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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-16- 0.11% |
$294 - $328
|
14.4K
$318K
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-922- 7.89% |
$16.9K - $18.9K
|
10.8K
$237K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-11.3K- 1.02% |
$208K - $232K
|
1.1M
$24.2M
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.42K- 6.58% |
$44.4K - $49.7K
|
34.3K
$757K
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
134+ 0.57% |
$2.46K - $2.75K
|
23.7K
$522K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
12.4K+ 3.44% |
$227K - $254K
|
372K
$8.19M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.42KNew |
$26K - $29K
|
1.42K
$31.2K
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.41K+ 3.44% |
$44.2K - $49.4K
|
72.5K
$1.6M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
815+ 17.92% |
$15K - $16.7K
|
5.36K
$118K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
200K+ 3.12% |
$3.68M - $4.11M
|
6.63M
$146M
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
24KNew |
$441K - $492K
|
24K
$529K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.8K- 1.69% |
$33K - $36.9K
|
104K
$2.3M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-187K- 75.44% |
$3.43M - $3.83M
|
60.8K
$1.34M
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-17K- 2.52% |
$311K - $348K
|
656K
$14.5M
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
77+ 0.15% |
$1.41K - $1.58K
|
53.1K
$1.17M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-25.5K- 13.6% |
$468K - $523K
|
162K
$3.57M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-190- 0.7% |
$3.49K - $3.9K
|
27K
$596K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.9K+ 23.88% |
$219K - $245K
|
61.9K
$1.36M
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
16.9K+ 3.96% |
$311K - $347K
|
444K
$9.78M
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-178- 1.41% |
$3.27K - $3.65K
|
12.4K
$273K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.17K+ 7.59% |
$58.1K - $64.9K
|
44.9K
$988K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.75K+ 6.88% |
$32.1K - $35.8K
|
27.2K
$598K
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1.57K+ 2.21% |
$28.9K - $32.2K
|
72.6K
$1.6M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.92K+ 0.5% |
$71.9K - $80.4K
|
795K
$17.5M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.33KNew |
$97.8K - $109K
|
5.33K
$117K
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-9.34K- 30.78% |
$172K - $192K
|
21K
$463K
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
25.7KNew |
$471K - $526K
|
25.7K
$565K
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
218New |
$4K - $4.47K
|
218
$4.8K
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.86K+ 23.83% |
$89.2K - $99.6K
|
25.2K
$556K
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-12.5K- 1.12% |
$230K - $257K
|
1.1M
$24.3M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
7.31KNew |
$134K - $150K
|
7.31K
$161K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
509+ 5.86% |
$9.35K - $10.4K
|
9.19K
$202K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-822K- 6.09% |
$15.1M - $16.9M
|
12.7M
$279M
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.74M+ 76.58% |
$32M - $35.7M
|
4.01M
$88.4M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-227- 0.87% |
$4.17K - $4.66K
|
25.9K
$571K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.36K- 0.44% |
$25K - $27.9K
|
309K
$6.82M
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.15KNew |
$76.1K - $85.1K
|
4.15K
$91.4K
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.62K+ 10.56% |
$48.1K - $53.7K
|
27.4K
$604K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.38K- 11.66% |
$25.4K - $28.3K
|
10.5K
$231K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
357K+ 18.85% |
$6.56M - $7.33M
|
2.25M
$49.6M
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.88K- 0.12% |
$89.7K - $100K
|
3.9M
$86M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-22.3K- 40.8% |
$409K - $456K
|
32.3K
$711K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
15.8K+ 31.75% |
$289K - $323K
|
65.4K
$1.44M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8.09K- 33.89% |
$149K - $166K
|
15.8K
$348K
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
963+ 2.71% |
$17.7K - $19.8K
|
36.5K
$804K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.14% |
$202 - $226
|
7.62K
$168K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-85K- 15.36% |
$1.56M - $1.74M
|
468K
$10.3M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-12.4K- 35.25% |
$228K - $255K
|
22.8K
$503K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-15- 0.07% |
$275 - $308
|
20.6K
$455K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
25K+ 181.4% |
$459K - $513K
|
38.8K
$854K
|