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 |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
12.8K+ 24.16% |
$235K - $263K
|
65.9K
$1.31M
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
4.89K+ 1.4% |
$89.7K - $100K
|
354K
$7.06M
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13.1K+ 4.8% |
$241K - $269K
|
286K
$5.71M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
34.4K+ 6.18% |
$632K - $707K
|
592K
$11.8M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.51K- 0.85% |
$27.7K - $31K
|
176K
$3.51M
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-9.35K- 8.71% |
$172K - $192K
|
98K
$1.96M
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
155+ 0.61% |
$2.85K - $3.18K
|
25.7K
$513K
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-507- 1.26% |
$9.31K - $10.4K
|
39.9K
$796K
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
22.2K+ 3.93% |
$408K - $456K
|
588K
$11.7M
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
206+ 0.74% |
$3.78K - $4.23K
|
27.9K
$558K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-16.7K- 3.52% |
$306K - $342K
|
456K
$9.11M
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
65.7K+ 5.35% |
$1.21M - $1.35M
|
1.3M
$25.9M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.64K- 0.99% |
$48.5K - $54.1K
|
264K
$5.26M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.31K- 2.08% |
$79.1K - $88.4K
|
203K
$4.04M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
448+ 0.71% |
$8.23K - $9.19K
|
63.4K
$1.27M
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7+ 1.58% |
$129 - $144
|
449
$8.96K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.79K- 8.51% |
$51.2K - $57.2K
|
30K
$598K
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-895- 1.61% |
$16.4K - $18.4K
|
54.8K
$1.09M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-24.9K- 3.33% |
$458K - $512K
|
724K
$14.4M
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
79.6K+ 3.33% |
$1.46M - $1.63M
|
2.47M
$49.3M
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.37K- 0.25% |
$25.2K - $28.1K
|
545K
$10.9M
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.66K+ 73.5% |
$159K - $178K
|
20.4K
$408K
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-6.19K- 0.3% |
$114K - $127K
|
2.03M
$40.6M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40.3K+ 4.61% |
$741K - $827K
|
915K
$18.3M
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-27.7K- 8.31% |
$509K - $568K
|
306K
$6.1M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.98KNew |
$54.8K - $61.2K
|
2.98K
$59.6K
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-16.6K- 1.4% |
$305K - $341K
|
1.17M
$23.3M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
38.5K+ 15.47% |
$707K - $790K
|
288K
$5.74M
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
50.9K+ 1.48% |
$935K - $1.04M
|
3.5M
$70M
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
47.6K+ 5.52% |
$875K - $977K
|
910K
$18.2M
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.88K+ 2.81% |
$89.5K - $100K
|
179K
$3.56M
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.42K- 2.4% |
$26K - $29.1K
|
57.6K
$1.15M
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-453- 0.47% |
$8.32K - $9.29K
|
95.7K
$1.91M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
130+ 0.9% |
$2.39K - $2.67K
|
14.6K
$292K
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-507- 0.58% |
$9.31K - $10.4K
|
86.7K
$1.73M
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 2.63% |
$267K - $298K
|
567K
$11.3M
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
19KNew |
$348K - $389K
|
19K
$379K
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$129 - $144
|
3.82K
$76.1K
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.19K- 26.42% |
$114K - $127K
|
17.2K
$344K
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$206K - $231K
|
11.2K
$224K
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
46.2K+ 39.73% |
$847K - $947K
|
162K
$3.24M
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-8.5K- 15.69% |
$156K - $174K
|
45.7K
$912K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-182- 0.68% |
$3.34K - $3.73K
|
26.5K
$529K
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-88- 0.08% |
$1.62K - $1.8K
|
111K
$2.21M
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
67K+ 94.06% |
$1.23M - $1.37M
|
138K
$2.76M
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-145- 0.41% |
$2.66K - $2.97K
|
35.4K
$706K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
64.1K+ 465.32% |
$1.18M - $1.31M
|
77.8K
$1.55M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2K+ 143.88% |
$36.7K - $41K
|
3.39K
$67.6K
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
120K+ 23.08% |
$2.2M - $2.45M
|
638K
$12.7M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.6K- 6.51% |
$249K - $278K
|
195K
$3.89M
|