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 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-8.65K- 42.53% |
$159K - $177K
|
11.7K
$257K
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-2.52K- 2.87% |
$46.2K - $51.6K
|
85.2K
$1.88M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
37.4KNew |
$687K - $767K
|
37.4K
$824K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.1K- 1.29% |
$20.2K - $22.6K
|
84K
$1.85M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
70.2K+ 23.26% |
$1.29M - $1.44M
|
372K
$8.19M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.06K+ 7.84% |
$56.1K - $62.7K
|
42K
$926K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-150- 46.58% |
$2.75K - $3.08K
|
172
$3.79K
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-512- 2.88% |
$9.4K - $10.5K
|
17.3K
$380K
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
34.5K+ 5.35% |
$633K - $708K
|
679K
$15M
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-868- 4.96% |
$15.9K - $17.8K
|
16.6K
$367K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
829+ 3.4% |
$15.2K - $17K
|
25.2K
$556K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-4.97K- 7.42% |
$91.2K - $102K
|
62K
$1.37M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
121+ 3.45% |
$2.22K - $2.48K
|
3.63K
$79.9K
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-15.3K- 12.46% |
$282K - $315K
|
108K
$2.37M
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
10.3K+ 2.96% |
$189K - $212K
|
359K
$7.91M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-1.3K- 8.62% |
$23.8K - $26.6K
|
13.8K
$303K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-481- 1.22% |
$8.83K - $9.87K
|
39.1K
$861K
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
266+ 97.08% |
$4.88K - $5.46K
|
540
$11.9K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
814+ 208.18% |
$14.9K - $16.7K
|
1.21K
$26.5K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
526K+ 224.56% |
$9.66M - $10.8M
|
761K
$16.8M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-426- 0.62% |
$7.82K - $8.74K
|
68.5K
$1.51M
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.38K- 1.28% |
$43.8K - $48.9K
|
184K
$4.05M
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-855- 1.45% |
$15.7K - $17.5K
|
58.3K
$1.28M
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
28.6K+ 1.62% |
$524K - $586K
|
1.8M
$39.6M
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
43.9K+ 269.96% |
$805K - $900K
|
60.1K
$1.32M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
728K+ 32.0% |
$13.4M - $14.9M
|
3M
$66.1M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$184 - $205
|
10
$220
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
8.18KNew |
$150K - $168K
|
8.18K
$180K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.05K- 5.89% |
$55.9K - $62.5K
|
48.6K
$1.07M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
49.5K+ 42.35% |
$908K - $1.01M
|
166K
$3.66M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
457+ 2.2% |
$8.39K - $9.37K
|
21.2K
$467K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.19KNew |
$40.2K - $45K
|
2.19K
$48.3K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-180K- 35.67% |
$3.3M - $3.68M
|
324K
$7.13M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.16K+ 13.8% |
$113K - $126K
|
50.8K
$1.12M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.1K- 1.55% |
$38.5K - $43K
|
133K
$2.93M
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$342K - $382K
|
18.6K
$411K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
956+ 8.17% |
$17.6K - $19.6K
|
12.7K
$279K
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.42K- 2.35% |
$44.4K - $49.6K
|
100K
$2.21M
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
10.9K+ 2.65% |
$200K - $224K
|
423K
$9.32M
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
17+ 0.04% |
$312 - $349
|
45K
$991K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.75K- 2.32% |
$161K - $180K
|
369K
$8.13M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-611- 2.92% |
$11.2K - $12.5K
|
20.3K
$447K
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
20.1K+ 2.4% |
$368K - $412K
|
856K
$18.9M
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
970+ 1.62% |
$17.8K - $19.9K
|
60.7K
$1.34M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.64K- 31.16% |
$85.2K - $95.1K
|
10.2K
$226K
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.9KNew |
$274K - $306K
|
14.9K
$329K
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
15.1K+ 0.59% |
$278K - $310K
|
2.58M
$56.9M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.15K+ 4.88% |
$57.9K - $64.6K
|
67.7K
$1.49M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
145KNew |
$2.67M - $2.98M
|
145K
$3.21M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-453- 2.31% |
$8.32K - $9.29K
|
19.2K
$423K
|