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 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
279K+ 107.7% |
$5.14M - $11.4M
|
538K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
277KNew |
$5.11M - $11.3M
|
277K
$6.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
274K+ 102.64% |
$5.05M - $11.2M
|
542K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
273K+ 59.74% |
$5.02M - $11.1M
|
729K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
273K+ 149.95% |
$5.02M - $11.1M
|
454K
$10.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
271K+ 2887.27% |
$4.99M - $11.1M
|
281K
$6.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
269K+ 101.19% |
$4.95M - $11M
|
535K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
269K+ 95.09% |
$4.95M - $11M
|
552K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
266KNew |
$4.9M - $10.9M
|
266K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
265K+ 122.07% |
$4.88M - $10.8M
|
482K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
265K+ 83.54% |
$4.87M - $10.8M
|
582K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
265K+ 108.08% |
$4.87M - $10.8M
|
509K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
259K+ 64.47% |
$4.76M - $10.6M
|
660K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
257K+ 102.81% |
$4.73M - $10.5M
|
506K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
257K+ 104.91% |
$4.72M - $10.5M
|
501K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
256K+ 144.71% |
$4.71M - $10.4M
|
432K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
253K+ 103.93% |
$4.65M - $10.3M
|
496K
$11.7M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
253K+ 103.93% |
$4.65M - $10.3M
|
496K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
252K+ 96.18% |
$4.64M - $10.3M
|
514K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
250K+ 98.62% |
$4.6M - $10.2M
|
503K
$11.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
247K+ 105.2% |
$4.56M - $10.1M
|
483K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
247K+ 46.68% |
$4.56M - $10.1M
|
778K
$18.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
247K+ 109.41% |
$4.55M - $10.1M
|
473K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
246K+ 100.74% |
$4.52M - $10M
|
489K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
244K+ 99.78% |
$4.48M - $9.96M
|
488K
$11.5M
|
|
|
Aug 27, 2025
Q4 2024
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
243K+ 91.45% |
$4.48M - $9.95M
|
510K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
243K+ 106.79% |
$4.48M - $9.94M
|
471K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
240K+ 107.38% |
$4.41M - $9.79M
|
463K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
237K+ 103.65% |
$4.37M - $9.7M
|
466K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
237K+ 217.31% |
$4.36M - $9.67M
|
346K
$8.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
236K+ 74.39% |
$4.35M - $9.65M
|
554K
$13.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
234K+ 99.92% |
$4.32M - $9.58M
|
469K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
223K+ 93.47% |
$4.11M - $9.13M
|
463K
$10.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
218K+ 101.38% |
$4.02M - $8.93M
|
434K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
218K+ 722.92% |
$4.01M - $8.89M
|
248K
$5.85M
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
216KNew |
$3.97M - $8.81M
|
216K
$5.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
215KNew |
$3.96M - $8.8M
|
215K
$5.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
211K+ 101.77% |
$3.89M - $8.64M
|
419K
$9.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
211K+ 103.17% |
$3.88M - $8.61M
|
415K
$9.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
210K+ 103.61% |
$3.87M - $8.59M
|
413K
$9.75M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
209K+ 96.05% |
$3.85M - $8.55M
|
427K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
209KNew |
$3.85M - $8.54M
|
209K
$4.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
209K+ 114.49% |
$3.85M - $8.54M
|
392K
$9.25M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
207K+ 104.04% |
$3.82M - $8.47M
|
406K
$9.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
206K+ 100.0% |
$3.79M - $8.42M
|
412K
$9.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
206K+ 95.46% |
$3.79M - $8.4M
|
421K
$9.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
205K+ 121.3% |
$3.78M - $8.39M
|
375K
$8.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
201K+ 126.29% |
$3.69M - $8.2M
|
359K
$8.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
199K+ 92.67% |
$3.67M - $8.14M
|
414K
$9.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
199K+ 100.07% |
$3.67M - $8.14M
|
398K
$9.41M
|