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 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
145K+ 103.73% |
$2.67M - $5.92M
|
285K
$5.68M
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
144K+ 65.2% |
$2.64M - $5.87M
|
364K
$7.26M
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
142K+ 286.13% |
$2.62M - $5.81M
|
192K
$3.83M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
141K+ 548.36% |
$2.6M - $5.78M
|
167K
$3.34M
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
141K+ 548.36% |
$2.6M - $5.78M
|
167K
$3.34M
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
141K+ 100.47% |
$2.6M - $5.78M
|
282K
$5.63M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
140K+ 118.6% |
$2.58M - $5.74M
|
259K
$5.16M
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
140K+ 97.28% |
$2.57M - $5.7M
|
283K
$5.65M
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
138K+ 102.73% |
$2.54M - $5.65M
|
273K
$5.44M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
138K+ 102.98% |
$2.54M - $5.64M
|
272K
$5.43M
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
137K+ 102.38% |
$2.52M - $5.59M
|
271K
$5.4M
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
136K+ 103.46% |
$2.5M - $5.54M
|
267K
$5.32M
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
134K+ 100.77% |
$2.47M - $5.49M
|
268K
$5.34M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
134K+ 89.36% |
$2.47M - $5.48M
|
284K
$5.67M
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
134K+ 103.21% |
$2.46M - $5.46M
|
263K
$5.25M
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
133K+ 103.15% |
$2.45M - $5.44M
|
262K
$5.23M
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
132KNew |
$2.44M - $5.41M
|
132K
$2.64M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
132K+ 102.9% |
$2.44M - $5.41M
|
261K
$5.21M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
130K+ 197.94% |
$2.4M - $5.32M
|
196K
$3.91M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
129K+ 94.89% |
$2.37M - $5.25M
|
264K
$5.27M
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
128K+ 100.13% |
$2.36M - $5.24M
|
256K
$5.12M
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
125K+ 105.51% |
$2.31M - $5.12M
|
244K
$4.87M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
123K+ 128.19% |
$2.27M - $5.04M
|
220K
$4.38M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
121K+ 100.18% |
$2.23M - $4.96M
|
242K
$4.84M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
121K+ 94.32% |
$2.23M - $4.94M
|
249K
$4.97M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
121K+ 107.73% |
$2.22M - $4.93M
|
233K
$4.64M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
120K+ 97.09% |
$2.21M - $4.9M
|
244K
$4.86M
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
BUY
|
- |
120K+ 60.13% |
$2.21M - $4.9M
|
319K
$6.37M
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
119K+ 114.38% |
$2.2M - $4.88M
|
224K
$4.46M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
119K+ 67.16% |
$2.19M - $4.87M
|
297K
$5.92M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
116K+ 125.6% |
$2.14M - $4.74M
|
209K
$4.16M
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
115KNew |
$2.12M - $4.7M
|
115K
$2.29M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114K+ 86.3% |
$2.1M - $4.66M
|
246K
$4.91M
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
113K+ 100.0% |
$2.08M - $4.63M
|
226K
$4.52M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
112K+ 91.97% |
$2.07M - $4.59M
|
234K
$4.68M
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
111K+ 98.71% |
$2.04M - $4.54M
|
223K
$4.46M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
110K+ 99.81% |
$2.03M - $4.5M
|
221K
$4.4M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
110KNew |
$2.02M - $4.49M
|
110K
$2.19M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
110K+ 132.72% |
$2.02M - $4.48M
|
192K
$3.84M
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
109K+ 104.87% |
$2.01M - $4.47M
|
214K
$4.26M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
108K+ 104.22% |
$1.99M - $4.43M
|
212K
$4.24M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
108K+ 75.83% |
$1.99M - $4.41M
|
250K
$5M
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
107K+ 100.24% |
$1.97M - $4.38M
|
214K
$4.28M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
107K+ 70.41% |
$1.97M - $4.38M
|
259K
$5.18M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
107KNew |
$1.97M - $4.37M
|
107K
$2.14M
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
106K+ 98.54% |
$1.96M - $4.35M
|
215K
$4.28M
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
106K+ 100.52% |
$1.96M - $4.34M
|
212K
$4.23M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
106K+ 358.5% |
$1.95M - $4.32M
|
135K
$2.7M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
105K+ 110.07% |
$1.93M - $4.29M
|
200K
$4M
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
103K+ 80.37% |
$1.9M - $4.22M
|
232K
$4.63M
|