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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
614+ 5.74% |
$19.9K - $22.7K
|
11.3K
$218K
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2+ 2.41% |
$64.7 - $74
|
85
$1.64K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-57- 12.23% |
$1.85K - $2.11K
|
409
$7.87K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9.53K+ 4.44% |
$308K - $353K
|
224K
$4.31M
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
19.3KNew |
$626K - $715K
|
19.3K
$372K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.52KNew |
$49.2K - $56.3K
|
1.52K
$29.3K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.34KNew |
$43.3K - $49.6K
|
1.34K
$25.8K
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-9.1K- 47.61% |
$294K - $337K
|
10K
$193K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.85KNew |
$125K - $142K
|
3.85K
$74.1K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
347New |
$11.2K - $12.8K
|
347
$6.68K
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-53- 0.34% |
$1.72K - $1.96K
|
15.4K
$296K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 2.07% |
$194 - $222
|
296
$5.7K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-184- 2.43% |
$5.96K - $6.81K
|
7.39K
$142K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 2.23% |
$259 - $296
|
367
$7.06K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.34K+ 1443.21% |
$75.7K - $86.5K
|
2.5K
$48.1K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
96.6KNew |
$3.13M - $3.58M
|
96.6K
$1.86M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
200+ 2.78% |
$6.47K - $7.4K
|
7.4K
$142K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
129New |
$4.18K - $4.77K
|
129
$2.48K
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.31KNew |
$204K - $234K
|
6.31K
$121K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 3.88% |
$52.1K - $59.6K
|
39.9K
$768K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3+ 0.08% |
$97.1 - $111
|
3.83K
$73.8K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
63New |
$2.04K - $2.33K
|
63
$1.21K
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
381New |
$12.3K - $14.1K
|
381
$7.33K
|
|
Feb 13, 2024
Q4 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-53K- 13.05% |
$1.72M - $1.96M
|
353K
$6.8M
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
42.4KNew |
$1.37M - $1.57M
|
42.4K
$816K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.66KNew |
$183K - $210K
|
5.66K
$109K
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-82.4K- 93.92% |
$2.67M - $3.05M
|
5.34K
$103K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
204KNew |
$6.6M - $7.54M
|
204K
$3.92M
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.94KNew |
$192K - $220K
|
5.94K
$114K
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.41KNew |
$208K - $237K
|
6.41K
$123K
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.5KNew |
$48.6K - $55.6K
|
1.5K
$28.9K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
181KNew |
$5.87M - $6.71M
|
181K
$3.49M
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
11.9KNew |
$384K - $439K
|
11.9K
$228K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
27.5K+ 5.43% |
$889K - $1.02M
|
534K
$10.3M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.76K+ 29.81% |
$219K - $250K
|
29.4K
$567K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
287New |
$9.29K - $10.6K
|
287
$5.52K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.12KNew |
$68.5K - $78.3K
|
2.12K
$40.7K
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-426- 1.5% |
$13.8K - $15.8K
|
28K
$540K
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-2.15K- 9.36% |
$69.6K - $79.6K
|
20.8K
$401K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-148- 1.6% |
$4.79K - $5.48K
|
9.1K
$175K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.55K- 30.93% |
$82.7K - $94.5K
|
5.7K
$110K
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
427+ 19.03% |
$13.8K - $15.8K
|
2.67K
$51.4K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
82+ 2.0% |
$2.65K - $3.03K
|
4.19K
$80.6K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
260New |
$8.42K - $9.62K
|
260
$5.01K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
165+ 7.5% |
$5.34K - $6.11K
|
2.37K
$45.5K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
769New |
$24.9K - $28.5K
|
769
$14.8K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-270- 35.57% |
$8.74K - $9.99K
|
489
$9.41K
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
7.96KNew |
$258K - $295K
|
7.96K
$153K
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.67KNew |
$54.2K - $62K
|
1.67K
$32.2K
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8.6KNew |
$278K - $318K
|
8.6K
$166K
|