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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
69+ 100.0% |
$1.27K - $2.82K
|
138
$3.04K
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.2KNew |
$206K - $458K
|
11.2K
$247K
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
7.91K+ 100.0% |
$146K - $323K
|
15.8K
$349K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.8K+ 70.81% |
$125K - $278K
|
16.4K
$361K
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
45.2KNew |
$833K - $1.85M
|
45.2K
$997K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.16KNew |
$113K - $252K
|
6.16K
$136K
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
6.88K+ 103.18% |
$127K - $281K
|
13.5K
$298K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3.35K+ 28.54% |
$61.7K - $137K
|
15.1K
$333K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.12K+ 100.0% |
$39K - $86.5K
|
4.23K
$93.2K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 100.0% |
$644 - $1.43K
|
70
$1.54K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
10.6K+ 100.0% |
$195K - $434K
|
21.2K
$468K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16.3KNew |
$301K - $667K
|
16.3K
$360K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
3KNew |
$55.2K - $123K
|
3K
$66.1K
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
10.3K+ 99.99% |
$189K - $420K
|
20.6K
$453K
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
8.24K+ 100.0% |
$152K - $337K
|
16.5K
$363K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
107KNew |
$1.97M - $4.37M
|
107K
$2.36M
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
13.5K+ 102.9% |
$249K - $553K
|
26.7K
$588K
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
43.3K+ 100.0% |
$797K - $1.77M
|
86.6K
$1.91M
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
309+ 100.0% |
$5.69K - $12.6K
|
618
$13.6K
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
20.5K+ 100.0% |
$377K - $837K
|
41K
$902K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
356KNew |
$6.55M - $14.5M
|
356K
$7.84M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.43K+ 100.0% |
$99.9K - $222K
|
10.9K
$239K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
781+ 104.27% |
$14.4K - $31.9K
|
1.53K
$33.7K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.71K+ 100.0% |
$123K - $274K
|
13.4K
$296K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.33K+ 100.0% |
$61.4K - $136K
|
6.67K
$147K
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-12.3K- 49.66% |
$226K - $503K
|
12.5K
$275K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
3.64K+ 187.68% |
$67K - $149K
|
5.58K
$123K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
40.3K+ 99.57% |
$743K - $1.65M
|
80.8K
$1.78M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
12.3KNew |
$226K - $501K
|
12.3K
$270K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
919+ 100.0% |
$16.9K - $37.6K
|
1.84K
$40.5K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
36.4K+ 104.45% |
$671K - $1.49M
|
71.3K
$1.57M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.14M+ 85.38% |
$21.1M - $46.8M
|
2.49M
$54.8M
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
10K+ 100.0% |
$185K - $410K
|
20.1K
$442K
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
544+ 1.04% |
$10K - $22.2K
|
52.9K
$1.17M
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
9.61K+ 88.31% |
$177K - $393K
|
20.5K
$451K
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
5.07K+ 53.73% |
$93.4K - $207K
|
14.5K
$320K
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
380+ 100.0% |
$7K - $15.5K
|
760
$16.7K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.3K+ 104.46% |
$189K - $420K
|
20.1K
$443K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
7.12KNew |
$131K - $291K
|
7.12K
$157K
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
16K+ 104.42% |
$295K - $655K
|
31.4K
$691K
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
12KNew |
$221K - $492K
|
12K
$265K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
489+ 100.0% |
$9K - $20K
|
978
$21.5K
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
14.9KNew |
$275K - $611K
|
14.9K
$329K
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
14.4K+ 89.07% |
$266K - $590K
|
30.6K
$675K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18K+ 2.11% |
$331K - $734K
|
868K
$19.1M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
6.55KNew |
$121K - $268K
|
6.55K
$144K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
919New |
$16.9K - $37.6K
|
919
$20.2K
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12.4K+ 224.04% |
$228K - $505K
|
17.9K
$394K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
211+ 104.46% |
$3.88K - $8.62K
|
413
$9.1K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
425K+ 97.12% |
$7.83M - $17.4M
|
864K
$19M
|