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 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-11.2K- 1.4% |
$206K - $231K
|
794K
$17.5M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
124K+ 21.0% |
$2.27M - $2.54M
|
713K
$15.7M
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.89K+ 7.91% |
$53K - $59.2K
|
39.4K
$868K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-918- 4.54% |
$16.9K - $18.8K
|
19.3K
$426K
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
752+ 3.17% |
$13.8K - $15.4K
|
24.5K
$539K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
57.1K+ 100.47% |
$1.05M - $1.17M
|
114K
$2.51M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-160- 1.04% |
$2.94K - $3.28K
|
15.2K
$334K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.21K- 30.97% |
$132K - $148K
|
16.1K
$354K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.58K+ 1.19% |
$29.1K - $32.5K
|
134K
$2.96M
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-281- 0.18% |
$5.16K - $5.76K
|
158K
$3.48M
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
23.7KNew |
$436K - $487K
|
23.7K
$523K
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-10.1K- 5.75% |
$185K - $207K
|
165K
$3.64M
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-30- 0.04% |
$551 - $615
|
69.4K
$1.53M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
91.1K+ 13.2% |
$1.67M - $1.87M
|
781K
$17.2M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.92K+ 30.33% |
$72K - $80.4K
|
16.9K
$371K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.3K- 9.5% |
$355K - $397K
|
184K
$4.06M
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
10.1KNew |
$186K - $208K
|
10.1K
$223K
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
16.7KNew |
$307K - $343K
|
16.7K
$369K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
74New |
$1.36K - $1.52K
|
74
$1.63K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
480K+ 8.05% |
$8.81M - $9.84M
|
6.44M
$142M
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
57.8K+ 4.55% |
$1.06M - $1.19M
|
1.33M
$29.3M
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-25- 0.14% |
$459 - $513
|
17.8K
$392K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-48.5K- 10.46% |
$891K - $995K
|
416K
$9.16M
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-877- 3.3% |
$16.1K - $18K
|
25.7K
$565K
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
10.7K+ 3.36% |
$197K - $220K
|
330K
$7.27M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.6K+ 0.91% |
$231K - $258K
|
1.39M
$30.7M
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-2.07K- 0.52% |
$38K - $42.4K
|
396K
$8.73M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.01K- 3.12% |
$36.9K - $41.2K
|
62.4K
$1.37M
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
12.8K+ 17.21% |
$235K - $263K
|
87.2K
$1.92M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
97+ 21.37% |
$1.78K - $1.99K
|
551
$12.1K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
27.5K+ 20.1% |
$505K - $564K
|
164K
$3.62M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-563- 11.01% |
$10.3K - $11.5K
|
4.55K
$100K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-14.8K- 1.77% |
$272K - $304K
|
821K
$18.1M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-42K- 3.31% |
$771K - $862K
|
1.23M
$27M
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
11.2K+ 21.86% |
$206K - $230K
|
62.5K
$1.38M
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
21.5K+ 2.98% |
$395K - $441K
|
742K
$16.4M
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-354K- 22.86% |
$6.5M - $7.26M
|
1.19M
$26.3M
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-46.4K- 28.67% |
$852K - $951K
|
115K
$2.54M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.52K- 2.5% |
$27.9K - $31.2K
|
59.3K
$1.31M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.94K- 2.96% |
$109K - $122K
|
195K
$4.29M
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-7.39K- 1.15% |
$136K - $152K
|
633K
$13.9M
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-54.6K- 4.78% |
$1M - $1.12M
|
1.09M
$24M
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-642- 10.09% |
$11.8K - $13.2K
|
5.72K
$126K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
686New |
$12.6K - $14.1K
|
686
$15.1K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.72K+ 0.43% |
$31.5K - $35.2K
|
400K
$8.81M
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
228+ 58.46% |
$4.19K - $4.68K
|
618
$13.6K
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-336K- 37.83% |
$6.18M - $6.9M
|
553K
$12.2M
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-6.24K- 3.47% |
$114K - $128K
|
174K
$3.82M
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
634+ 1.56% |
$11.6K - $13K
|
41.2K
$907K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
105+ 6.81% |
$1.93K - $2.15K
|
1.65K
$36.3K
|