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 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.64K- 0.99% |
$48.5K - $54.1K
|
264K
$5.81M
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7+ 1.58% |
$129 - $144
|
449
$9.89K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.79K- 8.51% |
$51.2K - $57.2K
|
30K
$660K
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-895- 1.61% |
$16.4K - $18.4K
|
54.8K
$1.21M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
38.5K+ 15.47% |
$707K - $790K
|
288K
$6.34M
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.42K- 2.4% |
$26K - $29.1K
|
57.6K
$1.27M
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-453- 0.47% |
$8.32K - $9.29K
|
95.7K
$2.11M
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$129 - $144
|
3.82K
$84K
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$206K - $231K
|
11.2K
$248K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-182- 0.68% |
$3.34K - $3.73K
|
26.5K
$584K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
64.1K+ 465.32% |
$1.18M - $1.31M
|
77.8K
$1.71M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.6K- 6.51% |
$249K - $278K
|
195K
$4.29M
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5.74K+ 10.3% |
$105K - $118K
|
61.4K
$1.35M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
52+ 0.77% |
$955 - $1.07K
|
6.85K
$151K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
5.27K+ 82.77% |
$96.8K - $108K
|
11.6K
$257K
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.2K+ 4.71% |
$22K - $24.6K
|
26.7K
$588K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
31.9KNew |
$586K - $654K
|
31.9K
$703K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.51K- 87.63% |
$82.7K - $92.4K
|
636
$14K
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-256- 1.52% |
$4.7K - $5.25K
|
16.6K
$365K
|
|
Q4 2024 | |||||||
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-6.43K- 73.92% |
$118K - $263K
|
2.27K
$50K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
5.66KNew |
$104K - $231K
|
5.66K
$125K
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
253K+ 103.93% |
$4.65M - $10.3M
|
496K
$10.9M
|
|
Jun 23, 2025
Q4 2024
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
16KNew |
$294K - $653K
|
16K
$352K
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
10.2K+ 100.0% |
$187K - $415K
|
20.3K
$448K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-288K- 11.02% |
$5.3M - $11.8M
|
2.32M
$51.2M
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
13.9K+ 86.88% |
$256K - $569K
|
29.9K
$660K
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
616New |
$11.3K - $25.2K
|
616
$13.6K
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
14.8K+ 100.0% |
$273K - $606K
|
29.7K
$654K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.35KNew |
$24.8K - $55.1K
|
1.35K
$29.7K
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
9.79K+ 100.0% |
$180K - $400K
|
19.6K
$431K
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
287New |
$5.28K - $11.7K
|
287
$6.32K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-263Closed |
$4.84K - $10.7K
|
0
$0
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
26.6K+ 100.02% |
$490K - $1.09M
|
53.2K
$1.17M
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.22K+ 104.43% |
$77.7K - $173K
|
8.27K
$182K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.8K+ 91.77% |
$475K - $1.05M
|
53.9K
$1.19M
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
100+ 100.0% |
$1.84K - $4.09K
|
200
$4.41K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
61K+ 107.79% |
$1.12M - $2.49M
|
118K
$2.59M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
40.1KNew |
$739K - $1.64M
|
40.1K
$884K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.35K+ 49.68% |
$117K - $260K
|
19.1K
$422K
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
6.47K+ 96.15% |
$119K - $264K
|
13.2K
$291K
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
56.2KNew |
$1.03M - $2.29M
|
56.2K
$1.24M
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
15K+ 100.0% |
$276K - $613K
|
30K
$661K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 104.31% |
$55.7K - $124K
|
5.93K
$131K
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
11.4KNew |
$210K - $467K
|
11.4K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13.5K+ 99.99% |
$249K - $552K
|
27K
$595K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
942+ 22.12% |
$17.3K - $38.5K
|
5.2K
$115K
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
63.3K+ 214.03% |
$1.17M - $2.59M
|
92.9K
$2.05M
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
39.5K+ 99.98% |
$726K - $1.61M
|
78.9K
$1.74M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.08K+ 100.0% |
$93.4K - $207K
|
10.2K
$224K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
53.2K+ 206.32% |
$980K - $2.18M
|
79.1K
$1.74M
|