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 24, 2025
                  Q4 2024
                 
               |   
            
              
   
      Five Oceans Advisors
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              106K+ 98.54% | 
            
                                   
                  $1.96M - $4.35M
                 
             |    
            
                                 
                215K
                $5.07M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Orcam Financial Group
       
           
            Encinitas, CA  | 
            
               BUY                   
             | 
            - | 
              106K+ 100.52% | 
            
                                   
                  $1.96M - $4.34M
                 
             |    
            
                                 
                212K
                $5.01M
                
             |               
            |
| 
               
                  Jan 29, 2025
                  Q4 2024
                 
               |   
            
              
   
      Diversified Portfolios, Inc.
       
           
            Bloomfield Hills, MI  | 
            
               BUY                   
             | 
            - | 
              106K+ 358.5% | 
            
                                   
                  $1.95M - $4.32M
                 
             |    
            
                                 
                135K
                $3.19M
                
             |               
            |
| 
               
                  Jan 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Advisor Net Financial, Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              105K+ 110.07% | 
            
                                   
                  $1.93M - $4.29M
                 
             |    
            
                                 
                200K
                $4.73M
                
             |               
            |
| 
               
                  Feb 07, 2025
                  Q4 2024
                 
               |   
            
              
   
      Davis R M Inc
       
           
            Portland, ME  | 
            
               BUY                   
             | 
            - | 
              103K+ 80.37% | 
            
                                   
                  $1.9M - $4.22M
                 
             |    
            
                                 
                232K
                $5.48M
                
             |               
            |
| 
               
                  Jan 29, 2025
                  Q4 2024
                 
               |   
            
              
   
      Cap Partners, LLC
       
           
            Franklin, TN  | 
            
               BUY                   
             | 
            - | 
              103K+ 110.23% | 
            
                                   
                  $1.89M - $4.19M
                 
             |    
            
                                 
                196K
                $4.62M
                
             |               
            |
| 
               
                  Jan 23, 2025
                  Q4 2024
                 
               |   
            
              
   
      Valicenti Advisory Services Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              102K+ 125.03% | 
            
                                   
                  $1.88M - $4.16M
                 
             |    
            
                                 
                183K
                $4.33M
                
             |               
            |
| 
               
                  Feb 07, 2025
                  Q4 2024
                 
               |   
            
              
   
      Sequoia Financial Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              101K+ 116.98% | 
            
                                   
                  $1.85M - $4.12M
                 
             |    
            
                                 
                187K
                $4.41M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Strategic Financial Planning, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              100K+ 100.07% | 
            
                                   
                  $1.85M - $4.11M
                 
             |    
            
                                 
                201K
                $4.74M
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      Quantum Capital Management, LLC 
       
           
            Northfield, NJ  | 
            
               BUY                   
             | 
            - | 
              100K+ 101.96% | 
            
                                   
                  $1.85M - $4.1M
                 
             |    
            
                                 
                199K
                $4.69M
                
             |               
            |
| 
               
                  Jan 03, 2025
                  Q4 2024
                 
               |   
            
              
   
      Beacon Wealthcare LLC
       
           
            Raleigh, NC  | 
            
               BUY                   
             | 
            - | 
              99.5K+ 113.05% | 
            
                                   
                  $1.83M - $4.07M
                 
             |    
            
                                 
                188K
                $4.43M
                
             |               
            |
| 
               
                  Jan 16, 2025
                  Q4 2024
                 
               |   
            
              
   
      Koshinski Asset Management, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              99.3K+ 97.96% | 
            
                                   
                  $1.83M - $4.06M
                 
             |    
            
                                 
                201K
                $4.74M
                
             |               
            |
| 
               
                  Jan 15, 2025
                  Q4 2024
                 
               |   
            
              
   
      Garrett Investment Advisors LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              97.8K+ 89.57% | 
            
                                   
                  $1.8M - $4M
                 
             |    
            
                                 
                207K
                $4.89M
                
             |               
            |
| 
               
                  Jan 15, 2025
                  Q4 2024
                 
               |   
            
              
   
