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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-271- 4.33% |
$10K - $11.3K
|
5.99K
$122K
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
6.45KNew |
$238K - $268K
|
6.45K
$131K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.6KNew |
$207K - $233K
|
5.6K
$114K
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
4.9KNew |
$181K - $204K
|
4.9K
$99.6K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
6.26K+ 1.01% |
$231K - $260K
|
624K
$12.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.1K+ 11.85% |
$1.22M - $1.38M
|
313K
$6.35M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
523K+ 119.47% |
$19.3M - $21.7M
|
960K
$19.5M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.24KNew |
$194K - $218K
|
5.24K
$107K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 1.94% |
$51.3K - $57.6K
|
70.2K
$1.43M
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.95KNew |
$183K - $206K
|
4.95K
$101K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.04KNew |
$186K - $209K
|
5.04K
$102K
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-7.8K- 34.64% |
$288K - $324K
|
14.7K
$299K
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-69- 0.38% |
$2.55K - $2.87K
|
17.9K
$364K
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-2.07K- 19.97% |
$76.6K - $86.1K
|
8.3K
$169K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-59- 7.1% |
$2.18K - $2.45K
|
772
$15.7K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
130New |
$4.81K - $5.4K
|
130
$2.64K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.14KNew |
$190K - $214K
|
5.14K
$105K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-55.6K- 86.53% |
$2.06M - $2.31M
|
8.66K
$176K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
27+ 0.35% |
$998 - $1.12K
|
7.64K
$155K
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.35KNew |
$198K - $222K
|
5.35K
$109K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
845+ 0.4% |
$31.2K - $35.1K
|
211K
$4.28M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2K+ 2.54% |
$73.8K - $83K
|
80.5K
$1.64M
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-6.32K- 8.16% |
$234K - $263K
|
71.2K
$1.45M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.72% |
$74 - $83.1
|
281
$5.71K
|
|
Q2 2024 | |||||||
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-14.1K- 31.21% |
$525K - $562K
|
31.1K
$633K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 33.33% |
$1.3K - $1.39K
|
70
$1.42K
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.75K+ 69.29% |
$139K - $149K
|
9.16K
$186K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
265New |
$9.86K - $10.6K
|
265
$5.39K
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.1K+ 6.12% |
$78.1K - $83.7K
|
36.4K
$741K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 1.59% |
$37.2 - $39.8
|
64
$1.3K
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$37.2 - $39.8
|
1
$20.3
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-173- 10.81% |
$6.43K - $6.89K
|
1.43K
$29K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.02KNew |
$224K - $240K
|
6.02K
$122K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.95K- 21.43% |
$72.4K - $77.6K
|
7.14K
$145K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.67K- 1.79% |
$211K - $226K
|
312K
$6.33M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
145New |
$5.39K - $5.77K
|
145
$2.95K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
79.5M+ 206.3% |
$2.96B - $3.16B
|
118M
$2.4B
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-49.2K- 2.51% |
$1.83M - $1.96M
|
1.91M
$38.8M
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
48.1KNew |
$1.79M - $1.91M
|
48.1K
$977K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
138+ 0.1% |
$5.13K - $5.5K
|
137K
$2.79M
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
7.34KNew |
$273K - $292K
|
7.34K
$149K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
455+ 1.22% |
$16.9K - $18.1K
|
37.6K
$765K
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
13.4KNew |
$497K - $532K
|
13.4K
$272K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
5.78KNew |
$215K - $230K
|
5.78K
$118K
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-337- 5.9% |
$12.5K - $13.4K
|
5.38K
$109K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
71+ 0.61% |
$2.64K - $2.83K
|
11.7K
$239K
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1- 50.0% |
$37.2 - $39.8
|
1
$20.3
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
8.98KNew |
$334K - $357K
|
8.98K
$182K
|