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 |
|---|---|---|---|---|---|---|---|
|
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
$94.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.12KNew |
$189K - $213K
|
5.12K
$98.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-200- 1.11% |
$7.4K - $8.31K
|
17.8K
$342K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.91K- 6.19% |
$70.6K - $79.4K
|
29K
$558K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
23.1K+ 97.46% |
$856K - $962K
|
46.9K
$903K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5KNew |
$185K - $208K
|
5K
$96.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
5.38K+ 3.04% |
$199K - $224K
|
183K
$3.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
785+ 5.03% |
$29K - $32.6K
|
16.4K
$316K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.75K- 6.86% |
$64.6K - $72.6K
|
23.7K
$457K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
999+ 1.24% |
$36.9K - $41.5K
|
81.7K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.87% |
$37 - $41.6
|
116
$2.23K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.38K- 16.83% |
$88.2K - $99.1K
|
11.8K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-335- 3.19% |
$12.4K - $13.9K
|
10.2K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
349+ 0.4% |
$12.9K - $14.5K
|
86.8K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.51K- 0.44% |
$55.7K - $62.6K
|
344K
$6.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.02K+ 4.18% |
$223K - $250K
|
150K
$2.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-152- 13.61% |
$5.62K - $6.32K
|
965
$18.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
40.7K+ 2.48% |
$1.5M - $1.69M
|
1.68M
$32.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4.89KNew |
$181K - $203K
|
4.89K
$94.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.4K+ 8.89% |
$1.2M - $1.35M
|
397K
$7.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.01% |
$148 - $166
|
45.3K
$871K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.58K- 5.83% |
$58.5K - $65.8K
|
25.6K
$492K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.5K+ 9.11% |
$720K - $808K
|
233K
$4.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-205- 7.47% |
$7.58K - $8.52K
|
2.54K
$48.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.94K+ 0.94% |
$183K - $205K
|
530K
$10.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-30- 0.56% |
$1.11K - $1.25K
|
5.3K
$102K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
784+ 4.94% |
$29K - $32.6K
|
16.6K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-55- 0.43% |
$2.03K - $2.29K
|
12.7K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
7.78KNew |
$288K - $323K
|
7.78K
$150K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-828- 12.8% |
$30.6K - $34.4K
|
5.64K
$109K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.6K+ 0.89% |
$281K - $316K
|
860K
$16.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.07K- 11.57% |
$151K - $169K
|
31.1K
$599K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.24K+ 3.23% |
$231K - $259K
|
199K
$3.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
80+ 0.61% |
$2.96K - $3.32K
|
13.2K
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
5.78KNew |
$214K - $240K
|
5.78K
$111K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-324- 40.15% |
$12K - $13.5K
|
483
$9.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.38K+ 38.29% |
$199K - $224K
|
19.4K
$374K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-12.7K- 1.88% |
$468K - $526K
|
659K
$12.7M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
102+ 1.53% |
$3.77K - $4.24K
|
6.78K
$131K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
21K+ 7.32% |
$776K - $872K
|
308K
$5.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-117- 3.39% |
$4.33K - $4.86K
|
3.33K
$64.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.3K+ 71.58% |
$382K - $429K
|
24.8K
$477K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.38KNew |
$199K - $224K
|
5.38K
$104K
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
21.9K+ 41.37% |
$810K - $910K
|
74.8K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
34.2K+ 4.67% |
$1.26M - $1.42M
|
766K
$14.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
33.8K+ 2.3% |
$1.25M - $1.4M
|
1.5M
$28.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.99K- 2.09% |
$73.4K - $82.5K
|
93.1K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20.7K+ 3.24% |
$767K - $862K
|
661K
$12.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.11K- 3.25% |
$189K - $212K
|
152K
$2.93M
|