      Avalon Advisory Group
       
           
            Wexford, PA  | 
            
               BUY                   
             | 
            - | 
              96.6K+ 100.0% | 
            
                                   
                  $1.78M - $3.95M
                 
             |    
            
                                 
                193K
                $4.56M
                
             |               
            |
| 
               
                  Jan 23, 2025
                  Q4 2024
                 
               |   
            
              
   
      Old National Bancorp 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              96.6K+ 102.3% | 
            
                                   
                  $1.78M - $3.95M
                 
             |    
            
                                 
                191K
                $4.51M
                
             |               
            |
| 
               
                  Jan 07, 2025
                  Q4 2024
                 
               |   
            
              
   
      Cva Family Office, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              96.5K+ 109.69% | 
            
                                   
                  $1.78M - $3.94M
                 
             |    
            
                                 
                184K
                $4.36M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Core Cap Advisors, LLC
       
           
            Southfield, MI  | 
            
               BUY                   
             | 
            - | 
              96.1K+ 264.83% | 
            
                                   
                  $1.77M - $3.93M
                 
             |    
            
                                 
                132K
                $3.13M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Life Plan Investment Advisors, Inc.
       
           
            Raleigh, NC  | 
            
               BUY                   
             | 
            - | 
              96.1K+ 97.52% | 
            
                                   
                  $1.77M - $3.93M
                 
             |    
            
                                 
                195K
                $4.6M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Advisors Capital Management, LLC
       
           
            Ridgewood, NJ  | 
            
               BUY                   
             | 
            - | 
              95.4K+ 83.3% | 
            
                                   
                  $1.76M - $3.9M
                 
             |    
            
                                 
                210K
                $4.96M
                
             |               
            |
| 
               
                  Feb 03, 2025
                  Q4 2024
                 
               |   
            
              
   
      Tradewinds Capital Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              95.1K+ 227.66% | 
            
                                   
                  $1.75M - $3.88M
                 
             |    
            
                                 
                137K
                $3.23M
                
             |               
            |
| 
               
                  Jan 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Seaside Wealth Management, Inc.
       
           
            Carlsbad, CA  | 
            
               BUY                   
             | 
            - | 
              93.8K+ 164.25% | 
            
                                   
                  $1.73M - $3.83M
                 
             |    
            
                                 
                151K
                $3.56M
                
             |               
            |
| 
               
                  Jan 22, 2025
                  Q4 2024
                 
               |   
            
              
   
      Foster Group, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              91.8K+ 112.29% | 
            
                                   
                  $1.69M - $3.75M
                 
             |    
            
                                 
                174K
                $4.1M
                
             |               
            |
| 
               
                  Feb 04, 2025
                  Q4 2024
                 
               |   
            
              
   
      Cherry Tree Wealth Management, LLC
       
           
            Minnetonka, MN  | 
            
               BUY                   
             | 
            - | 
              91.3K+ 99.18% | 
            
                                   
                  $1.68M - $3.73M
                 
             |    
            
                                 
                183K
                $4.33M
                
             |               
            |
| 
               
                  Jan 23, 2025
                  Q4 2024
                 
               |   
            
              
   
      Allen Capital Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              91.3K+ 111.0% | 
            
                                   
                  $1.68M - $3.73M
                 
             |    
            
                                 
                174K
                $4.1M
                
             |               
            |
| 
               
                  Feb 03, 2025
                  Q4 2024
                 
               |   
            
              
   
      Curtis Advisory Group, LLC
       
           
            Santa Barbara, CA  | 
            
               BUY                   
             | 
            - | 
              90.6K+ 94.74% | 
            
                                   
                  $1.67M - $3.7M
                 
             |    
            
                                 
                186K
                $4.4M
                
             |               
            |
| 
               
                  Sep 09, 2025
                  Q4 2024
                 
               |   
            
              
   
