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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
130K+ 197.94% |
$2.4M - $5.32M
|
196K
$3.91M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
17.8K+ 99.99% |
$327K - $727K
|
35.6K
$710K
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
52.6K+ 63.54% |
$968K - $2.15M
|
135K
$2.7M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.24K+ 23.59% |
$59.6K - $132K
|
16.9K
$338K
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
20.9K+ 133.46% |
$384K - $853K
|
36.5K
$729K
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.24K+ 100.0% |
$115K - $255K
|
12.5K
$249K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
6.66K+ 96.37% |
$123K - $272K
|
13.6K
$271K
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.17K+ 1.51% |
$40K - $88.8K
|
146K
$2.92M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
834New |
$15.4K - $34.1K
|
834
$16.6K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50.2K+ 100.68% |
$925K - $2.05M
|
100K
$2M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
751K+ 3.45% |
$13.8M - $30.7M
|
22.5M
$449M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.98K+ 116.73% |
$110K - $244K
|
11.1K
$222K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-223K- 61.72% |
$4.11M - $9.13M
|
139K
$2.76M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
9.84K+ 89.69% |
$181K - $402K
|
20.8K
$415K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
39.2K+ 122.08% |
$721K - $1.6M
|
71.3K
$1.42M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
550K+ 103.38% |
$10.1M - $22.5M
|
1.08M
$21.6M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-1.42K- 37.23% |
$26.1K - $58K
|
2.39K
$47.7K
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
21.9K+ 169.98% |
$403K - $895K
|
34.8K
$694K
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
142K+ 286.13% |
$2.62M - $5.81M
|
192K
$3.83M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
166K+ 99.35% |
$3.06M - $6.79M
|
333K
$6.65M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37.6K+ 100.06% |
$693K - $1.54M
|
75.3K
$1.5M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.63K+ 113.47% |
$104K - $230K
|
10.6K
$211K
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
52.1K+ 120.85% |
$959K - $2.13M
|
95.2K
$1.9M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
11.1KNew |
$205K - $455K
|
11.1K
$222K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
10.7K+ 117.8% |
$197K - $436K
|
19.7K
$394K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
89.5K+ 99.59% |
$1.65M - $3.66M
|
179K
$3.58M
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
36.2K+ 101.71% |
$666K - $1.48M
|
71.7K
$1.43M
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
19.5K+ 97.49% |
$360K - $798K
|
39.6K
$790K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
417K+ 101.35% |
$7.69M - $17.1M
|
829K
$16.6M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
65.6K+ 94.1% |
$1.21M - $2.68M
|
135K
$2.7M
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.4K+ 100.0% |
$173K - $384K
|
18.8K
$375K
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
277KNew |
$5.11M - $11.3M
|
277K
$5.54M
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
132KNew |
$2.44M - $5.41M
|
132K
$2.64M
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
31.5KNew |
$579K - $1.29M
|
31.5K
$628K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63.4K+ 199.94% |
$1.17M - $2.59M
|
95.2K
$1.9M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
37.7K+ 159.1% |
$694K - $1.54M
|
61.4K
$1.22M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
34.4K+ 101.06% |
$634K - $1.41M
|
68.5K
$1.37M
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
36.3K+ 55.97% |
$668K - $1.48M
|
101K
$2.02M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.17KNew |
$21.6K - $48K
|
1.17K
$23.4K
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
16.9KNew |
$311K - $690K
|
16.9K
$337K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
72New |
$1.33K - $2.94K
|
72
$1.44K
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
11.9K+ 97.74% |
$219K - $487K
|
24.1K
$481K
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.62K+ 100.0% |
$48.2K - $107K
|
5.24K
$105K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
33.8KNew |
$621K - $1.38M
|
33.8K
$674K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
33.2K+ 113.25% |
$611K - $1.36M
|
62.4K
$1.25M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
678K+ 65.42% |
$12.5M - $27.7M
|
1.71M
$34.2M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
165K+ 101.28% |
$3.03M - $6.74M
|
328K
$6.54M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
153K+ 97.2% |
$2.82M - $6.26M
|
311K
$6.2M
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
25.7KNew |
$472K - $1.05M
|
25.7K
$512K
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
265K+ 108.08% |
$4.87M - $10.8M
|
509K
$10.2M
|