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 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
27.6K+ 9.87% |
$507K - $567K
|
308K
$6.78M
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
478K+ 109.21% |
$8.78M - $9.81M
|
917K
$20.2M
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-6.08K- 35.41% |
$112K - $125K
|
11.1K
$244K
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2K+ 1.27% |
$36.6K - $40.9K
|
159K
$3.5M
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
10.5KNew |
$193K - $215K
|
10.5K
$231K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
3.47KNew |
$63.6K - $71.1K
|
3.47K
$76.3K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.04K+ 17.92% |
$19K - $21.3K
|
6.82K
$150K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-22K- 50.0% |
$403K - $450K
|
22K
$484K
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.95K+ 2.08% |
$109K - $122K
|
292K
$6.44M
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.83K+ 68.18% |
$125K - $140K
|
16.8K
$371K
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.34K+ 36.52% |
$79.7K - $89.1K
|
16.2K
$358K
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-1.78K- 0.64% |
$32.7K - $36.5K
|
276K
$6.07M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.3K+ 0.92% |
$207K - $231K
|
1.23M
$27.1M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
15.9KNew |
$291K - $325K
|
15.9K
$350K
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.81K- 14.96% |
$70K - $78.2K
|
21.7K
$477K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.1K+ 105.36% |
$240K - $268K
|
25.5K
$562K
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-23.5K- 33.37% |
$432K - $483K
|
47K
$1.04M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
24.2KNew |
$444K - $496K
|
24.2K
$533K
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-14.8K- 1.46% |
$272K - $304K
|
1M
$22M
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-351- 0.08% |
$6.44K - $7.2K
|
413K
$9.09M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
175+ 1.41% |
$3.21K - $3.59K
|
12.6K
$277K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-56.2K- 0.93% |
$1.03M - $1.15M
|
6.02M
$133M
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.05K- 3.42% |
$19.3K - $21.5K
|
29.7K
$654K
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
12K+ 6.37% |
$220K - $246K
|
200K
$4.41M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-14.7K- 2.19% |
$269K - $301K
|
656K
$14.5M
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
6.68K+ 179.39% |
$123K - $137K
|
10.4K
$229K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.66K- 4.08% |
$104K - $116K
|
133K
$2.93M
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-5.69K- 13.43% |
$104K - $117K
|
36.7K
$808K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
62.4K+ 33.41% |
$1.15M - $1.28M
|
249K
$5.49M
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10.2K+ 1.35% |
$187K - $208K
|
760K
$16.7M
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-521- 2.68% |
$9.57K - $10.7K
|
18.9K
$416K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.3K+ 6.57% |
$23.8K - $26.6K
|
21K
$464K
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-577- 1.02% |
$10.6K - $11.8K
|
55.8K
$1.23M
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.47K+ 21.09% |
$82K - $91.6K
|
25.6K
$565K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
193+ 2.06% |
$3.54K - $3.96K
|
9.58K
$211K
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-5.58K- 0.65% |
$102K - $114K
|
855K
$18.8M
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-37.7K- 6.21% |
$693K - $774K
|
570K
$12.5M
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.48K- 0.89% |
$82.3K - $91.9K
|
497K
$10.9M
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.25K- 0.75% |
$23K - $25.6K
|
166K
$3.66M
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-568- 0.98% |
$10.4K - $11.6K
|
57.1K
$1.26M
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
105New |
$1.93K - $2.15K
|
105
$2.31K
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.7KNew |
$31.2K - $34.8K
|
1.7K
$37.4K
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.27K+ 2.59% |
$41.6K - $46.5K
|
89.7K
$1.98M
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-30.8K- 14.35% |
$566K - $632K
|
184K
$4.05M
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.59K+ 22.79% |
$47.6K - $53.2K
|
14K
$308K
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
16+ 7.08% |
$294 - $328
|
242
$5.33K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-160- 9.45% |
$2.94K - $3.28K
|
1.53K
$33.8K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
521K+ 71.47% |
$9.56M - $10.7M
|
1.25M
$27.5M
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.73K+ 5.02% |
$86.9K - $97K
|
99K
$2.18M
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
300+ 2.02% |
$5.51K - $6.15K
|
15.2K
$334K
|