Latest Institutional Transactions on Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Eqty (SCHF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$7.14K - $7.82K
|
200
$7.88K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-14.1K- 3.05% |
$504K - $552K
|
449K
$17.7M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
21.8K+ 8.31% |
$780K - $854K
|
284K
$11.2M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
479K+ 141.43% |
$17.1M - $18.7M
|
817K
$32.2M
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$369K - $404K
|
10.3K
$407K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
14.7K+ 2.88% |
$524K - $574K
|
524K
$20.7M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
129K+ 86.08% |
$4.59M - $5.03M
|
278K
$11M
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.51KNew |
$197K - $215K
|
5.51K
$217K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-11- 2.93% |
$393 - $430
|
365
$14.4K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
30+ 0.17% |
$1.07K - $1.17K
|
17.9K
$705K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-80- 0.46% |
$2.86K - $3.13K
|
17.2K
$679K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
569+ 299.47% |
$20.3K - $22.3K
|
759
$29.9K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
610+ 2.09% |
$21.8K - $23.9K
|
29.8K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.4K- 14.84% |
$656K - $719K
|
105K
$4.16M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
7.35K+ 3.45% |
$262K - $287K
|
220K
$8.68M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-399- 2.07% |
$14.2K - $15.6K
|
18.9K
$743K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
495+ 0.66% |
$17.7K - $19.4K
|
74.9K
$2.95M
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.36K- 3.18% |
$48.6K - $53.2K
|
41.5K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.68K+ 647.78% |
$203K - $222K
|
6.56K
$258K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47.1K+ 454.55% |
$1.68M - $1.84M
|
57.5K
$2.27M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.5K- 0.9% |
$1.55M - $1.7M
|
4.78M
$188M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.93K+ 5.78% |
$176K - $193K
|
90.3K
$3.56M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.11K+ 0.24% |
$254K - $278K
|
3.02M
$119M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.77K+ 100.14% |
$98.9K - $108K
|
5.54K
$218K
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-425- 1.57% |
$15.2K - $16.6K
|
26.6K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
210New |
$7.5K - $8.21K
|
210
$8.28K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
45+ 39.13% |
$1.61K - $1.76K
|
160
$6.31K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-935K- 69.15% |
$33.4M - $36.6M
|
417K
$16.4M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
24+ 0.06% |
$857 - $939
|
37.5K
$1.48M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.53M+ 4.09% |
$197M - $216M
|
141M
$5.55B
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-32.5K- 3.8% |
$1.16M - $1.27M
|
825K
$32.5M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-392K- 6.55% |
$14M - $15.3M
|
5.59M
$220M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-201- 2.27% |
$7.18K - $7.86K
|
8.65K
$341K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
865New |
$30.9K - $33.8K
|
865
$34.1K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.46K- 0.81% |
$338K - $370K
|
1.16M
$45.7M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
393New |
$14K - $15.4K
|
393
$15.5K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-17.6K- 56.64% |
$630K - $690K
|
13.5K
$532K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.7KNew |
$132K - $145K
|
3.7K
$146K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.3K- 0.84% |
$1.44M - $1.57M
|
4.73M
$187M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
995+ 2.84% |
$35.5K - $38.9K
|
36K
$1.42M
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$678 - $743
|
44.3K
$1.75M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
27.4K+ 79.84% |
$977K - $1.07M
|
61.7K
$2.43M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.37K- 2.64% |
$299K - $327K
|
309K
$12.2M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.16K+ 1.09% |
$77.1K - $84.4K
|
201K
$7.93M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.41KNew |
$229K - $251K
|
6.41K
$253K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-43.8K- 4.11% |
$1.56M - $1.71M
|
1.02M
$40.2M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-127K- 8.21% |
$4.55M - $4.98M
|
1.42M
$56.1M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.69K- 1.8% |
$239K - $262K
|
365K
$14.4M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.17KNew |
$185K - $202K
|
5.17K
$204K
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
24.3K+ 12.73% |
$868K - $951K
|
215K
$8.49M
|