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 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.01K+ 0.97% |
$111K - $125K
|
312K
$6M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.24K+ 3.73% |
$45.8K - $51.4K
|
34.5K
$664K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
750+ 9.21% |
$27.7K - $31.2K
|
8.89K
$171K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.41K+ 17.9% |
$52.1K - $58.5K
|
9.27K
$179K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-680- 0.78% |
$25.1K - $28.3K
|
86.6K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.41K- 8.87% |
$89K - $100K
|
24.7K
$476K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
189+ 3.01% |
$6.99K - $7.85K
|
6.47K
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$37 - $41.6
|
9.6K
$185K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
86+ 28.1% |
$3.18K - $3.57K
|
392
$7.55K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-767- 0.36% |
$28.4K - $31.9K
|
215K
$4.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-533- 1.44% |
$19.7K - $22.1K
|
36.5K
$702K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-4.9K- 3.97% |
$181K - $204K
|
119K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
43+ 0.38% |
$1.59K - $1.79K
|
11.3K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
40+ 4.72% |
$1.48K - $1.66K
|
887
$17.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.03K- 0.37% |
$38.1K - $42.8K
|
276K
$5.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.89% |
$148 - $166
|
454
$8.74K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.4K+ 56.75% |
$534K - $600K
|
39.9K
$768K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
30K+ 5.08% |
$1.11M - $1.25M
|
621K
$12M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
130New |
$4.81K - $5.4K
|
130
$2.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
152+ 0.48% |
$5.62K - $6.32K
|
31.5K
$607K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-122K- 0.58% |
$4.53M - $5.09M
|
21M
$405M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12.9K+ 11.06% |
$477K - $536K
|
129K
$2.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-17- 0.21% |
$629 - $706
|
7.94K
$153K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
725+ 2.78% |
$26.8K - $30.1K
|
26.8K
$516K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.16KNew |
$191K - $214K
|
5.16K
$99.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 1.31% |
$214K - $240K
|
446K
$8.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.53K- 2.79% |
$93.4K - $105K
|
88K
$1.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.18K+ 31.71% |
$155K - $174K
|
17.4K
$335K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-11.2K- 20.46% |
$415K - $466K
|
43.6K
$839K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.28K+ 35.56% |
$306K - $344K
|
31.6K
$608K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
320+ 120.3% |
$11.8K - $13.3K
|
586
$11.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
36.1KNew |
$1.33M - $1.5M
|
36.1K
$695K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.59K+ 136.46% |
$281K - $316K
|
13.2K
$253K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.51K+ 2.54% |
$93K - $104K
|
101K
$1.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-74- 0.81% |
$2.74K - $3.07K
|
9.09K
$175K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
119+ 2.44% |
$4.4K - $4.94K
|
5.01K
$96.3K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
112+ 99.12% |
$4.14K - $4.65K
|
225
$4.33K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-9.09K- 6.59% |
$336K - $378K
|
129K
$2.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
328+ 1.88% |
$12.1K - $13.6K
|
17.8K
$342K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.43K- 2.45% |
$53K - $59.5K
|
57K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
24.4K+ 23.47% |
$901K - $1.01M
|
128K
$2.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.14KNew |
$190K - $214K
|
5.14K
$99K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8.87K+ 1.44% |
$328K - $368K
|
625K
$12M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
89+ 0.43% |
$3.29K - $3.7K
|
20.8K
$401K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
109+ 15.14% |
$4.03K - $4.53K
|
829
$16K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
1.9K+ 1.44% |
$70.2K - $78.8K
|
134K
$2.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-718- 6.88% |
$26.6K - $29.8K
|
9.72K
$187K
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
237KNew |
$8.78M - $9.87M
|
237K
$4.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-12- 0.44% |
$444 - $499
|
2.74K
$52.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.13K- 1.86% |
$41.7K - $46.8K
|
59.3K
$1.14M
|