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 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
76.7K+ 93.85% |
$1.41M - $3.14M
|
158K
$3.16M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.9K+ 100.35% |
$588K - $1.3M
|
63.7K
$1.27M
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
361K+ 96.86% |
$6.65M - $14.8M
|
735K
$14.7M
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
6+ 0.01% |
$110 - $245
|
60.3K
$1.2M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.16KNew |
$113K - $252K
|
6.16K
$123K
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
13.7K+ 4.69% |
$251K - $558K
|
305K
$6.08M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
185K+ 97.82% |
$3.4M - $7.54M
|
373K
$7.45M
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.81K+ 1.55% |
$51.7K - $115K
|
184K
$3.67M
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
77.2K+ 84.55% |
$1.42M - $3.15M
|
168K
$3.36M
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
40.7K+ 51.25% |
$748K - $1.66M
|
120K
$2.39M
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
6.88K+ 103.18% |
$127K - $281K
|
13.5K
$270K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
17.7K+ 100.93% |
$326K - $724K
|
35.3K
$704K
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
50.2K+ 108.84% |
$924K - $2.05M
|
96.3K
$1.92M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3.35K+ 28.54% |
$61.7K - $137K
|
15.1K
$301K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
37.2K+ 4139.31% |
$684K - $1.52M
|
38.1K
$760K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
318K+ 109.95% |
$5.85M - $13M
|
607K
$12.1M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.12K+ 100.0% |
$39K - $86.5K
|
4.23K
$84.5K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 100.0% |
$644 - $1.43K
|
70
$1.4K
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
22.6K+ 117.2% |
$416K - $924K
|
41.9K
$836K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
38.2K+ 89.55% |
$703K - $1.56M
|
80.9K
$1.61M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
10.6K+ 100.0% |
$195K - $434K
|
21.2K
$424K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16.3KNew |
$301K - $667K
|
16.3K
$326K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.17MNew |
$39.9M - $88.6M
|
2.17M
$43.3M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
3KNew |
$55.2K - $123K
|
3K
$59.9K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
392K+ 120.82% |
$7.22M - $16M
|
716K
$14.3M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.66K+ 100.0% |
$30.5K - $67.6K
|
3.31K
$66.1K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
75.2K+ 106.21% |
$1.38M - $3.07M
|
146K
$2.91M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11.5KNew |
$212K - $471K
|
11.5K
$230K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12K+ 100.92% |
$221K - $490K
|
23.9K
$476K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
152K+ 108.82% |
$2.79M - $6.2M
|
291K
$5.81M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
400K+ 94.02% |
$7.36M - $16.3M
|
825K
$16.5M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.17K+ 105.36% |
$169K - $375K
|
17.9K
$357K
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
119K+ 114.38% |
$2.2M - $4.88M
|
224K
$4.46M
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
10.3K+ 99.99% |
$189K - $420K
|
20.6K
$410K
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
48.9K+ 99.41% |
$900K - $2M
|
98.1K
$1.96M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
8.24K+ 100.0% |
$152K - $337K
|
16.5K
$329K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.1K+ 102.52% |
$112K - $249K
|
12K
$240K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
17.8KNew |
$328K - $728K
|
17.8K
$355K
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
31.8K+ 70.32% |
$586K - $1.3M
|
77.1K
$1.54M
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
486K+ 117.05% |
$8.95M - $19.9M
|
902K
$18M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
107KNew |
$1.97M - $4.37M
|
107K
$2.14M
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
13.5K+ 102.9% |
$249K - $553K
|
26.7K
$533K
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
43.3K+ 100.0% |
$797K - $1.77M
|
86.6K
$1.73M
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
19.2K+ 86.47% |
$354K - $787K
|
41.5K
$829K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.53K+ 82.12% |
$120K - $267K
|
14.5K
$289K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
29K+ 99.17% |
$534K - $1.19M
|
58.3K
$1.16M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12.4K+ 103.1% |
$228K - $507K
|
24.4K
$488K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
309+ 100.0% |
$5.69K - $12.6K
|
618
$12.3K
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
166KNew |
$3.05M - $6.78M
|
166K
$3.31M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
13K+ 126.89% |
$240K - $532K
|
23.3K
$464K
|