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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
9.45KNew |
$174K - $386K
|
9.45K
$208K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
47.5K+ 102.79% |
$875K - $1.94M
|
93.7K
$2.06M
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
554K+ 104.45% |
$10.2M - $22.6M
|
1.08M
$23.9M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.3K+ 103.1% |
$264K - $586K
|
28.3K
$622K
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
18.8K+ 100.0% |
$345K - $766K
|
37.5K
$826K
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
134+ 100.0% |
$2.47K - $5.48K
|
268
$5.9K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
158+ 1975.0% |
$2.91K - $6.46K
|
166
$3.66K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.3K+ 136.2% |
$448K - $994K
|
42.2K
$929K
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
5.15K+ 100.0% |
$94.9K - $211K
|
10.3K
$227K
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
14.7K+ 100.0% |
$271K - $603K
|
29.5K
$650K
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
29.6KNew |
$545K - $1.21M
|
29.6K
$652K
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.19K+ 100.0% |
$114K - $253K
|
12.4K
$273K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.27K+ 100.0% |
$60.1K - $133K
|
6.53K
$144K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.94KNew |
$54.1K - $120K
|
2.94K
$64.7K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 100.0% |
$34.8K - $77.2K
|
3.78K
$83.2K
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
7.28K+ 101.31% |
$134K - $297K
|
14.5K
$319K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.47K+ 116.97% |
$45.5K - $101K
|
4.59K
$101K
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
13.4K+ 100.0% |
$246K - $547K
|
26.8K
$589K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
10.5K+ 98.59% |
$193K - $430K
|
21.2K
$466K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.96K+ 100.0% |
$36.1K - $80.1K
|
3.92K
$86.4K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
5.67K+ 100.0% |
$104K - $232K
|
11.3K
$250K
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
11.3K+ 100.19% |
$208K - $461K
|
22.5K
$496K
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.3K+ 100.0% |
$97.6K - $217K
|
10.6K
$234K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
9.24K+ 90.8% |
$170K - $378K
|
19.4K
$428K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4.25K+ 100.0% |
$78.3K - $174K
|
8.5K
$187K
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
55.5KNew |
$1.02M - $2.27M
|
55.5K
$1.22M
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
11.1K+ 103.49% |
$204K - $452K
|
21.8K
$479K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
139+ 104.51% |
$2.56K - $5.68K
|
272
$5.99K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.97K+ 72.42% |
$91.4K - $203K
|
11.8K
$261K
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
223K+ 93.47% |
$4.11M - $9.13M
|
463K
$10.2M
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
332+ 100.0% |
$6.11K - $13.6K
|
664
$14.6K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
660+ 136.65% |
$12.2K - $27K
|
1.14K
$25.2K
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
30.1K+ 100.0% |
$554K - $1.23M
|
60.2K
$1.33M
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
9.18K+ 100.02% |
$169K - $375K
|
18.4K
$404K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.4K+ 99.53% |
$173K - $384K
|
18.9K
$415K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
253+ 100.0% |
$4.66K - $10.3K
|
506
$11.1K
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
206+ 100.0% |
$3.79K - $8.42K
|
412
$9.08K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
87+ 100.0% |
$1.6K - $3.56K
|
174
$3.83K
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
14.7K+ 100.31% |
$270K - $600K
|
29.3K
$646K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
629+ 100.0% |
$11.6K - $25.7K
|
1.26K
$27.7K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-844- 86.12% |
$15.5K - $34.5K
|
136
$3K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.85K+ 104.39% |
$71K - $158K
|
7.55K
$166K
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
6.64K+ 100.0% |
$122K - $271K
|
13.3K
$292K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
7.54K+ 103.73% |
$139K - $308K
|
14.8K
$326K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
6.96K+ 111.51% |
$128K - $284K
|
13.2K
$291K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
393+ 100.0% |
$7.24K - $16.1K
|
786
$17.3K
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
10.7KNew |
$198K - $439K
|
10.7K
$237K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
484New |
$8.91K - $19.8K
|
484
$10.7K
|