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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8.56K- 11.36% |
$157K - $176K
|
66.8K
$1.47M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
22.6K+ 7.24% |
$416K - $464K
|
335K
$7.38M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1K+ 5.16% |
$18.4K - $20.5K
|
20.4K
$449K
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
994+ 1.29% |
$18.2K - $20.4K
|
78.3K
$1.73M
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-9.8K- 2.55% |
$180K - $201K
|
374K
$8.24M
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
46+ 0.16% |
$845 - $943
|
29.4K
$647K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.44K+ 89.34% |
$44.8K - $50K
|
5.17K
$114K
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
3.09K+ 3.75% |
$56.8K - $63.4K
|
85.6K
$1.89M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.71K+ 2.1% |
$105K - $117K
|
278K
$6.12M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
31.7K+ 1.0% |
$582K - $650K
|
3.19M
$70.4M
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-39.9K- 20.38% |
$732K - $818K
|
156K
$3.43M
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.8K+ 0.63% |
$33K - $36.9K
|
286K
$6.31M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
63.2K+ 32.21% |
$1.16M - $1.3M
|
259K
$5.71M
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
28.5K+ 168.96% |
$523K - $584K
|
45.4K
$999K
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
14.2K+ 2.25% |
$261K - $292K
|
645K
$14.2M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
50.6KNew |
$929K - $1.04M
|
50.6K
$1.11M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.3K+ 8.88% |
$611K - $683K
|
408K
$8.99M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.51K- 5.7% |
$27.8K - $31.1K
|
25.1K
$552K
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
11K+ 1.31% |
$202K - $226K
|
852K
$18.8M
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
20.1K+ 82.41% |
$369K - $413K
|
44.5K
$981K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
136K+ 16.4% |
$2.5M - $2.79M
|
965K
$21.3M
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
11K+ 1.31% |
$202K - $226K
|
852K
$18.8M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
41.8K+ 3.51% |
$767K - $857K
|
1.23M
$27.2M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.09K- 9.08% |
$167K - $186K
|
91K
$2.01M
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10.4K- 5.44% |
$192K - $214K
|
181K
$3.99M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
14.9K+ 42.85% |
$273K - $305K
|
49.5K
$1.09M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-55- 0.38% |
$1.01K - $1.13K
|
14.6K
$321K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.58K- 2.64% |
$65.6K - $73.3K
|
132K
$2.9M
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
460+ 0.6% |
$8.45K - $9.43K
|
77.6K
$1.71M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20.3K+ 3.71% |
$373K - $417K
|
568K
$12.5M
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
16+ 0.12% |
$294 - $328
|
13.1K
$289K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14- 0.03% |
$257 - $287
|
53.6K
$1.18M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.01K+ 17.74% |
$165K - $185K
|
59.8K
$1.32M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
876New |
$16.1K - $18K
|
876
$19.3K
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-105K- 1.71% |
$1.92M - $2.14M
|
6.03M
$133M
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
11.6K+ 115.0% |
$213K - $238K
|
21.7K
$478K
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-577K- 21.18% |
$10.6M - $11.8M
|
2.15M
$47.3M
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-35.6K- 1.43% |
$654K - $731K
|
2.46M
$54.2M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
10.1KNew |
$185K - $207K
|
10.1K
$223K
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
13.1KNew |
$241K - $269K
|
13.1K
$289K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.01K+ 4.43% |
$55.3K - $61.7K
|
70.9K
$1.56M
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-793K- 69.72% |
$14.6M - $16.3M
|
344K
$7.58M
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-96.7K- 7.07% |
$1.78M - $1.98M
|
1.27M
$28M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.53K+ 1.73% |
$46.4K - $51.9K
|
149K
$3.28M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-289K- 5.52% |
$5.3M - $5.92M
|
4.94M
$109M
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
800+ 6.69% |
$14.7K - $16.4K
|
12.8K
$281K
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-4.32K- 27.13% |
$79.3K - $88.6K
|
11.6K
$256K
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
9.49K+ 27.27% |
$174K - $195K
|
44.3K
$975K
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.23K+ 2.38% |
$77.7K - $86.8K
|
182K
$4.01M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20.7KNew |
$379K - $424K
|
20.7K
$455K
|