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 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
76.7K+ 93.85% |
$1.41M - $3.14M
|
158K
$3.08M
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
76.4K+ 94.67% |
$1.41M - $3.12M
|
157K
$3.05M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
75.2K+ 106.21% |
$1.38M - $3.07M
|
146K
$2.84M
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
74.8K+ 100.0% |
$1.38M - $3.06M
|
150K
$2.91M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
74.6K+ 96.99% |
$1.37M - $3.05M
|
152K
$2.95M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
74K+ 88.04% |
$1.36M - $3.02M
|
158K
$3.07M
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
73.5K+ 100.0% |
$1.35M - $3M
|
147K
$2.86M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
72.8K+ 126.27% |
$1.34M - $2.98M
|
131K
$2.54M
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
71K+ 100.2% |
$1.31M - $2.9M
|
142K
$2.76M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
69.6K+ 102.71% |
$1.28M - $2.85M
|
137K
$2.67M
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
69.4K+ 104.46% |
$1.28M - $2.84M
|
136K
$2.64M
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
68.5K+ 99.8% |
$1.26M - $2.8M
|
137K
$2.67M
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
67.5K+ 86.45% |
$1.24M - $2.76M
|
146K
$2.83M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.8K+ 98.62% |
$1.21M - $2.69M
|
133K
$2.58M
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
65.5K+ 93.54% |
$1.21M - $2.68M
|
135K
$2.63M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
65.2K+ 178.69% |
$1.2M - $2.66M
|
102K
$1.98M
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
64.9K+ 8.14% |
$1.2M - $2.65M
|
863K
$16.8M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
64.8K+ 98.31% |
$1.19M - $2.65M
|
131K
$2.54M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
64.5K+ 103.27% |
$1.19M - $2.63M
|
127K
$2.47M
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
64K+ 105.35% |
$1.18M - $2.61M
|
125K
$2.43M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63.4K+ 199.94% |
$1.17M - $2.59M
|
95.2K
$1.85M
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
63.4K+ 101.53% |
$1.17M - $2.59M
|
126K
$2.45M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
63K+ 157.88% |
$1.16M - $2.57M
|
103K
$2M
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
62.4K+ 41.04% |
$1.15M - $2.55M
|
215K
$4.17M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
62.3K+ 98.79% |
$1.15M - $2.55M
|
125K
$2.44M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
62.2K+ 91.44% |
$1.14M - $2.54M
|
130K
$2.53M
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
61.9K+ 98.46% |
$1.14M - $2.53M
|
125K
$2.43M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
61.3K+ 115.11% |
$1.13M - $2.5M
|
115K
$2.23M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
61.1K+ 111.01% |
$1.13M - $2.5M
|
116K
$2.26M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
60.9K+ 292.37% |
$1.12M - $2.49M
|
81.8K
$1.59M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
60.8K+ 97.61% |
$1.12M - $2.49M
|
123K
$2.39M
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
60.6KNew |
$1.12M - $2.48M
|
60.6K
$1.18M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
59.9K+ 226.7% |
$1.1M - $2.45M
|
86.4K
$1.68M
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
59.5K+ 100.37% |
$1.1M - $2.43M
|
119K
$2.31M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
58.4K+ 66.27% |
$1.08M - $2.39M
|
147K
$2.85M
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
58.1K+ 97.01% |
$1.07M - $2.38M
|
118K
$2.3M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57.3K+ 206.17% |
$1.05M - $2.34M
|
85.1K
$1.65M
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
55.7K+ 110.76% |
$1.03M - $2.28M
|
106K
$2.06M
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
55.6K+ 100.16% |
$1.02M - $2.27M
|
111K
$2.16M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
55.5KNew |
$1.02M - $2.27M
|
55.5K
$1.08M
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
55K+ 77.54% |
$1.01M - $2.25M
|
126K
$2.45M
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
54.3K+ 96.42% |
$1M - $2.22M
|
111K
$2.15M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
54.2K+ 104.39% |
$998K - $2.22M
|
106K
$2.06M
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
54.2K+ 102.04% |
$998K - $2.22M
|
107K
$2.09M
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
54.2KNew |
$998K - $2.21M
|
54.2K
$1.05M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53.5K+ 84.59% |
$985K - $2.19M
|
117K
$2.27M
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
53K+ 113.64% |
$976K - $2.17M
|
99.7K
$1.94M
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
52.7KNew |
$970K - $2.15M
|
52.7K
$1.02M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
52.5K+ 95.47% |
$967K - $2.15M
|
108K
$2.09M
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
51.5K+ 104.45% |
$948K - $2.1M
|
101K
$1.96M
|