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 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 1.94% |
$51.3K - $57.6K
|
70.2K
$1.35M
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.75K+ 2.65% |
$213K - $239K
|
223K
$4.3M
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-312- 2.83% |
$11.5K - $13K
|
10.7K
$207K
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-841- 2.9% |
$31.1K - $34.9K
|
28.1K
$542K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-723- 1.05% |
$26.7K - $30K
|
68K
$1.31M
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
400+ 4.65% |
$14.8K - $16.6K
|
9K
$173K
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
183+ 2.13% |
$6.77K - $7.6K
|
8.76K
$169K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
76+ 0.21% |
$2.81K - $3.16K
|
35.6K
$685K
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.64K+ 4.65% |
$171K - $193K
|
104K
$2.01M
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.71K- 0.82% |
$100K - $113K
|
328K
$6.31M
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.34K- 2.33% |
$234K - $263K
|
266K
$5.12M
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.95KNew |
$183K - $206K
|
4.95K
$95.2K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
100+ 1.19% |
$3.7K - $4.16K
|
8.49K
$163K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.85K+ 1.72% |
$68.4K - $76.9K
|
109K
$2.1M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-845- 2.09% |
$31.2K - $35.1K
|
39.7K
$763K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
633+ 99.84% |
$23.4K - $26.3K
|
1.27K
$24.4K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-526- 7.58% |
$19.5K - $21.9K
|
6.42K
$124K
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-227- 0.58% |
$8.39K - $9.43K
|
38.7K
$746K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.04KNew |
$186K - $209K
|
5.04K
$97K
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
443+ 0.78% |
$16.4K - $18.4K
|
57.4K
$1.1M
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.0% |
$74 - $83.1
|
202
$3.89K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
749New |
$27.7K - $31.1K
|
749
$14.4K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-369- 1.61% |
$13.6K - $15.3K
|
22.6K
$435K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-93- 1.38% |
$3.44K - $3.86K
|
6.67K
$128K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-461- 6.16% |
$17K - $19.2K
|
7.02K
$135K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
28+ 1.93% |
$1.04K - $1.16K
|
1.48K
$28.5K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
15K+ 4.86% |
$557K - $625K
|
324K
$6.24M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.16K- 3.47% |
$228K - $256K
|
171K
$3.3M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.91K+ 118.17% |
$219K - $246K
|
10.9K
$210K
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
203KNew |
$7.5M - $8.43M
|
203K
$3.91M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.38K+ 1.5% |
$88K - $98.8K
|
161K
$3.1M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
175K+ 4.75% |
$6.47M - $7.26M
|
3.86M
$74.3M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-794- 0.44% |
$29.4K - $33K
|
179K
$3.45M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.49K+ 92.14% |
$314K - $353K
|
17.7K
$341K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.29K+ 71.58% |
$196K - $220K
|
12.7K
$244K
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-7.8K- 34.64% |
$288K - $324K
|
14.7K
$283K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
10.2K+ 4.0% |
$377K - $423K
|
265K
$5.11M
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
657+ 5.9% |
$24.3K - $27.3K
|
11.8K
$227K
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
5.99K+ 54.9% |
$221K - $249K
|
16.9K
$325K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.77K+ 9.71% |
$65.6K - $73.7K
|
20K
$386K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-460- 0.49% |
$17K - $19.1K
|
92.8K
$1.79M
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-50- 9.92% |
$1.85K - $2.08K
|
454
$8.74K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
145New |
$5.36K - $6.02K
|
145
$2.79K
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-843- 3.83% |
$31.2K - $35K
|
21.2K
$407K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11.4K+ 37.6% |
$422K - $474K
|
41.8K
$804K
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-69- 0.38% |
$2.55K - $2.87K
|
17.9K
$345K
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-24.1K- 15.51% |
$890K - $1M
|
131K
$2.52M
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 0.57% |
$52.2K - $58.6K
|
244K
$4.7M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
529+ 2.43% |
$19.6K - $22K
|
22.3K
$430K
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-158- 0.96% |
$5.84K - $6.56K
|
16.3K
$314K
|