      Cambridge Financial Group, LLC
       
           
            Tucson, AZ  | 
            
               BUY                   
             | 
            - | 
              89.9K+ 91.34% | 
            
                                   
                  $1.66M - $3.68M
                 
             |    
            
                                 
                188K
                $4.45M
                
             |               
            |
| 
               
                  Feb 10, 2025
                  Q4 2024
                 
               |   
            
              
   
      Signaturefd, LLC
       
           
            Atlanta, GA  | 
            
               BUY                   
             | 
            - | 
              89.5K+ 99.59% | 
            
                                   
                  $1.65M - $3.66M
                 
             |    
            
                                 
                179K
                $4.23M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Comerica Bank
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              88.9K+ 291.27% | 
            
                                   
                  $1.64M - $3.63M
                 
             |    
            
                                 
                119K
                $2.82M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Cahill Financial Advisors Inc
       
           
            Edina, MN  | 
            
               BUY                   
             | 
            - | 
              88.7K+ 113.4% | 
            
                                   
                  $1.63M - $3.63M
                 
             |    
            
                                 
                167K
                $3.94M
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      Blair William & CO
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              88.3K+ 105.8% | 
            
                                   
                  $1.63M - $3.61M
                 
             |    
            
                                 
                172K
                $4.06M
                
             |               
            |
| 
               
                  Jan 28, 2025
                  Q4 2024
                 
               |   
            
              
   
      Apollon Wealth Management, LLC
       
           
            Mount Pleasant, SC  | 
            
               BUY                   
             | 
            - | 
              88.3K+ 189.65% | 
            
                                   
                  $1.63M - $3.61M
                 
             |    
            
                                 
                135K
                $3.19M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Texas Yale Capital Corp.
       
           
            St. Petersburg, FL  | 
            
               BUY                   
             | 
            - | 
              88.1K+ 98.3% | 
            
                                   
                  $1.62M - $3.6M
                 
             |    
            
                                 
                178K
                $4.19M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Argent Trust CO
       
           
            Nashville, TN  | 
            
               BUY                   
             | 
            - | 
              87.8K+ 100.0% | 
            
                                   
                  $1.62M - $3.59M
                 
             |    
            
                                 
                176K
                $4.15M
                
             |               
            |
| 
               
                  Feb 18, 2025
                  Q4 2024
                 
               |   
            
              
   
      Bip Alliance, LLC
       
           
            Atlanta, GA  | 
            
               BUY                   
             | 
            - | 
              87.7KNew | 
            
                                   
                  $1.62M - $3.59M
                 
             |    
            
                                 
                87.7K
                $2.07M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Evergreen Capital Management LLC
       
           
            Bellevue, WA  | 
            
               BUY                   
             | 
            - | 
              87.6K+ 100.36% | 
            
                                   
                  $1.61M - $3.58M
                 
             |    
            
                                 
                175K
                $4.13M
                
             |               
            |
| 
               
                  Jan 30, 2025
                  Q4 2024
                 
               |   
            
              
   
      Abc Arbitrage Sa
       
           
            Paris, I0  | 
            
               BUY                   
             | 
            - | 
              87.6KNew | 
            
                                   
                  $1.61M - $3.58M
                 
             |    
            
                                 
                87.6K
                $2.07M
                
             |               
            |
| 
               
                  Feb 11, 2025
                  Q4 2024
                 
               |   
            
              
   
      Independent Solutions Wealth Management, LLC
       
           
            Williamsville, NY  | 
            
               BUY                   
             | 
            - | 
              87.5K+ 86.96% | 
            
                                   
                  $1.61M - $3.58M
                 
             |    
            
                                 
                188K
                $4.44M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Warren Averett Asset Management, LLC
       
           
            Birmingham, AL  | 
            
               BUY                   
             | 
            - | 
              87.3K+ 26.81% | 
            
                                   
                  $1.61M - $3.57M
                 
             |    
            
                                 
                413K
                $9.75M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Ancora Advisors, LLC
       
