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 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.37M+ 115.56% |
$43.6M - $96.7M
|
4.42M
$88.1M
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
427KNew |
$7.86M - $17.5M
|
427K
$8.53M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
380+ 100.0% |
$7K - $15.5K
|
760
$15.2K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
34.8K+ 101.95% |
$640K - $1.42M
|
68.9K
$1.38M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.3K+ 104.46% |
$189K - $420K
|
20.1K
$401K
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
11.6K+ 85.56% |
$214K - $474K
|
25.2K
$502K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
7.12KNew |
$131K - $291K
|
7.12K
$142K
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
16K+ 104.42% |
$295K - $655K
|
31.4K
$626K
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
12KNew |
$221K - $492K
|
12K
$240K
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.2K+ 99.97% |
$242K - $538K
|
26.3K
$525K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.81K+ 100.11% |
$70.1K - $156K
|
7.61K
$152K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.1K+ 107.74% |
$426K - $945K
|
44.6K
$890K
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.93M+ 97.96% |
$35.6M - $79M
|
3.91M
$78M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
489+ 100.0% |
$9K - $20K
|
978
$19.5K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
247K+ 46.68% |
$4.56M - $10.1M
|
778K
$15.5M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
27.5K+ 101.99% |
$507K - $1.13M
|
54.5K
$1.09M
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
14.9KNew |
$275K - $611K
|
14.9K
$298K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
95.1K+ 227.66% |
$1.75M - $3.88M
|
137K
$2.73M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.26M+ 91.53% |
$23.2M - $51.5M
|
2.64M
$52.7M
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
21.3K+ 86.21% |
$393K - $872K
|
46.1K
$920K
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
14.4K+ 89.07% |
$266K - $590K
|
30.6K
$612K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.45K+ 103.53% |
$137K - $304K
|
14.6K
$292K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.24M+ 105.62% |
$96.4M - $214M
|
10.2M
$204M
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
256K+ 144.71% |
$4.71M - $10.4M
|
432K
$8.63M
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
90.6K+ 94.74% |
$1.67M - $3.7M
|
186K
$3.72M
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
10.4K+ 104.5% |
$191K - $425K
|
20.3K
$406K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.43K- 27.66% |
$44.8K - $99.4K
|
6.36K
$127K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
18.5K+ 56.61% |
$341K - $757K
|
51.2K
$1.02M
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
36.4K+ 125.89% |
$670K - $1.49M
|
65.3K
$1.3M
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1.34M+ 109.68% |
$24.7M - $54.9M
|
2.57M
$51.2M
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
6.34K+ 101.54% |
$117K - $259K
|
12.6K
$251K
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
253K+ 103.93% |
$4.65M - $10.3M
|
496K
$9.9M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18K+ 2.11% |
$331K - $734K
|
868K
$17.3M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
6.55KNew |
$121K - $268K
|
6.55K
$131K
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
10.9K+ 71.76% |
$201K - $446K
|
26.1K
$521K
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
908K+ 105.63% |
$16.7M - $37.1M
|
1.77M
$35.3M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
191K+ 327.93% |
$3.53M - $7.83M
|
250K
$4.99M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
98.4M+ 118.9% |
$1.81B - $4.02B
|
181M
$3.61B
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.36K+ 50.93% |
$80.3K - $178K
|
12.9K
$258K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.56K+ 14.43% |
$83.9K - $186K
|
36.1K
$721K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
919New |
$16.9K - $37.6K
|
919
$18.3K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
132K+ 102.9% |
$2.44M - $5.41M
|
261K
$5.21M
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12.4K+ 224.04% |
$228K - $505K
|
17.9K
$357K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
47.4KNew |
$872K - $1.94M
|
47.4K
$945K
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.26M+ 98.7% |
$60M - $133M
|
6.56M
$131M
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
36.1K+ 98.28% |
$664K - $1.47M
|
72.8K
$1.45M
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
211+ 104.46% |
$3.88K - $8.62K
|
413
$8.24K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
10.4K+ 101.3% |
$192K - $426K
|
20.7K
$414K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
28.8K+ 129.1% |
$531K - $1.18M
|
51.2K
$1.02M
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
425K+ 97.12% |
$7.83M - $17.4M
|
864K
$17.2M
|