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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.04% |
$372 - $398
|
26K
$501K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 1.59% |
$37.2 - $39.8
|
64
$1.23K
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.69KNew |
$323K - $346K
|
8.69K
$167K
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$37.2 - $39.8
|
1
$19.3
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
33.7K+ 8.83% |
$1.25M - $1.34M
|
415K
$8M
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$37.2 - $39.8
|
2
$38.5
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
253New |
$9.41K - $10.1K
|
253
$4.87K
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
10.7K+ 165.7% |
$399K - $427K
|
17.2K
$331K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.4K+ 25.97% |
$126K - $135K
|
16.5K
$317K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.85K- 43.44% |
$106K - $113K
|
3.71K
$71.4K
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
52+ 0.94% |
$1.93K - $2.07K
|
5.57K
$107K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-173- 10.81% |
$6.43K - $6.89K
|
1.43K
$27.5K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.02KNew |
$224K - $240K
|
6.02K
$116K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.95K- 21.43% |
$72.4K - $77.6K
|
7.14K
$137K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.67K- 1.79% |
$211K - $226K
|
312K
$6M
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.01K- 1.68% |
$37.5K - $40.1K
|
58.8K
$1.13M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
46+ 7.28% |
$1.71K - $1.83K
|
678
$13.1K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
145New |
$5.39K - $5.77K
|
145
$2.79K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.41K+ 31.53% |
$238K - $255K
|
26.7K
$514K
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
3.4K+ 0.85% |
$126K - $135K
|
404K
$7.78M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
79.5M+ 206.3% |
$2.96B - $3.16B
|
118M
$2.27B
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-49.2K- 2.51% |
$1.83M - $1.96M
|
1.91M
$36.7M
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
164+ 0.04% |
$6.1K - $6.53K
|
393K
$7.56M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.08K- 82.87% |
$40.3K - $43.2K
|
224
$4.31K
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
48.1KNew |
$1.79M - $1.91M
|
48.1K
$926K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
629New |
$23.4K - $25K
|
629
$12.1K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
138+ 0.1% |
$5.13K - $5.5K
|
137K
$2.65M
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-473- 0.38% |
$17.6K - $18.8K
|
124K
$2.38M
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.2KNew |
$454K - $486K
|
12.2K
$235K
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
253+ 4.27% |
$9.41K - $10.1K
|
6.19K
$119K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.15K- 5.94% |
$80.1K - $85.7K
|
34.1K
$656K
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.8K- 59.74% |
$104K - $112K
|
1.89K
$36.4K
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
7.34KNew |
$273K - $292K
|
7.34K
$141K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-268K- 56.39% |
$9.96M - $10.7M
|
207K
$3.99M
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
1.2K+ 3.19% |
$44.6K - $47.8K
|
38.8K
$747K
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-17- 0.09% |
$632 - $677
|
18.8K
$361K
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.14K+ 66.93% |
$154K - $165K
|
10.3K
$199K
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-300- 13.39% |
$11.2K - $11.9K
|
1.94K
$37.3K
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$37.2 - $39.8
|
7.51K
$145K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
520KNew |
$19.3M - $20.7M
|
520K
$10M
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
332New |
$12.3K - $13.2K
|
332
$6.39K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
15+ 10.0% |
$558 - $597
|
165
$3.18K
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 8.26% |
$731K - $783K
|
258K
$4.96M
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.69K- 11.35% |
$137K - $147K
|
28.8K
$555K
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
9.18KNew |
$341K - $365K
|
9.18K
$177K
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.49KNew |
$278K - $298K
|
7.49K
$144K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-499- 8.02% |
$18.6K - $19.9K
|
5.73K
$110K
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
455+ 1.22% |
$16.9K - $18.1K
|
37.6K
$724K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2K- 1.25% |
$74.4K - $79.6K
|
158K
$3.03M
|