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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-8- 0.24% |
$286 - $313
|
3.27K
$62.9K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.94M+ 2.6% |
$69.1M - $75.7M
|
76.3M
$1.47B
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1K+ 156.25% |
$35.7K - $39.1K
|
1.64K
$31.6K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.26K- 1.65% |
$80.7K - $88.3K
|
134K
$2.58M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
128KNew |
$4.57M - $5M
|
128K
$2.46M
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
12.1K+ 19.66% |
$431K - $472K
|
73.5K
$1.41M
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-13.4K- 63.65% |
$479K - $524K
|
7.65K
$147K
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-640- 10.55% |
$22.9K - $25K
|
5.43K
$104K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150+ 33.56% |
$5.36K - $5.87K
|
597
$11.5K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$35.7 - $39.1
|
1
$19.3
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
319New |
$11.4K - $12.5K
|
319
$6.14K
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.18K+ 28.35% |
$256K - $281K
|
32.5K
$626K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
829+ 9.19% |
$29.6K - $32.4K
|
9.85K
$190K
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
166KNew |
$5.93M - $6.5M
|
166K
$3.2M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-16.8K- 59.27% |
$600K - $657K
|
11.6K
$222K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
163+ 2.34% |
$5.82K - $6.37K
|
7.13K
$137K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.25K+ 3.76% |
$152K - $166K
|
117K
$2.26M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 0.07% |
$571 - $626
|
24.2K
$466K
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
100+ 0.95% |
$3.57K - $3.91K
|
10.7K
$205K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.1K+ 56.03% |
$146K - $160K
|
11.4K
$220K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-88- 0.96% |
$3.14K - $3.44K
|
9.07K
$175K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
800+ 23.18% |
$28.6K - $31.3K
|
4.25K
$81.8K
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.52KNew |
$197K - $216K
|
5.52K
$106K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
500+ 7.67% |
$17.9K - $19.6K
|
7.02K
$135K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.9K+ 321.86% |
$104K - $113K
|
3.8K
$73.2K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.6KNew |
$57.1K - $62.6K
|
1.6K
$30.8K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.13KNew |
$40.2K - $44K
|
1.13K
$21.7K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-32- 1.9% |
$1.14K - $1.25K
|
1.66K
$31.9K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.35K- 18.73% |
$83.8K - $91.8K
|
10.2K
$196K
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-73.1K- 91.11% |
$2.61M - $2.86M
|
7.14K
$137K
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
BUY
|
- |
781+ 1.49% |
$27.9K - $30.5K
|
53.2K
$1.02M
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
32New |
$1.14K - $1.25K
|
32
$616
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-773- 5.23% |
$27.6K - $30.2K
|
14K
$270K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
179+ 0.47% |
$6.39K - $7K
|
38.1K
$734K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.07K+ 10.22% |
$38.3K - $41.9K
|
11.6K
$223K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.58K- 69.57% |
$306K - $336K
|
3.75K
$72.2K
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
36.7K+ 558.89% |
$1.31M - $1.44M
|
43.3K
$833K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
20.7K+ 620.66% |
$740K - $811K
|
24.1K
$463K
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.71K- 19.25% |
$61.2K - $67K
|
7.19K
$138K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
264New |
$9.43K - $10.3K
|
264
$5.08K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.57K- 91.25% |
$199K - $218K
|
534
$10.3K
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$35.7 - $39.1
|
10.3K
$198K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.73K+ 2.19% |
$97.4K - $107K
|
127K
$2.45M
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
275+ 2.41% |
$9.82K - $10.8K
|
11.7K
$225K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
148+ 0.96% |
$5.29K - $5.79K
|
15.5K
$299K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
629+ 3.54% |
$22.5K - $24.6K
|
18.4K
$354K
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-531- 3.48% |
$19K - $20.8K
|
14.7K
$284K
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-520- 1.33% |
$18.6K - $20.3K
|
38.5K
$740K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
22.3K+ 17.11% |
$797K - $873K
|
153K
$2.94M
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-674- 8.21% |
$24.1K - $26.4K
|
7.54K
$145K
|