | 
              353K+ 100.0% | 
            
                                   
                  $6.5M - $14.4M
                 
             |    
            
                                 
                707K
                $16.7M
                
             |               
            |
| 
               
                  Jan 08, 2025
                  Q4 2024
                 
               |   
            
              
   
      Legacy Private Trust Co.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              345K+ 98.62% | 
            
                                   
                  $6.34M - $14.1M
                 
             |    
            
                                 
                694K
                $16.4M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Winthrop Capital Management, LLC
       
           
            Carmel, IN  | 
            
               BUY                   
             | 
            - | 
              343KNew | 
            
                                   
                  $6.31M - $14M
                 
             |    
            
                                 
                343K
                $8.09M
                
             |               
            |
| 
               
                  Jan 24, 2025
                  Q4 2024
                 
               |   
            
              
   
      Marshall Financial Group Inc 
       
           
            Doylestown, PA  | 
            
               BUY                   
             | 
            - | 
              338K+ 100.8% | 
            
                                   
                  $6.22M - $13.8M
                 
             |    
            
                                 
                673K
                $15.9M
                
             |               
            |
| 
               
                  Jan 29, 2025
                  Q4 2024
                 
               |   
            
              
   
      Armor Investment Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              337K+ 109.33% | 
            
                                   
                  $6.2M - $13.8M
                 
             |    
            
                                 
                645K
                $15.2M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      New Edge Advisors, LLC
       
           
            New Orleans, LA  | 
            
               BUY                   
             | 
            - | 
              335K+ 148.09% | 
            
                                   
                  $6.16M - $13.7M
                 
             |    
            
                                 
                561K
                $13.2M
                
             |               
            |
| 
               
                  Jan 23, 2025
                  Q4 2024
                 
               |   
            
              
   
      Hanson & Doremus Investment Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              328K+ 99.96% | 
            
                                   
                  $6.04M - $13.4M
                 
             |    
            
                                 
                656K
                $15.5M
                
             |               
            |
| 
               
                  Jan 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Wedmont Private Capital
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              323K+ 95.89% | 
            
                                   
                  $5.95M - $13.2M
                 
             |    
            
                                 
                660K
                $15.6M
                
             |               
            |
| 
               
                  Jan 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Myecfo, LLC
       
           
            La Jolla, CA  | 
            
               BUY                   
             | 
            - | 
              322K+ 96.27% | 
            
                                   
                  $5.92M - $13.1M
                 
             |    
            
                                 
                656K
                $15.5M
                
             |               
            |
| 
               
                  Feb 06, 2025
                  Q4 2024
                 
               |   
            
              
   
      Atria Investments LLC
       
           
            Charlotte, NC  | 
            
               BUY                   
             | 
            - | 
              318K+ 109.95% | 
            
                                   
                  $5.85M - $13M
                 
             |    
            
                                 
                607K
                $14.3M
                
             |               
            |
| 
               
                  Jan 22, 2025
                  Q4 2024
                 
               |   
            
              
   
      Libra Wealth LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              317K+ 98.1% | 
            
                                   
                  $5.84M - $13M
                 
             |    
            
                                 
                640K
                $15.1M
                
             |               
            |
| 
               
                  Feb 11, 2025
                  Q4 2024
                 
               |   
            
              
   
      Sig Fig Wealth Management, LLC
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              316K+ 133.46% | 
            
                                   
                  $5.81M - $12.9M
                 
             |    
            
                                 
                552K
                $13M
                
             |               
            |
| 
               
                  Jan 29, 2025
                  Q4 2024
                 
               |   
            
              
   
      Bristlecone Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              313K+ 94.95% | 
            
                                   
                  $5.77M - $12.8M
                 
             |    
            
                                 
                643K
                $15.2M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Lido Advisors, LLC
       
           
            Los Angeles, CA  | 
            
               BUY                   
             | 
            - | 
              308K+ 96.3% | 
            
                                   
                  $5.67M - $12.6M
                 
             |    
            
                                 
                628K
                $14.8M
                
             |               
            |
| 
               
                  Jan 22, 2025
                  Q4 2024
                 
               |   
            
              
   
      Perigon Wealth Management, LLC
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              307K+ 125.23% | 
            
