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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.95K- 40.37% |
$147K - $157K
|
5.83K
$114K
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7+ 0.06% |
$260 - $279
|
12.7K
$249K
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-16- 0.22% |
$595 - $637
|
7.23K
$142K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
76New |
$2.83K - $3.03K
|
76
$1.49K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
46New |
$1.71K - $1.83K
|
46
$902
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
121+ 0.13% |
$4.5K - $4.82K
|
94.4K
$1.85M
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
201+ 0.1% |
$7.48K - $8K
|
192K
$3.77M
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
9.4KNew |
$349K - $374K
|
9.4K
$184K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-594- 21.74% |
$22.1K - $23.7K
|
2.14K
$41.9K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-400- 1.31% |
$14.9K - $15.9K
|
30.1K
$591K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-791- 5.57% |
$29.4K - $31.5K
|
13.4K
$263K
|
|
Q1 2024 | |||||||
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$523K - $572K
|
14.6K
$287K
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
7.37KNew |
$263K - $288K
|
7.37K
$145K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$7.14K - $7.82K
|
200
$3.92K
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.51KNew |
$197K - $215K
|
5.51K
$108K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-11- 2.93% |
$393 - $430
|
365
$7.16K
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-399- 2.07% |
$14.2K - $15.6K
|
18.9K
$370K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
865New |
$30.9K - $33.8K
|
865
$17K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.7KNew |
$132K - $145K
|
3.7K
$72.6K
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$678 - $743
|
44.3K
$868K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.17KNew |
$185K - $202K
|
5.17K
$101K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
210New |
$7.5K - $8.21K
|
210
$4.12K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-86.2K- 81.88% |
$3.08M - $3.37M
|
19.1K
$374K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22.9KNew |
$819K - $897K
|
22.9K
$450K
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-518- 36.4% |
$18.5K - $20.3K
|
905
$17.7K
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-171- 2.81% |
$6.11K - $6.69K
|
5.9K
$116K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
36.2K+ 11.31% |
$1.29M - $1.42M
|
357K
$6.99M
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.35KNew |
$191K - $209K
|
5.35K
$105K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-118- 69.41% |
$4.21K - $4.61K
|
52
$1.02K
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
446+ 2.86% |
$15.9K - $17.4K
|
16K
$314K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.5K+ 19.75% |
$945K - $1.03M
|
160K
$3.15M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.7K+ 20.3% |
$1.92M - $2.1M
|
318K
$6.24M
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-90- 7.92% |
$3.21K - $3.52K
|
1.05K
$20.5K
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
887+ 1.38% |
$31.7K - $34.7K
|
65.1K
$1.28M
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
280New |
$10K - $11K
|
280
$5.49K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
223New |
$7.96K - $8.72K
|
223
$4.37K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
113KNew |
$4.04M - $4.43M
|
113K
$2.22M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.63K- 29.69% |
$129K - $142K
|
8.58K
$168K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.25K+ 5.33% |
$80.3K - $88K
|
44.5K
$873K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.66K+ 63.77% |
$59.2K - $64.8K
|
4.26K
$83.5K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.6KNew |
$949K - $1.04M
|
26.6K
$521K
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-17.4K- 5.42% |
$623K - $682K
|
304K
$5.96M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.13K- 9.55% |
$40.3K - $44.2K
|
10.7K
$210K
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5.98KNew |
$213K - $234K
|
5.98K
$117K
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.4KNew |
$370K - $405K
|
10.4K
$203K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
171New |
$6.11K - $6.69K
|
171
$3.35K
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-37.7K- 58.73% |
$1.35M - $1.47M
|
26.5K
$519K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-283- 4.69% |
$10.1K - $11.1K
|
5.75K
$113K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
416KNew |
$14.9M - $16.3M
|
416K
$8.16M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
91+ 1.14% |
$3.25K - $3.56K
|
8.09K
$159K
|