           
            Cleveland, OH  | 
            
               BUY                   
             | 
            - | 
              87.2K+ 101.16% | 
            
                                   
                  $1.61M - $3.56M
                 
             |    
            
                                 
                173K
                $4.1M
                
             |               
            |
| 
               
                  Feb 04, 2025
                  Q4 2024
                 
               |   
            
              
   
      Fft Wealth Management LLC
       
           
            West Conshohocken, PA  | 
            
               BUY                   
             | 
            - | 
              86.3K+ 24.28% | 
            
                                   
                  $1.59M - $3.53M
                 
             |    
            
                                 
                442K
                $10.4M
                
             |               
            |
| 
               
                  Feb 04, 2025
                  Q4 2024
                 
               |   
            
              
   
      Beacon Bridge Wealth Partners, LLC
       
           
            Conshohocken, PA  | 
            
               BUY                   
             | 
            - | 
              86K+ 107.51% | 
            
                                   
                  $1.58M - $3.52M
                 
             |    
            
                                 
                166K
                $3.92M
                
             |               
            |
| 
               
                  Jan 21, 2025
                  Q4 2024
                 
               |   
            
              
   
      Peak Financial Management, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              85.4K+ 98.6% | 
            
                                   
                  $1.57M - $3.49M
                 
             |    
            
                                 
                172K
                $4.06M
                
             |               
            |
| 
               
                  Feb 04, 2025
                  Q4 2024
                 
               |   
            
              
   
      Nwam LLC
       
           
            Mercer Island, WA  | 
            
               BUY                   
             | 
            - | 
              85.1K+ 107.77% | 
            
                                   
                  $1.57M - $3.48M
                 
             |    
            
                                 
                164K
                $3.87M
                
             |               
            |
| 
               
                  Feb 11, 2025
                  Q4 2024
                 
               |   
            
              
   
      Aire Advisors, LLC
       
           
            Beverly Hills, CA  | 
            
               BUY                   
             | 
            - | 
              84.6K+ 100.98% | 
            
                                   
                  $1.56M - $3.46M
                 
             |    
            
                                 
                168K
                $3.98M
                
             |               
            |
| 
               
                  Jan 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Sea Crest Wealth Management, LLC
       
           
            Purchase, NY  | 
            
               BUY                   
             | 
            - | 
              84.6K+ 91.22% | 
            
                                   
                  $1.56M - $3.46M
                 
             |    
            
                                 
                177K
                $4.19M
                
             |               
            |
| 
               
                  Jan 21, 2025
                  Q4 2024
                 
               |   
            
              
   
      Aspiring Ventures, LLC
       
           
            Cincinnati, OH  | 
            
               BUY                   
             | 
            - | 
              82.5KNew | 
            
                                   
                  $1.52M - $3.37M
                 
             |    
            
                                 
                82.5K
                $1.95M
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      Milestone Investment Advisors LLC
       
           
            Middleton, WI  | 
            
               BUY                   
             | 
            - | 
              82K+ 88.09% | 
            
                                   
                  $1.51M - $3.35M
                 
             |    
            
                                 
                175K
                $4.14M
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      Orion Portfolio Solutions, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              81.8K+ 150.11% | 
            
                                   
                  $1.51M - $3.34M
                 
             |    
            
                                 
                136K
                $3.22M
                
             |               
            |
| 
               
                  Jul 31, 2025
                  Q4 2024
                 
               |   
            
              
   
      Brinker Capital Investments, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              81.8K+ 150.11% | 
            
                                   
                  $1.51M - $3.34M
                 
             |    
            
                                 
                136K
                $3.22M
                
             |               
            |
| 
               
                  Jan 24, 2025
                  Q4 2024
                 
               |   
            
              
   
      Tempus Wealth Planning, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              81.8K+ 106.05% | 
            
                                   
                  $1.51M - $3.34M
                 
             |    
            
                                 
                159K
                $3.75M
                
             |