                                   
                  $5.66M - $12.6M
                 
             |    
            
                                 
                553K
                $13.1M
                
             |               
            |
| 
               
                  Jan 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Certified Advisory Corp
       
           
            Altamonte Springs, FL  | 
            
               BUY                   
             | 
            - | 
              305K+ 125.6% | 
            
                                   
                  $5.61M - $12.5M
                 
             |    
            
                                 
                548K
                $12.9M
                
             |               
            |
| 
               
                  Jan 23, 2025
                  Q4 2024
                 
               |   
            
              
   
      Intergy Private Wealth, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              301K+ 113.41% | 
            
                                   
                  $5.54M - $12.3M
                 
             |    
            
                                 
                566K
                $13.4M
                
             |               
            |
| 
               
                  Jan 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Ewg Elevate Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              300K+ 119.57% | 
            
                                   
                  $5.52M - $12.3M
                 
             |    
            
                                 
                551K
                $13M
                
             |               
            |
| 
               
                  Jan 16, 2025
                  Q4 2024
                 
               |   
            
              
   
      Arbor Trust Wealth Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              296K+ 114.71% | 
            
                                   
                  $5.44M - $12.1M
                 
             |    
            
                                 
                553K
                $13.1M
                
             |               
            |
| 
               
                  Jan 24, 2025
                  Q4 2024
                 
               |   
            
              
   
      Ccg Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              296K+ 94.81% | 
            
                                   
                  $5.44M - $12.1M
                 
             |    
            
                                 
                607K
                $14.3M
                
             |               
            |
| 
               
                  Jan 21, 2025
                  Q4 2024
                 
               |   
            
              
   
      Cornerstone Wealth Advisors, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              292K+ 106.89% | 
            
                                   
                  $5.38M - $11.9M
                 
             |    
            
                                 
                566K
                $13.4M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Ep Wealth Advisors, LLC
       
           
            Torrance, CA  | 
            
               BUY                   
             | 
            - | 
              292K+ 107.99% | 
            
                                   
                  $5.38M - $11.9M
                 
             |    
            
                                 
                563K
                $13.3M
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      One Ascent Financial Services LLC
       
           
            Birmingham, AL  | 
            
               BUY                   
             | 
            - | 
              290KNew | 
            
                                   
                  $5.35M - $11.9M
                 
             |    
            
                                 
                290K
                $6.86M
                
             |               
            |
| 
               
                  Jan 15, 2025
                  Q4 2024
                 
               |   
            
              
   
      Cranbrook Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              283K+ 103.18% | 
            
                                   
                  $5.21M - $11.6M
                 
             |    
            
                                 
                557K
                $13.2M
                
             |               
            |
| 
               
                  Jan 21, 2025
                  Q4 2024
                 
               |   
            
              
   
      Patriot Investment Management Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              282K+ 102.18% | 
            
                                   
                  $5.18M - $11.5M
                 
             |    
            
                                 
                557K
                $13.2M
                
             |               
            |
| 
               
                  Jan 29, 2025
                  Q4 2024
                 
               |   
            
              
   
      Soltis Investment Advisors LLC
       
           
            St. George, UT  | 
            
               BUY                   
             | 
            - | 
              281K+ 116.52% | 
            
                                   
                  $5.18M - $11.5M
                 
             |    
            
                                 
                522K
                $12.3M
                
             |               
            |
| 
               
                  Feb 06, 2025
                  Q4 2024
                 
               |   
            
              
   
      Meridian Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              281K+ 91.14% | 
            
                                   
                  $5.17M - $11.5M
                 
             |    
            
                                 
                589K
                $13.9M
                
             |               
            |
| 
               
                  Jan 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Freestate Advisors LLC
       
           
            Overland Park, KS  | 
            
               BUY                   
             | 
            - | 
              281K+ 118.15% | 
            
                                   
                  $5.17M - $11.5M
                 
             |    
            
                                 
                518K
                $12.2M
                
             |               
            |
| 
               
                  Jan 15, 2025
                  Q4 2024
                 
               |   
            
              
   
      Brand Asset Management Group, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              280K+ 105.4% | 
            
                                   
                  $5.16M - $11.5M
                 
             |    
            
                                 
                546K
                $12.9M
                
             |