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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
90+ 0.65% |
$3.33K - $3.74K
|
13.9K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-573- 2.06% |
$21.2K - $23.8K
|
27.2K
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.43K+ 1.24% |
$52.9K - $59.5K
|
117K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11.5K+ 1.1% |
$424K - $477K
|
1.05M
$20.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.24K+ 1.9% |
$231K - $259K
|
335K
$6.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.02KNew |
$74.7K - $83.9K
|
2.02K
$38.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.02K+ 2.25% |
$37.8K - $42.5K
|
46.6K
$898K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
247+ 37.94% |
$9.13K - $10.3K
|
898
$17.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
593+ 2.09% |
$21.9K - $24.6K
|
28.9K
$558K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
34+ 5.13% |
$1.26K - $1.41K
|
697
$13.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
625+ 3.94% |
$23.1K - $26K
|
16.5K
$318K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3K+ 0.53% |
$111K - $125K
|
567K
$10.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-750- 9.45% |
$27.7K - $31.2K
|
7.18K
$139K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
18.3K+ 3.3% |
$675K - $758K
|
571K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-115- 11.12% |
$4.25K - $4.78K
|
919
$17.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.57K+ 27.62% |
$95.1K - $107K
|
11.9K
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
62+ 0.93% |
$2.29K - $2.58K
|
6.7K
$129K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-7.97K- 1.84% |
$295K - $331K
|
425K
$8.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.32K+ 9.95% |
$48.9K - $54.9K
|
14.6K
$282K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.56K- 12.81% |
$57.7K - $64.8K
|
10.6K
$205K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-400- 5.26% |
$14.8K - $16.6K
|
7.21K
$139K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
784+ 1.26% |
$29K - $32.6K
|
63.1K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-464- 6.0% |
$17.2K - $19.3K
|
7.27K
$140K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
892+ 12.58% |
$33K - $37.1K
|
7.98K
$154K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1.51KNew |
$55.9K - $62.8K
|
1.51K
$29.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14K+ 5.1% |
$518K - $582K
|
289K
$5.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.26K+ 9.74% |
$46.7K - $52.4K
|
14.2K
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
397+ 1.82% |
$14.7K - $16.5K
|
22.3K
$429K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.41% |
$3.07K - $3.45K
|
20.3K
$391K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
90+ 0.28% |
$3.33K - $3.74K
|
32.7K
$631K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16.4K- 9.83% |
$605K - $680K
|
150K
$2.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.01K- 4.49% |
$37.3K - $41.9K
|
21.5K
$414K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
27New |
$998 - $1.12K
|
27
$521
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
113K+ 10.17% |
$4.18M - $4.7M
|
1.22M
$23.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.67K- 14.26% |
$98.8K - $111K
|
16.1K
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-678- 2.3% |
$25.1K - $28.2K
|
28.7K
$554K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
12.2K+ 8.94% |
$453K - $509K
|
149K
$2.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.04K- 0.53% |
$38.3K - $43.1K
|
196K
$3.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-6.83K- 3.93% |
$253K - $284K
|
167K
$3.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-447- 2.85% |
$16.5K - $18.6K
|
15.2K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
32+ 0.18% |
$1.18K - $1.33K
|
17.6K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.34K- 3.25% |
$234K - $263K
|
189K
$3.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.27K- 0.94% |
$83.8K - $94.2K
|
239K
$4.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-474K- 98.43% |
$17.5M - $19.7M
|
7.54K
$145K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.06K+ 1.63% |
$39.2K - $44.1K
|
66K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.02K+ 100.0% |
$223K - $250K
|
12K
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.89KNew |
$181K - $203K
|
4.89K
$94.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.12KNew |
$189K - $213K
|
5.12K
$98.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-200- 1.11% |
$7.4K - $8.31K
|
17.8K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.91K- 6.19% |
$70.6K - $79.4K
|
29K
$559K
|