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 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
34K+ 94.14% |
$625K - $1.39M
|
70.1K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
33.8KNew |
$621K - $1.38M
|
33.8K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
33.6K+ 268.78% |
$619K - $1.37M
|
46.2K
$898K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
33.4K+ 98.33% |
$615K - $1.37M
|
67.4K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.3K+ 107.11% |
$613K - $1.36M
|
64.4K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
33.2K+ 113.25% |
$611K - $1.36M
|
62.4K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
33K+ 104.37% |
$607K - $1.35M
|
64.5K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
32.9K+ 36.17% |
$605K - $1.34M
|
124K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
32.5K+ 94.31% |
$598K - $1.33M
|
67K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
32.2K+ 91.27% |
$593K - $1.32M
|
67.5K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
32K+ 117.63% |
$589K - $1.31M
|
59.2K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.9K+ 100.35% |
$588K - $1.3M
|
63.7K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
31.8K+ 70.32% |
$586K - $1.3M
|
77.1K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
31.8K+ 3792.73% |
$586K - $1.3M
|
32.7K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
31.7K+ 101.2% |
$583K - $1.3M
|
63K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
31.6K+ 72.47% |
$582K - $1.29M
|
75.2K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
31.3K+ 91.06% |
$577K - $1.28M
|
65.8K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
31.1K+ 163.58% |
$573K - $1.27M
|
50.1K
$975K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
31.1K+ 95.3% |
$573K - $1.27M
|
63.8K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.9K+ 98.68% |
$569K - $1.26M
|
62.3K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.6K+ 157.18% |
$563K - $1.25M
|
50K
$973K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
30.5K+ 104.17% |
$561K - $1.25M
|
59.7K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
30.3K+ 99.43% |
$558K - $1.24M
|
60.8K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
30.1K+ 142.49% |
$555K - $1.23M
|
51.3K
$998K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
30.1K+ 100.0% |
$554K - $1.23M
|
60.2K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
29.7K+ 114.28% |
$547K - $1.21M
|
55.7K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
29.6KNew |
$545K - $1.21M
|
29.6K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
29.4K+ 92.07% |
$541K - $1.2M
|
61.3K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
29.4K+ 71.46% |
$541K - $1.2M
|
70.5K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29.3K+ 85.63% |
$539K - $1.2M
|
63.5K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
29K+ 99.17% |
$534K - $1.19M
|
58.3K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
28.8K+ 100.0% |
$531K - $1.18M
|
57.7K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
28.8K+ 129.1% |
$531K - $1.18M
|
51.2K
$995K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
28.7K+ 100.0% |
$529K - $1.17M
|
57.5K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
28.6K+ 94.33% |
$527K - $1.17M
|
59K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
28.3K+ 100.39% |
$520K - $1.15M
|
56.4K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
28.1K+ 105.54% |
$518K - $1.15M
|
54.7K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
28K+ 101.17% |
$516K - $1.15M
|
55.7K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
27.5K+ 101.99% |
$507K - $1.13M
|
54.5K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27.3K+ 108.59% |
$503K - $1.12M
|
52.5K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
27.2K+ 121.25% |
$502K - $1.11M
|
49.7K
$967K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
27K+ 62.76% |
$498K - $1.1M
|
70.1K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26.6K+ 101.8% |
$490K - $1.09M
|
52.8K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
26.6K+ 144.7% |
$490K - $1.09M
|
45K
$875K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
26.3K+ 100.32% |
$484K - $1.07M
|
52.4K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
26.3K+ 97.96% |
$483K - $1.07M
|
53.1K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
26.2K+ 97.32% |
$482K - $1.07M
|
53K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
26K+ 127.56% |
$478K - $1.06M
|
46.3K
$900K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
25.9KNew |
$477K - $1.06M
|
25.9K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
25.7KNew |
$472K - $1.05M
|
25.7K
$499K
|