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 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
9.31K+ 28.23% |
$344K - $387K
|
42.3K
$829K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.88K- 6.82% |
$181K - $203K
|
66.8K
$1.31M
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
345+ 4.73% |
$12.8K - $14.3K
|
7.64K
$150K
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-33- 0.57% |
$1.22K - $1.37K
|
5.77K
$113K
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
113K+ 7.91% |
$4.18M - $4.7M
|
1.54M
$30.3M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
371+ 0.68% |
$13.7K - $15.4K
|
55.1K
$1.08M
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-449- 2.14% |
$16.6K - $18.7K
|
20.6K
$403K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
421+ 0.7% |
$15.6K - $17.5K
|
60.2K
$1.18M
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
50+ 0.46% |
$1.85K - $2.08K
|
10.9K
$213K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-55.6K- 86.53% |
$2.06M - $2.31M
|
8.66K
$170K
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-204- 0.33% |
$7.54K - $8.48K
|
60.7K
$1.19M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
44+ 2.18% |
$1.63K - $1.83K
|
2.06K
$40.4K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-30.7K- 7.35% |
$1.14M - $1.28M
|
388K
$7.6M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-778- 5.43% |
$28.8K - $32.3K
|
13.6K
$266K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
22.6K+ 7.17% |
$834K - $937K
|
337K
$6.61M
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-9- 0.02% |
$333 - $374
|
56.3K
$1.1M
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-664- 0.82% |
$24.6K - $27.6K
|
80.6K
$1.58M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.12K+ 9.77% |
$78.4K - $88.1K
|
23.8K
$467K
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.33K- 2.66% |
$123K - $138K
|
122K
$2.39M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
305+ 0.41% |
$11.3K - $12.7K
|
74.6K
$1.46M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
71.2K+ 7.42% |
$2.63M - $2.96M
|
1.03M
$20.2M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-71- 1.63% |
$2.63K - $2.95K
|
4.28K
$83.9K
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
709+ 0.81% |
$26.2K - $29.5K
|
88K
$1.73M
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-411- 0.77% |
$15.2K - $17.1K
|
53.1K
$1.04M
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.27K- 0.86% |
$83.8K - $94.1K
|
262K
$5.14M
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
231+ 0.68% |
$8.54K - $9.6K
|
34.2K
$670K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
7.44K+ 4.67% |
$275K - $309K
|
167K
$3.27M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.75KNew |
$64.9K - $72.9K
|
1.75K
$34.4K
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
19.5K+ 2.51% |
$723K - $812K
|
798K
$15.6M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.71K- 5.61% |
$137K - $154K
|
62.4K
$1.22M
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
27+ 0.35% |
$998 - $1.12K
|
7.64K
$150K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.42K+ 3.33% |
$164K - $184K
|
137K
$2.69M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-9.95K- 25.66% |
$368K - $413K
|
28.8K
$565K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.76K+ 11.88% |
$102K - $115K
|
26K
$510K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.72K- 71.04% |
$63.5K - $71.3K
|
700
$13.7K
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-924K- 47.71% |
$34.2M - $38.4M
|
1.01M
$19.9M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
152K+ 6.13% |
$5.6M - $6.3M
|
2.62M
$51.5M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.35KNew |
$198K - $222K
|
5.35K
$105K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
28+ 0.17% |
$1.04K - $1.16K
|
17K
$332K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.94K- 2.22% |
$294K - $330K
|
349K
$6.85M
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-376- 0.78% |
$13.9K - $15.6K
|
47.6K
$933K
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
5.15KNew |
$191K - $214K
|
5.15K
$101K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
237+ 0.65% |
$8.76K - $9.85K
|
36.9K
$723K
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.49K- 2.33% |
$55.1K - $61.9K
|
62.3K
$1.22M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
845+ 0.4% |
$31.2K - $35.1K
|
211K
$4.13M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2K+ 2.54% |
$73.8K - $83K
|
80.5K
$1.58M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.06K+ 0.6% |
$113K - $127K
|
516K
$10.1M
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-6.32K- 8.16% |
$234K - $263K
|
71.2K
$1.4M
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.77K+ 24.1% |
$102K - $115K
|
14.3K
$280K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-154- 0.96% |
$5.69K - $6.4K
|
15.9K
$311K
|